Jump to content


Photo
* * * * * 3 votes

CML

Eish!!

  • Please log in to reply
909 replies to this topic

#21 Bushwakka

Bushwakka

    Newbie

  • Members
  • Pip
  • 22 posts

Posted 29 December 2014 - 09:20 AM

No not entirely, sold some at peak earlier this year and then bought some back again when they dropped down to early 90's,still have a reasonable holding.


  • 0

#22 MrDividend

MrDividend

    Advanced Member

  • Junior Member
  • PipPipPip
  • 213 posts
  • LocationCape Town

Posted 24 December 2014 - 06:25 PM

Bought in 2005 at 455 so also very happy with return.

 

Wow. Did you just buy the once and never again?!!


  • 0

#23 Bushwakka

Bushwakka

    Newbie

  • Members
  • Pip
  • 22 posts

Posted 24 December 2014 - 11:08 AM

Bought in 2005 at 455 so also very happy with return.


  • 0

#24 gamma

gamma

    Sage

  • Senior Member
  • PipPipPipPipPipPip
  • 1,470 posts
  • LocationEverywhere

Posted 23 December 2014 - 05:30 PM

So, to those that held CML for the year. Roughly 37% increase from Jan's R80 to Dec's R110. - not too shabby. 

 

I do remember a few of us wanting R120 by december - but, with the decent dividend - R110 is not bad.

 

So what will you be happy with for the end of 2015?

 

For me, will be happy with R135 - R140 with dividends increasing by 15% or more for the year.

 

I'm holding since 2011 and up well over 500% without factoring in divis. If it grows 15-20% from here on in I'd be satisfied but I'm cautious. A bear market is inevitable and CML will suffer when it hits. 

 

 

I do think this bull market will run a bit longer though. Longer than others believe. US is picking up steam and Africa is growing solidly. Hopefully next year Europe picks up as well.

 

Your target of 135-140 looks good to me.


  • 0
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.

#25 orca

orca

    The Oracle

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 2,227 posts
  • LocationPortugal

Posted 23 December 2014 - 12:30 PM

I've held on for almost 3 years and is 78% of my portfolio. Bought at R26 ps. :)
  • 0

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


#26 MrDividend

MrDividend

    Advanced Member

  • Junior Member
  • PipPipPip
  • 213 posts
  • LocationCape Town

Posted 23 December 2014 - 10:48 AM

So, to those that held CML for the year. Roughly 37% increase from Jan's R80 to Dec's R110. - not too shabby. 

 

I do remember a few of us wanting R120 by december - but, with the decent dividend - R110 is not bad.

 

So what will you be happy with for the end of 2015?

 

For me, will be happy with R135 - R140 with dividends increasing by 15% or more for the year.


  • 0

#27 gamma

gamma

    Sage

  • Senior Member
  • PipPipPipPipPipPip
  • 1,470 posts
  • LocationEverywhere

Posted 02 December 2014 - 09:10 AM

http://www.moneyweb....d-of-allan-gray

 

CAPE TOWN – The latest statistics from the Association for Savings and Investment South Africa (Asisa) reveal that Coronation has maintained its position on top of the list of local managers in terms of assets under management. The company is now managing almost R3.5 billion more than Allan Gray.


  • 0
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.

#28 gamma

gamma

    Sage

  • Senior Member
  • PipPipPipPipPipPip
  • 1,470 posts
  • LocationEverywhere

Posted 01 December 2014 - 12:15 PM

not too bad ex divi.

 

Divi was 296c so trading down just under 1%.


  • 0
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.

#29 orca

orca

    The Oracle

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 2,227 posts
  • LocationPortugal

Posted 28 November 2014 - 02:30 PM

CML you beauty!
R110.00 breached. This share never ceases to amaze me


The chase for the divi. :)
  • 0

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


#30 Queen B

Queen B

    Little Master

  • Members
  • PipPipPipPip
  • 534 posts
  • LocationDurban

Posted 28 November 2014 - 02:00 PM

CML you beauty!

