KIP that is....
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KIP that is....
At the risk of being reptitive I would really appreciate if all of you property gurus could tell the rest of us your personal investments in these property entites....at least it will add some depth to the discussion....
Quote:
quote:Originally posted by dnicholls
I still believe there is going to be much activity in this sector in 2005. If you only wanted to invest in one stock in this sector .................... Which stock will do better in 2005?
TTP
The thing i notice in the property cycle is that it is a property cycle. Dont get caught at the top thinking it lasts forever. Buy at the bottom get out fast near the top. It is near the top right now, better options elsewhere. Investors like me will be back in a few years and make a killing, but right now its goodbye from me to you. MACDUNK
Why invest in property stocks which give good dividends with little or no growth. Better off with telecom.
Hi Tim, I hold TEL as well, I think KIP and PFI will have a good year in 2005. Divs and capital appreciation of 15% is my target. I disagree with Macdunk that we are at the peak of the property cycle, vacancy are falling, replacement costs ( bare land, steel, concrete, labour ) are all rising ( this will make existing properties more valuable ) NZ represents excellent value for investors with yields still in the 8-10% level ... try and get that sort of return on a govt bond in Europe or Japan or on a skyscraper in Tokyo or London.
NELEHDINE, I dont care about about JAPAN or LONDON. I expect of myself to make 20pc plus dividends in a bull, and bear markets on average, and double my money every four years. Property the way i lever it makes a lot more than that.
Property is a fools way to riches, most people get greedy and stay to long. Dont get greedy understand what happens, history repeats look it up todays market is tomorrows history.
macdunk
Cash flow!Quote:
quote:Originally posted by Tim
Why invest in property stocks which give good dividends with little or no growth. Better off with telecom.
Interesting comment. Many people have got rich investing in property, i.e. De Roos, Robert Kiyosaki, Robert Jones. Some very rich people would say being a retail investor in the sharemarket is also a fools way to get rich.Quote:
quote:Originally posted by duncan macgregor
NELEHDINE, I dont care about about JAPAN or LONDON. I expect of myself to make 20pc plus dividends in a bull, and bear markets on average, and double my money every four years. Property the way i lever it makes a lot more than that.
Property is a fools way to riches, most people get greedy and stay to long. Dont get greedy understand what happens, history repeats look it up todays market is tomorrows history.
macdunk
My 5 cents worth.
MacDunk, I agree 20% + in a bull market is what most investors would expect. I have 18 stocks in my NZ portfolio ( worth about $200k ), KIP and PFI are a combined 12% weighting amongst those. I think for a long term portfolio a few listed property trusts are not a bad choice, especially if the dividends help pay for a few of life's luxuries along the way. If your interested the portfolio is made up of
AIA.AIR,CAV,CEN,DPC,FPA,FPH,FBU,GPG,HBY,KIP,NOGOC, POT,PGG,PFI,SKC,SKY & TEL
( largest stock by weighting AIA, smallest DPC )