93 replies to this topic

[orca]

Vader. Can you look at CML on your charts to see how far it fell below the 20MA? It was supposed to bounce off it but seems like it has gone down further than normal.
Thanks.

[Nick B]

Vader wrote on Tue, 05 March 2013 07:34

Vader wrote on Wed, 20 February 2013 08:54 I have never looked at Datatec and must admit to being pretty impressed. Looking at the long term chart, there is a trend line that streches way back and has been tested 7 times nad never broken down through it. Very strong trend line - sweet. On the short term chart we can see the latest bounce off this trend line at 4600 which is also a horizontal support line - even better. Everything about this company looks good - PE, divs, growth. Results are due out in early May. I am definately looking at this one for a long. Anyone have any history trading Datatec or have any input? I placed my first trade based on this info yesterday. Long @ 4850 Target @ 5590 SL @ 4760

So far so good - up 10% in the first week

[gcr]

Vader - thanks for the input. Since I am investing for at least 3 years minimum I will sit with my holding and dependant on how it moves over the next couple of weeks decide whether to buy more at below R 290 a share
Thanks again

[Nick B]

BIL gaps.
Please note that these gaps are common with dual listed shares as the price goes up/down overnight in the US and we open in SA the following day at prices similar to the US causing these gaps.
Have a look tomorrow at HAR, GRI and ANG and you will see all three will now have downside gaps to fill.

[Nick B]

Hi GCR. BIL is always a tough one to look at technically.
There are so many influences on the price China/Global/Raw Materials/Strikes/etc.
Bil has been trying to get back to where is was before the 2008 crash and is nearly there 32000.
There was a strong upward trend line going back to mid 2012 but it broke down through the trend line in late Feb.
Dropped through support @ 28350, tested and broke back up.
Resistance at 29000 and new support @ 28350.
Stoch shows it is nearly over-bought.
Eish - difficult to call.
The div will obviously push it up a bit but will drop back down the following day.
I have also attached a bar chart to indicate a couple of gaps that need to be filled short term.
I have just closed my long from 274 up to 288 for a very quick 5% in 3 days.
There is also a possible head and shoulders forming long term which is not great.
Maybe try and break even and wait and see or find something else with better prospects.

[gcr]

Vader - Can you do an assessment on BHP Billiton - please. I have been buying up these shares as the price has been dropping and am now sitting with some 503 at an average all inclusive price of 28925 cents a share. What I am trying to determine whether the recent lows have now bottomed out and it should start showing some upward movement. Last Friday was LDT for the dividend which is due 28th March and is 514.32 cents per share - withholding tax still to come off this
My view is that they are a better bet than the local diversified mining houses
Thanks

[Nick B]

I have been watching Emira since I posted the data on this thread last week.
Things look quite interesting.
Broken down through support and trend lines.
A couple of gaps left to fill.
The one downward gap goes quite a long way back.
The upward gap was formed after going ex-div.
Difficult to know which gap is going to be filled first.

[Nick B]

Vader wrote on Wed, 20 February 2013 08:54

I have never looked at Datatec and must admit to being pretty impressed. Looking at the long term chart, there is a trend line that streches way back and has been tested 7 times nad never broken down through it. Very strong trend line - sweet. On the short term chart we can see the latest bounce off this trend line at 4600 which is also a horizontal support line - even better. Everything about this company looks good - PE, divs, growth. Results are due out in early May. I am definately looking at this one for a long. Anyone have any history trading Datatec or have any input?

I placed my first trade based on this info yesterday.
Long @ 4850
Target @ 5590
SL @ 4760

[Nick B]

Illovo Short Term Chart

[Nick B]

27 February 2013 - "I" is for Illovo

Company Description
Illovo Sugar Limited is a global sugar producer and a manufacturer of downstream products. The Company produces raw and refined sugar for local, regional, European Union (EU), United States of America (USA) and world markets from sugar cane supplied by its own agricultural operations and independent outgrowers who supply cane to Illovo's factories. The Company operates in three segments. The cane growing segment is engaged in the growing of sugar cane for use in the sugar production process. The sugar production segment is involved in the manufacture of sugar from sugar cane. The downstream operations and co-generation segment is engaged in the manufacture and sale of downstream products, including syrup, furfural and alcohol and the supply of surplus electricity generated from the sugar production process. It has agricultural and manufacturing operations in six African countries. During the fiscal year ended March 31, 2012 (fiscal 2012), sugar production amounted to 1.5 million tons.

