Jump to content


Photo
* * * * * 1 votes

Long term portfolio.


  • Please log in to reply
814 replies to this topic

#641 grumpy old man

grumpy old man

    Member

  • Members
  • PipPip
  • 51 posts

Posted 11 June 2013 - 04:21 PM

...added more SAB @49255

 

...tussling with the idea of adding more to Brait and EOH at current prices

 

On 15thMay SAB was trading in London at B/Stg 3674 and today it went as low as B/Stg 3062 more than 16% down. It has to be a buy at these levels. I have been adding as well.


  • 0

#642 Goliath

Goliath

    Master

  • Senior Member
  • PipPipPipPipPip
  • 807 posts

Posted 11 June 2013 - 03:45 PM

Naspers Trading Statement:

 

Shareholders are advised that the Naspers group is presently finalising its provisional report for the
year ended 31 March 2013.

We expect core headline earnings per share to be between 15% and 25% higher than the
comparable period’s 1 850 cents. The majority of our core headline earnings are generated from
operations offshore. As a consequence, the currency translation effect of the depreciation of the
Rand relative to the prior period will play a significant role in boosting expected core headline
earnings growth. Shareholders are reminded that the board considers core headline earnings an
appropriate indicator of the sustainable operating performance of the group, as it adjusts for non-
recurring and non-operational items.

Headline earnings per share for the period are expected to be between 25% and 35% higher than
the prior period’s 1 297 cents.

It is expected that earnings per share for the year ended 31 March 2013, will be between 100% and
110% higher compared to the prior period’s 770 cents, mainly as a consequence of the book profit
flowing from Mail.ru’s sale of a portion of its shares in Facebook, which is non-recurring.

Further details will be provided in the provisional report, due to be released on or about 25 June
2013. The financial information on which this trading statement is based has not been reviewed or
reported on by the company’s auditors.


  • 0
Never underestimate the potential for human stupidity when wealth and power are at stake!

#643 Cold Night

Cold Night

    Newbie

  • Junior Member
  • Pip
  • 27 posts
  • LocationPort Elizabeth

Posted 11 June 2013 - 03:34 PM

Tempted too. Got some CML at 58, 57 and 56, but MY balls are shrinking...what's this (SA) market up to?!!

Hehehe... You need to wait a bit more!


  • 0

#644 BBW

BBW

    Master

  • Senior Member
  • PipPipPipPipPip
  • 931 posts
  • LocationHelderberg

Posted 11 June 2013 - 03:27 PM

...added more SAB @49255

 

...tussling with the idea of adding more to Brait and EOH at current prices

Tempted too. Got some CML at 58, 57 and 56, but MY balls are shrinking...what's this (SA) market up to?!!


  • 0

Exi, impie, exi, scelerae, exi cum omnia fallacia tua


#645 delta66

delta66

    "Veni, vidi, vici"

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 3,918 posts
  • Location37.2350° N, 115.8111° W

Posted 11 June 2013 - 02:19 PM

...added more SAB @49255

 

...tussling with the idea of adding more to Brait and EOH at current prices

 

 


  • 0

“melior diabolus quem scies”


#646 delta66

delta66

    "Veni, vidi, vici"

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 3,918 posts
  • Location37.2350° N, 115.8111° W

Posted 11 June 2013 - 12:35 PM

Good move. Pity I don't have more cash now.

yes, drop is on low volume..defo "buy" opp


  • 0

“melior diabolus quem scies”


#647 orca

orca

    The Oracle

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 2,227 posts
  • LocationPortugal

Posted 11 June 2013 - 12:28 PM

added more PNC @2333 ;)

Good move. Pity I don't have more cash now.


  • 0

I started here with nothing and still have most of it left.


#648 delta66

delta66

    "Veni, vidi, vici"

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 3,918 posts
  • Location37.2350° N, 115.8111° W

Posted 11 June 2013 - 12:04 PM

added more PNC @2333 ;)


  • 0

“melior diabolus quem scies”


#649 delta66

delta66

    "Veni, vidi, vici"

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 3,918 posts
  • Location37.2350° N, 115.8111° W

Posted 10 June 2013 - 04:00 PM

Sell or hold IVT?

i'm holding but my view is one of "investment"(3-5yrs) bought at 54.66 last year. great stock to have in any portfolio. used to trade it but now a part of my LT portfolio.


