3 votes
Sage
Posted 16 May 2013 - 10:03 PM
yes, perreby did mention this one recently on some thread cant recall in what context though. been on my watchlist for some time and is a painful reminder of what i missed out on
still showing good growth though and on a reasonable PE
Under cautionary at the mo...could be buy out?
"Veni, vidi, vici"
Posted 16 May 2013 - 09:39 PM
Hey delta,
What can you tell us about OLG. Think Perreby mentioned this sometime back and see it's done pretty well.
up 100% in the past year
Cheers
R
yes, perreby did mention this one recently on some thread cant recall in what context though. been on my watchlist for some time and is a painful reminder of what i missed out on 
“melior diabolus quem scies”
Master
Posted 16 May 2013 - 09:09 PM
Am I the only one holding still on to Litha?
Member
Posted 16 May 2013 - 09:02 PM
I see the GLD was a smaller portion of your portfolio Gamma. Have you though of upping your property exposure, is it only Calgro that you have there? I'm liking RES at the moment. I don't own but I'm looking to.
Sage
Posted 16 May 2013 - 08:45 PM
OLG/Onelogix is one to watch as well
Hey delta,
What can you tell us about OLG. Think Perreby mentioned this sometime back and see it's done pretty well.
up 100% in the past year 
Cheers
R
Edited by gamma, 16 May 2013 - 08:47 PM.
Advanced Member
Posted 16 May 2013 - 07:25 PM
Already did when I sold LHG but tempting to add even more..but I think 5% of my portfolio in a stock of this nature is probably about enough
Am I the only one holding still on to Litha?
Newbie
Posted 16 May 2013 - 06:52 PM
Well, I have like R2000 in Gij and will buy a bit more with the right offer. They released news about receiving contract with Gauteng toll roads, wont that push up revenue for next year?
Horribly chart for the past 5 years on GIJ, i'll pass.. not even for a punt at this stage! Just one more of that "turn-around" companies, I'll revise my statement when they actually pull it off as there is just too many of these out there! (Felt the same about Chemspec)
Goodluck though!
The Oracle
Posted 16 May 2013 - 05:14 PM
Just sold my entire (non-performing) LHG holding. Adding more CGR and going long MTA
And just in time.
I started here with nothing and still have most of it left.
Sage
Posted 16 May 2013 - 03:42 PM
Maybe add some more Calgro?
Already did when I sold LHG but tempting to add even more..but I think 5% of my portfolio in a stock of this nature is probably about enough
Newbie
Posted 16 May 2013 - 03:33 PM
CFR
SAB
PNC
MTA
MTN
its been a good day
Master
Posted 16 May 2013 - 01:27 PM
Been reducing GLD for a few years now. Had half my portfolio in at 96, sold most at 150 and the last bit just now at around 123.
Actually the listed property sector is not a bad idea except they have had a hell of a run so perhaps a bit rich?
Also, can't say I know too much this area. maybe worth doing some digging. thanks for the tip
Maybe add some more Calgro? 
Newbie
Posted 16 May 2013 - 01:26 PM
ACT - (-1.4)
CLR - 9.3
ELI - 11.7
FSR - 40.9
MTA - 22.9
CFRSTG - 53.8.
SBKSBC - 3.2
AVI - 8.8
DBXUS - 5.4
MMI - 14.9
NTC - 9.8
Sage
Posted 16 May 2013 - 01:08 PM
I see the GLD was a smaller portion of your portfolio Gamma. Have you though of upping your property exposure, is it only Calgro that you have there? I'm liking RES at the moment. I don't own but I'm looking to.
Been reducing GLD for a few years now. Had half my portfolio in at 96, sold most at 150 and the last bit just now at around 123.
Actually the listed property sector is not a bad idea except they have had a hell of a run so perhaps a bit rich?
Also, can't say I know too much this area. maybe worth doing some digging. thanks for the tip
Member
Posted 16 May 2013 - 12:09 PM
I see the GLD was a smaller portion of your portfolio Gamma. Have you though of upping your property exposure, is it only Calgro that you have there? I'm liking RES at the moment. I don't own but I'm looking to.
Member
Posted 16 May 2013 - 11:50 AM
It is a difficult time to choose; I think retailers are tired, I can't bring myself to put anything into resources, I think small caps will take a hammering when the market turns, on and on. What to do... I agree on the SAB call possibly a good time for MTN too???
Sage
Posted 16 May 2013 - 11:30 AM
So difficult to find value in a market that is already so high but possibly some rand-hedge counters like SAB and BTI will be better than cash but then again they are also riding the wave at the moment..........
Yes you are right.
Already own SAB (no harm in adding more though) and not so keen on long term Tobacco industry.
Member
Posted 16 May 2013 - 10:41 AM
Dumped my GLD holdings. Medium term sentiment doesn't look too good to me. Chances are gold will be testing $1000 the way its going.
Plus Roffey was on last night waxing about more gold upside.
So I have free cash...what to buy? any suggestions?
So difficult to find value in a market that is already so high but possibly some rand-hedge counters like SAB and BTI will be better than cash but then again they are also riding the wave at the moment..........
"Veni, vidi, vici"
Posted 16 May 2013 - 10:32 AM
OLG/Onelogix is one to watch as well
“melior diabolus quem scies”
Master
Posted 16 May 2013 - 10:27 AM
More Brait SE, Life Healthcare or Woolies perhaps? Smallcaps maybe again jump into Litha Healthcare, Afrocentric or Rolfes Holdings?
