30 replies to this topic

[WINH]

Betting on DSY to do well this year, even the HOT STOXX guys have picked it for today's trade.  These guys are good, judging by their portfolio's performance. I got in a while back, was thinking to ride this half's momentum and then drop it, might reconsider now.

 

Anyways, let's see what the results tomorrow do to the share!

[fosch]

Can we have more views on this share as it's giving mixed signals. Momentum is looking +ve, RSI is telling a different story. I however don't think it will hit the R75 level. Your thoughts?

[AJS]

Any views on where discovery is heading. That 75 really looks possible now.

 

Credit Suisse changed rating to underperform and cut target price to 74 from 82.

[CPvanWyk]

Any views on where discovery is heading. That 75 really looks possible now.

 

 

[brendonfiddes]

This one might pull back more, valuations are very high - http://www.relativev....co.za/dsy.html

[magong]

Perhaps Stan Eiser was right after all:

 "

Anayst Stan Eiser has continually questioned the sustainability of three of the Discovery schemes being deeply in the red. He says DHMS is “dangerously dependant on 30% of its members.

He points to the three weakest schemes: Executive, Classic Comprehensive and Key Care Plus.

Eiser writes: “The loss per average beneficiary has climbed on average 16% in the Executive Option from R6 048 in 2007 to R9 839 in 2011 and by a staggering 44% in Classic Comprehensive from R567 in 2007 to R1 568 in 2011. Key Care has moved from a profit of R264 in 2008 to a loss of R1 077 in 2011.”

 

And also this article , esp the comments (scrool down) by Stan Eiser , is of interest. It essentially means that the high options are loss making and "sponsored" by the low options.

http://www.moneyweb....r266bn-fee-for-

 

However :

         Medical Aids for the low income is becoming unaffordable--if you earn 20 000 and less per month you pay up to 20 % of your salary towards a low cost option.

          They are forced to pay for PMBs--the medical aids--on the low cost options .The doctors can charge higher and they are forced to pay the full fee. This is a (3 years ago ) unforeseen drain on their resources

 

So--perhaps there is some rot deep in the core

[jdm007]

Lost f....n R10k with this one yesterday/today, and now it's pulling down RMI, another favourite of mine, with it! Still think they've got a magnificent business plan and future ahead of them though.

Well rather get bad news out of the way now and hold for the next set of results. It will stable out. People are just over reacting. Joys of market volatility

[BBW]

Lost f....n R10k with this one yesterday/today, and now it's pulling down RMI, another favourite of mine, with it! Still think they've got a magnificent business plan and future ahead of them though.

[wezzo]

R75 could be the target if it doesn't hold the support:

 

 

Via https://twitter.com/...052369174421505

[HDB]

If it does not close above R84.00 then serious more downside!!!

[wezzo]

Took it's biggest dip since '09. http://mg.co.za/arti...most-in-4-years

 

Buy or wait? 

 

 

PS: Could not find a previous Discovery thread.