Today's CFD Call

Thats why the market klapped it when that trading update came out!!  When you sitting at a p/e over 25, you have to deliver much better than that!!! Still more pain to come!!

come on HDB..where you getting your data mate?..should ask for a refund

current PE (Std OST) is 20 with a 1 yr fwd of 17

but I'll give you 22.5 on a ttm with fwd of 20. (bloomberg and moneyweb)

as for getting klapped..

see chart since trading update on the 18th

note the volume on the up days vs the down days

 Screen Shot 2013-07-30 at 5.17.55 PM.png   33.24KB   33 downloads

We know HDB's views already..

 

Based on ominous signs such as the below trading update we need to sell All retailers..

 

WHL

We expect earnings per share ("EPS") and headline earnings per share ("HEPS") for the 53-week
period to 30 June 2013 to be respectively 23-28% and 25-30% higher than the corresponding 52-
week reporting period last year.

Thats why the market klapped it when that trading update came out!!  When you sitting at a p/e over 25, you have to deliver much better than that!!! Still more pain to come!!

Go shp go. Both my retailers are doing alright. What's your views mr hdb?

Short the bouncers is the name of the game and where the easy money is to be made...Watch em fall tomorrow..Like a brick!!

CPL results out tomorrow with a healthy dividend. Get in while its cheap 

Go shp go. Both my retailers are doing alright. What's your views mr hdb?

We know HDB's views already..

Based on ominous signs such as the below trading update we need to sell All retailers..

WHL

We expect earnings per share ("EPS") and headline earnings per share ("HEPS") for the 53-week
period to 30 June 2013 to be respectively 23-28% and 25-30% higher than the corresponding 52-
week reporting period last year.

bad signs....

thinking of closing my long at auction

Luckily I kept most, my stop is at R115, which is still an 11% profit   Seems strong

Long JSE 7944c. Excellent Trading Statement

Aiming to sell  most at R116 and let the rest run.

 

Results are in and digested.

 

I see a slow grind up in the next couple weeks.

 

After this mornings bounce off R112 me thinks there's little risk, more reward.

Moved stop to R116

Still got good momentum me thinks 

Was in the process of moving stop OOoooohhh.....!

Edited by soutie, 29 July 2013 - 04:19 PM.

Closed my position on anglo plat @R333 bought @R300. 

All retailers need to be shorted on any bounce...

Hi HDB - do you feel same negative about Massmart as with SHP ??

Hi HDB - do you feel same negative about Massmart as with SHP ??

What is your time frame on this?

Used to focus on ALSI 40 Index. Too Volatile for me.

 

Here are my sells and buys:

SELLS:

Famous Brands

Truworths

Invicta

Massmart

SAB

Woolies

Tigerbrands

 

BUYS:

Telkom

Eqstra

Kap

Basil Read

JD Group

Steinhoff

Ari building up into a nice short...Waiting to pull trigger!!

Entered SHP @ 16434, got my price to exit TFG @ 9801. Still have a lot of those shares, going to try and sell them off. Consensus on shp is to sell it off. I think that's nonsense.

Bad move to go long SHP..

I shorted when it broke support at R185.00, shorted more when it broke another support at R169 and shorted even more on Friday when it broke another support around R165... Next support at R160.00

Will see if it reaches there and breaks that ....will reassess then to see if I close!!!

Used to focus on ALSI 40 Index. Too Volatile for me.

Here are my sells and buys:

SELLS:

Famous Brands

Truworths

Invicta

Massmart

SAB

Woolies

Tigerbrands

BUYS:

Telkom

Eqstra

Kap

Basil Read

JD Group

Steinhoff

interesting looking daily candle on NPN opened above R805 but taking strain now following momentum from tencent up almost 4% in hong kong and facebook up 30% yesterday in US

Yes I intend to take a position.

 

It's called happy hour 6-7pm.     

lmao