814 replies to this topic

[orca]

Up 15% in two sessions.

[HendrikB]

MTA up over 7% today due to new acquisition of a battery plant in Turkey at a cost of R2.2B. Seems that they will be the main suppliers of the green Stop/Start battery throughout the world. They now have 2 battery plants in Europe. The other is in Romania.

All cars in the UK and US must be fitted with these batteries in 2 years time and this will escalate to other countries. They are the sole patent holders for this particular type of stop/start battery that is far superior to others.

This stock will be a winner.

 

Read here from Moneyweb but take note that this was written on Monday and they had no idea of the new acquisition as the SENS only came out today.

http://www.moneyweb....e-future-titans

 

It's a massive investment (R.2.2B) for a small company (R5.4B) and its funded entirely by debt.  

That's my only concern going forward.  Otherwise great prospect.  

Edited by HendrikBruwer, 10 October 2013 - 08:07 PM.

[orca]

MTA up over 7% today due to new acquisition of a battery plant in Turkey at a cost of R2.2B. Seems that they will be the main suppliers of the green Stop/Start battery throughout the world. They now have 2 battery plants in Europe. The other is in Romania.

All cars in the UK and US must be fitted with these batteries in 2 years time and this will escalate to other countries. They are the sole patent holders for this particular type of stop/start battery that is far superior to others.

This stock will be a winner.

 

Read here from Moneyweb but take note that this was written on Monday and they had no idea of the new acquisition as the SENS only came out today.

http://www.moneyweb....e-future-titans

[ptomli]

For LT buyers this is a big buying opportunity between now and when the debt ceiling is raised. After that expect a nice run up for the rest of year 

 

Yeah, my poor little portfolio (of ETFs), started in June, has been beaten down to a net +0.8%. STXIND and PTXTEN are the only markers remaining positive. My normally totally passive inclinations are fighting the desire to take advantage... I know there's a reason I still have 30% in cash 

[gamma]

For LT buyers this is a big buying opportunity between now and when the debt ceiling is raised. After that expect a nice run up for the rest of year 

[BBW]

Nice opportunity to get some VOD and MTN on this little bit of bad news, which will (might?) only be implemented in 2016.

[delta66]

added a small amount of GPL(3.80) to LT...couple years down the line might payoff

[gamma]

YTD - does that mean this year to date - January to now? Or the last 12 months?

 

Anyway (for peace of mind) checked on prices 12 months ago and the portfolio would be up 28% - which is fine as have taken a knock with local property and would be also getting a good 5% for dividends on top of the 28%

 

January to present is YTD

 

In any event, I think the YTD data I wrote for the ALSI and Top40 is incorrect.

You are more or less in line

[MrDividend]

YTD - does that mean this year to date - January to now? Or the last 12 months?

 

Anyway (for peace of mind) checked on prices 12 months ago and the portfolio would be up 28% - which is fine as have taken a knock with local property and would be also getting a good 5% for dividends on top of the 28%

Edited by MrDividend, 03 October 2013 - 04:13 PM.

[delta66]

Or if he had STXIND, he would average 35% pa without divies reinvested. Then gain, perhaps MrDividend likes dividends.

that's very decent returns, i'm in 30% cash at the moment and looking for something index based with above average returns, STXIND could be an option...Orca, if you dont mind me asking..what was your entry price?

[orca]

Or if he had STXIND, he would average 35% pa without divies reinvested. Then gain, perhaps MrDividend likes dividends.

[MrDividend]

year to date = ytd.

 

Reason I asked is because if that was your profit YTD and you had held the shares since Jan 1 then I would be seriously concerned about the portfolios performance in light of the Top40 ytd at 16% and the Alsi around 15%.

 

If your goal is 15% you would be better off buying the index. Less hassle, probably lower risk.

 

For a managed portfolio in an 6% inflation world I would suggest aiming for around 20-25%

 

Unless you are looking for income of course and have a huge capital base.

 

True - but this is more fun!

 

But not really worried.

 

I did not start with a lump sum - shares have been added each and every month - so some have only been held for a month or two. They are not big trades so initial buying costs have played a factor (around 2%) and finally dividends still would need to be added - so far another 3% . So overall growth has been more like 13% - and am happy with that. 

[gamma]

Sorry, just started this year - ytd?

 

First figure is profit/loss percent  including buying costs - second is percent of my portfolio. All shares bought this year

 

year to date = ytd.

 

Reason I asked is because if that was your profit YTD and you had held the shares since Jan 1 then I would be seriously concerned about the portfolios performance in light of the Top40 ytd at 16% and the Alsi around 15%.

