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.


Messages - Orca

Pages: 1 ... 22 23 [24] 25 26 ... 152
346
Shares / Re: Small Cap Picks
« on: February 06, 2017, 03:09:46 pm »
CIL-- Relatively unknown company. Every 6m result comes with a trading statement warning of 20 to 50% increase in HEPS. April results will shoot the lights out as it has recently acquired Conlog for R850m. This will put her in the cross hairs of institutional investors. Low PE ratio making it good for long term.

ADI-- IT company involved in 38 countries. Great management and expects to make at least 1 acquisition per year. Has a very high cash surplus for the next acquisition that accounts for the PE ratio of 26. Following EOH management style.

PGR-- Financial services company. Unlike CML, makes money in up or down markets for investors. Low PE of 10 so good for long term. The next CML as I stated some time ago but has not quite woken up yet.

I hold all these in my real portfolio.

347
Shares / Re: My retirement blog.
« on: February 03, 2017, 02:30:42 pm »
Thanks for all the heads ups. No F. I haven't got one of these to start the book.

348
Shares / Re: My retirement blog.
« on: February 03, 2017, 10:25:16 am »
I was around 56 I think. Nearly 4 years ago but I retired some years before but then bought a small business to keep myself occupied.

349
Shares / Re: Alsi Forum
« on: February 02, 2017, 08:30:45 pm »
How well have your members performed in the 3 years post sharechat?

350
Shares / Re: My retirement blog.
« on: February 01, 2017, 09:16:04 pm »
As I was saying about Portugal. Since 2001 Portugal has decriminalized marijuana and most other drugs. This led to this: https://www.scientificamerican.com/article/portugal-drug-decriminalization/

At the time I thought it will help my wife to eat more and feel better about her health but she was too stubborn. No drugs for me she said. I was quite prepared to participate and help in this regard but what the wife says goes.
I have no problem with medicinal marijuana at all.   

351
Shares / Re: My retirement blog.
« on: February 01, 2017, 08:58:50 pm »
Seems like my wife has no Motor Neuron Disease or any neurological disease. It seems to be her gut that is infected with a bacteria that causes symptoms of Alzheimer and Parkinson's disease. This is a new discovery and thankfully we have top notch specialists here and they put her on antibiotics for 6 weeks and the wheelchair I bought is now a clothes hanger.

Not out the woods yet but baby steps. At least I do not need to follow her about the apartment in case she falls anymore but we are still housebound for some time.

What very surprised me was the age of the doctors and specialists here. Seems like the whole private hospital is run by young doctors under 30. The Neurologist looked like 27 years old but he was so professional. Not used to this.
 

352
Off topic / Re: Live chat
« on: January 25, 2017, 09:14:13 pm »
All my predictions and warnings have come true. Exactly where I predicted a year ago and my recent 13.5 stagnation happened. The breakthrough below that happened eventually. Reached the 13.25 area that I said will be a strong banking of profits area. Not all posts were done on that thread.

353
Off topic / Re: Live chat
« on: January 25, 2017, 06:19:06 pm »
So the $ has peaked. This is good for commodities and ZAR. My prediction of sub 13 is looking real if Z does not move Pravin out.

354
Off topic / Re: Live chat
« on: January 25, 2017, 02:25:55 pm »
With the ZAR gaining on all major currencies shows that the ZAR itself is strengthening. It has now reached a point where traders will start to bank profits.

355
Off topic / Re: Live chat
« on: January 25, 2017, 12:21:54 pm »
Strong ZAR hitting the ICT sector. ADI, EOH....

356
Off topic / Re: Live chat
« on: January 24, 2017, 03:21:44 pm »
SA rate hike this afternoon or perhaps Trump said something.

357
Off topic / Live chat
« on: January 24, 2017, 02:00:21 pm »
USDZAR 13.340 :) Eventually broke through that strong resistance.

358
Off topic / Re: My Story as a Seller of Books
« on: January 23, 2017, 11:24:19 am »
I did at one stage look at becoming an angel myself and found a financial company that pools all investment money and spreads it out among many different startups. This way you will not have all your eggs in 1 basket.

Your book idea is great and looks set to work. Most of my life I have been wanting to write a book on "a simple method to never forget math formulas" and a simple method to never forget some geographic principals.
Your story has me motivated to do so.
 

359
Shares / Re: My retirement blog.
« on: January 19, 2017, 10:58:19 am »
The COL index is somewhat skewed as it shows the prices in Portugal are higher than SA. This is because it points to the Algarve and Lisbon prices. They are tourist destinations and are about 30% higher than non tourist areas such as the north or inland villages.
Mumbeo has these prices and I include the prices that I would pay at a supermarket although the farmers markets are cheaper and every city and village has them.

Coke 0.33 L - R16.82 ........I pay R8.60 for 1 L
Chicken breasts deboned and skinned Kg - R74.56....I pay R49.56. My favorite is the chicken leg quarters at R16.20 per Kg.
Beef Roast Kg - R121.62.....I pay R49.50. This is imported from Chili so I prefer pork roasts at R36.44 per Kg.
Beer Local 500 mL - R13.08....I pay R8.64 for a beer similar to Castle Lager.

So I would not go for those numbers Numbeo shows as they are edited by expats living in the Algarve (little England).
 

360
Off topic / Re: Live chat
« on: January 17, 2017, 02:20:34 pm »
ZAR keeps bouncing off resistance but if Zuma stays comatose we may well see sub 13 soon and will test the 12 area into 2018.

Pages: 1 ... 22 23 [24] 25 26 ... 152