46
APN Buy?? or wait for 37000 if it ever gets there??
Show Posts
This section allows you to view all posts made by this member. Note that you can only see posts made in areas you currently have access to.
47
Shares / Re: Share Buyback
« on: March 17, 2015, 02:21:39 pm »
Mmm is see. So that is why in some of the SBB sens announcements that I have seen they specify a max Percentage, that they may pay above the ruling share price.
48
Shares / Re: Long Term Portfolios.
« on: March 16, 2015, 05:26:08 pm »
180 days, basically six months, even if the share price goes back up to previous levels, they can cause a tumble, in about six moths time again, so the question is wait till then or buy now?
49
Shares / Re: Long Term Portfolios.
« on: March 16, 2015, 04:37:28 pm »
So im looking to add to my either my existing stocks or new ones.
Which of the following would you say are trading at a nice price.
APN (current price 38941 ) (After the GSK share dump, but there will be a second dump in june/july, a read somewhere, so wait till then?) *thanks jaDEB
ADI (current price 970 )
AFH (current price 989 ) (Almost back at 2014 levels)
or maybe some overseas REITS ?
Which of the following would you say are trading at a nice price.
APN (current price 38941 ) (After the GSK share dump, but there will be a second dump in june/july, a read somewhere, so wait till then?) *thanks jaDEB
ADI (current price 970 )
AFH (current price 989 ) (Almost back at 2014 levels)
or maybe some overseas REITS ?
50
Shares / Re: Share Buyback
« on: March 10, 2015, 12:33:47 pm »
interesting, so I guess one would have to look at the kickoff date for the repurchase scheme, and then look up what the companies rational was for doing so,
in order to see if is a good or bad thing.
in order to see if is a good or bad thing.
51
Shares / Share Buyback
« on: March 10, 2015, 10:10:49 am »
So I was wondering about the impact of a share buyback scheme by a company, and how this effects the shares price, if indeed any?
Take for instance Glencore which have been going trough a buyback scheme. Any insights about this??
Take for instance Glencore which have been going trough a buyback scheme. Any insights about this??
52
The Investor Challenge / Re: Blog post: The last house I'll ever own...
« on: March 09, 2015, 03:10:54 pm »
Reminds me of something I once heard/read.
"Once money leaves your pocket, it can not make you money anymore."
Good article and thanks for the insight.
"Once money leaves your pocket, it can not make you money anymore."
Good article and thanks for the insight.
53
Shares / Re: LDT - Dividend amounts and Last Day to Trade
« on: March 03, 2015, 10:41:34 pm »
Hi patrick I don't know if you have some sort of import script for the Div amounts and LDT, but I found this list on Sanlam Itrade,
dont know how many has already been added, so here is a csv file that contains the list.
dont know how many has already been added, so here is a csv file that contains the list.
54
Shares / Re: Tax Free Shares
« on: March 02, 2015, 12:00:48 pm »
To be honest, my opinion is that it is early days.
I will definitely make use of this investment vehicle, but I would like to have a wide range of offerings, before I make my decision, in order to compare
cost, where my money would be invested etc.
I already have the max amount to invest for the year, basically I would carry over the R30k from my AG Balance fund, but I will give it till june / july to check
who else has what on offer.
I will definitely make use of this investment vehicle, but I would like to have a wide range of offerings, before I make my decision, in order to compare
cost, where my money would be invested etc.
I already have the max amount to invest for the year, basically I would carry over the R30k from my AG Balance fund, but I will give it till june / july to check
who else has what on offer.
55
Shares / Re: Metair. Titan or Titanic?
« on: February 24, 2015, 10:41:01 pm »
So i received the following Trading Update from Merchantec in relation to the Metair share price stating the it is "At Value"
What do you guys think?
What do you guys think?
56
Shares / Re: Investment pointers 2015
« on: January 22, 2015, 09:50:33 pm »
I thin Patrick is refering to this blog post,
http://investorchallenge.co.za/those-fees-are-blatantly-robbing-you/
I was/am in much the same boat as you, except for still being in SA.
I have taken some of my funds out of my AG BF and bought share with it. Split between single shares and index funds like Satrix and DBX trackers.
Also still have the following funds, some will be used to purchase more stocks, some I cant really touch and some will be used to
do the 30K a year tax free saving account/fund/vehicle/thingy, that will hopefully come into effect 1 March.
AG Balance Fund
AG Provident Preservation Fund
Nedgroup Global Feeder Fund.
Small Stanlib RA
Small Momentum RA
Just remember that you don't have to do a "All or nothing", I like having the funds but, I don't like having just funds. Anyhow thats
just my opinion.
http://investorchallenge.co.za/those-fees-are-blatantly-robbing-you/
I was/am in much the same boat as you, except for still being in SA.
I have taken some of my funds out of my AG BF and bought share with it. Split between single shares and index funds like Satrix and DBX trackers.
