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Stock picks for 2020


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#1 Motivated

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Posted Yesterday, 02:51 PM

This is my current Portfolio:  

 

ASPEN
CHOPPIES 
CURRO
DISCOVERY
ELLIES
KAP
LIGHTHOUSE
METROFILE
MTN
OLD MUTUAL
SATRIX - MSCI WORLD
STEINHOFF
TELKOM

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#2 soutie

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Posted Yesterday, 10:15 AM

Bought my final allocation of Sasol just now....nice SENS out things not as bad as imagined.

Just wish I had the balls to buy yesterday...


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#3 soutie

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Posted 13 January 2020 - 09:04 AM

Thanks for the head's up Midas

Yeah there's always some people with their opinion that'll differ from yours/mine but that's what makes a market...

Alternate though due to Reg28 local fund managers have to put funds received somewhere so sooner or later SHP will revert back to it's mean average.

As stated rotating into seasoned solid stocks due to age I'm not bottom picking & at sub R120 me thinks there's a margin of safety hereabouts.

If someone started a rumour that Tesco or Carefore was looking at SHP for a takeover price would rocket....Maybe price being pushed lower deliberately to unwind the Weise voting shares...? All very possible along with your guy with a short recommendation.

Have a good day.


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#4 Midas1

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Posted 10 January 2020 - 05:28 PM

Hi Soutie, look at guy herenya capital stock picks on his website last week, he has chart there...he said short shp..just worth looking different people's opinions, hope it works for you long..just bit concerned as his tp for short was quite low...but hey he gets it wrong too sometimes, good luck...ps I think shp good longterm, but concerned if further downward bumps
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#5 soutie

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Posted 10 January 2020 - 04:39 PM

Hi all.

I'm rotating into solid seasoned stocksdue mainly to age.

 

OMU..Bought already

BTI..Bought already & want to get more

SOL..Bought already & want to get more

SHP..Or PIK..Haven't fully decided in fact may buy both.

REM..Bought already & want to get more 

CPI..Sold out in July & waiting to get back in.

DSY...Still researching.

 

My gamble (if you could call it that) SEA  These are seriously smart guys very little risk here..Unlike coal juniors... :(

 

Cheers & enjoy the feasting & festive season.

Happy new year all hope it's a healthy & profitable one for us..

Haven't quite finished my research on the retail sector but took my first nibble on SHP just now.

Good w/end to you. 


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#6 Midas1

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Posted 24 December 2019 - 01:14 PM

Merry Christmas all..or happy holidays..good article risk reward for those reviewing strategy 2020...https://www.tradecie...sk-ratio-guide/
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#7 soutie

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Posted 19 December 2019 - 04:52 PM

Yip, a lot has happened and I don't expect anything in the first half of 2020 (at least). There is lots of upside if they can start to get the right things in place though.

 

+1


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#8 ESS

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Posted 19 December 2019 - 11:35 AM

My picks:
Shoprite
Sasol
Grinrod
Asphen

My risk picks:
Steinhof
Tongaat (currently suspended)
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#9 SoleTrader

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Posted 19 December 2019 - 09:33 AM

Careful with ACG - there is a potential R500m claim against them for soliciting clients in contravention of the POPI Act,,,

 

 

Hi all,

 

Hoping for the best in 2020.

 

My gambles for the year will be:

 

   Share Price now Price end of 2020  % gain for the year
1 Sasol 323.95 425 31%
2 Shoprite 133.26 170 28%
3 EOH 13.04 19 46%
4 Jubilee 0.7 1.00 43%
5 BraitSA 13.86 18 30%
6 Nampak 6.55 9 37%
7 Anchor Group 4.21 6 43%
8 CAPCO 47.54 60 26%
9 Imperial Hold  50.17 65 30%
10 Mittal Steel 1.41 2.25 60%
Average gain 37%
 
Will update it in December 2020 to see if I am broke or if I can buy a Christmas turkey next year.

 


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#10 Shi

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Posted 19 December 2019 - 09:28 AM

Shi, Ellies ?? This been limping along :)

 

Yip, a lot has happened and I don't expect anything in the first half of 2020 (at least). There is lots of upside if they can start to get the right things in place though.


