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Long term portfolio.


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#1 soutie

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Posted 13 November 2018 - 11:57 AM

Picked up some BATS @ R553ish...solid divi payer....5yr outlook.

Cheers.


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#2 soutie

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Posted 07 October 2016 - 01:33 PM

Bought CCO just now......Already in the bottom drawer for to gather dust & dividends....Bargain of the month me thinks.... ;)

 

Brexit will not impact prperty prices in London too much.....This latest round is media hype. My opinion anyway.


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#3 SouthAfricanMi.com

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Posted 13 May 2016 - 07:05 PM

Exposure to SA a long term problem when you hold massive interests in Iran, Syria and Nigeria.

Don't think SA is the problem. It's the more volatile countries in their portfolio that we worried about as it does provide breeding ground for wild swings in earnings (dependent on performance of more volatile countries).

We
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#4 SouthAfricanMi.com

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Posted 13 May 2016 - 06:51 PM

Exposure to SA a long term problem when you hold massive interests in Iran, Syria and Nigeria.

Don't think SA is the problem. It's the more volatile countries in their portfolio that we worried about as it does provide breeding ground for wild swings in earnings (dependent on performance of more volatile countries).

We value them at around R147.
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#5 soutie

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Posted 13 May 2016 - 04:15 PM

From David Shapiro's twitter feed "Jim Chanos renowned short seller suggests shorting MTN at Ira Sohn conference in NY on Nigerian exposure. Influential conference" Also mentioned the exposure to RSA as a longer term problem. Maybe scale into the position over the next 6 months or so Soutie?

Thanks for your concern JJ, I is only picked up just over 1000 of them only spare cash I had.

They is home & dry in SA me thinks.

I is never too technical with calls like this one, purely bargain basement give aways @ R125ish

 

Will close the CFD on Monday after checking VOD results....Have a good weekend.


Edited by soutie, 13 May 2016 - 04:16 PM.

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#6 JJBen

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Posted 13 May 2016 - 01:18 PM

From David Shapiro's twitter feed "Jim Chanos renowned short seller suggests shorting MTN at Ira Sohn conference in NY on Nigerian exposure. Influential conference" Also mentioned the exposure to RSA as a longer term problem. Maybe scale into the position over the next 6 months or so Soutie?
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#7 jaDEB

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Posted 13 May 2016 - 01:04 PM

I does not like him, but just keep that between me and you.... :ph34r:


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#8 soutie

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Posted 13 May 2016 - 12:43 PM

David Constable is leaving Sasol, think end June or so.

From your post to MTN boards ears.... :P


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#9 jaDEB

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Posted 13 May 2016 - 12:00 PM

David Constable is leaving Sasol, think end June or so.


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#10 soutie

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Posted 13 May 2016 - 10:44 AM

Complete trader induced last 2wks, volatility deluxe. I believe there's an absolute wall of institutional monies waiting for 1. Clarity on the fine amount....2. Confirmation of a decent CEO....a David Constable type please....This thing will fly.

My 2c anyway.


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#11 Jakkals

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Posted 13 May 2016 - 09:52 AM

Buying MTN Down here....Bargain

Agree!


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#12 soutie

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Posted 13 May 2016 - 09:34 AM

Buying MTN Down here....Bargain


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#13 soutie

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Posted 15 March 2016 - 03:18 PM

Not too shabby ATM.....

Going to take some profit off the table here....Gain of 62% excluding divi.... :D

Sold the rest of it now....Fun's gone out the window now along with 25% since the post above...!


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#14 Sugafoot

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Posted 08 March 2016 - 05:49 PM

Onk
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#15 Sugafoot

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Posted 08 March 2016 - 05:48 PM

Seeds da
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#16 MrDividend

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Posted 08 March 2016 - 01:55 PM

well done! I still do not have the ball to touch resources.


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#17 soutie

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Posted 08 March 2016 - 01:18 PM

My ARM punt makes me feel like.... :( :( :( :(

Now taking it in a different place... :ph34r:

Not too shabby ATM.....

Going to take some profit off the table here....Gain of 62% excluding divi.... :D


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#18 Hooligan

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Posted 09 December 2015 - 03:26 PM

Added some PGL at 310c - cheap as chips in my view.

 


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#19 The Stig

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Posted 09 December 2015 - 08:49 AM

Forum's been quiet of late....

 

What you say to a resource counter to purchase in the new year. I'm looking at a few but my area of focus at the moment is Sasol.  The first sign of an uptick in the  oil price will have it out of the blocks running, Rand hedge of sorts, The ethane cracker in the states ( some complicated sh%t that to value ) massive market share in SA, BBBBBEEEEE sorted without any complications further down the road. Big barriers to entry.....Well you get the gist me hopes.

 

Biggie is just how low will it go Tech Analysis not the strongest string in my bow.. :unsure:

 

What say the group...? What say the lurkers....? What say the beserkers....?

Sasol is a R500 stock. The only real question is: do you think oil prices will fall further? I don't think so, which makes R360 a pretty good place to get in. It might not give you the best return but you are getting that relatively safer 25% in this market. IMO


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#20 Jack5

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Posted 09 December 2015 - 08:14 AM

Agree with your views on Sasol. I also like Billiton in the resources sector, along with Sasol they are probably the most solid of the resource companies. Billiton has probably one of the lowest cost ratios in the industry so they will be one of the last companies to fail if things don't turn around. They also have a bit of oil in their portfolio.

 

I just have a feeling that Billiton could go lower in the short term, especially if they change their dividend policy which a lot of people think is inevitable. Long term it should do well.


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