| GOOD DOG SHARES [message #58506] |
Fri, 10 September 2010 13:18  |
joshua
Messages: 1402
Registered: June 2009
Location: By the SEA |
Senior Member |
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DRD 294
ZED 165
CPI 7800
PLD 158
MST 250
SNU 237
Which other companies are in the same field as ZEDER???
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| Re: GOOD DOG SHARES [message #58508] |
Fri, 10 September 2010 13:59  |
jaDEB 
Messages: 2720
Registered: February 2006
Location: Boksburg |
Senior Member |
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UUU
BIL (Of Course)
Snot cannot think of others...pathetic...
jaDEB
I got my heebie-jeebies in a hidden bag
Oasis
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| Re: GOOD DOG SHARES [message #58514] |
Fri, 10 September 2010 15:15 |
gcr 
Messages: 1012
Registered: May 2007
Location: Randparkridge |
Senior Member |
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This is a list of shares which I hold which have shown a 20% plus price aprreciation since being bought - most a couple of months after the collapse of 2008/2009
Afgri (AFR + 26%)
AVI (AVI + 41%)
Combined Motor Holdings (CMH + 74%)
Cipla Medpro (CMP + 22%)
Pick n Pay (PIK + 27%)
PSG (PSG + 24%)
Grindrod (GND + 23%)
Some that I hold (AEG, BEL, DAW, PPC are costing me a bit of money but I think they will heal over time - well that what I am banking on
[Updated on: Fri, 10 September 2010 15:16]
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| Re: GOOD DOG SHARES [message #58779] |
Thu, 16 September 2010 11:24 |
jaDEB
Messages: 2720
Registered: February 2006
Location: Boksburg |
Senior Member |
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Damn...do not have BLUTEL in my port, only in Sanlam Comp and of course in Sharechat comp this month....was on radio they went overseas and the overseas investors are climbing in. Check the graph (Code:BLU)
jaDEB
I got my heebie-jeebies in a hidden bag
Oasis
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| Re: GOOD DOG SHARES [message #58790] |
Thu, 16 September 2010 13:24 |
jaDEB
Messages: 2720
Registered: February 2006
Location: Boksburg |
Senior Member |
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Moneyweb................see below
02 September 2010 23:11 Market watcher: David Shapiro Sasfin
Today's markets. 'Blue Label...were up 13% today, and 27m shares traded.'
ALEC HOGG: Hello, good evening and welcome to the SAfm Market Update with Moneyweb. I'm Alec Hogg.
The Discovery founder and chief executive is with us tonight to talk about the chances of repeating an incredible 35% compound growth record of the past decade.
But also we'll be getting an independent assessment of the MTN Zakhele offer from the man who told you to steer away from the Sasol Inzalo offer - and wasn't he just right on that one?
And then we'll have a look at Woolworths' decision to end its 17-year franchise relationships with 76 of its stores. Does that mean the local Woolies near you ain't going to be open no more?
All that plus David Shapiro coming up in the next half hour.
***
David Shapiro is in the studio with Natal Sharks colours on today. Dave, good to see you are supporting the right team for a change.
The all-share index down by 0.5% - even the Sharks couldn't help the JSE today.
DAVID SHAPIRO: Alec, it wasn't that bad. In fact, I think the fall belies what really happened underneath. If you look at the rand now, it's trading at R7.21, R7.22 against the dollar. There was a massive improvement in the rand.
ALEC HOGG: 14c I see on the day - 20c against the pound.
DAVID SHAPIRO: Ja. That created all kinds of problems with translation of our shares in London into local currency, and that really put pressure on - because, if you look overseas, most of our shares that traded there, Anglos, Billiton, all the heavyweights, SAB, etc, are actually up or steady, not down. So I think it's mainly on translation that we came under pressure.
ALEC HOGG: Remember last night we were talking about the fact that the American share market went up and ours rose? Today - and I've said this a few times in the past - if you're a trader in London or New York, you think of South Africa as the land of wild animals, Mandela and gold. The gold price went over $1250 today so, as a result, if the gold price is going up you should buy South African shares. It can be that simplistic.
DAVID SHAPIRO: It is. But it's also greater than that. We know of analysts who have been across there selling South African shares, particularly the cellular phone companies. One of the favourites, where a lot of the enquiries were made, was Bluetel. Now, Bluetel, Blue Label, were up 13% today, and 27m shares traded today. That's a massive amount for that kind of stock. That's foreigners that were just coming in in an aggressive way.
The other area that was particularly of interest today was healthcare, where Aspen and the new Life Healthcare were also very, very strong. Also Discovery on their very good results.
ALEC HOGG: We are going to have a clip from a discussion that I had with Adrian Gore a little bit earlier. That 13% jump in Blue Label Telecoms takes their market cap - and I was joking, Brett and Mark - the market cap there is over R4bn. They have lagged since listing a while ago, so I guess it is one of those companies that, if you are looking for something that's been beaten down and offers good opportunities, then Blue Label Telecoms might be.
DAVID SHAPIRO: It is, and I think if they can expand their offerings beyond just airtime, into payment of electricity and other payments...
ALEC HOGG: I had a good chat with Brett Levy last week, I think it was, and it does look like a company to do quite a lot of homework on.
DAVID SHAPIRO: I think the foreigners seem to like it.
DAVID SHAPIRO: The very fact that Microsoft has taken a stake in this business - well, if Microsoft is buying into a little South African company, surely it's got to have upside?
ALEC HOGG: Dave, have you had a look at the MTN Zakhele offer yet? The BEE offer?
DAVID SHAPIRO: No - just from a distance. I haven't really gone into the greater detail of it. I just think that from my point of view there's not enough margin to make it that attractive for me, and that's a concern for me.
ALEC HOGG: But you're not allowed, David.
DAVID SHAPIRO: No - I mean as a recommendation. I could get a heavy suntan! I am a minority group.
ALEC HOGG: Aren't we all in this country. But with a name like Shapiro there's no way that they are going to let you through. We are going to talk to Riaz Gardee. He's a chartered accountant like you, so I'm sure you'll listen carefully to what he has to say. But why I have asked Riaz to come onto the show tonight is he was the man who wrote a piece for Moneyweb a while ago telling his Aunty Kay - a fictional person, I guess - that she shouldn't invest in the Sasol Inzalo deal after he had done a lot of analysis and studying of it. He's done the same exercise with the MTN Zakhele deal and come to some interesting conclusions. But we'll get on to those in a little while.
Dave, did you make much of the decision by Woolworths to buy back their 76 franchisees?
DAVID SHAPIRO: Unless they are not performing, and that might be one of the reasons they want to do it. I think there are so many of them, and I am sure that some are doing well, and it might be an act to get those stores and bring them under...
ALEC HOGG: Unless the franchisees are not performing.
jaDEB
I got my heebie-jeebies in a hidden bag
Oasis
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