| Long term investment portfolio [message #89887] |
Wed, 18 April 2012 22:40  |
E82 
Messages: 6
Registered: June 2011 |
Junior Member |
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Hi Guys,
I have been sitting mostly on cash since the MTX share payout. I'm planning to invest the funds long term (5 to 10 years). I would like some input on my planned portfolio.
UUU - Good entry point. Low cost producer. Bullish outlook for Uranium. "Rand hedge"
MTN - Good dividend. Turkcell lawsuit unlikely to be successful. The pulback caused by the lawsuit should be a good entry point. Good DY.
CML - Good dividend. Strong company. Is now a good time to buy, or has this share run to hard?
KIO - Good long term prospects. Low cost producer. Good DY. Entry point?
Any other share with good long term prospects?
Also, I currently have 2 shares in my portfolio that I am considering getting rid of:
RBP - Brought it with the hope that Impala will make another offer for Rasimone mine. However, with the current performance of platinum producers not sure if it is worth holding onto. Should it be worthwhile holding on? 10% of my portfolio
WEZ - Small portion of my portfolio. Down 40%. Worth holding on? Or should I just cut my losses. Little less than 10% of my portfolio.
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| Re: Long term investment portfolio [message #89890] |
Thu, 19 April 2012 06:57  |
hdbb 
Messages: 2222
Registered: August 2009
Location: By the sea |
Senior Member |
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| E82 wrote on Wed, 18 April 2012 22:40 | Hi Guys,
I have been sitting mostly on cash since the MTX share payout. I'm planning to invest the funds long term (5 to 10 years). I would like some input on my planned portfolio.
UUU - Good entry point. Low cost producer. Bullish outlook for Uranium. "Rand hedge"
MTN - Good dividend. Turkcell lawsuit unlikely to be successful. The pulback caused by the lawsuit should be a good entry point. Good DY.
CML - Good dividend. Strong company. Is now a good time to buy, or has this share run to hard?
KIO - Good long term prospects. Low cost producer. Good DY. Entry point?
Any other share with good long term prospects?
Also, I currently have 2 shares in my portfolio that I am considering getting rid of:
RBP - Brought it with the hope that Impala will make another offer for Rasimone mine. However, with the current performance of platinum producers not sure if it is worth holding onto. Should it be worthwhile holding on? 10% of my portfolio
WEZ - Small portion of my portfolio. Down 40%. Worth holding on? Or should I just cut my losses. Little less than 10% of my portfolio.
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1. UUU id buy
2. MTN also buy at current
3. CML is fully priced, i wont go there
4. KIo has run very hard but is a single reource producer, Id rather look at a diversified producer such as AGL or BIL. Exx will be a better punt if you like iron ore!!
hdb
The mediocre teacher tells.The good teacher explains.The superior teacher demonstrates. The great teacher inspires!!
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| Re: Long term investment portfolio [message #89892] |
Thu, 19 April 2012 08:06 |
jaDEB 
Messages: 2720
Registered: February 2006
Location: Boksburg |
Senior Member |
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I would also say BIL (as did hdbb) for a long term, price is lowish currently. I also think that CIPLA has some potential in the long term.
jaDEB
I got my heebie-jeebies in a hidden bag
Oasis
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| Re: Long term investment portfolio [message #89898] |
Thu, 19 April 2012 08:42 |
perreby
Messages: 3324
Registered: October 2006 |
Senior Member |
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| hdbb wrote on Thu, 19 April 2012 06:57 |
3. CML is fully priced, i wont go there
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No its not fully priced... Not even close to it!
Gaan groot of gaan huis toe
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| Re: Long term investment portfolio [message #90158] |
Thu, 19 April 2012 13:37 |
Investor1
Messages: 270
Registered: April 2012 |
Senior Member |
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| perreby wrote on Thu, 19 April 2012 08:42 | | hdbb wrote on Thu, 19 April 2012 06:57 |
3. CML is fully priced, i wont go there
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No its not fully priced... Not even close to it!
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Agree - im holding for long term.
It is what people actually did in the stock market that counted – not what they said they were going to do. - JL
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| Re: Long term investment portfolio [message #90232] |
Thu, 19 April 2012 14:46 |
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Two of the least volatile and steady stocks on the JSE:
CML. SENS out this Tuesday. Funds under management has grown to R296B. A large gain over the past 3 months. PE should drop soon from 15 odd.
AVI. A good defensive stock found in many Managed Portfolios.
These are the only 2 stocks I have in my long term portfolio.
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| Re: Long term investment portfolio [message #90287] |
Thu, 19 April 2012 15:38 |
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| Ghettofix wrote on Thu, 19 April 2012 14:59 | is it worth buying AVI today - LDT today
how much do you think it will drop by tomorrow?
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For longer term, I wouid buy it at any price today. Looking flat so far. Take the div and reinvest asap on Monday as it should trade back up quite quickly.
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| Re: Long term investment portfolio [message #90487] |
Thu, 19 April 2012 19:25 |
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| orca wrote on Thu, 19 April 2012 15:38 | | Ghettofix wrote on Thu, 19 April 2012 14:59 | is it worth buying AVI today - LDT today
how much do you think it will drop by tomorrow?
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For longer term, I wouid buy it at any price today. Looking flat so far. Take the div and reinvest asap on Monday as it should trade back up quite quickly.
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Not this Monday but the Monday after the div is paid out. It is so small that It does not concern me.
[Updated on: Thu, 19 April 2012 19:28]
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| Re: Long term investment portfolio [message #90573] |
Thu, 19 April 2012 20:58 |
CFD Trader
Messages: 1361
Registered: January 2010
Location: Pretoria,ZA |
Senior Member |
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for Longterm portfolio I bought ANG,HAR yesterday at 12pm midday low and Shorted CLS and TRU today at lunchtime
2mths +
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| Re: Long term investment portfolio [message #91237] |
Fri, 20 April 2012 10:29 |
CFD Trader
Messages: 1361
Registered: January 2010
Location: Pretoria,ZA |
Senior Member |
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Yes I agree Gcr, BUT at the right entryprice, AFTER a bit of a correction the next 5-6 weeks, till 2nd Jun'12
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| Re: Long term investment portfolio [message #91382] |
Fri, 20 April 2012 13:42 |
Investor1
Messages: 270
Registered: April 2012 |
Senior Member |
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Fair enough gcr. U mentiond satrix40 aswel, most of my portfolio is invested there and I have monthly debit orders going into it aswel. Some people are using it as a retirement fund, from ur view do u think its going to bring in rewards long term?
It is what people actually did in the stock market that counted – not what they said they were going to do. - JL
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| Re: Long term investment portfolio [message #91445] |
Fri, 20 April 2012 15:09 |
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| gcr wrote on Fri, 20 April 2012 13:33 | Investor 1 - because I am invested in CML through UT and never been a SHP fan and won't shop there either - but that another s  tory
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Coronation UT's most certainly aint CML. CML is listed on the JSE and outperforms all their UT's by a Large margin. You comparing peanuts to mellons here.
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