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Messages - Moonraker

Pages: 1 ... 71 72 [73]
1081
Shares / Re: Listed Property
« on: April 12, 2013, 08:21:32 pm »
Quote from: Patrick on April 12, 2013, 09:34:52 am
I've recently left physical property to move into equity. I have considered having a portion in listed property due to the good dividends, but the fact that the dividends are classed as interest has kept me until now, but I'm beginning to reconsider.
Puts/Pls form the core of my portfolio since about 15 years - no regrets. Can be classed as defensive, although there is some risk when interest rates shoot up, akin to bonds. You will find interest distributions increase on average by some 8 % p.a.

Check how the indexes outperformed the JSE. ( Also in April, and today).


1082
Off topic / Re: Site slow in loading.
« on: April 12, 2013, 06:02:18 pm »
 :) Not to worry, must be the ISP, congestion maybe, I don't know. Once site has loaded links are fine.
If I clear my cache takes about 5 secs. to load.

~]$ su -c 'mtr -r -n -c3 shareforum.co.za'
Password:
HOST: localhost.localdomain       Loss%   Snt   Last   Avg  Best  Wrst StDev
  1. 192.168.0.1                   0.0%     3    0.6   1.4   0.6   2.8   1.3
  2. 105.224.4.1                   0.0%     3   12.8  13.0  12.8  13.2   0.2
  3. 105.226.0.6                   0.0%     3   29.5  29.9  29.5  30.4   0.5
  4. 105.226.0.13                  0.0%     3   29.5  29.7  29.5  29.9   0.2
  5. 196.25.39.45                  0.0%     3   36.8  36.9  36.8  37.0   0.1
  6. 196.43.9.90                   0.0%     3  248.4 247.7 247.3 248.4   0.7
  7. ???                          100.0     3    0.0   0.0   0.0   0.0   0.0
  8. 50.97.18.214                  0.0%     3  298.8 303.2 297.2 313.6   9.1
  9. 173.192.18.194                0.0%     3  300.2 298.1 296.7 300.2   1.9
 10. 173.192.18.153               33.3%     3  308.3 308.5 308.3 308.6   0.2
 11. 173.192.18.134               33.3%     3  327.6 327.6 327.6 327.7   0.1
 12. 50.97.18.195                 33.3%     3  330.1 337.4 330.1 344.6  10.3
 13. 173.192.118.149              33.3%     3  328.7 328.4 328.1 328.7   0.4
 14. 108.174.145.70               33.3%     3  328.5 328.2 328.0 328.5   0.4

--- shareforum.co.za ping statistics ---
19 packets transmitted, 19 received, 0% packet loss, time 18582ms
rtt min/avg/max/mdev = 327.807/328.564/329.312/0.833 ms
~]$

