814 replies to this topic

[orca]

Orca, do you still believe Mta will double this year?

MTA will show great results in 5 months time as their new Turkey acquisition was only factored in over 3 weeks

with their last results.

[Kindread]

Yep. Unfortunately the requirement to be included in the index is 5 years of consistent payouts, compared to the 25 years of the US dividends aristocrats index. There will probably always be periods where it is not reflecting performance across a recession (such as right now), compared to 25 years were it would end up including performance in a few bear markets and recessions. I'm curious what the holdings will look like a little bit after the next one.

[gamma]

Grindrod has started an ETF that tracks the new S&P South African Dividends Aristocrats Index. It tracks companies that have always maintained or increased their dividend payout for at least 5 years.

http://us.spindices....aristocrats-zar

 

The announcement article on Moneyweb has a list of holdings.

http://www.moneyweb....smart-beta-etfs

 

Thanks. Very interesting!

Its a fairly short time frame and looking at the stocks some look quite cyclical but still its a good start. Once we have 10-15 years data I'd be a lot more confident.

[Kindread]

Very interesting data. Would be great to assess for JSE stocks. Anyone know whether a list of such stocks exist?

 

http://www.marketwat...-569-2014-04-28

 

Grindrod has started an ETF that tracks the new S&P South African Dividends Aristocrats Index. It tracks companies that have always maintained or increased their dividend payout for at least 5 years.

http://us.spindices....aristocrats-zar

 

The announcement article on Moneyweb has a list of holdings.

http://www.moneyweb....smart-beta-etfs

Edited by Kindread, 06 May 2014 - 10:27 PM.

[longterm413]

i bought metair at R45. any views on this over next 12 months?
or should i get out and buy gold with rand price going up?


regards

She's just following the market. Hold on. GLD will go up a bit this week only and MTA will double this year.

Sent from my GT-P7300 using Sharenet Sharechat mobile app

Orca, do you still believe Mta will double this year?

[soutie]

Grindrod moving close buy territory. 

 

Anyone got info on the upcoming cash raise....?        

[gamma]

Very interesting data. Would be great to assess for JSE stocks. Anyone know whether a list of such stocks exist?

 

http://www.marketwat...-569-2014-04-28

 

 

[gamma]

I've stated many times here that my long term strategy is to invest in companies that are expanding north.

 

This is info-graphic nicely sums up why

 

http://www.bloomberg...-forecasts.html

 

 

[gamma]

You need to put the Perreby sign in the sky. Maybe he will come and help with a valuation.

Any views on GPL for the long term? This partnership with Burger King could be quite something - 12 stores in 1st year. Has anyone performed any valuations of GPL?

[longterm413]

Any views on GPL for the long term? This partnership with Burger King could be quite something - 12 stores in 1st year. Has anyone performed any valuations of GPL?

[MrDividend]

I see Purple mentioned somewhere else as well, any specific reason why u added it ?

 

Ja, it does not follow my rather cautious approach. Basically I like to have the odd punt now and again. Usually this takes the form of sport betting - but the Super 15 is killing me at the moment - so decided on a couple of penny stocks instead!

 

PPE graph reminds me of Finbonds before launch - and I missed that that one even though had almost bought at 15c a few times.

[Sugafoot]

</blockquote>
I see Purple mentioned somewhere else as well, any specific reason why u added it ?</blockquote>

Purple is starting to quip my interest but i don't know anything about it...

Anyone with any info on it?

[Goliath]

 

My porfolio was looking a bit boring so added Purple, Value and ADH - but very small quantities Have a little reserved for MIX. I have around 10 - 15% more capital to invest over the next few months and will probably add RMI, maybe FNB, SPAR and add to HYprop, CML. This is a very long term portfolio aimed at getting a dividend income. Not looking at shooting the lights out, 12.5% capital growth sans dividends will keep me happy.