  • 0

“melior diabolus quem scies”


#650 orca

orca

    The Oracle

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 2,227 posts
  • LocationPortugal

Posted 10 June 2013 - 03:22 PM

Start using simple charts like this.  Attached File  IVTp.jpg   51.83KB   57 downloads


  • 0

I started here with nothing and still have most of it left.


#651 orca

orca

    The Oracle

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 2,227 posts
  • LocationPortugal

Posted 10 June 2013 - 03:04 PM

Just had a look at the chart. Up 5% today so must be a turnaround. Now watch it regain all it's losses rather quickly.


  • 0

I started here with nothing and still have most of it left.


#652 orca

orca

    The Oracle

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 2,227 posts
  • LocationPortugal

Posted 10 June 2013 - 02:55 PM

Sell or hold IVT?

IVT was discussed on Businesses News today. Got good prospects for this financial climate .


  • 0

I started here with nothing and still have most of it left.


#653 Dabre

Dabre

    Member

  • Members
  • PipPip
  • 68 posts

Posted 10 June 2013 - 02:23 PM

Sell or hold IVT?
  • 0

#654 delta66

delta66

    "Veni, vidi, vici"

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 3,918 posts
  • Location37.2350° N, 115.8111° W

Posted 10 June 2013 - 09:02 AM

IVT under pressure today....added again at 9020 (third buy)this week ;)

:lol: 


  • 0

“melior diabolus quem scies”


#655 orca

orca

    The Oracle

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 2,227 posts
  • LocationPortugal

Posted 09 June 2013 - 06:16 PM

If you're referring to the CML topic: High for April 2012 was 3050; Low for May/June 2012 was 2435 (weekly chart); that's a 20.16% drop. I missed it, that's why I chose not to listen to HDB. (Orca, you're still my main long term investment "advisor" though  ;)). 

 

Hotstox reckons OCE "has run it's course"...?

You are correct if you looking at intraday pricing. ie candles. I work on closing prices. Thanks for the Hotstox tip and I will keep an eye on it as I think it will do well.


  • 0

I started here with nothing and still have most of it left.


#656 orca

orca

    The Oracle

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 2,227 posts
  • LocationPortugal

Posted 09 June 2013 - 06:09 PM

Bloody good advice to keep in mind during market volatility

 

http://www.bdlive.co...vestment-fundis

 

And this. http://www.moneyweb....?sn=2009 Detail


  • 0

I started here with nothing and still have most of it left.


#657 orca

orca

    The Oracle

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 2,227 posts
  • LocationPortugal

Posted 09 June 2013 - 06:05 PM

and DCT shoots up 14% today....Pity i cant short it!!

And the next day another 10%. What a pity you couldn't.


  • 0

I started here with nothing and still have most of it left.


#658 gamma

gamma

    Sage

  • Senior Member
  • PipPipPipPipPipPip
  • 1,470 posts
  • LocationEverywhere

Posted 09 June 2013 - 02:19 PM

Bloody good advice to keep in mind during market volatility

 

http://www.bdlive.co...vestment-fundis


  • 0
Do not try and bend the market. That's impossible. Instead... only try to realize the truth. Then you'll see, that it is not the market that bends, it is only yourself.

#659 delta66

delta66

    "Veni, vidi, vici"

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 3,918 posts
  • Location37.2350° N, 115.8111° W

Posted 09 June 2013 - 12:17 PM

bought against broker advice a couple months back :lol: ..they were signaling "fully valued" even then.  when their revenue comes into play from their newly acquired brands, you'll more than likely never see under R100 again. short term gains i suspect have already been locked in at their current price so expect 85-95 range(so yes, "fully valued" - currently) for next few months until they jump again to R100-R120+

 

add to your watchlist, good luck to you/others in catching them before the next leg up.

 

Hotstox reckons OCE "has run it's course"...?


  • 0

“melior diabolus quem scies”


#660 BBW

BBW

    Master

  • Senior Member
  • PipPipPipPipPip
  • 931 posts
  • LocationHelderberg

Posted 09 June 2013 - 09:01 AM

The April/May drop was not 20% as stated here but 16.7% and she regained it in one month.

If you're referring to the CML topic: High for April 2012 was 3050; Low for May/June 2012 was 2435 (weekly chart); that's a 20.16% drop. I missed it, that's why I chose not to listen to HDB. (Orca, you're still my main long term investment "advisor" though  ;)). 

 

Hotstox reckons OCE "has run it's course"...?


  • 0

Exi, impie, exi, scelerae, exi cum omnia fallacia tua






Sponsored by Sharenet and VPSNine Linux VPS Hosting