1083
Off topic / Site slow in loading.
« on: April 12, 2013, 02:17:53 pm »
Hi,
Patrick, I wonder if you could find out why the site is a little slow in loading lately. Maybe for me only ?
Some packet loss too.
~]$ su -c 'traceroute -I www.shareforum.co.za'
Password:
traceroute to www.shareforum.co.za (108.174.145.70), 30 hops max, 60 byte packets
 1  192.168.0.1 (192.168.0.1)  1.137 ms  1.415 ms  1.684 ms
 2  224-4-1.dsl.subscriber.telkomsa.net (105.224.4.1)  13.531 ms  15.138 ms  17.386 ms
 3  226-0-6.dsl.subscriber.telkomsa.net (105.226.0.6)  37.419 ms  38.770 ms  40.719 ms
 4  226-0-13.dsl.subscriber.telkomsa.net (105.226.0.13)  42.767 ms  44.676 ms  46.394 ms
 5  wblv-ip-hsll-1-wan.telkom-ipnet.co.za (196.25.39.45)  55.832 ms  57.751 ms  59.907 ms
 6  ams-ip-hsll-1-gig-7-1-0.telkom-ipnet.co.za (196.43.9.90)  273.183 ms  247.431 ms  249.548 ms
7  * * *
 8  ae1.bbr02.eq01.wdc02.networklayer.com (50.97.18.214)  302.311 ms  299.049 ms  301.469 ms
 9  ae7.bbr01.eq01.wdc02.networklayer.com (173.192.18.194)  303.523 ms  297.591 ms  299.754 ms
10  ae0.bbr01.tl01.atl01.networklayer.com (173.192.18.153)  311.918 ms  307.893 ms  310.090 ms
11  ae13.bbr02.eq01.dal03.networklayer.com (173.192.18.134)  332.086 ms  328.093 ms  330.516 ms
12  ae6.dar01.sr01.dal05.networklayer.com (50.97.18.195)  330.189 ms  328.533 ms  329.371 ms
13  po1.fcr04.sr03.dal05.networklayer.com (173.192.118.149)  329.710 ms  328.808 ms  328.367 ms
14  108-174-145-70.worldwidewebhosting.com (108.174.145.70)  328.963 ms  327.788 ms  328.377 ms
~]$ su -c 'mtr -r -c5 shareforum.co.za'
Password:
HOST: localhost.localdomain       Loss%   Snt   Last   Avg  Best  Wrst StDev
  1. 192.168.0.1                   0.0%     5    0.6   0.6   0.6   0.8   0.1
  2. 224-4-1.dsl.subscriber.telko  0.0%     5   12.6  12.4  11.9  12.8   0.3
  3. 226-0-6.dsl.subscriber.telko  0.0%     5   29.6  30.1  29.6  30.9   0.5
  4. 226-0-13.dsl.subscriber.telk  0.0%     5   29.5  29.7  29.3  30.6   0.5
  5. wblv-ip-hsll-1-wan.telkom-ip  0.0%     5   36.7  36.9  36.7  37.2   0.2
  6. ams-ip-hsll-1-gig-7-1-0.telk  0.0%     5  247.8 247.5 247.1 247.8   0.2
  7. ???                          100.0     5    0.0   0.0   0.0   0.0   0.0
  8. ae1.bbr02.eq01.wdc02.network  0.0%     5  297.7 297.8 296.9 299.4   0.9
  9. ae7.bbr01.eq01.wdc02.network  0.0%     5  297.8 297.2 296.7 297.8   0.4
 10. ae0.bbr01.tl01.atl01.network  0.0%     5  308.6 308.4 308.3 308.6   0.1
 11. ae13.bbr02.eq01.dal03.networ 20.0%     5  327.5 328.3 327.3 330.7   1.6
 12. ae6.dar01.sr01.dal05.network 20.0%     5  328.1 328.2 328.1 328.3   0.1
 13. po1.fcr04.sr03.dal05.network 20.0%     5  328.4 328.2 328.0 328.4   0.2
 14. 108-174-145-70.worldwidewebh 20.0%     5  328.3 328.3 328.1 328.7   0.2
~]$



1084
Shares / Re: Bitcoins, bubble or good defensive purchase?
« on: April 12, 2013, 12:27:46 pm »
http://arstechnica.com/tech-policy/2013/04/winklevii-say-they-own-1-percent-of-all-bitcoins/

(Not for me. I reckon government will take them down, as they can't extract taxes.)

1085
Shares / Re: Long term investments
« on: April 12, 2013, 10:06:37 am »
Some Fed members are getting jittery, calling for scaling back bond purchases.

Treasuries Head for Weekly Loss as Fed May Scale Back

Quote
The Fed should begin to trim its purchases, barring a slump in the economy, Plosser said yesterday in an interview with Bloomberg Television’s Susan Li in Hong Kong.

Plosser is Philadelphia Federal Reserve President.

When QE gets throttled, stocks could plummet ... let's just pray it won't be the biggest Enchilada ever.  ;)



1086
Shares / Re: Gold & Gold Shares
« on: April 11, 2013, 01:22:25 pm »
A plausible reason why gold shares have performed so dismally, may be due to Gold ETF's where investors can participate directly in movements of the gold price without the risk inherent in individual gold stocks where you get cost miscalculations, labour issues, poor decisions by management etc.
Then we have the probability of the FED throttling or discontinuing quantitative easing, not right now, but it must happen sometime.

So, jaDEB, maybe rather go for Gold ETF's. Can't help out there as I am not familiar with what is available out there.