 

Share Code % of Equities ARB ARH 1.12% A V I AVI 3.24% ARROW A AWA 2.10% BATS BTI 4.10% CLIENTELE CLI 0.61% CORONAT CML 10.46% CAPITEC CPI 5.09% FORTRESSA FFA 2.22% GRANPRADE GPL 1.48% GROWPNT GRT 4.96% HYPROP HYP 3.29% IMPERIAL IPL 4.00% INTUPLC ITU 3.85% INTUPLC NPL ITUN 0.38% KUMBA KIO 4.85% MMI HLDGS MMI 3.07% MR PRICE MPC 6.10% MTN GROUP MTN 4.82% NAMPAK NPK 3.94% PERGRIN PGR 1.56% PURPLE PPE 0.57% RI PLC RPL 7.87% SA CORP SAC 4.27% SPURCORP SUR 4.35% TRUWTHS TRU 3.15% VALUE VLE 1.11% VODACOM VOD 3.50% ZEDER ZED 1.35%

 

I see Purple mentioned somewhere else as well, any specific reason why u added it ?

[MrDividend]

My porfolio was looking a bit boring so added Purple, Value and ADH - but very small quantities Have a little reserved for MIX. I have around 10 - 15% more capital to invest over the next few months and will probably add RMI, maybe FNB, SPAR and add to HYprop, CML. This is a very long term portfolio aimed at getting a dividend income. Not looking at shooting the lights out, 12.5% capital growth sans dividends will keep me happy.

 

Share Code % of Equities ARB ARH 1.12% A V I AVI 3.24% ARROW A AWA 2.10% BATS BTI 4.10% CLIENTELE CLI 0.61% CORONAT CML 10.46% CAPITEC CPI 5.09% FORTRESSA FFA 2.22% GRANPRADE GPL 1.48% GROWPNT GRT 4.96% HYPROP HYP 3.29% IMPERIAL IPL 4.00% INTUPLC ITU 3.85% INTUPLC NPL ITUN 0.38% KUMBA KIO 4.85% MMI HLDGS MMI 3.07% MR PRICE MPC 6.10% MTN GROUP MTN 4.82% NAMPAK NPK 3.94% PERGRIN PGR 1.56% PURPLE PPE 0.57% RI PLC RPL 7.87% SA CORP SAC 4.27% SPURCORP SUR 4.35% TRUWTHS TRU 3.15% VALUE VLE 1.11% VODACOM VOD 3.50% ZEDER ZED 1.35%

 

[ThatBlackGuy]

 
Let's hear your opinion, been long time favourite of mine after gamma brought it to our attention

 

Still too expensive for me. 

 

I prefer lower price risk ... the price point for MIX is still a bit too rich for my pocket. 

 

I like the business though... so will keep it on my watch list.

[orca]

I wonder why PNC made a whopping 10% today? Markets went down and she did this!!! No news and as I know them over the years, they often come out with a SENS to appease investors to get the price to move up.

Perhaps the bosses are driving the price up with giving junior bosses money to invest at high prices. So no SENS required.

[Goliath]

Added some Mix Telematics at current levels again..

 
Let's hear your opinion, been long time favourite of mine after gamma brought it to our attention

[ThatBlackGuy]

Added some Mix Telematics at current levels again..

 

I'm going to take some time over the weekend to take a deeper look at MIX. 

[Goliath]

Portfolio as it stands(yep, love my property):

 

Arrowhead B - 33%

Attaq - 25%

Fortress A - 33%

RBA Holdings - 9%

 

Adding MIX Telematics again after I jumped out in the high times, see this one has gone down quite a bit recently, great time to add I'd say!

Then also going to take a nibble on Visual International as my second punt.

 

Added some Mix Telematics at current levels again..

[Goliath]

Portfolio as it stands(yep, love my property):

 

Arrowhead B - 33%

Attaq - 25%

Fortress A - 33%

RBA Holdings - 9%

 

Adding MIX Telematics again after I jumped out in the high times, see this one has gone down quite a bit recently, great time to add I'd say!

Then also going to take a nibble on Visual International as my second punt.