Archive for September 2012
Lippo Mall REIT giving 6.7% yield. Buy or Bye?
My criteria to REIT selection: Dividend yield > 6% This is main reason why we invest in REIT. When doing my homework, I don’t expect the price of the shares to go up. I am more concern about the under lying assets that the REIT holds. Price to NAV < 0.7 The primary value of a REIT…
Read More2 good investment opportunities and 1 big warning after QE3 announcement
It was 1:15am last Thursday night when my fellow investing friend apps me that QE3 is “ON!”. Straight away I logged into my CFD account and bought Silver. Even though Silver has ran up quite a bit in anticipation of the QE announcement, I think there are more upside. By now most of the readers already know about the QE3…
Read MoreJim Rogers’s view on Euro, Gold, China and Commodity at Shares Investment Conference. Part 2
This is part 2 of a 2 part series talking about Jim Rogers views on Euro, Gold, China, Commodity at the Shares Investment 2012. You can read part 1 here. Stock market in general – Long term bearish. Especially after the US, China and German elections. Right now a lot of leaders are spending money to…
Read MoreJim Rogers’s view on Euro, Gold, China and Commodity at Shares Investment Conference. Part 1
Long China/Asia, short US! That is the one liner take away from the Shares Investment Conference 2012 where Jim Rogers, Mike Bellafiore (Partner and co-founder of SMB Capital) and Avtar Sandu (Commodities expert with Philip futures) shared openly on their take of current macro economic situation and how one should invest in the coming years. This is part one…
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