1087
Shares / Re: Listed Property
« on: April 11, 2013, 12:48:38 pm »
SA REITs: Will investors benefit?

For us unitholders, not much will change, except that the interest received will not benefit from the annual interest exemption (currently R23,800 for individuals under 65 and R34,500 for individuals over 65) as the income is regarded as rental income.

1088
Off topic / How's that for speed ?
« on: April 10, 2013, 08:29:13 pm »
Is it me ? NOPE. I wish.



1089
Shares / Re: Gold & Gold Shares
« on: April 10, 2013, 03:24:33 pm »
Quote from: jaDEB on April 10, 2013, 02:30:49 pm
PS. WTF is Ms Moneypenny and Mr Bond doing things on same chat sites. R both u?
Nope, sorry JaDEB.  :-\

1090
Shares / Re: Long term investments
« on: April 10, 2013, 03:20:57 pm »
Good move, confirms what I am looking for in stocks as per my post HERE.

SABMiller to lure drinkers with cheap beer

Quote
Home to some of the world's fastest growing economies, Africa's thirst for beer is surging: analysts estimate beer volumes rose around 7% last year. Excluding the mature South African market, growth reached more than 10%.

This growth is spurring increased competition. SABMiller wants to gain an edge over rivals like Diageo and Heineken by luring consumers who drink cheap locally made home brew that comprises 75% of alcohol consumed in the region, according to company estimates.

1091
Shares / Re: Gold & Gold Shares
« on: April 10, 2013, 01:57:17 pm »
I suppose 'no pain no gain' doesn't apply here ?  :)

Goldman Cuts Gold Price Forecast Through 2014 as Cycle Turns

Quote
The turn in the gold price cycle is accelerating after a 12-year rally as the recovery in the U.S. economy gains momentum, according to Goldman Sachs Group Inc., which reduced forecasts for the metal through 2014.

The bank cut its three-month target to $1,530 an ounce from $1,615 and lowered the six- and 12-month predictions to $1,490 and $1,390 from $1,600 and $1,550. Goldman recommended closing a long Comex gold position initiated on Oct. 11, 2010 for a potential gain of $219 an ounce, analysts Damien Courvalin and Jeffrey Currie wrote in a report today..

Remember, when times are really s#*t, who will have the dinero to buy the friggin stuff ? Only for barter then my friend.  ;)

1092
Shares / Re: Long term investments
« on: April 09, 2013, 06:57:42 pm »
Quote from: Goliath on April 09, 2013, 05:59:47 pm
Long term:

Afrocentric (have great management and a gem of an asset = medscheme)
Redefine (safe bet after the Fountainhead deal went their way, great value here now and think it is reflected in the jump today I'd say)
Brait SE (everyone know this one, safe bet as well)

You know that I like GRT, so am a bit sad that they didn't prevail. Would have liked the opportunity to vote.  :-\
No doubt RDF is a fine LT as well.
Here a chart comparison over 1 year - nearly as good as Immobilier's RES  ;)


1093
Shares / Listed Property
« on: April 09, 2013, 04:18:01 pm »
The REIT regime has arrived.
http://www.moneyweb.co.za/moneyweb-safm-market-update/r-964
Will certainly improve marketability.
I have heard that PUT's/PLS's that comply with the requirements and want to convert will have to do so by 1/07/13.

1094
Shares / Long term investments
« on: April 09, 2013, 04:09:03 pm »
What are your favourite stocks for the long term ?
I believe in a weakening Rand and hence hold stocks with either pure rand hedge qualities, or those that derive most of their income off-shore.
Also prefer companies that have a presence in Africa outside ZA.
BTI
SAB
SHP
BVT
APN
to name some that I hold.
Given the current and (alas) future prospects globally, I think it is important to additionally select defensive stocks, which the abovementioned are.
They may or may not be overpriced, but this is a thread for longer term investments.
Yield also plays a roll, and for that I like CML and listed property.
I also like REM and AVI which don't quite meet my aforementioned criteria.

1095
Shares / Re: Welcome to the share forum
« on: April 08, 2013, 08:41:58 pm »
Quote from: Goliath on April 08, 2013, 08:14:59 am
Well the old one changed but after a bit of use I don't like the look...  :(

Prefer this forum's look!

Hmm.. I tend to agree. The change to the new Sharechat forum is like being in Disneyland - takes longer to find posts and more.

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