Also still have the following funds, some will be used to purchase more stocks, some I cant really touch and some will be used to
do the 30K a year tax free saving account/fund/vehicle/thingy, that will hopefully come into effect 1 March.
AG Balance Fund
AG Provident Preservation Fund
Nedgroup Global Feeder Fund.
Small Stanlib RA
Small Momentum RA
Just remember that you don't have to do a "All or nothing", I like having the funds but, I don't like having just funds. Anyhow thats
just my opinion.
59
Shares / Re: Long Term Portfolios.
« on: January 09, 2015, 05:34:48 pm »
I like MTA, and as soon as I have some more money available I will be topping up, bring my avg share price down, and as mention, holding in terms of the Mutlu, all the upside from it.
KAP is on one of my watch lists, also seen that in december a lot of purchases from directors, and they could definitely benefit from the oil price, in all divisions, namely supply chain, timber, passenger
and manufacturing.
My only concern is that they are only SA operated, specifically thinking of ESKOM and labour?
I also like ASO (AUSTRO), they have some very good names there directorate and sole distribution rights of well known brands, and they also have
both sale and hire of diesel gennies, tying into the ESKOM issue. I also recently saw the following sense, which was pretty impressive to me
KAP is on one of my watch lists, also seen that in december a lot of purchases from directors, and they could definitely benefit from the oil price, in all divisions, namely supply chain, timber, passenger
and manufacturing.
My only concern is that they are only SA operated, specifically thinking of ESKOM and labour?
I also like ASO (AUSTRO), they have some very good names there directorate and sole distribution rights of well known brands, and they also have
both sale and hire of diesel gennies, tying into the ESKOM issue. I also recently saw the following sense, which was pretty impressive to me
Quote
n terms of the acquisition agreement, the purchase consideration payable by Austro for the Centlube acquisition
would be R64 million, provided that if Centlube Holdings Proprietary Limited or its wholly owned subsidiary,
Centlube Proprietary Limited (“Centlube”) is appointed as the licensee and/or distributor for a certain global oil major
and significant player in the lubricants industry on or before 31 December 2015, the purchase consideration would be
increased by R16 million (the “additional payment”) to R80 million.
Shareholders are advised that, with effect from 1 January 2015, Centlube has been appointed by ExxonMobil
Petroleum and Chemical BVBA as a distributor of Mobil lubricants for its Automotive and Industrial line of business
in South Africa, Lesotho and Swaziland as well as in respect of certain Strategic Global Accounts in selected Sub-
Saharan African countries. Centlube will also continue as a licensee and distributor of ENI lubricants and produce
steel rolling fluids on behalf of Houghton plc.
60
Shares / Re: Long Term Portfolios.
« on: January 09, 2015, 10:09:46 am »
Update on investment changes, as a FYI to myself, but any comments welcome.
SOL high at the moment, been buying on the down will even out in future.
Funds:
Down scaled my monthly DO, to these fund, rather accumulate and then buy equities or ETF's.
AG Balance Fund - moved 50% over to Equities
AG Provident Preservation Fund - cant touch this otherwise I would have moved it to Equities as well due to tax
Investec Value Fund - Closed, under performing and going down fast, lost some money in this one, and not just because of fees.
Nedgroup Global Feeder Fund. - Added some money to this, like the foreign exposure, and dont really have other means of foreign exposure besides DBX ETF,
Web trader fees seems HIGH, maybe in future.
Stanlib RA - mmm ye ?? what to do ??
Metropolitan RA. - mmm ye ?? what to do ??
| Share | Code | % of Equities |
| ASPEN | APN | 8.10% |
| RICHEMONT | CFR | 5.55% |
| CAPITEC | CPI | 5.83% |
| DBX USA | DBXUS | 5.56% |
| DBX WORLD | DBXWD | 5.17% |
| METAIR | MTA | 4.46% |
| MTN GROUP | MTN | 5.25% |
| NASPERS-N- | NPN | 6.31% |
| OLDMUTUAL | OML | 4.91% |
| PROPXTEN | PTXTEN | 5.20% |
| SHOPRIT | SHP | 5.36% |
| SASOL | SOL | 14.81% |
| SATRIX FINI | STXFIN | 5.43% |
| SATRIX INDI | STXIND | 5.36% |
SOL high at the moment, been buying on the down will even out in future.
Funds:
Down scaled my monthly DO, to these fund, rather accumulate and then buy equities or ETF's.
AG Balance Fund - moved 50% over to Equities
AG Provident Preservation Fund - cant touch this otherwise I would have moved it to Equities as well due to tax
Investec Value Fund - Closed, under performing and going down fast, lost some money in this one, and not just because of fees.
Nedgroup Global Feeder Fund. - Added some money to this, like the foreign exposure, and dont really have other means of foreign exposure besides DBX ETF,
Web trader fees seems HIGH, maybe in future.
Stanlib RA - mmm ye ?? what to do ??
Metropolitan RA. - mmm ye ?? what to do ??