R110.00 breached. This share never ceases to amaze me


  • 0

#31 BBW

BBW

    Master

  • Senior Member
  • PipPipPipPipPip
  • 931 posts
  • LocationHelderberg

Posted 14 November 2014 - 09:59 AM

The GIANT awakening again...? Pity the market's not going to play ball...


  • 0

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


#32 gamma

gamma

    Sage

  • Senior Member
  • PipPipPipPipPipPip
  • 1,470 posts
  • LocationEverywhere

Posted 12 November 2014 - 05:22 PM

Strong move today. Hope it pushes through and gets its 100....and not get bowled once again in the nervous nineties


  • 0
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.

#33 orca

orca

    The Oracle

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 2,227 posts
  • LocationPortugal

Posted 12 November 2014 - 03:49 PM

Im happy to continue holding my CML. Grateful that for us grumpy old pensioners there exists a ray of sunshine called CML which continues to pay excellent dividends. Long may it continue.
 
:wub:


Yip. I can live 3 months off my dividend alone and give SARS a middle finger.
  • 0

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


#34 grumpy old man

grumpy old man

    Member

  • Members
  • PipPip
  • 51 posts

Posted 12 November 2014 - 01:44 PM

Im happy to continue holding my CML. Grateful that for us grumpy old pensioners there exists a ray of sunshine called CML which continues to pay excellent dividends. Long may it continue.

 

:wub:


  • 0

#35 @sirgrantfleming

@sirgrantfleming

    jedi

  • Senior Member
  • PipPipPipPipPip
  • 968 posts

Posted 12 November 2014 - 01:43 PM

got to love this stock/money in the bank every time without fail. it kicking ass today that's for sure

Come on R115!!!


  • 0
Twitter: @sirgrantfleming

#36 delta66

delta66

    "Veni, vidi, vici"

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 3,918 posts
  • Location37.2350° N, 115.8111° W

Posted 12 November 2014 - 10:39 AM

got to love this stock/money in the bank every time without fail. it kicking ass today that's for sure


  • 0

“melior diabolus quem scies”


#37 orca

orca

    The Oracle

  • Senior Member
  • PipPipPipPipPipPipPipPip
  • 2,227 posts
  • LocationPortugal

Posted 11 November 2014 - 11:26 PM

Strange why she went up. Normally she goes down with good results. Come LDT she normally climbs up a bit but takes 3 months to recover to the same price after the divi.
  • 0

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


#38 gamma

gamma

    Sage

  • Senior Member
  • PipPipPipPipPipPip
  • 1,470 posts
  • LocationEverywhere

Posted 11 November 2014 - 11:44 AM

well the share went down after the last great trading update, so this does not surprise me. I am sure it will amble up to it's LDT. People have pretty weird expectations when it comes to CML. Mine must be pretty low as i am more than happy. 

 

I think the market feels that earnings may have peaked. It's been in that mindset for the past 3 or 4 reporting periods and so the bulls and the bears are about even, hence the stagnation in the share price. 

 

Despite this, every cycle the earnings continue up. It will probably revert at some point but timing the market is impossible. I'm happy to sit and hold through whenever the downturn comes. Unless we see a repeat of the great recession or the great depression I can't see the stock crashing anytime soon. 10-20% possibly but the asset base is getting sufficiently large and diversified to partially mitigate local market corrections.

 

My call is - Hold.


  • 0
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.

#39 MrDividend

MrDividend

    Advanced Member

  • Junior Member
  • PipPipPip
  • 213 posts
  • LocationCape Town

Posted 11 November 2014 - 10:28 AM

Was expecting a bigger reaction to those numbers. Got a buy order on at R95.

 

well the share went down after the last great trading update, so this does not surprise me. I am sure it will amble up to it's LDT. People have pretty weird expectations when it comes to CML. Mine must be pretty low as i am more than happy. 


Edited by MrDividend, 11 November 2014 - 10:29 AM.

  • 0

#40 strydomk

strydomk

    Advanced Member

  • Members
  • PipPipPip
  • 290 posts

Posted 11 November 2014 - 09:30 AM

Was expecting a bigger reaction to those numbers. Got a buy order on at R95.
  • 0





Sponsored by Sharenet and VPSNine Linux VPS Hosting