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Messages - Soutie

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1
Shares / Re: Stock picks 2017
« on: January 06, 2017, 05:35:28 pm »
Yes indeed I is fine JaDeb.....Got nervous towards the end of last year & cashed out most of my non-core (Belieber) holdings.....Only have Sasol in the Xhairs ATM....Closely watching Blue Telecoms below R18....Have enormous respect for them Levy bros......Had a year of glass half empty CFD trading hence I is starting the year slowly....Will be checking in from time to time...Keep safe & prosper..  ;D


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Shares / Re: Stock picks 2017
« on: January 05, 2017, 04:21:08 pm »
I is starting the year slowly but picks are.....
Sasol.....Reason...Lots of potential oil shocks to override the supply glut thus push price up. Buyer at R395ish
Wescoal.....Cos I a belieber.....Already own
Curro.....As above
Finbond....Corporate action on the horizon that could light a fire under this one.Bought @R2.50 late last year.

3
Shares / Re: Graphs
« on: September 06, 2013, 06:22:00 pm »
NOOoooooooo don't use handy andy it leaves a smudge....!
Use acetone & a soft rag.   

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Shares / Re: All things ZA economic outlook
« on: September 04, 2013, 09:41:28 pm »
I'm not at all aware of the economy or financial situation in Turkey or India. So can't comment. Although India seems to be taking pain currency wise, possibly worse than the rand...? Brazil hosting the soccer world cup surely should give their economy a boost, correct me here or advise, is Turkey not joining the EU..? Do the respective countries that are mentioned in your post are their rulers in power by such a margin as the ANC.

Now that we are in an arena where economic stimulus is all around "Abe-nomics" being the most recent, the distinction between politics & central banks behaviour has been blurred where markets react to political appointments ( in the west that is ) who favour "loose" monetary policies & vise versa.

Should the HSBC report become reality it would be interesting to see if they attract a larger portion of foreign direct investment.

I haven't changed my view from my previous post on this thread. While strike season is in full swing it's only natural at present to be a little more pessimistic. I have changed my holdings slightly over the past 6mths to reflect the way I see things evolving in the mid term.

Marcus speaking out like she did & using the dialogue that she used was a slight to the official party line. I don't know if she could raise rates without some kind of approval from Lithuli House. The fact remains that there are so many people at risk of a rate hike as opposed to those that would benefit.

I hold shares in Net1 ueps check their SENS & company releases to see the true picture of beneficiaries of state welfare..!
Now I'm about to rant about youth wage subsidy / proposed national health thingy jiggy.  :mad:

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Shares / Re: All things ZA economic outlook
« on: August 20, 2013, 08:43:09 pm »
We will trundle along as we have done under Zuma until he is retired, removed, gone. Big business are in limbo until clear economic policies are there to encourage growth coupled with a revision of the more onerous labour laws. Cut the red tape for small business & if possible get the stealing down to R10 billion per annum. Sorry to see Vavi plot his own downfall as this will embolden Zuma even more. Lets wait and see who emerges front & centre at the 2014 trough.
If Marcus does raise rates banks & credit retailers will be a screaming short.

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Shares / Re: Post your portfolio!
« on: August 08, 2013, 04:57:17 pm »
In for a penny.
In for a pound.
Here goes. In order weighting.

WSL   32%    OOOooohhh don't get me started
VOD   17%    Long termer
ELI     14%    Starting to get worried
BAT    12%    Long termer
CLR    8%      My punt for this year
NET1  5%      Impulsive when it tanked
JBL     5%      Kinda like this, good prospects for a big win/loss  buyer beware
COH   3%      Capitec nuf said
CZA    2%      Bad luck follows David Brown around I'm sure of it
GIJ     1%      Dog with potential
RAC    1%      Got shafted big time in Sierra Loene

Looking to get into on a pullback

GND @ R22 ish 
TKG  @ R18/19 ish
NPK  @ R30 ish


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Shares / Re: Today's Outlook
« on: August 08, 2013, 01:28:03 pm »
Yeah..! After Andy Murray winning Wimbledon  :'( ( scottish feck ) I now use a racket, gets much further.

I'm making friends with neighbours further down the road now.

Anyway currently long VOD based on this little breakout.

Cheers  ;D

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Shares / Re: Today's Outlook
« on: August 08, 2013, 08:42:37 am »
Hey JaDeb
Nikkie still adjusting to their version of QE my guess

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Shares / Re: Help the newbies
« on: August 07, 2013, 10:19:15 am »
Good morning all... :TU:

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