The Next Big Crash - Are You Prepared?

[freedom]

I can't understand the logic of the media. FED reduces QE, which will raise long term interest rate, how could this be bad for banks?

Don't banks earn more when interest rate rises?

Am I contrarian or the media has no logic?

[Temperament]

seriously, there is a camp of investors who bought example SIA ENGG. at around $2.0 and never let go until today; even now the price at > $5.0. After so many years of receiving dividends, i think their SIA ENGG. may be free of capital investment now.
This is just an example of one stock. What forumers think of this buy & hold until fundamentals changes method of investment?

[Wildreamz]

seriously, there is a camp of investors who bought example SIA ENGG. at around $2.0 and never let go until today; even now the price at > $5.0. After so many years of receiving dividends, i think their SIA ENGG. may be free of capital investment now.
This is just an example of one stocks. What forumers think of this buy & hold until fundamentals changes method of investment?

I am determined to do so for most of my holdings.

However, as I am new to investing, I had over-estimated some counters intrinsic value/ business potential, I am seriously considering divesting some counters due to the discovery of much better bargains.

Even Warren Buffett (when he started out) bought and sold stocks from time to time because he had too many good ideas but limited cash.

[Big Toe]

Can smell the correction of property coming, coupled with a hike in interest rate.
Ideas for shorting includes richly valued property counters/construction.

When property prices rise, a lot of wealth is created.
Similarly when property prices fall, a lot of wealth will be destroyed.
I was "feeling the ground" for industrial property, too many completed/upcoming units unsold/not tenanted out.
Are we having too many units than what the market needs Is there even enough businesses to occupy them?
Not sure how deep the pockets of the industrial property investors are, but my guess is that it is not going to look pretty.
And you will be amazed how many are investor owned, yields are already very low, not hard to imagine when demand wanes
and interest rates go up.

[kayhian]

seriously, there is a camp of investors who bought example SIA ENGG. at around $2.0 and never let go until today; even now the price at > $5.0. After so many years of receiving dividends, i think their SIA ENGG. may be free of capital investment now.
This is just an example of one stock. What forumers think of this buy & hold until fundamentals changes method of investment?

only suitable for investors who have realistic expectations on their investment returns.

when SIA Engg below $3, Super is below $0.50. which one more attractive?

but which one should value investors pick?

[felixleong]

value lies in the eye of the beholder ^^

[Temperament]

and for below average "hybrid investor" who tries to do as little homework as possible, of course you know which one. Ha! Ha!
And will you sell SIA ENGG now @$5.0+ ? i will.

[paullow]

ai yah. doesn't matter wat type of cat, normal or siamese, can catch mice are all good cats.

[Temperament]

Can smell the correction of property coming, coupled with a hike in interest rate.
Ideas for shorting includes richly valued property counters/construction.

When property prices rise, a lot of wealth is created.
Similarly when property prices fall, a lot of wealth will be destroyed.
I was "feeling the ground" for industrial property, too many completed/upcoming units unsold/not tenanted out.
Are we having too many units than what the market needs Is there even enough businesses to occupy them?
Not sure how deep the pockets of the industrial property investors are, but my guess is that it is not going to look pretty.
And you will be amazed how many are investor owned, yields are already very low, not hard to imagine when demand wanes
and interest rates go up.

i agree. i observe even local banks are increasing FD rates. i think IR is trending up soon.

[CY09]

There is this blogger who has written on the demand limitation on property, not sure if he is a VB member.

http://8percentpa.blogspot.sg/2012/12/sk...art-1.html

Nevertheless, I think his argument on a residential over glut could be extended to a degree to industrial as well. In short, it is possible that Singapore may face an over built scenario in residential, industrial .