Author Topic: Live chat  (Read 2933005 times)

Moonraker

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« Reply #405 on: February 20, 2014, 01:29:21 pm »
@griffin: check their website, they are in anything from freight, to automotive, to household appliances, to cleaning services etc. Food services being the biggest contributor to the bottom line. The divisions are autonomous. Why not Adcock ?

Moonraker

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« Reply #406 on: February 20, 2014, 01:30:50 pm »
Joffe is well known for sniffing out underperforming entities and turning them around.

Moonraker

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« Reply #407 on: February 20, 2014, 01:48:04 pm »
@griffin: It would be presumptious for me to say that I understand why he did it, especially with the gov. clamping down re. pricing etc. We will just have to rely on his past business acumen. BVT will report ± 17% HEPS incr. shortly.

jaDEB

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« Reply #408 on: February 20, 2014, 02:04:30 pm »
As long as my Anti depressants does not go up in price.
jaDEB

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Moonraker

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« Reply #409 on: February 20, 2014, 04:22:30 pm »
@griffin: So what, SHP,s net profit margin has been mid 3's for many years. Rather look at HEPS, Rand Hedge qualities and steady growth every year :-)

Moonraker

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« Reply #410 on: February 20, 2014, 04:53:04 pm »
@griffin: I own both those. BTW. BVT returned 25,43% p.a. over 5 yrs.  

Moonraker

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« Reply #411 on: February 20, 2014, 05:16:28 pm »
@griffin: No, that figure is per annum (incl. divs) - so way above inflation. Look it's a defensive stock, so one should not expect NPN or ADI returns and the accompaning adrenaline rush and risk. See #56 Here
« Last Edit: February 20, 2014, 05:38:21 pm by Moonraker »

Orca

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« Reply #412 on: February 20, 2014, 06:05:10 pm »
CML growth over 5 years is 1860% divies not re invested.
I started here with nothing and still have most of it left.

Orca

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« Reply #413 on: February 20, 2014, 06:10:41 pm »
If your portfolio does not perform 25% pa ave then give up and buy the Indi ETF.
I started here with nothing and still have most of it left.

aae

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« Reply #414 on: February 20, 2014, 07:09:51 pm »
I doubt that cml or Indi etf will get close to that this year or maybe even the next 3years

Orca

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« Reply #415 on: February 20, 2014, 07:39:23 pm »
Agree but will your stock picks fare any better?
I started here with nothing and still have most of it left.

aae

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« Reply #416 on: February 20, 2014, 08:27:51 pm »
whats your cutoff time

aae

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« Reply #417 on: February 20, 2014, 08:32:00 pm »
my personal portfolio is up 35 % ytd and I only made about 25% last year. but my stocks are not comfort zone stuff and change with circumstances

jaDEB

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« Reply #418 on: February 21, 2014, 08:34:08 am »
Morning all
jaDEB

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Moonraker

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« Reply #419 on: February 21, 2014, 01:26:23 pm »
ADI -- wanted to buy yesterday, missed the boat, now up 4%+