Sunday, October 12, 2014

What a nice music video - using smartphones

The “Knock Knock” music video tells an animated story using several smartphones, ipads and laptops. The song is by Ukrainian indie pop band Brunettes Shoot Blondes.


Saturday, October 11, 2014

My Portfolio Re-positioning for Future Harvesting

This past week, I have been switching two-thirds of my YTLREIT holdings into ARREIT, while maintaining my position in SASBADI. I still have a little bit of FACBIND shares which has not been up to expectation and will be disposed off pretty soon.

I am banking on ARREIT and SASBADI for my next harvest! Even if ARREIT price doesn't go up, I will still be one happy camper with the quarterly dividend payouts.




How to be Happy?

Wednesday, October 8, 2014

A top fund manager’s secret to success

Thomas Dorsey "...isn’t a household name outside Wall Street. But for decades, traders and active investors have tracked Dorsey’s market calls.

His investment models turned defensive in September 1987, a month before the stock market crashed, he says. In April 2000, he closed out all of his positions in technology, telecom and Internet shares in time to miss the carnage of the tech-stock collapse. And after being all in cash at the end of 2008, he says he turned bullish on commodities in March 2009, on international stocks in April 2009 and on U.S. stocks in May 2010 -- all ahead of extended rallies."

"...He says picking stocks viewed as undervalued can pay off big once in a while, but most of the time, he argues, the favorites win tournaments. And he is willing to bet everything on those favorites, buying only investments that, according to his formula, have shown the best performance within their sector or asset class.

Discipline is critical, though: Once a favored investment starts falling behind the pack, he swaps it for the one that took its place, no questions asked.

“I don’t make judgment calls, ever,” Dorsey said. “We’re purely rules-based.”

Dorsey makes his investment picks based on stock charts that track only changes in price. Those charts omit other factors often tracked by technicians, such volume and time.

Dorsey doesn’t believe how long a trend has lasted influences how much longer it will last. “It is what it is, until it isn’t,” he said.

To him, fundamental factors such as earnings, economic data and valuations distract from the only thing that really matters to investors: what the price is doing.

“Why should I care about fundamentals, when ultimately, they all get funneled into price,” Dorsey said. “The only ‘fundamental’ I believe in, is the irrefutable law of supply and demand.”

Unlike traditional momentum investing, in which traders seek to track assets that are moving up, he says he seeks to track assets that are leading." full article

Thursday, October 2, 2014

Stock watch - ARREIT

AmanahRaya REIT recently announced that Wisma Amanah Raya Berhad, which had been vacant since the beginning of the year, has been leased out to HELP University for a period of 25 years. Its dividend payout should go back up accordingly.

Its share price has been on a downtrend for the past few months and at prices below RM0.90, it seems like a bargain to me.  The NAV per unit of AmanahRaya Real Estate Investment Trust as at 30 September 2014 is RM1.0371.

ARREIT may be a very boring stock but there is nothing boring about receiving high-yielding cash dividends regularly every three months!