561 replies to this topic

[gamma]

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?

[Goliath]

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!

[jdm007]

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

[Goliath]

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.

[gamma]

Disposed of my Chemspec punt, added Life Healthcare and Mix Telematics into the fray!

 

Portfolio:

Afrocentric

Brait SE

Calgro M3

Life Healthcare

Litha Healthcare

Mix Telematics

Poynting Holdings

Transaction Capital

 

 

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

[Goliath]

Disposed of my Chemspec punt, added Life Healthcare and Mix Telematics into the fray!

 

Portfolio:

Afrocentric

Brait SE

Calgro M3

Life Healthcare

Litha Healthcare

Mix Telematics

Poynting Holdings

Transaction Capital

[Jeremy]

thanks gamma, i appreciate your insight!

[gamma]

gamma -whats your thoughts on vodacom performance? its been flat for a while after the big drop.

 

It's come down a long way but fact remains it is a high quality well run company that generates huge amounts of cash and pays a fantastic div. Doesn't have the same geo growth prospects (and risk) that MTN does but will benefit from organic growth, particularly as smartphone penetration accelarates. Cell C causing a bit of **** in the market but that should settle, they can't keep win a price war with the big boys and they know it.

 

On a fwd PE of 12 and Div of 7.5 I'm sitting tight.

 

Also keep in mind telcos are defensive so along with Healthcare I think its important to have in a portfolio.

See that screener I posted in 'Good Read' and look at the ROC for Vod...

[Jeremy]

gamma -whats your thoughts on vodacom performance? its been flat for a while after the big drop.

[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

 

 

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

[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   35.38KB   258 downloads

[Goliath]

Gamma whats your current holding, if you don't mind!

[Mad Max]

CML   39.86 % SAB   41.89 % ELI   11.04 % AVI   5.39 % BAT   1.8 %

[Goliath]

CML is a big favourite here and has done well, wonder how high it will go! Unfortunately I'm not moving anything around now, will wait and see how current holdings perform in next 6 months..

[MrDividend]

Thought I'd revive this one as I can't find it, so let's see what your guys are holding!

 

Afrocentric - 21%

Arrowhead A - 20%

Brait SE - 11%

Calgro M3 - 10%

Chemspec - 11% (Punt)

Morvest - 2% (WIldcard punt)

Pointing - 5% (Wildcard punt)

Transaction Capital - 20%

 

Next buys:

Rolfes Holdings

More Brait SE

Life Healthcare (if dips again)

 

When I joined this forum it was made quite clear to me that if i did not have CML in my portfolio I would be know as a trouble maker and people would point and laugh at me.

 

 

 

 

 

[delta66]

ACT - 3.5%

BAT - 4.6%

DIB - 2.3%

EOH- 2.1%

IVT - 3.6%

MTA - 3.3%

OCE - 3.9%

PNC - 7.9%

TFG - 8.9%

VOD - 26.4%

CML - 33.3%

[MrDividend]

CML - 33%

PNC - 33%

ELI   - 34%

 

Recently swopped ZED, MPC and CGR for ELI. I nearly bought ACT instead, was at a great price.

 

Next buys I'm obviously looking at more CML and maybe a bit of RLF. Should just hold 100% CML though

 

Are you related to anyone on the forum.....

[orca]

CML 58%
MTA 18%
PNC 24%

Sent from my GT-P7300 using Sharenet Sharechat mobile app

[seesider]

CML - 33%

PNC - 33%

ELI   - 34%

 

Recently swopped ZED, MPC and CGR for ELI. I nearly bought ACT instead, was at a great price.

 

Next buys I'm obviously looking at more CML and maybe a bit of RLF. Should just hold 100% CML though

[MrDividend]

Cannot edit posts?

 

Oh well - first % is profit/loss second is percentage of portfolio.

 

Next purchase will ether be:

 

More CML

Distell

Hyprop

bidvest

avi