Fundamentals
Market Cap ZAR 14.05
BEPS Recent Fiscal Year ZAR 0.96
Dividend Yield 2.52%
Profit Margin 0.1%
Return on Investment 8.51%
P/E Ratio 23.1
Dividend per Share ZAR 0.66
Beta 0.46
EPS Basic (TTM)ZAR 1.34

Financials
For the six months ended 30 September 2012, Illovo Sugar Limited revenues increased 25% to RAN5.14B. Net income increased 29% to RAN777.7M. Revenues reflect Cane Growing segment increase of 37% to RAN2.07B, Sugar Production segment increase of 21% to RAN2.62B, Downstream and co-generation segment increase of 6% to RAN446.9M, South Africa segment increase of 38% to RAN1.59B, Swaziland segment increase of 38% to RAN788.6M.

Client Sentiment
50% of IG clients with open positions in this market expect the price to rise
50% of IG clients with open positions in this market expect the price to fall

Broker Ratings
Strong Buy 1
Buy 2
Hold 2
Sell 0
Strong Sell 1

[Nick B]

HUDACO Short Term Chart

[Nick B]

26 February 2013 - "H" is for Hudaco

Company Description
Hudaco Industries Limited (Hudaco) is an investment holding company. It is engaged in the import and distribution of industrial products. The Company's bearings, power transmission and diesel engine segment distributes bearings, seals, transmission products, Deutz diesel engines, Deutz spares, geared motors, belting, chain, hydraulics, pneumatics, air and oil filters, industrial hose, conveyor drive pulleys, variable speed drives, special solid and hollow round steel, specialized thermoplastic pipes and fittings, electrical cabling, plugs and related products. Its security, power tool and automotive aftermarket segment distributes power tools, marine engines, intruder detection, access control and related closed circuit television (CCTV) equipment, fiber-optics, clutch kits, automotive ignition leads and oil and hydraulic seals. Effective September 1, 2010, it acquired Filter & Hose Solutions (Pty) Limited. Effective December 1, 2010, the Company acquired Midrand Special Steels.

Fundamentals
Market Cap ZAR 3.37
BEPS Recent Fiscal Year ZAR 10.58
Dividend Yield 4.71%
Profit Margin 0.11%
Return on Investment 9.09%
P/E Ratio 9.54
Beta 0.79
EPS Basic (TTM)ZAR 10.58

Financials
For the fiscal year ended 30 November 2012, Hudaco Industries Limited revenues increased 10% to RAN3.49B. Net income increased 5% to RAN339.8M. Revenues reflect Operations acquired in 2010 increase of 59% to RAN510.9M, Continuing Operations increase of 4% to RAN2.98B. Net income was partially offset by Other Operating Expense increase of 9% to RAN918.1M (expense).

Client Sentiment
100% of IG clients with open positions in this market expect the price to rise
0% of IG clients with open positions in this market expect the price to fall

Broker Ratings
Strong Buy 1
Buy 0
Hold 0
Sell 0
Strong Sell 0

[Nick B]

Grinrod Short Term Chart

[Nick B]

25 February 2013 - "G" is for Grinrod

Company Description
Grindrod Limited is a South Africa-based holding company. It is involved in the movement of cargo by road, rail, sea and air, through integrated logistics services. The Company operates in four divisions: Shipping, Trading, Financial and Freight Services. The Shipping division's fleet of dry cargo vessels and product and chemical tankers trade under the banners of Island View Shipping and Unicorn Shipping. Trading division trades in agricultural products, industrial raw materials and marine fuels and lubricants. The Financial Services include corporate and structured finance, private client services, treasury, lending, financial solutions and specialized finance, property finance and retail. Freight Services include seafreight, ship agencies, logistics transport, logistics clearing and forwarding, intermodal, terminals, specialized terminals, stevedores and travel. On October 1, 2011, it acquired an 80% interest Empangeni Milling (Pty) Limited.

Fundamentals
Market Cap ZAR 10.59
BEPS Recent Fiscal Year ZAR 1.11
Dividend Yield 1.78%
Profit Margin 0.02%
Return on Investment 5.57%
P/E Ratio 15.22
Dividend per Share ZAR 0.30
Beta 1.11
EPS Basic (TTM) ZAR 1.54

Financials
For the six months ended 30 June 2012, Grindrod Limited revenues increased 9% to RAN18.79B. Net income applicable to common stockholders increased from RAN277.4M to RAN608.4M. Revenues reflect Trading segment increase of 9% to RAN15.5B, Freight segment increase of 23% to RAN1.85B, Shipping Services segment increase of 14% to RAN2.21B. Net income benefited from Trading segment income increase of 85% to RAN188.7M.


