561 replies to this topic

[delta66]

with my luck, when i sell my holdings it will jump 10% ..holding for div then might exit.

[gamma]

Oh dear. Just yesterday I got an email from imara with calculations showing FBR as fully valued. 

 

 

isnt that the same broker that told you CML was a sell...a year ago?

[brads]

this shares' behaviour kills me week after week 

i dont get it...

Aswell!! Surely with the rand strengthening a bit VOD should be running nicely!?

[ptomli]

CML showing a good bounce off support

 

Covering trade costs on the day of purchase 

[Jeremy]

VOD...what the hell?? div coming up and share price in reverse

 

this shares' behaviour kills me week after week 

i dont get it...

[orca]

Last of my 3 stocks. CML showing a good bounce off support.  CMLsup.jpg   148.27KB   44 downloads

[delta66]

VOD...what the hell?? div coming up and share price in reverse

[orca]

MTA wobbling on support. She must not go below 3400.  MTAsup.jpg   43.16KB   37 downloads

[orca]

PNC bounces off support.  PNCsup.jpg   46.75KB   39 downloads

[seesider]

I'm looking long term(20 years) and i'm presuming that email is regarding short term as i don't know how they can say it's fully valued long term? I really like their prospects for growth. I would rather take my chances with FBR than PNC at the moment, its a lot more stable. PNC could go either way and I'm just not in a position to take that risk. I won't be surprised if PNC proves me wrong as it is a great company but we will have to see.

Oh dear. Just yesterday I got an email from imara with calculations showing FBR as fully valued.

[BBW]

Pure techs.. I will never buy this for long term. Even short term after analysing their results, I will say this will fall below R100.00..Maybe reach a low of R90.00!!!

Thank you. 

[orca]

Swopped my PNC for FBR yesterday. PNC has been great but getting too risky now.

 

Oh dear. Just yesterday I got an email from imara with calculations showing FBR as fully valued. 

[HDB]

Pure techs.. I will never buy this for long term. Even short term after analysing their results, I will say this will fall below R100.00..Maybe reach a low of R90.00!!!

 

HDB, you seem quite taken with TFG; may I ask why? Is it a definite buy at the current levels and what growth do you foresee, or was it a pure technical call last week?

[delta66]

TFG from a value point/entry if investing short to medium is relatively cheap imo...also a good stock to trade on the technical's

[BBW]

HDB, you seem quite taken with TFG; may I ask why? Is it a definite buy at the current levels and what growth do you foresee, or was it a pure technical call last week?

[delta66]

bought GRT yesterday after selling CML, easy short punt with a nice bump today +6%

[seesider]

Swopped my PNC for FBR yesterday. PNC has been great but getting too risky now.

[AJS]

Anyone looking at adding FSR at these levels?

[gamma]

I've only done some minor tweaking to this portfolio in the past year but really no substantial change. Pity we lost the old thread. I'm curious to see how the weighting has changed based on the last years share price moves.

 

This portfolio returned 65% from March 12 to March 13.

YTD it is up around 16%

 

 

 

Screen Shot 2013-05-08 at 9.23.07 PM.png

 

 

Heavy..

Just rolled back to see when I posted this. 8th May. 20 days later YTD return is 23%.

Will it last?

 

Thanks to CML and FBR being on Viagra  

[JakeSpade]

portfolio consists of 40% CFR; 25%MTN; 25%AFT;10% ELI

let me know what you guys think, have had a reasonably good run of recent note with CFR doing well and really pulling through.