GAB 1Q Profit Up By 45% !!!

1. GAB's 1Q profit up by 45% !!! Certainly a very commendable result comparing with its previous corresponding Q. Just add up all the rolling Qs we will get EPS of 12.81+11.81+15.38+14.50 = 54.5. This would mean a PE of 8.83/54.5 = 16sen. Simple FV = 54.5 X 0.17 = RM 9.26. Achievable ??

2. Added more AMFIRST today between RM1.18 - RM1.19. Just notice that AMFIRST has just announced interim income distribution of 4.81sen. Not bad, not bad. :)

3. HEKTAR also just announced 3rd interim dividend of 2.5sen. :)

4. Still in the accumulating stage for the counter that i spotted XXXXX the other day. Will buy in more either tomorrow or Monday.

5. As promised. My latest portfolio is as follows:-

ARREIT, AMFIRST, ATRIUM, BJTOTO, CARLSBG, CEPAT, CMMT, GAB, GENM, GENTING, HEKTAR, IOICORP, PBBANK, QCAPITA, STAREIT, SUNREIT, GSP, C & XXXXX

6. I have a very heavy weightage on REITs on my portfolio recently. Reason being is that, CI already in the zone of >1500, better be cautious than sorry later, you may caught off guarded if anything were to happen though i still have confidence with the market. (Lessons learned from previous crashed, adopted a different investment style now)

7. Concentrate on dividend play isn't that bad at all, cause all of my above are already in the profit level except for the AMFIRST batch that just gotten them today, some of them (profit) as high as few 100%, do you know which one of it ?? whoever guess it right get free units from me....hahahaha, just kidding. Till then, happy investing. May the best price be yours.