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#781 jaDEB

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Posted 02 May 2013 - 08:00 AM

Yes, Orca. And as you have proven over and again your CML seems to ride out the storms. Only with minor change in price.


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#782 HDB

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Posted 01 May 2013 - 08:23 PM

Orca go catch a dop and stay put!!! :D  :P


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#783 orca

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Posted 01 May 2013 - 08:12 PM

After reading market reports today, I am seriously thinking of switching to cash. Tax implications will be a minor problem if I can avoid a correction.

Put my thinking cap on and decided that R28K expenses with selling and buying back in is not worth it. Probably as always will miss the bottom and loose more. We have lived through many bad news and May months since the crash and survived.

Since there is no repeat of a major Lehman Bros scenario, I will just stay in. 


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#784 Moonraker

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Posted 01 May 2013 - 06:24 PM

After reading market reports today, I am seriously thinking of switching to cash. Tax implications will be a minor problem if I can avoid a correction.

Wait to see the outcome of the FOMC meeting @ 19:00 our time. It will tell you how the markets are likely to react going forward ...  :mellow:  :)

No end in sight for Fed stimulus as inflation sags

 

Despite the economy's softer tone, a wait-and-see attitude seems the most likely approach for now. The Fed is expected to nod to the economy's disappointing performance when it announces its decision at 2 p.m. (1800 GMT), even as it maintains its course.

But if the economy's fortunes do not improve, the U.S. central bank may well look for fresh ways to boost its support to the economy -- increasing the amount of assets it is buying is just one option.


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#785 orca

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Posted 01 May 2013 - 04:19 PM

After reading market reports today, I am seriously thinking of switching to cash. Tax implications will be a minor problem if I can avoid a correction.
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#786 Moonraker

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Posted 29 April 2013 - 06:59 PM

To raise capital through the sale of debt to improve liquidity and fund expansion spending. Could be floating rate notes.
It's probably part of PNC's DMTN Program.


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#787 orca

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Posted 29 April 2013 - 06:34 PM

What's happening with PNC? Has nobody noticed? Up 3.8% today even though it's sector is at a low due to governments cutting down on spending and people buying tabs instead of laptops.

There was no SENS out but JSE news that stated this:

 

LISTING OF NEW INSTRUMENT

The JSE Limited has granted Pinnacle Technology Holdings Limited
the listing of its PTH01 Note, in terms of its ZAR2,500,000,000
Domestic Medium Term Note Programme dated 19 April 2013.

 

What does this mean?


Edited by Orca, 29 April 2013 - 06:36 PM.

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#788 gamma

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Posted 27 April 2013 - 12:57 AM

shorted VOD CFDs to hedge my long position. Bloody annoying. Thought we turned the corner..


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#789 delta66

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Posted 26 April 2013 - 05:06 PM

What's going on with Vodacom, back down below 105! Any ideas...

have no idea, waiting for the div and will be lowering my exposure in favor of more aggressive growth prospects.  seeing the performance of some of my holdings makes VOD look very sluggish...that or i've become greedy chasing higher returns :)

 

have a great weekend everyone!  see you all Monday again  :D 


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#790 franz

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Posted 26 April 2013 - 02:42 PM

What's going on with Vodacom, back down below 105! Any ideas...
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#791 heureux

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Posted 25 April 2013 - 04:00 PM

Vod is about 10% of my portfolio, bought them some years ago. I am a long term investor and my concern for the future is the drop in both data prices and call rates. If SAB has to lower their beer prices every year and only bargain on costumer growth their earnings will come under pressure.

 

I don't plan to sell my vod shares, because of the div, I am also not going to add, though I am tempted.


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#792 Safrican

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Posted 25 April 2013 - 02:53 PM

yeah, they have had the tail end of bad sentiment the last few months.  my entry cost comes in at R96.39 so seen a lot of alpha slowly eroded coming off their last "high" (VOD is 27.7% of my portfolio) good stock to hold with their div on a LT portfolio.

 

 

VOD is my CML (as in ORCA's golden egg) bought at inception with the TKG split, have added since when too good to resist so in at 59.33. I too expect a good divi but cannot understand the recent drop it's experiencing? 

 

B)


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#793 gamma

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Posted 24 April 2013 - 09:42 PM

At this price VOD is a no brainer. current 7.7% DY with an even higher forward yield of ?%


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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.

#794 franz

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Posted 24 April 2013 - 01:32 PM

Also bought at R 94, hope there divi is good.


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#795 delta66

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Posted 24 April 2013 - 12:44 PM

:lol:  Since buying them at around R120 have watched them drop to around R104....

yeah, they have had the tail end of bad sentiment the last few months.  my entry cost comes in at R96.39 so seen a lot of alpha slowly eroded coming off their last "high" (VOD is 27.7% of my portfolio) good stock to hold with their div on a LT portfolio.


Edited by delta66, 24 April 2013 - 12:44 PM.

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#796 MrDividend

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Posted 24 April 2013 - 12:32 PM

hallelujah!!..VOD playing catch up this morning on the back of their earnings report.  was getting disillusioned somewhat with their trajectory but glad i stayed in, with the div around the corner and strong results we should be seeing R120+ barring any major negative news 

 

:lol:  Since buying them at around R120 have watched them drop to around R104....


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#797 smiley

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Posted 24 April 2013 - 12:28 PM

See Brait also released a nice SENS today! :D

 

Yeah, makes up about 8% of my portfolio  :)


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#798 Goliath

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Posted 24 April 2013 - 11:45 AM

See Brait also released a nice SENS today! :D


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#799 delta66

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Posted 24 April 2013 - 10:16 AM

hallelujah!!..VOD playing catch up this morning on the back of their earnings report.  was getting disillusioned somewhat with their trajectory but glad i stayed in, with the div around the corner and strong results we should be seeing R120+ barring any major negative news 


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#800 Safrican

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Posted 22 April 2013 - 09:33 PM

"Figures like that really make day trading a temptation".

 

Agreed, ORCA ... I'll keep listening and learning.


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Thank you for your time and I will thank you for mine. - Rodriguez





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