tag:blogger.com,1999:blog-7944902213075756335.post4314207040278102659..comments2024-03-29T10:22:24.187+08:00Comments on A Singaporean Stocks Investor (ASSI): Cache Logistics Trust: Initiated long position at 91.5c.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-7944902213075756335.post-31205035848974113342015-11-28T10:34:06.128+08:002015-11-28T10:34:06.128+08:00Hi Jing Quan,
Paper losses don't really bothe...Hi Jing Quan,<br /><br />Paper losses don't really bother me unless I think that the company's fundamentals have very much changed for the worse.<br /><br />In Cache Logistics Trust's case, I think my average price is probably in the mid 90 cents. I have been a shareholder for a few years and I cannot remember exactly by now. <br /><br />However, my average price really has nothing toAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-63655392544834916382015-11-27T14:05:06.734+08:002015-11-27T14:05:06.734+08:00Hello AK,
Thanks! I will take it up as homework t...Hello AK,<br /><br />Thanks! I will take it up as homework to work that out over the weekend.<br /><br /><br />I just want to pick your brain on they rational behind it on the psychology of a shareholder Eg: holding at $1.10 and not averaging down when possible and choosing to hold at paper loss.<br /><br />Surely, we cannot always average down due to limited resources. <br /><br />Market has Potatoishhttps://www.blogger.com/profile/18408440404891909717noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-9804130163167402882015-11-27T10:40:15.407+08:002015-11-27T10:40:15.407+08:00Hi Jing Quan,
No lah. Not cheem. Basically, there...Hi Jing Quan,<br /><br />No lah. Not cheem. Basically, there will be many more units in issue. So, we should work out the percentage of dilution. Then, we would know how much the DPU would be watered down. Then, if we want the same distribution yield like before, what would be the price to pay?<br /><br />Actually, even if the unit price declines sufficiently to compensate for the dilution, I AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-6640694497849097202015-11-25T13:50:11.569+08:002015-11-25T13:50:11.569+08:00Thanks AK!
" unless its unit price declines e...Thanks AK!<br />" unless its unit price declines enough to compensate for the dilution to its DPU" very chiam leh. Not sure what that meant but I know overnight from the dilution my holdings drop at least 6% which is alot!Potatoishhttps://www.blogger.com/profile/18408440404891909717noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-80233817760032796262015-11-25T13:26:17.363+08:002015-11-25T13:26:17.363+08:00Hi Jing Quan,
In a comment I made, you might reme...Hi Jing Quan,<br /><br />In a comment I made, you might remember that I am not very impressed by CLT's management.<br /><br />You will find the comment here:<br />http://singaporeanstocksinvestor.blogspot.sg/2015/09/9m-2015-passive-income-from-s-reits.html#comments<br /><br />I won't be adding to my long position unless its unit price declines enough to compensate for the dilution to its AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-45793060867478491192015-11-25T13:13:38.307+08:002015-11-25T13:13:38.307+08:00Dear AK,
Cache has drop quite abit from the 94ce...Dear AK,<br /><br />Cache has drop quite abit from the 94cents dilution of shares. I am considering to average down (holding at $1++) however, I am mindful of the possible low low with the coming fed hikes which can drive the price lower hence, holding my horses. 10-15% drop on a reits portfolio is quite alarming most instance i would have cut losses but I took in view, I am getting decent Potatoishhttps://www.blogger.com/profile/18408440404891909717noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-36178266523789930992013-12-11T10:11:58.955+08:002013-12-11T10:11:58.955+08:00Hi KC,
I have no issues with having REITs in an i...Hi KC,<br /><br />I have no issues with having REITs in an investment portfolio. In fact, if you read some of my earlier blog posts, I think that REITs are good to have in any portfolio.<br /><br />The thing to remember is that, like any investment, if we get in with a margin of safety, there is no reason to panic. In such an instance, if prices should fall even more, then, we should logically AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-62150888466597590882013-12-11T09:03:30.111+08:002013-12-11T09:03:30.111+08:00Hi AK71
Thanks for replying. Just one more questi...Hi AK71<br /><br />Thanks for replying. Just one more question hope you don't mind.<br /><br />Do you think it's still good to hold reits for the long term after QE tapering hits?<br /><br />Prices have dropped a lot now.Anonymoushttps://www.blogger.com/profile/18111465813353935240noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-83209073867677450992013-12-09T12:08:17.607+08:002013-12-09T12:08:17.607+08:00Hi KC,
There could be many reasons for insider se...Hi KC,<br /><br />There could be many reasons for insider selling but usually only one reason for insider buying, says Peter Lynch. :)<br /><br />I don't know why insiders are selling in CLT, frankly.<br /><br />However, given the headwinds industrial S-REITs will be facing, I will caution against any overly optimistic view of the sector. I have blogged about this since late 2012, if I AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-34083407968590200762013-12-09T11:46:06.050+08:002013-12-09T11:46:06.050+08:00Hi AK71
Have you seen this:
cache.listedcompany[...Hi AK71<br /><br />Have you seen this:<br /><br />cache.listedcompany[dot]com/stock_insider.html<br /><br />Insiders mass selling shares...wondering what you make of it since you are vested.<br /><br />ThksAnonymoushttps://www.blogger.com/profile/18111465813353935240noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-49951969705757357352011-03-16T12:35:45.402+08:002011-03-16T12:35:45.402+08:00Hi LP,
Brothers in arms? Hahaha... Good luck to t...Hi LP,<br /><br />Brothers in arms? Hahaha... Good luck to the both of us? :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-30403158655987654892011-03-16T10:07:24.979+08:002011-03-16T10:07:24.979+08:00Hi AK,
Likewise, I initiated a position on cache ...Hi AK,<br /><br />Likewise, I initiated a position on cache at the same price as you :)la papillionhttps://www.blogger.com/profile/01372278083694506953noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-69535841177384587702011-03-15T19:09:21.821+08:002011-03-15T19:09:21.821+08:00Hi Drizzt,
Wow! A speedy comment. :)
Yes, techni...Hi Drizzt,<br /><br />Wow! A speedy comment. :)<br /><br />Yes, technically, it looks like more downside is likely.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-45390566752690768982011-03-15T19:07:56.084+08:002011-03-15T19:07:56.084+08:00pared down 50% at 0.925 today. more downside i am ...pared down 50% at 0.925 today. more downside i am afraid.Kyithhttps://www.blogger.com/profile/07617228143744544821noreply@blogger.com