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There is nothing good to buy on US market because of the high valuations
20-10-2014, 10:35 PM.
Post: #1
Sad  There is nothing good to buy on US market because of the high valuations
There is nothing good to buy on US market because of the high valuations

I tried to find some good stocks to buy on US market. There is really nothing good to buy there because of the high valuations. Singapore is better.
Anyone thinking to invest, buy SGX better than NYSE/AMEX/NAS. The recent small little correct also did not provide much buying opportunities

Anyone share my view?Confused11:

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20-10-2014, 10:52 PM.
Post: #2
RE: There is nothing good to buy on US market because of the high valuations
http://forums.hardwarezone.com.sg/stocks...97823.html

What happened?

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21-10-2014, 11:13 PM.
Post: #3
RE: There is nothing good to buy on US market because of the high valuations
(20-10-2014, 10:52 PM)roxhockey Wrote: http://forums.hardwarezone.com.sg/stocks...97823.html

What happened?
convert liao i thought can dive into US market
end up its not good to go in at all.

you agree?

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23-10-2014, 12:07 AM.
Post: #4
Re: RE: There is nothing good to buy on US market because of the high valuations
(20-10-2014, 10:35 PM)wahkao Wrote: There is nothing good to buy on US market because of the high valuations

I tried to find some good stocks to buy on US market. There is really nothing good to buy there because of the high valuations. Singapore is better.
Anyone thinking to invest, buy SGX better than NYSE/AMEX/NAS. The recent small little correct also did not provide much buying opportunities

Anyone share my view?Confused11:

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31-10-2014, 07:32 AM.
Post: #5
RE: There is nothing good to buy on US market because of the high valuations
How about GIlD, MU and BP? GILD is my top pick. It has risen a lot for the past year but I think it still has some room to go.

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31-10-2014, 01:25 PM. (This post was last modified: 31-10-2014, 01:57 PM by Big Toe.)
Post: #6
RE: There is nothing good to buy on US market because of the high valuations
Forgive me for saying this but U.S. have got nothing to buy? Stocks in the SGX better?
Nothing could be further from the truth.

1. Some sector valuations are indeed on the high side in the U.S., but there are many sectors that have not reached normalized earnings and in recovery phase.

2. In Singapore, except for very very very very very small pockets of bright spots, what's going to drive the earnings going forward? Nothing. Speculation might drive share prices up but nothing tied to fundamentals. STI dramatically lagged way behind regional and most global indices. The gap might narrow as regional peers have gone up faster than actual growth and probably due for a correction.

3. Off hand, looking at the larger cap, some of them which makes up the STI,

Singtel, any one wants to comment?
SPH, print/media and property. Both are not a good place to be in right now.
Property counters, Can write off any bumper profits in sg, overseas still uncertain...probably not much better
Banks, probably one of the slightly brighter sectors
Venture/Manufacturing, sgp manufacturing have not invested enough to compete against developed countries and too expensive compared to low cost countries. In terms of scale, our CMs are unable to compete with likes of foxconn.
Genting, a sizable company. Over priced, issued too many shares, spent too much money on construction in the first place, over hyped. Perfect candidate for shorting, the price movement in the last few years is due to more shareholders waking up to actual prospects of this company. To keep the dream alive, they developed a japan story...even if it materialize, from the way things are managed, will be surprised if shares are not drastically diluted again.

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31-10-2014, 11:48 PM.
Post: #7
RE: There is nothing good to buy on US market because of the high valuations
There is a reason for higher valuations. US stocks are known to pay increasing dividends for years. Looking at STI stock, they are at best increasing at a very slow rate or trying to maintain it.

STI stocks are considered cheaper in valuation as they have almost no growth or even decreasing in profits for the next few years i.e. Keppel Corp, Sembcorp Marine/Industries, ST Engg

Vested in both US and STI stocks. Moving more to US stocks

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02-11-2014, 11:05 AM.
Post: #8
RE: There is nothing good to buy on US market because of the high valuations
(31-10-2014, 11:48 PM)Blancfable Wrote: There is a reason for higher valuations. US stocks are known to pay increasing dividends for years. Looking at STI stock, they are at best increasing at a very slow rate or trying to maintain it.

STI stocks are considered cheaper in valuation as they have almost no growth or even decreasing in profits for the next few years i.e. Keppel Corp, Sembcorp Marine/Industries, ST Engg

Vested in both US and STI stocks. Moving more to US stocks
as we all know growth is really unpredictable.
so how do we know these growth will come?Huh

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02-11-2014, 10:30 PM.
Post: #9
RE: There is nothing good to buy on US market because of the high valuations
(02-11-2014, 11:05 AM)wahkao Wrote:
(31-10-2014, 11:48 PM)Blancfable Wrote: There is a reason for higher valuations. US stocks are known to pay increasing dividends for years. Looking at STI stock, they are at best increasing at a very slow rate or trying to maintain it.

STI stocks are considered cheaper in valuation as they have almost no growth or even decreasing in profits for the next few years i.e. Keppel Corp, Sembcorp Marine/Industries, ST Engg

Vested in both US and STI stocks. Moving more to US stocks
as we all know growth is really unpredictable.
so how do we know these growth will come?Huh

Growth is a forecasted figure.

Like for Starbucks or Michael Kors. For Starbucks, they already have 100 stores in Singapore alone. They aim to open a lot more stores worldwide so growth is there. Michael Kors has not reached Coach stores level yet and there are plenty of room to grow.

For Mastercard or Visa, there are only 15% transactions done by credit card and the rest are by cash. More and more people are doing online shopping. All these created more opportunities. Do read up more on US stocks and you can see the difference.

Vested in Starbucks and Mastercard

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03-11-2014, 01:01 AM.
Post: #10
RE: There is nothing good to buy on US market because of the high valuations
It's silly to get involved in a wahkao discussion but since Blancfable has made some good points the thread might actually go in a positive direction!

One area where the US market really seems to have an advantage vs SGX is corporate governance and capital management - the stricter regulation and more activist culture seems to make companies run with a greater focus on shareholder value. Of course, there are multiple exceptions

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