 

If your goal is 15% you would be better off buying the index. Less hassle, probably lower risk.

 

For a managed portfolio in an 6% inflation world I would suggest aiming for around 20-25%

 

Unless you are looking for income of course and have a huge capital base.

[MrDividend]

Mr D

I assume these are ytd profits?

 

Sorry, just started this year - ytd?

 

First figure is profit/loss percent  including buying costs - second is percent of my portfolio. All shares bought this year.

[gamma]

Instrument % Profit/ Loss % of Portfolio AWA Arrow A -11.54% 4.23% BTI Bats 10.96% 7.48% CML Coronat 18.87% 16.03% FFA Fortressa -1.76% 4.75% GPL Granprade -7.89% 2.25% HYP Hyprop -6.64% 6.61% IPL Imperial -2.28% 9.68% MMI Mmi Hldgs 11.89% 6.23% MPC Mr Price 18.75% 5.80% RIN Redefintl 43.06% 10.38% SAC Sa Corp -2.97% 8.79% TRU Truwths 9.23% 7.74% VOD Vodacom 2.99% 7.20% ZED Zeder 7.32% 2.83% Grand Total 7.81%

100.00%

 

 

 

 

7.81 growth but have also received another couple of percents in dividends - so happy so far. Aiming for 15% total per year to double my money in 5 years. But sooner would be better...

 

 

Mr D

I assume these are ytd profits?

[MrDividend]

Instrument % Profit/ Loss % of Portfolio AWA Arrow A -11.54% 4.23% BTI Bats 10.96% 7.48% CML Coronat 18.87% 16.03% FFA Fortressa -1.76% 4.75% GPL Granprade -7.89% 2.25% HYP Hyprop -6.64% 6.61% IPL Imperial -2.28% 9.68% MMI Mmi Hldgs 11.89% 6.23% MPC Mr Price 18.75% 5.80% RIN Redefintl 43.06% 10.38% SAC Sa Corp -2.97% 8.79% TRU Truwths 9.23% 7.74% VOD Vodacom 2.99% 7.20% ZED Zeder 7.32% 2.83% Grand Total 7.81%

100.00%

 

 

 

 

7.81 growth but have also received another couple of percents in dividends - so happy so far. Aiming for 15% total per year to double my money in 5 years. But sooner would be better...

[Moonraker]

In first day of U.S. shutdown, no sign how it will end

I think this impasse is more serious than the markets are interpreting it, and if it drags on till Oct 17th, being the date when the debt ceiling would need to be raised, there will surely be a 'correction' of crash proportions.
That might be a buying opportunity.

(As an aside, the Republicans are quite right, the Affordable Health Care Plan is certainly not affordable, just like our crappy NHI. Socialism simply does not work - witness Europe. With socialism, come election time, political parties fall over themselves/outdo each other to please and appease the masses without giving any thought as to the consequences of taking on more and more debt, burdening entrepreneurs (the damn capitalists), with higher taxes and more red tape, while pandering to the masses in order to get their uninformed votes. It's called populism.
You know, capitalists have a tough time, they borrow funds - money - to start some venture. Then they need to be able to pay the interest on their borrowings. The risks to success are huge, costs need to be controlled - yes labour is a bloody fixed cost, fixed meaning you can't control it - the socialists don't fully grasp this, they also don't realise that, by nature, everyone is a capitalist.)

Rant over.

Will wait to see how the 'shutdown' plays out before making any purchase decisions.

[gamma]

Infographic that depicts top 40 ytd performance.

 

x axis indicates yield and y axis growth in price ytd

 

 

[Jonny]

What's happening to PNC and MTA?  Should we dump them?

 

I can't see a turnaround for PNC as they made no profit for the 2'nd half year even though they had recent acquisitions. Even the bosses are selling.

MTA had bad results also but they are busy with a new acquisition that is keeping them buoyant.

Got out of PNC a few weeks back. No use losing ALL of my profits. Not sure if I should have ridden it out, but decided to move my money into something that WILL grow. Very happy with my ADI and EOH, but who know what is in stored for them in the future. Apparently the analysts are negative about EOH's Africa activities, but tell that to my 40% profit!

[orca]

What's happening to PNC and MTA?  Should we dump them?

 

I can't see a turnaround for PNC as they made no profit for the 2'nd half year even though they had recent acquisitions. Even the bosses are selling.

MTA had bad results also but they are busy with a new acquisition that is keeping them buoyant.