The "Gems" of 2016 reviewed in 2017.

In 2016, I shared investment ideas on 3 stocks and we are going to review them today.

#1 Cache Logistic Trust - Mar 16

Then 0.840... Now 0.815.

What has changed?

Cache Logistics Trust dragged into tenant's rental dispute with logistics giant Schenker

Cache Logistics Trust ditches Changi warehouse for $25.5m 

Cache Logistics Trust's Q4 DPU down 10.8% to 1.85 cents

How is it doing in my portfolio?

Fully divested in July 2016 (@0.870) after I was aware of the rental dispute. Not planning to reinvest given current performance of the reit.

#2 ARA Asset Management - Apr 16

Then 1.160... Now 1.720.

What has changed?

BRIEF-ARA Asset Management announces joint proposal to privatise company

How is it doing in my portfolio?

Fully divested in November 2016 (@1.705) & December 2016 (@1.695) after its price shot up from the privatisation offer announcement. The offer is at 1.780 but there is risk that the offer might be rejected by shareholders. 

#3 Frasers Centrepoint Ltd - May 16

Frasers Centrepoint Ltd - Jul 16

Panote, CEO FCL

Charoen, Chairman FCL

Then 1.640 in May & 1.505 in Jul... Now 1.640.

What has changed?

SGX-listed Frasers Centerpoint buys 40% stake in Thai developer TICON for $378m

Frasers Logistics prices Singapore IPO at top end of range, to raise S$903m 

How is it doing in my portfolio?

Never sold any of FCL before, current average price is 1.565. Attended the latest AGM and my confidence in FCL is stronger than ever. The board recommended the same FY dividend again. I believe they are trying to build a stable track record for dividends payout. TICON will be a superb platform to tap on a growing demand for logistical assets in Asia. I wish to hold long term.

Thank you for reading.

Investment Ideas (March 2016) - Cache Logistic

Since there isn't that many module reviews to write about, I would post writings on things that I am interested in from time to time. In this post,  I will present a share counter which potentially hold the key to unlocking better rewards than SGD time deposits.

Cache Logistic Trust (K2LU:SGX)

K2LU Google finance Summary

Current price: 0.840

Expected Dividend Yield: >8%

Trading plan: Buy & hold at least 1 year

Why I buy?

I would love to accumulate Cache at below 0.850, especially below 0.830. The dividends for FY16 (this year) is not expected to decline much, meaning the high div yield will provide a strong support for the price in 2016. The REIT acquired new properties in Australia last year which will strengthen the distribution per unit (DPU). In Singapore, it also has a newly developed DHL Supply Chain Centre will increase its revenue. If one is optimistic on global economic performance in 2016, the current price has got to be a bottom. So are you optimistic? Personally, I thought this would be an investment which I will not regret regardless of market upturn or downturn. Meanwhile, I am still in the process of nibbling (did not lump-sum buy) Cache... All in all - fat dividend yield with limited risk.

Any questions?

Leave a comment below. I am not well-equipped to answer "expert questions" but layman discussions would be no problem. Look out for more of my stock picks from this blog in the future!

Caution: Stock market is risky and I am not to be held responsible for any losses incurred as a result of following my trading plan. I am only responsible for my own money, so are you.