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Messages - Johan

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Shares / Re: Medical shares, what would you buy?
« on: May 09, 2014, 10:31:20 am »
Ya I've been watching aspen. I might go that route, it's expensive today, but because I have a long timeframe it might make a good bet.

Shares / Re: Today's Outlook
« on: May 08, 2014, 04:09:02 pm »
A while back there was a fear and greed indicator, could someone point me to it.

Shares / Medical shares, what would you buy?
« on: May 08, 2014, 04:05:15 pm »
Long timeframe, 10 years+. I'm anticipating South Africa's wealthy to live a long time and have the means and need to start spending on medical. Drugs and Hospitals are always going to be needed, but who would you back with your green?

Shares / Re: Long term investments
« on: May 27, 2013, 05:11:02 pm »
Ellies keeps tempting me. If it goes below R9 again I'll buy.

The Investor Challenge / Re: ETF vs the world
« on: May 15, 2013, 02:13:24 pm »
There's a lot of ETFs out there, so you're still picking, you're just picking a basket. I've been happily holding the satrix indi for some time now, and it's beaten just about every fund manager out. Whether it will continue to is the question.

Shares / Re: RA or the other stuff
« on: May 11, 2013, 12:00:32 pm »
Chris Moerdyk wrote a great article a couple of months back which I completely agree with.
I said at the time that having been a victim of retirement annuities and seeing others suffering the same fate over the years, I have told my children in no uncertain terms that if they buy a retirement annuity policy I will disown them.

I have suggested that they rather buy shares in the insurance companies because that way they will make a lot more money.

Shares / Re: Capitec
« on: May 08, 2013, 05:09:56 pm »
New kid on the block, Capitec’s market share grew from 7.9% to 10.8% between the period of January 2012 to December 2012, showing 43% year-on-year growth for the bank. This means Capitec has pushed past Nedbank, which currently has a market share of 10.7% (down from 11% in 2011), according to the AMPS data.

The latest AMPS data has also revealed how much each of SA’s big banks – including Capitec – has spent on marketing between March 2012 – February 2013. According to the data, the five banks spent a total of R1.75 billion in marketing over the period, with FNB spending the most – R562.3 million.

FNB CEO, Michael Jordaan noted in a tweet that “thanks to Steve”, the bank had reached a milestone 1.5 million active consumer cheque accounts – up 13% from 12 months ago. Despite its large marketing spend, however, the AMPS data shows that FNB still lost market share, albeit marginally.

In contrast, Capitec, with the lowest marketing spend of R93.4 million, managed to boost its market share.

Shares / Re: South Africa Top 40
« on: May 08, 2013, 03:49:08 pm »
The chart makes it look like we're in a recovery, but I'm not a charter so I can't give you any technicals.

Shares / Re: FNB Share Saver
« on: May 04, 2013, 12:53:27 pm »
The top40 and midcap track their respective indexes.


Top 40 performance
1 Year   30338.56   4,025   13.27   
2 Years   28576.27   5,788   20.25   
3 Years   24886.74   9,477   38.08   
5 Years   29255.55   5,108   17.46   

midcap performance
1 Year   49319.91   7,005   14.20
2 Years   41847.76   14,478   34.60
3 Years   38021.55   18,304   48.14
5 Years   29957.38   26,368   88.02

To that you'd need to take off fees from FNB. Does the share saver tell you how you can split the amounts between the two. If you can leave the money for some time, the midcap is likely to outperform the top 40.

Shares / Re: Capitec
« on: April 15, 2013, 07:52:27 am »
Interesting piece. I've been thinking the same about CPI.

Shares / Re: Long term investments
« on: April 10, 2013, 11:03:04 am »
Any thoughts on Capitec?

Shares / Re: LDT
« on: April 10, 2013, 11:02:26 am »
I'm looking to buy some Capitec. There results were quite good lately. Any thoughts on the dividend?

Shares / Adcock
« on: April 05, 2013, 07:47:13 am »
After listening to Brian Joffe on 702 last night I believe he'll make another play for Bidvest. Thoughts on buying some Adcock? At the very least cold and flu season should give some increase in sales.

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