561 replies to this topic

[TheFrugalFox]

I also started buying RIN on the 20/03/2013 @R5.63 - bought a few times since. Of course, they did change names resulting in the confusion. 

 

I wish my whole portfolio was worth 90,000 RPL's!

[gamma]

My portfolio consists of:

 

1. ADW

2. FGL

3. EOH

4. TOR

5. POY

6. GLN

7. CML

 

Just bought some PSG shares before IPO listing this week

 

I would like to eventually like to add:

 

Grandparade

Naspers

Telkom

MTN or Vodacom

Standard Bank or Nedbank

platinum mines (but undecided)

 

As a potentially high risk, high reward I am keeping an eye on:

 

Wesizwe

 

any views on this spread?

 

My 2c

Too many small caps. Too much risk in your portfolio. For my taste anyway.

[M e r l i n]

HendrikB, I take exception to you casting aspersions, if you do not understand merely ask and it shall be explained. Redefine International underwent a reconfiguration which I shall not go into here except to say that I held these shares since 7th March 2013 - brokers note lists a total qty of 90,000 shares for prices ranging from 546 to 550 a share, resulting in a consideration of 497,803.39 due - the share was then known asE Redefine Properties International Limited. Check it out

[HendrikB]

I jumped on board Redefine International a about a year ago, my stock has increased in value by 40% excluding respectable divs - I top up every now and then to increase my holdings.

impossible to get 40%. Redefine listed at around R8 a pop. Maybe you got 30%, but there's no need to inflate figures.

[RojoVert]

My portfolio consists of:

 

1. ADW

2. FGL

3. EOH

4. TOR

5. POY

6. GLN

7. CML

 

Just bought some PSG shares before IPO listing this week

 

I would like to eventually like to add:

 

Grandparade

Naspers

Telkom

MTN or Vodacom

Standard Bank or Nedbank

platinum mines (but undecided)

 

As a potentially high risk, high reward I am keeping an eye on:

 

Wesizwe

 

any views on this spread?

[M e r l i n]

I jumped on board Redefine International a about a year ago, my stock has increased in value by 40% excluding respectable divs - I top up every now and then to increase my holdings.

 

Thanks @sugafoot and @midas I will look at redefine and alot more shares though but its hard to find value in a market that is so expensive.

[M I D A S]

Give SA Corp a miss, study their div over the years which reflects a steady payout but no growth whatsoever - Sold my Pork after two years and diversified with the better connection - Redefine International, this is a crowd who are going places and earn their income in hard currencies and trade on the London bourse as well. Tsogo Sun have just bought a huge tranche of one of their hotel subsidiaries, so if it is good enough for Southern Sun it is good enough for you, the Pork is an Ou Doos outfit, very solid and stolid and boring compared to this sexy crowd.

 

Give SA Corp a miss, study their div over the years which reflects a steady payout but no growth whatsoever - Sold my Pork after two years and diversified with the better connection - Redefine International, this is a crowd who are going places and earn their income in hard currencies and trade on the London bourse as well. Tsogo Sun have just bought a huge tranche of one of their hotel subsidiaries, so if it is good enough for Southern Sun it is good enough for you, the Pork is an Ou Doos outfit, very solid and stolid and boring compared to this sexy crowd.

Redefine International up 4.62% today

[Sugafoot]

Waiting for a meaningful pullback

[Sugafoot]

Thanks @sugafoot and @midas I will look at redefine and alot more shares though but its hard to find value in a market that is so expensive.

I'm sitting with about 50% cash on the sidelines...

[FutureBlackBuffet]

Thanks @sugafoot and @midas I will look at redefine and alot more shares though but its hard to find value in a market that is so expensive.

[M I D A S]

REI:Sj 34
FSR:SJ 24
SGL:SJ 23
SAP:SJ 18

LOOKING AT PALLINGHURST , SA CORP AND ABIL FOR MY PORTFOLIO
ANY SUGGESTIONS?

Give SA Corp a miss, study their div over the years which reflects a steady payout but no growth whatsoever - Sold my Pork after two years and diversified with the better connection - Redefine International, this is a crowd who are going places and earn their income in hard currencies and trade on the London bourse as well. Tsogo Sun have just bought a huge tranche of one of their hotel subsidiaries, so if it is good enough for Southern Sun it is good enough for you, the Pork is an Ou Doos outfit, very solid and stolid and boring compared to this sexy crowd.

[Sugafoot]

REI:Sj 34

FSR:SJ 24

SGL:SJ 23

SAP:SJ 18


LOOKING AT PALLINGHURST , SA CORP AND ABIL FOR MY PORTFOLIO

ANY SUGGESTIONS?

I wouldn't touch ABIL with a barge pole

[FutureBlackBuffet]

REI:Sj 34
FSR:SJ 24
SGL:SJ 23
SAP:SJ 18

LOOKING AT PALLINGHURST , SA CORP AND ABIL FOR MY PORTFOLIO
ANY SUGGESTIONS?

[AJS]

Agreed AJS. i was just trying to make the point though that there are some small caps trading well above R1.

Many new investors and sadly some older investors do not understand that share price is simply mkt cap/number of shares in issue and that a stock trading at R1 might in fact be way more expensive that a stock trading at R500. 

 

 Saying the same thing then.

[gamma]

True. But many small caps tend to have low share prices. Small cap = small market cap. So if you have say, R1m market cap, and issue 100k shares @ R10 each it is fine, but your liquidity would suck. Or you could issue 1m shares @ R1 and suddenly you have a bit more liquidity.  Just my humble opinion.

 

Agreed AJS. i was just trying to make the point though that there are some small caps trading well above R1.

Many new investors and sadly some older investors do not understand that share price is simply mkt cap/number of shares in issue and that a stock trading at R1 might in fact be way more expensive that a stock trading at R500. 

[Bossie940]

thanks gamma im am learning every day

Bossie

[AJS]

One more thing, there is a difference between a penny stock and a small cap. Penny stocks are typically stocks trading under R1. Small caps have nothing to do with the stock price.

 

True. But many small caps tend to have low share prices. Small cap = small market cap. So if you have say, R1m market cap, and issue 100k shares @ R10 each it is fine, but your liquidity would suck. Or you could issue 1m shares @ R1 and suddenly you have a bit more liquidity.  Just my humble opinion.

[Bossie940]

Ah so there I got in wrong I was under the impression that all shares under R10 falls under penny shares. What classifies as a small cap company, a CAP under R150 000 000 ?

Bossie

Edited by Bossie940, 29 May 2014 - 08:00 AM.

[HendrikB]

Actually I know both these guys and the one thing I can tell you is that Keith is at least honest. Keep in mind no-one is infallible, especially when it comes to stockpicking. Clarke on the other hand is only interested in self marketing so will never admit mistakes and only trumpet his winners. His tips are worth investigating sure but I strongly suggest to not buy and sell on his calls. 
 
In the end, don't trust any analyst, especially the one's who spend all day tweeting about how clever they are...

noted. Thanks.

[gamma]

Actually I know both these guys and the one thing I can tell you is that Keith is at least honest. Keep in mind no-one is infallible, especially when it comes to stockpicking. Clarke on the other hand is only interested in self marketing so will never admit mistakes and only trumpet his winners. His tips are worth investigating sure but I strongly suggest to not buy and sell on his calls. 

 

In the end, don't trust any analyst, especially the one's who spend all day tweeting about how clever they are...

 

 

One more thing, there is a difference between a penny stock and a small cap. Penny stocks are typically stocks trading under R1. Small caps have nothing to do with the stock price.