909 replies to this topic

[orca]

In my view, CML has been the most resiliant stock on the JSE for many years and if it fails now then there is absolutely NOTHING to replace it. I have spent many hours going through charts of every single stock we have but not one comes close to it's reliability and stability. Just my Past Performance method that has worked for me.

I was suposed to be in Portugal by now but this uncertainty is keeping me here.

[Moonraker]

If you loose 7% it would take more than a gain of 7% to break even 

 

Also have a substantial holding, and would prefer it to keep going up! Performance this year has been good so far!

 

Yeah, 7.5268817% 

 

CML will go up - the yield is still very attractive.

[orca]

Thank you Orca.
 
I've been holding a considerable amount in CFD's, but bailed out yesterday and lost quite a bit of money. In hindsight and with clearer thinking, I should actually just have halved my holding, though. For me it (Coronation shares) is/was a long term investment, but I'm still learning how scary gearing can really be. Now I want to get back in again, as I still believe it's the best (and most solid) share (company) out there and CFD's the cheapest way to invest. So I've decided to wait for CML to either break 5000 or wait for another significant dip (the one you're talking about); to +-4500. (I also still like their ad!) What do you guys reckon?

As HDB said in the MPC thread holds true with CML also. With a PE of 21, investors are expecting great results for May so I will not punt now. Especially if you doing geared futures.

[mervman]

Well for me who just invested in CML to lose 7% and then to break even would take another 7% and I would be nowhere . I would prefer it just keep going up !

If you loose 7% it would take more than a gain of 7% to break even 

 

Also have a substantial holding, and would prefer it to keep going up! Performance this year has been good so far!

[orca]

Orca, u forgot who's mother invested in CML on your recommendation?
 
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Got it sorted. Now send that guy home.

[BBW]

The CML thread has gone but at least we have a new one now.

 

Thinking deeply over a cold one now, a correction would be good and I will actually welcome one for the following reasons:

The PE of 21 is too high for me long term and the increase in AUM gives a FPE of 18. Still too high for long term sustainability. Over the years it stayed in the 12 to 14 area and gave good steady gains of around 65% pa divies not reinvested.

Thumbsuck I would say add 10% to that old figure after the AUM increase. So I will be happy with 75% pa to make it more sustainable over time. It is now around 82%, so a 7% correction will not hurt us at all if we had it for a year or so.

I will not sell as I don't want a Tax Event.

Ride it out till end May for results then decide.

Thank you Orca.

 

I've been holding a considerable amount in CFD's, but bailed out yesterday and lost quite a bit of money. In hindsight and with clearer thinking, I should actually just have halved my holding, though. For me it (Coronation shares) is/was a long term investment, but I'm still learning how scary gearing can really be. Now I want to get back in again, as I still believe it's the best (and most solid) share (company) out there and CFD's the cheapest way to invest. So I've decided to wait for CML to either break 5000 or wait for another significant dip (the one you're talking about); to +-4500. (I also still like their ad!) What do you guys reckon?  

Edited by BBW, 10 April 2013 - 02:49 PM.

[jaDEB]

Orca, u forgot who's mother invested in CML on your recommendation?

 

 11a1aac1clb1dfrfdsgwsw.jpg   14.81KB   389 downloads

[Mad Max]

Well for me who just invested in CML to lose 7% and then to break even would take another 7% and I would be nowhere . I would prefer it just keep going up !

[orca]

The CML thread has gone but at least we have a new one now.

 

Thinking deeply over a cold one now, a correction would be good and I will actually welcome one for the following reasons:

The PE of 21 is too high for me long term and the increase in AUM gives a FPE of 18. Still too high for long term sustainability. Over the years it stayed in the 12 to 14 area and gave good steady gains of around 65% pa divies not reinvested.

Thumbsuck I would say add 10% to that old figure after the AUM increase. So I will be happy with 75% pa to make it more sustainable over time. It is now around 82%, so a 7% correction will not hurt us at all if we had it for a year or so.

I will not sell as I don't want a Tax Event.

Ride it out till end May for results then decide.

[BBW]

Dees one!!!?? Orca, help!

 

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Edited by BBW, 09 April 2013 - 04:21 PM.