Long term portfolio.

Bought MTN at 181 55

on potential resolution of Syrian issue

Edited by gamma, 10 September 2013 - 02:35 PM.

Sorry I di not see that one BBW...For me retailers are a no no  at moment.. I still think they will fall in the next twelve months. I mean business is tug out there.. Every retailer that reported has said that. What makes you think things will improve in next 6 months..Believe me it will only get worse. Interest rates has to go up very soon and once that happens retailers will fall again!!

Rather trade them within their ranges for time being instead of investing long term in them!! Id rather invest long term resources now as their low in the cycle has been reached. Retailers are just starting to fall from the top of the cycle so lots of downsiide in my view!! But of you really want to risk and invest now, WHL and SHP will be my pick!!

Thanks HDB; sommer immediately cancelled my order for Woolies.

Edited by BBW, 29 August 2013 - 02:39 PM.

I wasn't taking the mickey out of you HDB; I hold your opinion/insight in high regard...

Sorry I di not see that one BBW...For me retailers are a no no  at moment.. I still think they will fall in the next twelve months. I mean business is tuff out there.. Every retailer that reported has said that. What makes you think things will improve in next 6 months..Believe me it will only get worse. Interest rates has to go up very soon and once that happens retailers will fall again!!

Rather trade them within their ranges for time being instead of investing long term in them!! Id rather invest long term resources now as their low in the cycle has been reached. Retailers are just starting to fall from the top of the cycle so lots of downsiide in my view!! But of you really want to risk and invest now, WHL and SHP will be my pick!!

Edited by HDB, 29 August 2013 - 02:40 PM.

HDB, or any other of all the knowledgeable experts here  , what will be your (general/food) retailer of choice for a long term portfolio? I like SPP, mainly because of what I see on the ground; their locations, way they operate, etc. Although, it seems WHL is everybody here's favorite?I 

I wasn't taking the mickey out of you HDB; I hold your opinion/insight in high regard...

Anyone got a take or holding Sovereign  Foods? Thinking of going in for the long term around 5 bucks...

HDB, or any other of all the knowledgeable experts here  , what will be your (general/food) retailer of choice for a long term portfolio? I like SPP, mainly because of what I see on the ground; their locations, way they operate, etc. Although, it seems WHL is everybody here's favorite?

very strong management on WHL comparable to SAB so on a confidence vote WHL 3-5years

HDB, or any other of all the knowledgeable experts here  , what will be your (general/food) retailer of choice for a long term portfolio? I like SPP, mainly because of what I see on the ground; their locations, way they operate, etc. Although, it seems WHL is everybody here's favorite?

I had added a bit, but not much, just before its big move. 

 

The doubling of the share price has pushed it up from around 4 to 7.5% of my portfolio

 

My problem, if you can call it that, is that I'm very overweight CML, even though I haven't added in almost 3 years. Been trying to reduce its weighting by increasing holdings in other areas but the damn thing just keeps going up!

I would really hate to have that problem!

small holding... but I agree.

Now that they are showing signs of a more aggressive African expansion will look to increase

by the way, full year results should be out this week if I'm not mistaken

I see you one of the few guys here who has Metrofile.  Its a beauty.    Waiting for the next push upwards.

small holding... but I agree.

Now that they are showing signs of a more aggressive African expansion will look to increase

LTP update

 

YTD 30.1%

My target is 25% so hopefully won't be derailed by major taper tantrums!

 

In order of % holding

 

next buy will be to add more Aspen/Metrofile

 

Screen Shot 2013-08-27 at 6.00.53 PM.png

I see you one of the few guys here who has Metrofile.  Its a beauty.    Waiting for the next push upwards.

Did you beef up your Mix holding recently gamma?

I had added a bit, but not much, just before its big move. 

The doubling of the share price has pushed it up from around 4 to 7.5% of my portfolio

My problem, if you can call it that, is that I'm very overweight CML, even though I haven't added in almost 3 years. Been trying to reduce its weighting by increasing holdings in other areas but the damn thing just keeps going up!

LTP update

YTD 30.1%

My target is 25% so hopefully won't be derailed by major taper tantrums!

In order of % holding

next buy will be to add more Aspen/Metrofile

 Screen Shot 2013-08-27 at 6.00.53 PM.png   26.55KB   40 downloads

Hi Guys

Thoughts on Grindrod for the long term?

You can't predict the bottom so I would buy now even if she drops another 1%. She is very oversold.

Support at 22.66

I also topped up my holding with a few, but I'm still a bit worried about how the exchange rate is going to affect them going forward...

Do you think this is a good time to add PNC to your portfolio?

You can't predict the bottom so I would buy now even if she drops another 1%. She is very oversold.

Do you think this is a good time to add PNC to your portfolio?

Got too busy with tax to notice this:

PNC had a half year earnings report of 19.8% gain. No divi as they had acquisitions in mind. Bought PrecisionICT and 30% of Datacentrix. 

SENS report states earnings now that they are "pleased" with of 14 to 18% for full year. Wow. No wonder it had the biggest correction ever. 

MTA half year was 19%. Their full year is due tomorrow and no SENS. This caused a drop on Friday. Not bad though.