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Long term portfolio.


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#361 gamma

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Posted 07 March 2014 - 01:01 PM

Just sold out of my Big LOSER ELI.

Had enough..in retrospect I should of sold a looong time ago but let optimism get the better of me.

Funny how in this business you ignore reason! Another lesson -RE-learned.

 

Still, my sale is at only 5% less than what I paid for it although at one point I was up a 150%.

 

 

My ex ELI capital is now waiting for the next pullback in APN..


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Do not try and bend the market. That's impossible. Instead... only try to realize the truth. Then you'll see, that it is not the market that bends, it is only yourself.

#362 hexadecimal

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Posted 07 March 2014 - 12:54 PM

Great call boet... Confirmed yesterday.

If they are in, who's out?


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'I only see, what I've learnt to see' -  ;) 


#363 ThatBlackGuy

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Posted 07 March 2014 - 08:45 AM

So I've just heard that Reinet will be included in the Top 40 Index. I think that explains it recent surge in volume.


Great call boet... Confirmed yesterday.
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Yes, I will take your money!  :ph34r:


#364 HendrikB

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Posted 05 March 2014 - 01:42 PM

I also have santova. Im afraid you missed the bus on this one. Best to wait for a significant pullback.
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#365 Procrastinator

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Posted 05 March 2014 - 12:57 PM

What do you guys think of Santova for long term portfolio? Simon Brown and some of the boys have it under the radar?


I've got Santova, bought at 93 cents late last year, so up 90% plus so far! these shares have run pretty hard over last few weeks! no idea why.
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Where did those damn 10 baggers go?

#366 GDP

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Posted 05 March 2014 - 12:25 PM

What do you guys think of Santova for long term portfolio? Simon Brown and some of the boys have it under the radar?


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#367 shelddy

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Posted 04 March 2014 - 01:51 PM

Nice pullback on MTA the past few days...I'm patiently waiting for an opportunity to top up my holding <R40.

 

I'm also waiting for nice opportunity to top up...we already know the results coming out month end are not going to be that great due to motor industry strike and the Mutlu transaction costs. I suspect we might get a further guidance before the actual results which might cause small price movements.


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#368 Hooligan

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Posted 04 March 2014 - 01:26 PM

Nice pullback on MTA the past few days...I'm patiently waiting for an opportunity to top up my holding <R40.


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#369 HendrikB

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Posted 27 February 2014 - 04:43 PM

who is coming off the ALSI40 in their place
 
that's that one I wanna short

Truworths
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#370 Procrastinator

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Posted 27 February 2014 - 04:30 PM

Cool, thought maybe it was public information already.
 
Understand.


If he tells us, he has to kill us (bond music plays softly in the background)
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Where did those damn 10 baggers go?

#371 Eagle7

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Posted 27 February 2014 - 04:24 PM

who is coming off the ALSI40 in their place

 

that's that one I wanna short


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#372 ThatBlackGuy

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Posted 27 February 2014 - 03:27 PM

Im sorry I can't tell.  Note this is not confirmed yet.

 

Cool, thought maybe it was public information already.

 

Understand.


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Yes, I will take your money!  :ph34r:


#373 HendrikB

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Posted 27 February 2014 - 03:06 PM

Source?

 

Im sorry I can't tell.  Note this is not confirmed yet.


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#374 ThatBlackGuy

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Posted 27 February 2014 - 02:53 PM

So I've just heard that Reinet will be included in the Top 40 Index.  I think that explains it recent surge in volume.S

 

Source?


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Yes, I will take your money!  :ph34r:


#375 rawkus

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Posted 27 February 2014 - 12:41 PM

If that's the case, you can bet on the share to run for a while, while the fund managers will be buying.


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#376 Procrastinator

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Posted 27 February 2014 - 12:05 PM

Sweet!, I guess that means that some asset managers will be allowed to buy it, ie I believe the mandates of some unit trusts etc can only buy top 40, plus index tracker funds etc. can only be good for the share price?
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Where did those damn 10 baggers go?

#377 HendrikB

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Posted 27 February 2014 - 11:04 AM

So I've just heard that Reinet will be included in the Top 40 Index.  I think that explains it recent surge in volume.


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#378 rawkus

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Posted 26 February 2014 - 01:05 PM

At this price on REI and the current exchange rate you buying BAT and getting everything else for free. So this is a serious long term play.  


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#379 HendrikB

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Posted 24 February 2014 - 01:06 PM

Here's hoping!, is 35% of my portfolio and was in at 19.00, seen a nice bump.

that's good. This is only the beginning. The stock is trailing its NAV by some distance still.
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#380 Procrastinator

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Posted 24 February 2014 - 12:34 PM

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


Here's hoping!, is 35% of my portfolio and was in at 19.00, seen a nice bump.
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Where did those damn 10 baggers go?





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