31
Shares / Re: Short term lump sum investment
« on: February 18, 2014, 04:27:11 pm »
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32
Shares / Re: Any thoughts on Invicta Holdings
« on: February 18, 2014, 04:15:41 pm »Disclaimer:The views/opinions expressed in this post are that of the writer and are not to be interpreted as advice, nor as a indication to buy/sell any investment or equity. The writer will not be held liable for any profit or loss resulting from reading of this post by the reader in any form
I take it you either in the profession or somebody shouted at you in the past.
No-one shouted at me ever, and im not in the profession, Im just making sure to cover my a*s. Im actually a Electrical Engineer, investing is my hobby among others (the best hobbies are the ones that make you money
)
33
Shares / Re: Building a portfolio from scratch
« on: February 18, 2014, 04:08:31 pm »If it was not for tax, I would convert 80% of my portfolio into SATRIX. A year to go still.
The biggest mistake I made was to invest my retirement funds the same week in 2008 when the crash started and sold at the very bottom in 2009. Lost 45%.
Might I ask what made you sell? personally I would have just held on, till the market recovered. statistically speaking there is about 1 market crash every ten 10 years, and markets will recover at some stage. you just have to ride it through, if you have the time horizon to do so. I would have taken the opportunity to buy over sold and discounted equity just as the global markets where starting to recover in about 2010. As I always say risk is relative with relation to time.
34
Shares / Re: Building a portfolio from scratch
« on: February 17, 2014, 10:42:44 pm »
oh on a side note, I suggest as a beginner you play it really safe in the beginning, until you get into all the economics and analysis of it all. Im sure all of us have made mistakes here by buying what we shouldn't have bought and selling what we shouldn't sell. Fortunately my mistakes werent too expensive and iv learnt from it. try not to make yours expensive either (I promise everyone makes mistakes, even you will) 
good luck mate 
good luck mate
35
Shares / Re: My look at shares
« on: February 17, 2014, 10:37:53 pm »
how much brokerage and tax did you pay buying and selling CML ORCA? you could have made alot more by just holding and selling later. just saying. not trying to be confrontational.
36
Shares / Re: Building a portfolio from scratch
« on: February 17, 2014, 10:25:32 pm »
@nios: I suggest as a beginner that you buy 80%-100% ETFs and 0%-20% blue chips (SASOL, Anglo American, liberty life at a fair price PS: the ones a just mentioned are fairly priced in my books).
May I suggest:
20% RMB-Midcap
20% Satrix Divi
20% Satrix Industrial
20% Satrix 40
10% Anglo American
10% Sasol
If you want international exposure then I suggest a foreign-domiciled unit trust such as coronation global managed.
But hey make your own choice its your money.
(have to say it, coz i dont like giving stock picks out)
Disclaimer: The views or opinions expressed in this post are that of the writer and are not to be interpreted as advice, nor as a indication to buy/sell any investment or equity. The writer will not be held liable for any profit or loss resulting from the actions taken by the reader after the reading of this post.
May I suggest:
20% RMB-Midcap
20% Satrix Divi
20% Satrix Industrial
20% Satrix 40
10% Anglo American
10% Sasol
If you want international exposure then I suggest a foreign-domiciled unit trust such as coronation global managed.
But hey make your own choice its your money.
(have to say it, coz i dont like giving stock picks out)
Disclaimer: The views or opinions expressed in this post are that of the writer and are not to be interpreted as advice, nor as a indication to buy/sell any investment or equity. The writer will not be held liable for any profit or loss resulting from the actions taken by the reader after the reading of this post.
37
Shares / Re: Any thoughts on Invicta Holdings
« on: February 17, 2014, 10:01:41 pm »
I recently bought Invicta in early January, with the profits and capital from my CML sale. It ticked all the boxes, and im looking to buy more. Its one of the few stocks that have showed up on my radar and passed my buy criteria.
@ORCA: Iv been following this forum for a while and you seem to have been successful in your method of stock picking, Kudos to you for that (although i shudder to think how much you pay in tax, you are probably classified by SARS as a trader and hence pay income tax rates on your profits). But really I completely disagree with the graph analysis stuff. you can put any graph in front of any person and they will find all sorts of patterns with half telling you too buy and the other half telling you to sell. Looking at a graph of the traded volume of a stock is number 100 of things to look at, if i look at it at all. Im a long term value investor. Future potential earnings of a company are of most important to me, although it must be bought at a fair price if not a discounted price. I dont look 3 weeks or 3 months from now, I look 3 years from now. In fact in my Discounted Cash Flow Analysis I use 10 years. I respect your input, and each man to his own, but its not for me.
@ORCA: Iv been following this forum for a while and you seem to have been successful in your method of stock picking, Kudos to you for that (although i shudder to think how much you pay in tax, you are probably classified by SARS as a trader and hence pay income tax rates on your profits). But really I completely disagree with the graph analysis stuff. you can put any graph in front of any person and they will find all sorts of patterns with half telling you too buy and the other half telling you to sell. Looking at a graph of the traded volume of a stock is number 100 of things to look at, if i look at it at all. Im a long term value investor. Future potential earnings of a company are of most important to me, although it must be bought at a fair price if not a discounted price. I dont look 3 weeks or 3 months from now, I look 3 years from now. In fact in my Discounted Cash Flow Analysis I use 10 years. I respect your input, and each man to his own, but its not for me.
