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Author Topic: Long term investments  (Read 77160 times)

Moonraker

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Long term investments
« on: April 09, 2013, 04:09:03 pm »
What are your favourite stocks for the long term ?
I believe in a weakening Rand and hence hold stocks with either pure rand hedge qualities, or those that derive most of their income off-shore.
Also prefer companies that have a presence in Africa outside ZA.
BTI
SAB
SHP
BVT
APN
to name some that I hold.
Given the current and (alas) future prospects globally, I think it is important to additionally select defensive stocks, which the abovementioned are.
They may or may not be overpriced, but this is a thread for longer term investments.
Yield also plays a roll, and for that I like CML and listed property.
I also like REM and AVI which don't quite meet my aforementioned criteria.
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AVM

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Re: Long term investments
« Reply #1 on: April 09, 2013, 05:00:40 pm »
We have a lot in common:
BTI
CML
SAB
SHP
WHL
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Goliath

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Re: Long term investments
« Reply #2 on: April 09, 2013, 05:59:47 pm »
Long term:

Afrocentric (have great management and a gem of an asset = medscheme)
Redefine (safe bet after the Fountainhead deal went their way, great value here now and think it is reflected in the jump today I'd say)
Brait SE (everyone know this one, safe bet as well)
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Moonraker

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Re: Long term investments
« Reply #3 on: April 09, 2013, 06:57:42 pm »
Quote from: Goliath on April 09, 2013, 05:59:47 pm
Long term:

Afrocentric (have great management and a gem of an asset = medscheme)
Redefine (safe bet after the Fountainhead deal went their way, great value here now and think it is reflected in the jump today I'd say)
Brait SE (everyone know this one, safe bet as well)

You know that I like GRT, so am a bit sad that they didn't prevail. Would have liked the opportunity to vote.  :-\
No doubt RDF is a fine LT as well.
Here a chart comparison over 1 year - nearly as good as Immobilier's RES  ;)

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Goliath

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Re: Long term investments
« Reply #4 on: April 10, 2013, 08:05:15 am »
Bought some Redefine before the jump, looking to add to another property stock but not sure which one at this stage..
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Johan

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Re: Long term investments
« Reply #5 on: April 10, 2013, 11:03:04 am »
Any thoughts on Capitec?
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Moonraker

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Re: Long term investments
« Reply #6 on: April 10, 2013, 03:20:57 pm »
Good move, confirms what I am looking for in stocks as per my post HERE.

SABMiller to lure drinkers with cheap beer

Quote
Home to some of the world's fastest growing economies, Africa's thirst for beer is surging: analysts estimate beer volumes rose around 7% last year. Excluding the mature South African market, growth reached more than 10%.

This growth is spurring increased competition. SABMiller wants to gain an edge over rivals like Diageo and Heineken by luring consumers who drink cheap locally made home brew that comprises 75% of alcohol consumed in the region, according to company estimates.
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Moonraker

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Re: Long term investments
« Reply #7 on: April 12, 2013, 10:06:37 am »
Some Fed members are getting jittery, calling for scaling back bond purchases.

Treasuries Head for Weekly Loss as Fed May Scale Back

Quote
The Fed should begin to trim its purchases, barring a slump in the economy, Plosser said yesterday in an interview with Bloomberg Television’s Susan Li in Hong Kong.

Plosser is Philadelphia Federal Reserve President.

When QE gets throttled, stocks could plummet ... let's just pray it won't be the biggest Enchilada ever.  ;)


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Moonraker

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Re: Long term investments
« Reply #8 on: April 14, 2013, 06:58:17 pm »
If you ain't a trader watch out.

Stock Market Crash Warning 2013

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Krypt0n1te

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Re: Long term investments
« Reply #9 on: April 14, 2013, 07:24:08 pm »
Thanks for posting.

Slowly but surely contemplating a bit of a hedge here.
Was fine with the markets but all of a sudden I'm "feeling" a lot of negative sentiment out there.

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Goliath

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Re: Long term investments
« Reply #10 on: April 14, 2013, 09:22:05 pm »
If it tanks I'm going to drink a lot, borrow some money and just double up  :P
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Moonraker

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Re: Long term investments
« Reply #11 on: April 18, 2013, 02:10:37 pm »
Smoking Out Safe 4% Dividend Yields

With BTI, litigation is more or less factored in and expected. The plain packaging laws in Australia with ugly pics. of the consequences of smoking will have little affect on sales. Yep, nice stock I first got into in 2008. Great dividends over the years.
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Orca

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Re: Long term investments
« Reply #12 on: May 06, 2013, 06:17:39 pm »
MTA not doing well lately but charts show that it should bounce back up again as of now if markets allow. If not, then I will sell and buy more CML and some OML on dips.
CML made a dip today but not enough. Normally if it dips just before close, it corrects back up the next day. This time it had a series of sales just at close that carried on after close???. Not sure how that works but will see tomorrow.
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I started here with nothing and still have most of it left.

Patrick

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Re: Long term investments
« Reply #13 on: May 07, 2013, 12:54:05 pm »
I have some money coming in a couple of months after a property sale. I'm busy debating whether to go with an etf like the satrix indi or picking some shares.

If I go shares my thoughts are as follows:
CML - It's done well, future prospects look good and I really don't see it underperforming the market in the next 3 years.
SAB - Solid company, expanding, a fair amount of income from offshore sources.
Aspen - Wish I had the money about a month ago as I was planning on aspen then. Recently bought licenses to nestle SA infant formula. I imagine it will benefit from the new healthcare plan in SA. The only concern I have here is the p/e is too high right now.
Invicta - There's another thread on it here with all the reasons. I like the look of it for a long term share.
WHL - I like their business model of smaller stores in more areas. Great history too. I do a lot of travelling in southern africa, and I can see them expanding in similar ways to how shoprite has done over the last few years.

Any comments?
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Moonraker

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Re: Long term investments
« Reply #14 on: May 07, 2013, 03:17:15 pm »
I like the selection. All except WHL have been in my long term portfolio for quite some time now.
CML - yes, because the yield is still good, and in a low interest environment with buckets-full of uncertainty, I reckon it is fine to buy and hold.
APN - yes, because pharmaceuticals are defensive and management is excellent. Buy and hold. NB: Good Rand hedge.
SAB - yes, can't go wrong. Latest trading update was pretty good. Very good geographical spread. Defensive, like BTI. (Vice is Nice). NB: Good Rand hedge.
Invicta - yes, diversifying out of ZA which is de-industrialising. Reasonable PE, good Korean prospects. Also buy and hold
WHL - Either that or SHP whoever has the biggest Africa footprint (outside ZA).

Regards.
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