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#521 gamma

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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  :o

Cheers

R


Edited by gamma, 16 May 2013 - 08:47 PM.

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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.

#522 HendrikB

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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?  


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#523 jdm007

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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!


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#524 orca

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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.


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


#525 gamma

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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


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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.

#526 fishy

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Posted 16 May 2013 - 03:33 PM

CFR

SAB

PNC

MTA

MTN

its been a good day


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#527 orca

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Posted 16 May 2013 - 01:29 PM

Don't buy industrials yet.Attached File  Indi.jpg   390.94KB   59 downloads


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


#528 Goliath

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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? ;)


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#529 jhwolmarans

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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


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#530 gamma

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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


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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.

#531 Barny

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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.


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#532 Barny

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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???


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#533 gamma

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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.


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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.

#534 grumpy old man

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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..........


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#535 delta66

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Posted 16 May 2013 - 10:32 AM

OLG/Onelogix is one to watch as well


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#536 Goliath

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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?


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#537 gamma

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Posted 16 May 2013 - 10:20 AM

Just sold my entire (non-performing) LHG holding. Adding more CGR and going long MTA

 

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?


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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.

#538 Goliath

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Posted 15 May 2013 - 10:04 PM

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!


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Never underestimate the potential for human stupidity when wealth and power are at stake!

#539 jdm007

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Posted 15 May 2013 - 08:50 PM

Cml           20%

Eli             20%

Sab Miller 20%

Capco       20%

Mixtel        10 %

Gij             10%

 

I will try hold Gij for a minimum of a year, hoping for a turnaround. Not sure if I am being a bit too optomistic but think 7cents is well priced


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#540 Goliath

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Posted 15 May 2013 - 07:06 PM

Getting rid of chemspec is probably a good idea. It's five year 'shart' looks terrible..

I had some good hopes for it, but after 2 years and still just tagging along.. Also my Morvest was also going nowhere! Would rather place the money where it don't ride on good promises etc but on results hence my choice for Life Healthcare and Mix Telematics!

 

Have a soft spot for smallcaps.. ;)


Edited by Goliath, 15 May 2013 - 07:07 PM.

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Never underestimate the potential for human stupidity when wealth and power are at stake!





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