38
Shares / Re: Sibanye (SGL)
« on: February 17, 2014, 06:01:26 pm »
the gold mining industry in south africa is a twilight industry (not rosy and limited future).
also gold has very limited industrial usage eg: jewelry and electronics. the primary reason gold goes up/down is because it is method of storing wealth (and a poor one at that, gold does not generate an income) it is seen as a safe haven for protecting wealth, thats why when any market goes down (by a fair margin) gold rises, its also the reason why gold did so well during the great recession of 2008, investors sold equity for safe haven gold. but the global economy is improving hence why gold is down now from previous highs.
I wouldnt buy gold companies. the only mining company I own is anglo american, because I got it at a good price, good turn-around strategy, and because resource prices will generally improve as the global economy improves hence demand is higher.
also gold has very limited industrial usage eg: jewelry and electronics. the primary reason gold goes up/down is because it is method of storing wealth (and a poor one at that, gold does not generate an income) it is seen as a safe haven for protecting wealth, thats why when any market goes down (by a fair margin) gold rises, its also the reason why gold did so well during the great recession of 2008, investors sold equity for safe haven gold. but the global economy is improving hence why gold is down now from previous highs.
I wouldnt buy gold companies. the only mining company I own is anglo american, because I got it at a good price, good turn-around strategy, and because resource prices will generally improve as the global economy improves hence demand is higher.
39
Shares / Re: Capitec
« on: February 17, 2014, 03:37:32 pm »Looking even cheaper now!
I am going to buy into CPI, will be 18% of my portfolio after I buy, is this bad?
I think so. I wouldnt touch Capitec with 10 foot pole. The unsecured lending bubble is in the process of imploding, first it was ABL, now JDG, the sh*t is still heading Capitecs way. My 2 Cents
40
Shares / Re: My look at shares
« on: February 17, 2014, 03:32:31 pm »
Hi Guys, Im new and I just had to register to comment on this post.
Firstly im an investor (value investor) not a trader, and JaDEB I must advise you not to make equity buy/sell decisions on "graphs", "oscillators". Now dont hate me here, but I think all this oscillators and stuff is bunch of rubbish.
I think one should do a fundamental analysis on a company before making a buy/sell decision. For instance what has the 5 year and 10 year EPS growth rate of the company? do a discounted cash flow analysis on the company. Is it underpriced compared to its peers? Is the current ratio of the company greater than 1.5? what is the dept to asset ratio? what is the net asset value per share of the company with relation to the market price? what do the future prospects of the company look like? what is the companies plan for the future and to generate value for shareholders? what is the return on equity and assets?
Theres alot to look at and rightly so, because your investment capital is finite asset. you have to deploy it as efficiently as possible to get the best ROI you can get. Secondly you have to take a long term view on buying and selling shares, value and long term wealth is created on the long term, your investment horizon should be 5 years or more. Theres no get rich scheme, rome was not built in a day. My 2 cents use it, dont use it.
With regards to your question:
The only one that peeks my interest is OCE, its financials look good, quality company, bit over priced at ~18PE. didnt do a DCF on it, but it is worthy of the effort. Id go for that one but dont put all your capital into just one company, diversify. Diversification reduces overall portfolio risk
on a side note a saw some ppl have CML, I also had CML in my portfolio, but I sold them in December (for a almost a 50% profit), overvalued in my view, and still is at ~20PE
Firstly im an investor (value investor) not a trader, and JaDEB I must advise you not to make equity buy/sell decisions on "graphs", "oscillators". Now dont hate me here, but I think all this oscillators and stuff is bunch of rubbish.
I think one should do a fundamental analysis on a company before making a buy/sell decision. For instance what has the 5 year and 10 year EPS growth rate of the company? do a discounted cash flow analysis on the company. Is it underpriced compared to its peers? Is the current ratio of the company greater than 1.5? what is the dept to asset ratio? what is the net asset value per share of the company with relation to the market price? what do the future prospects of the company look like? what is the companies plan for the future and to generate value for shareholders? what is the return on equity and assets?
Theres alot to look at and rightly so, because your investment capital is finite asset. you have to deploy it as efficiently as possible to get the best ROI you can get. Secondly you have to take a long term view on buying and selling shares, value and long term wealth is created on the long term, your investment horizon should be 5 years or more. Theres no get rich scheme, rome was not built in a day. My 2 cents use it, dont use it.
With regards to your question:
The only one that peeks my interest is OCE, its financials look good, quality company, bit over priced at ~18PE. didnt do a DCF on it, but it is worthy of the effort. Id go for that one but dont put all your capital into just one company, diversify. Diversification reduces overall portfolio risk
on a side note a saw some ppl have CML, I also had CML in my portfolio, but I sold them in December (for a almost a 50% profit), overvalued in my view, and still is at ~20PE