Long term portfolio.

Looks like Reinet has finally woken up.   And its rated a new "Buy" at UBS with R28.50 price target. Brilliant!

Edited by HendrikB, 24 February 2014 - 11:35 AM.

i must admit, the market has me confused.

I thought it would drop last week, but it keeps on going up.....

I have some cash ready and was hoping to pick up either TBS, KIO or APN on the downside, however prices keep on heading north.

Missed out yesterday and today on TBS, must learn to not be to greedy and add an extra 50c to my offer.........

Very poor advise. Only fools will want to add or buy now when market is so rich!!

Once again...trade what you see..

market has followed the trend higher as I predicted 9 days ago.

Watch for the breakout confirmation and add.

 

Ignore the drama queens calling market crashes on every dip.. 

 

Screen Shot 2014-02-19 at 6.19.50 AM.png

Very poor advise. Only fools will want  to add or buy now when market is so rich!!

Some see a market crash and are as usual shouting that the sky is falling - but the chart tells a different story (for now)

 

higher highs and higher lows.

market has experienced a healthy correction and trend is still intact. 

 

Good time to add (cautiously) to long term holdings.

 

Screen Shot 2014-02-10 at 9.58.07 PM.png

Once again...trade what you see..

market has followed the trend higher as I predicted 9 days ago.

Watch for the breakout confirmation and add.

Ignore the drama queens calling market crashes on every dip.. 

 Screen Shot 2014-02-19 at 6.19.50 AM.png   61.93KB   66 downloads

added some MTN. Imperial is killing me...

TBS order filled @ R251+change.

Now R250 MUST hold 

For those interested in TBS it's sitting on long term support going back to early 2009

Would put chart but don't know how....sorry..

But take a look anyway go on.....take a look.... 

Agree 100%.

I've increased my holdings in REM, PNC & APN over the last week.

 

There's a very good case to be made for buying large and holding for 5-10 years in your LT portfolio. But that's not my strategy. I believe if you have the time to keep an eye on the markets and follow your investments then one can do very well by adding to your holdings when the market dips during that 5-10 year time frame.

To be clear, I don't believe in 'averaging down' or trying to 'catch a falling knife'. That's a frequent big mistake made by lots of us. Often with smallcaps! But with LT portfolio-type companies it's different. If the reason you have it in your portfolio still holds, add to your investment when you feel it becomes undervalued. If possible, also wait for a clear reversal in trend before you do.

That's my strategy at least...

 

 

gamma, what have/are you adding?

 

f

I'm pretty fully invested at the moment so not much free cash to buy however I've added a little bit to my APN position. I don't foresee a lot of upside at the moment and maybe even some drift down but I'm trying to increase its weight so nibbling on every dip.

SAB would be my other pick here.

Four major reasons for both of them. Defensive. Rand Hedges. Superb management. Emerging and Developed market exposure.

Risks - both trading on relatively high PEs. APN much more so. However the fwd PEs when one takes in to account the four big deals Saad just did is in my opinion underestimated.

Agree 100%.

I've increased my holdings in REM, PNC & APN over the last week.

 

There's a very good case to be made for buying large and holding for 5-10 years in your LT portfolio. But that's not my strategy. I believe if you have the time to keep an eye on the markets and follow your investments then one can do very well by adding to your holdings when the market dips during that 5-10 year time frame.

To be clear, I don't believe in 'averaging down' or trying to 'catch a falling knife'. That's a frequent big mistake made by lots of us. Often with smallcaps! But with LT portfolio-type companies it's different. If the reason you have it in your portfolio still holds, add to your investment when you feel it becomes undervalued. If possible, also wait for a clear reversal in trend before you do.

That's my strategy at least...

 

 

gamma, what have/are you adding?

 

f

Well, topped up on VOD @ 116; hope it pays off by year end.

Agree 100%.

I've increased my holdings in REM, PNC & APN over the last week.

There's a very good case to be made for buying large and holding for 5-10 years in your LT portfolio. But that's not my strategy. I believe if you have the time to keep an eye on the markets and follow your investments then one can do very well by adding to your holdings when the market dips during that 5-10 year time frame.

To be clear, I don't believe in 'averaging down' or trying to 'catch a falling knife'. That's a frequent big mistake made by lots of us. Often with smallcaps! But with LT portfolio-type companies it's different. If the reason you have it in your portfolio still holds, add to your investment when you feel it becomes undervalued. If possible, also wait for a clear reversal in trend before you do.

That's my strategy at least...

gamma, what have/are you adding?

f

Some see a market crash and are as usual shouting that the sky is falling - but the chart tells a different story (for now)

higher highs and higher lows.

market has experienced a healthy correction and trend is still intact. 

Good time to add (cautiously) to long term holdings.

 Screen Shot 2014-02-10 at 9.58.07 PM.png   48.32KB   61 downloads

OMN made a similar trend reversal signal today. 

Here.  Omnia Holdings Ltd OMNJ.J Chart Reuters.com.png   35.77KB   64 downloads

Discovery been on a steady decline this year...when will it end!!!!

It will end at the bottom. No support on the charts and perhaps the FIB will help. I don't do FIB's and so far no candle formation to see a reversal of the down trend.

OMN made a similar trend reversal signal today. 

What is up with PNC? It has been taking a serious beating this past week? I know the R/$ has an influence, surely this has got something to do with foreign funds leaving our market??

Yesterday's close made a Morning Star formation. A confirmed trend reversal to the upside. A good trading signal to ride up to the gap at 2400.

Discovery been on a steady decline this year...when will it end!!!!

Added some FSR as well.

Loading up on CML, and got some FSR.

+1 on FSR!