The Next Big Crash - Are You Prepared?

[brattzz]

Won't crash lah.. just correct max 20%.. .then muddle along again...

just continue to buy dividends stocks, enjoy the yields..

[Ben]

Ben Bernanke term ends on Jan 2014, I believe he won't make drastic changes from now till end of his term. But his successor could very well do something different, to differentiate himself/herself from his/her predecessor. So from now till early next year, I believe US money printing machine will not stop.

[CityFarmer]

Keppel REIT and CapitaCommercial Trust are Barclays's picks...

Barclays tips accumulating S-REITs on dips

Barclays notes that markets concerns about the end of QE3 or the Fed 'tapering' with long-dated government bond yields spiking up has resulted in both high-yield credit and high-yield equities, in particular S-REITs, being sold off.

The house believes "the concern is premature and we do not expect the Fed to cut back its bond purchases until 2014 vs the market's expectation of 2H13."

http://www.theedgesingapore.com/the-dail...-dips.html

[kayhian]

Keppel REIT and CapitaCommercial Trust are Barclays's picks...

Barclays tips accumulating S-REITs on dips

Barclays notes that markets concerns about the end of QE3 or the Fed 'tapering' with long-dated government bond yields spiking up has resulted in both high-yield credit and high-yield equities, in particular S-REITs, being sold off.

The house believes "the concern is premature and we do not expect the Fed to cut back its bond purchases until 2014 vs the market's expectation of 2H13."

http://www.theedgesingapore.com/the-dail...-dips.html

somehow, I prefer CapitaCommercial over Keppel Reit.

[Dividend Warrior]

Keppel REIT and CapitaCommercial Trust are Barclays's picks...

Barclays tips accumulating S-REITs on dips

Barclays notes that markets concerns about the end of QE3 or the Fed 'tapering' with long-dated government bond yields spiking up has resulted in both high-yield credit and high-yield equities, in particular S-REITs, being sold off.

The house believes "the concern is premature and we do not expect the Fed to cut back its bond purchases until 2014 vs the market's expectation of 2H13."

http://www.theedgesingapore.com/the-dail...-dips.html

somehow, I prefer CapitaCommercial over Keppel Reit.

Yes. Me too.

Capita Green coming!!!
[Image: CapitaGreen.jpg]

[Musicwhiz]

Yes. Me too.

Capita Green coming!!!

Thanks for the glossy photos, I must admit you don't see much of these in this forum.

[Contrarian]

> Keppel REIT and CapitaCommercial Trust are Barclays's picks...

The first one always get the Ocean building for 99 years at top price, sliced from 999 yr lease. And it 'sold' its freehold office in Tanjong Pagar for the MBFC.

Must ask the analyst and the bank, how much money they put in the company.

[felixleong]

seems like analysts are still very bullish on reits, however their outlook may only be true for the next 12 months or so
if 2 years or longer down, once US economy has recovered and the FEDs start raising rates, reits may be less attractive

imagine fixed deposits giving 2 to 5% interest, in such an environment investors would probably need to price reits lower to 8-10% yields

currently reits are selling for 6-6.5% yield which may have a limited upside, probably max is to 5% yields

[Dividend Warrior]

Thanks for the glossy photos, I must admit you don't see much of these in this forum.

U know what they say.....

"A nice picture is worth a thousand words"

[felixleong]

market opened, all blue chips in red again, gg