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โ€œOne day Alice came to a fork in the road and saw a Cheshire cat in a tree. Which road do I take? she asked. Where do you want to go? was his response. I don't know, Alice answered. Then, said the cat, it doesn't matter.โ€ - Lewis Carroll

#11 Midas1

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Posted 18 December 2019 - 05:44 PM

Shi, Ellies ?? This been limping along :)
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#12 Midas1

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Posted 18 December 2019 - 05:43 PM

Happy Holidays all, Soutie fnb saying shp recommend long now with tp 152 with extension to 168 rand...price action below 121 is stop loss figure..exit they say about mid march...good luck and thanks for your input in year ๐Ÿ˜
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#13 soutie

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Posted 18 December 2019 - 04:46 PM

Hi all.

I'm rotating into solid seasoned stocksdue mainly to age.

 

OMU..Bought already

BTI..Bought already & want to get more

SOL..Bought already & want to get more

SHP..Or PIK..Haven't fully decided in fact may buy both.

REM..Bought already & want to get more 

CPI..Sold out in July & waiting to get back in.

DSY...Still researching.

 

My gamble (if you could call it that) SEA  These are seriously smart guys very little risk here..Unlike coal juniors... :(

 

Cheers & enjoy the feasting & festive season.


Edited by soutie, 18 December 2019 - 04:50 PM.

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#14 JR7800

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Posted 18 December 2019 - 03:27 PM

Hi all,

 

Hoping for the best in 2020.

 

My gambles for the year will be:

 

   Share Price now Price end of 2020  % gain for the year
1 Sasol 323.95 425 31%
2 Shoprite 133.26 170 28%
3 EOH 13.04 19 46%
4 Jubilee 0.7 1.00 43%
5 BraitSA 13.86 18 30%
6 Nampak 6.55 9 37%
7 Anchor Group 4.21 6 43%
8 CAPCO 47.54 60 26%
9 Imperial Hold  50.17 65 30%
10 Mittal Steel 1.41 2.25 60%
Average gain 37%
 
Will update it in December 2020 to see if I am broke or if I can buy a Christmas turkey next year.

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#15 JR7800

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Posted 18 December 2019 - 03:18 PM

Hi all,

 

Hoping for the best in 2020.

 

My gambles for the year will be:

 

  Share Price now Price end of 2020  % gain for the year 1 Sasol 323.95 425 31% 2 Shoprite 133.26 170 28% 3 EOH 13.04 19 46% 4 Jubilee 0.7 1 43% 5 BraitSA 13.86 18 30% 6 Nampak 6.55 9 37% 7 Anchor Group Ltd 4.21 6 43% 8 CAPCO 47.54 60 26% 9 Imperial Holdings 50.17 65 30% 10 Mittal Steel 1.41 2.25 60%       Average gain 37%

 


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#16 Midas1

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Posted 18 December 2019 - 12:56 PM

Put my neck on line here, sibanye and impala jubilee I think lot space for upside...agree though andi if I was trading international still upside nasdaq dow and s and p, may be worth buying those etf whilst rand strong
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#17 andi222

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Posted 18 December 2019 - 12:50 PM

I personally think the JSE will remain flat in 2020.
My biggest focus is on Nasadaq and S&P 500.

But for JSE I see the following companies performing well:

4Sight Holdings
Steinhoff International Holdings
Anheuser
Shoprite
Aveng
Woolworths
Ascendis Health

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#18 Shi

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Posted 18 December 2019 - 10:32 AM

What are your top tips for 2020? Post them here and lets see how it does for the year.

 

My picks:

- Ellies

- Capitec

- DisChem

 

Risky:

- Steinhoff

- 4Sight

 

I would have said Sasol, but it is on a run already.


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โ€œOne day Alice came to a fork in the road and saw a Cheshire cat in a tree. Which road do I take? she asked. Where do you want to go? was his response. I don't know, Alice answered. Then, said the cat, it doesn't matter.โ€ - Lewis Carroll





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