Client Sentiment
100% of IG clients with open positions in this market expect the price to rise
0% of IG clients with open positions in this market expect the price to fall


Broker Ratings
Strong Buy 0
Buy 0
Hold 2
Sell 1
Strong Sell 0

[Moonraker]

Moonraker wrote on Wed, 20 February 2013 09:35

Bidvest A steady performer I have had in my portfolio for several years. Lately the share price has really been shooting up to reach an all time high yesterday. They had a trading update yesterday and I would be interested to know which of the HEPS figures the market is looking at. 1 or 2 ? 1. On a normalised basis, excluding the abnormal profit of R399.1 million on the partial sale of the investment in Mumbai International Airport Private Limited (MIAL) in the comparative period: - Headline earnings per share are expected to be between 17% and 19% higher than the comparative period (December 2011 - 613.4 cents per share); and - Earnings per share are expected to be between 23% and 25% higher than the comparative period (December 2011 - 581.8 cents per share). 2. Including the abnormal profit of R399.1 million on the partial sale of the investment in MIAL in the comparative period: - Headline earnings per share are expected to be between 1% and 3% lower (December 2011 - 742.3 cents per share); and - Earnings per share are expected to be between 1% and 3% higher (December 2011 - 710.8 cents per share)

Bidvest has 'survived' the market slump better than most. Closing prices:-

22/02 =23650
21/02 =23375
20/02 =23299
19/02 =23141
18/02 =22650

Great stuff eh ..

[Nick B]

Head and Shoulders pattern has formed.

[Nick B]

22 February 2013 - "F" is for Firstrand

Fundamentals
Market Cap ZAR 176.50
BEPS Recent Fiscal Year ZAR 2.37
Dividend Yield 3.28%
Profit Margin 0.33%
Return on Investment
P/E Ratio 13.44
Dividend per Share ZAR 1.02
Beta 0.63
EPS Basic (TTM) ZAR 2.37

Client Sentiment
92% of IG clients with open positions in this market expect the price to rise
8% of IG clients with open positions in this market expect the price to fall

Broker Ratings
Strong Buy 1
Buy 2
Hold 12
Sell 1
Strong Sell 0

Financials
For the fiscal year ended 30 June 2012, FirstRand Limited interest income increased 8% to RAN41.34B. Net interest income after loan loss provision increased 24% to RAN16.82B. Net income applicable to common stockholders excluding extraordinary items increased 3% to RAN13.2B. Net interest income after loan loss provision reflects FNB segment increase of 22% to RAN8.34B, WesBank segment increase of 33% to RAN4.75B.

[Plotini]

Wonder who is right with Jubilee, me or the market. IMO a steel at this price

[Nick B]

Emira Short Term Chart

[Nick B]

21 February 2013 - "E" if for Emira.

Company Description
Emira Property Fund (the Fund) is a property fund. The Company operates in three segments: Office, which consists of commercial properties; Retail, which includes shopping centers, and Industrial, which consists of industrial properties. The projects completed, during the fiscal year ended June 30, 2012 (fiscal 2012), included Cresta Corner-new Audi dealership, Spoor & Fisher-air conditioning system upgrade, 267 West-major refurbishment, Tuinhof new lifts installed, Tramshed-installation of Post Office and Bank Forum-installation of new parking areas, among others. Corporate Park 66, which is a 13 566 square meters multi-tenanted office building situated in Centurion, Pretoria, was acquired on May 30, 2012. Amadeus Place is a 2 800 square meters office building situated in the Turnberry Office Park, Bryanston, was acquired on June 27, 2012. During fiscal 2012, 11 properties were transferred out of the Fund. The Fund manager is Strategic Real Estate Managers (Pty) Ltd.

Fundamentals
Market Cap ZAR 7.43
BEPS Recent Fiscal Year ZAR 1.15
Dividend Yield 7.53%
Profit Margin 0.52%
Return on Investment 7.51%
P/E Ratio 11.79
Dividend per Share ZAR 1.11
Price/Earnings 13.06
Beta 0.13

Client Sentiment
0% of IG clients with open positions in this market expect the price to rise
100% of IG clients with open positions in this market expect the price to fall

FinancialsShows a brief overview of the financial performance of the business and a summary of three key financial statements. Provided by Reuters.

BRIEF:
For the fiscal year ended 30 June 2012, Emira Property Fund revenues increased 2% to RAN1.25B. Net income increased 7% to RAN581M. Revenues reflect Retail segment increase of 6% to RAN524.2M, Industrial segment increase of 6% to RAN198.7M, Gauteng segment increase of 2% to RAN878.2M, Free State segment increase of 15% to RAN77.2M, Kwazulu Natal segment increase of 1% to RAN156M.

Broker Ratings
Strong Buy 1
Buy 2
Hold 1
Sell 0
Strong Sell 0