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Messages - Moonraker

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721
Shares / Re: My look at shares
« on: February 23, 2014, 10:06:25 am »
Lol I used all those "Options" last night  :LHST:

722
Shares / Re: My look at shares
« on: February 23, 2014, 08:31:12 am »
Futures are riskier than trading options.
With options you have so many options (is that a pun ?)
Eg..
Long Straddle
Bull-Call-Spread
Bull-Put-Spread
Bear-Put-Spread
Bear-Call-Spread
Short Straddle
Butterfly
Strangle
Short-Butterfly
Short-Strangle

 8)

723
Shares / Re: Stock trading and investment buying strategies.
« on: February 22, 2014, 01:58:05 pm »
Remember the PE of SABMiller is of course much lower on the LSE where they have their primary listing. (About 17,9) based on latest  full year EPS on 31/3/13.
If the price remains as is, the forward PE in London will probably be ± 15-16. Will need to wait for the next finals to see.

So, friends, don't forget to factor in the exchange rate.


Here are some forecasts

724
Off topic / Live chat
« on: February 21, 2014, 01:26:23 pm »
ADI -- wanted to buy yesterday, missed the boat, now up 4%+

725
Off topic / The good, the bad and the ugly
« on: February 20, 2014, 08:10:15 pm »
@griffin &co.   >:(


726
Off topic / Live chat
« 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

727
Off topic / Live chat
« on: February 20, 2014, 04:53:04 pm »
@griffin: I own both those. BTW. BVT returned 25,43% p.a. over 5 yrs.  

728
Off topic / Live chat
« 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 :-)

729
Off topic / Live chat
« 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.

730
Off topic / Live chat
« on: February 20, 2014, 01:30:50 pm »
Joffe is well known for sniffing out underperforming entities and turning them around.

731
Off topic / Live chat
« 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 ?

732
Off topic / Live chat
« on: February 20, 2014, 01:09:32 pm »
@griffin: Huh ? BVT is 4˝ times the size of CFR and is primarily a services company with food services playing the biggest role. More likely maybe a distribution agreement with CFR for the Adcock product line.

733
Shares / Re: Today's Outlook
« on: February 20, 2014, 08:15:26 am »
Resources .. be careful..

A preliminary February purchasing managers’ gauge from HSBC Holdings Plc and Markit Economics fell to 48.3, signaling a second month of contraction for Chinese manufacturing and missing an economists’ estimate for 49.5. The yen gained after Japan’s trade deficit widened to a record in January, as surging import costs weigh on Prime Minister Shinzo Abe’s efforts to renew growth. The International Monetary Fund warned of risks to world growth before data today that may show U.S. jobless claims fell and a gauge of leading indicators rose.

“People globally underestimate the downside risk to the Chinese economy,” Dariusz Kowalczyk, a Hong Kong-based strategist at Credit Agricole CIB, said in a Bloomberg Television interview. “The economy is not just slowing but there’s a lot of financial risks here. The chance of a crisis is rising and very real.”

China PMI

734
Off topic / Live chat
« on: February 18, 2014, 10:44:28 am »
Resources: It all really depends on Chinese demand. Credit in China is being reined in. Will be interesting.

735
Shares / Re: Any thoughts on Invicta Holdings
« on: February 17, 2014, 06:54:15 pm »
Invicta: looking for offshore growth

Quote
NVICTA tips the scales as a small-cap stock. But when it comes to growth it has a heavyweight track record, reflected in headline EPS (HEPS) growth of 25%/year over the past five years, more than double the average achieved by shares in the JSE industrial top 25 index. With arch-entrepreneur Christo Wiese as Invicta's nonexecutive chairman and owner of a 34% stake worth around R3bn, a dynamic growth strategy is a given. The strategy, combining organic and acquisitive growth, has been skilfully executed by Arnold Goldstone, CE since 2000.

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