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Long term portfolio.

Started by orca , Apr 08 2013 03:14 PM

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#401 BBW

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Posted 04 February 2014 - 09:39 AM

Loading up on CML, and got some FSR.


Edited by BBW, 04 February 2014 - 09:41 AM.

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Exi, impie, exi, scelerae, exi cum omnia fallacia tua

#402 Zero Hedge

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Posted 31 January 2014 - 09:05 PM

when do you anticipate the next earnings update to be?

Around the 3rd week of Feb.
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#403 Zero Hedge

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Posted 31 January 2014 - 09:04 PM

Around the 3rd week of Feb.
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#404 ThatBlackGuy

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Posted 31 January 2014 - 10:01 AM

Picked up some DSY @ R75

 

when do you anticipate the next earnings update to be?


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Yes, I will take your money!  :ph34r:

#405 MrDividend

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Posted 30 January 2014 - 09:54 PM

Same here lost 90% of my profits.  SOL looks fairly unaffected by what's going on. Should i sell some of my retailers and get some SOL?

 

IMO it depends on how heavy you are in retailers - I guess having more than 20% in any one sector is bad and being balanced between a few sectors is probably quite important. SOL and BHP are the picks in the resource sector for me - mainly for the rand hedge and not being too reliant on SA labour.


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#406 MillionDollar

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Posted 30 January 2014 - 09:20 PM

Portfolio has taken massive hiding - lost 3/4 of the profits made last year besides dividends. Oh well, dividend "season" is coming up - hopefully that will put a smile on my face.

 

Same here lost 90% of my profits.  SOL looks fairly unaffected by what's going on. Should i sell some of my retailers and get some SOL?


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#407 MrDividend

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Posted 30 January 2014 - 08:34 PM

Portfolio has taken massive hiding - lost 3/4 of the profits made last year besides dividends. Oh well, dividend "season" is coming up - hopefully that will put a smile on my face.


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#408 christodeb

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Posted 30 January 2014 - 04:13 PM

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??


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#409 soutie

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Posted 30 January 2014 - 03:31 PM

Picked up some DSY @ R75


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Anyone need a heads up...!

#410 Jonny

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Posted 29 January 2014 - 05:07 PM

The profits MTA has been making was mostly from after market auto spares and miners cap lamp batteries. Their R2.7B factory acquisition in Turkey for their stop/start batteries has come on line this month. The profits from that will add humungesly to their growth. You do know that the green battery will become compulsory in many countries soon.
The only hurdle is the loan from ABSA for the acquisition.

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It's the start/stop batteries that made me notice MTA :) Was under the assumption the start/stop battery portion will only REALLY kick in in mass in around 3 years time in the form of Europe and was making my assumptions on that. A quicker uptake will probably make more sense. Never the less, will be holding a while and adding when possible. Quick wins are always fun


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My posts are my opinion and shouldn't be seen as investment advise from me or the view of the organisation I work for.

Do your own research before engaging in trades/investments  :)

#411 orca

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Posted 29 January 2014 - 01:47 PM



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


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Orca - not to question your statement specifically (I hope it's right as I want to be a shareholder of MTA soon as well), but why would you say MTA will double this year? I'm expecting strikes will slow them down a little for at least this year. Slower start might actually work out better for me as I will be adding to it through this year and not in one lump sum  :)


The profits MTA has been making was mostly from after market auto spares and miners cap lamp batteries. Their R2.7B factory acquisition in Turkey for their stop/start batteries has come on line this month. The profits from that will add humungesly to their growth. You do know that the green battery will become compulsory in many countries soon.
The only hurdle is the loan from ABSA for the acquisition.

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I started here with nothing and still have most of it left.

#412 Jonny

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Posted 28 January 2014 - 10:08 PM

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

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Orca - not to question your statement specifically (I hope it's right as I want to be a shareholder of MTA soon as well), but why would you say MTA will double this year? I'm expecting strikes will slow them down a little for at least this year. Slower start might actually work out better for me as I will be adding to it through this year and not in one lump sum  :)


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My posts are my opinion and shouldn't be seen as investment advise from me or the view of the organisation I work for.

Do your own research before engaging in trades/investments  :)

#413 christodeb

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Posted 27 January 2014 - 03:08 PM

According to HotStoxx, PNC is hot. In a good growth sector and is the best stock within that sector.
Am holding both for long term. MTA is my gem though.

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Thanks Orca. They do look like good options for the long term. 


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#414 orca

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Posted 27 January 2014 - 03:01 PM



Still hold both. PNC is being hammered by the ZAR but will keep it. CML is holding strangly and not following the market today. Still in demand but she has had her good run.


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Thanks Orca, I have recently added CML, and I'm buying into the dip on PNC. are these still shares that you will hold/accumulate in the next 12 months?


According to HotStoxx, PNC is hot. In a good growth sector and is the best stock within that sector.
Am holding both for long term. MTA is my gem though.

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I started here with nothing and still have most of it left.

#415 christodeb

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Posted 27 January 2014 - 02:47 PM

Still hold both. PNC is being hammered by the ZAR but will keep it. CML is holding strangly and not following the market today. Still in demand but she has had her good run.

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Thanks Orca, I have recently added CML, and I'm buying into the dip on PNC. are these still shares that you will hold/accumulate in the next 12 months?


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#416 orca

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Posted 27 January 2014 - 02:39 PM

Orca - Are you still holding CML and PNC? What is your view in the next 12 months?


Still hold both. PNC is being hammered by the ZAR but will keep it. CML is holding strangly and not following the market today. Still in demand but she has had her good run.

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I started here with nothing and still have most of it left.

#417 christodeb

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Posted 27 January 2014 - 02:11 PM

Orca - Are you still holding CML and PNC? What is your view in the next 12 months?


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#418 orca

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Posted 27 January 2014 - 01:18 PM

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.

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I started here with nothing and still have most of it left.

#419 stephen

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Posted 27 January 2014 - 12:22 PM

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

 

 


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#420 MrDividend

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Posted 23 January 2014 - 11:49 AM

Added Spur


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