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 ... 47 48 [49] 50 51 ... 153
721
Shares / ETF's and tax.
« on: February 16, 2016, 07:02:27 pm »
Can't find the thread but as I never got clarity on selling ETF's before the 3 year holding term. From Moneyweb.

With collective investment schemes only capital gains tax (CGT) will be applied on the sale of units. This is even though they may have been bought monthly and held for less than three years.  :TU:

722
Off topic / Live chat
« on: February 16, 2016, 06:40:47 pm »
Seems like Zuma is toast.

723
Shares / Re: The Rand
« on: February 16, 2016, 01:50:15 pm »
I read somewhere today that the ZAR could quite possibly strengthen to below R13 or even R10 to the USD. I think it was Moneyweb.

724
Shares / Re: The Rand
« on: February 15, 2016, 10:20:42 pm »
Some members of MyBroederBond may be members here but I would like to share my post on this forum as well as they are closed knit and do not like outsiders comments and band together to ridicule them.
Quote
As I was saying earlier on. The ZAR corrects very quickly after each peak against the USD. This has now clearly happened and is ongoing. The daily highs have been lower and the daily lows has been lower over the past 4 weeks. Is this not an indication of the ZAR strengthening?
I pity those that panicked at the peak and went into USD. I stood my ground and stayed in ZAR.
Those posters that proudly shouted "I bought NEWUSD and DBXUS" are strangely quiet now as they nurse their wounds.

We will get back to the normal 2,5% pa weakening when this correction is done. This is not bad as investors will soon pile back into emerging markets and this seems to have started.

Emerged markets cannot grow at the rate of emerging markets and the savvy investors know this. The recent exodus was only due to fear of world markets tumbling but this is now unfounded as there are no similarities in this market to any previous market crashes. Will not happen.
The ZAR weakening to 25 soon is your own nightmare that only you will dream.
End Quote.

725
Off topic / Live chat
« on: February 11, 2016, 09:29:19 pm »
EFF has made the ZAR to tank. Made a mockery of SA and no matter what Zuma says, bananas will be dished out at the dinner.

726
Off topic / Re: Live chat
« on: February 11, 2016, 06:09:47 pm »
Managed to pick up SABC2 live on the internet so will be watching the SONA here in Portugal.

727
Off topic / Re: Live chat
« on: February 11, 2016, 02:40:55 pm »
Has Zuma started his speech? Longest red candle I have ever seen at 14H20 on the USD/ZAR.

728
Shares / Re: The Rand
« on: February 11, 2016, 02:34:31 pm »
Is this red candle due to SONA?

729
Off topic / Re: Live chat
« on: February 11, 2016, 11:30:49 am »
ALSI down almost 13% from 2015 highs. Woolies???? Great results and drops like a stone.

730
Shares / Re: STXIND vs DIVTRX
« on: February 10, 2016, 06:50:12 pm »
Quote from: Orca on February 05, 2016, 01:53:45 pm
Recovery of the financial sector has the DIVTRX leading the DBXUS by 5% and the STXIND by 2,5% over the past month.


That was a mere 3 trading days ago and things have improved since.
The DIVTRX and the DBXUS are retreating from each other in opposite directions and now....

DIVTRX beating the DBXUS by 13% over 4 weeks and the STXIND by 8% for the same period. Now I'm glad I did not rush blindly into the USD.  ;D


731
Shares / Re: ADAPT IT
« on: February 10, 2016, 11:22:50 am »
The high PE of ADI is justified due the vast amount of cash they hold.....Moneyweb.

I presume this is for acquisitions that will drop the PE as their aim is to acquire at least 1 company per year.

732
Shares / Re: ADAPT IT
« on: February 09, 2016, 11:50:16 pm »
The talk lately has been about ETF'f and other index funds. There are other great stocks out there that one must add for some alpha like this one. Here is a 3 year chart of ADI vs STXIND.
Index funds are great but will not produce the growth that you want. You have to add some alpha stocks to it as well.


733
Shares / Re: STXIND vs DIVTRX
« on: February 08, 2016, 08:51:18 pm »
Difficult question as things seem to change in a heart beat lately. Financials and gold price cannot both go up simultaneously and this is a dilemma for DIVTRX plus the fact that retailers will be hit.
I too have no idea what to get into at this stage.

Zuma's speech on Thursday may be critical going forward but contrary to the negativity to it, I am sure he has been briefed by top economists on what to say that will benefit the ZAR and the up coming grading.
He also has to absolve himself from his moment of December madness.

Gordhan knows that he has more muscle now than he had before and can slice deeper into government spending without any Zuma interference. Zuma, unintentionally, has given him more power than he himself actually has and in my view, Gordhan has become the most powerful man in the SA government.
He will not fail us.

Until these 2 speeches are over, we will not know the direction we are headed.




734
Off topic / Live chat
« on: February 05, 2016, 03:52:04 pm »
USD strengthens sharply due to NFP results?

735
Shares / Re: STXIND vs DIVTRX
« on: February 05, 2016, 03:20:04 pm »
Sure. The USD has taken a knock but the ZAR has also strengthened causing a double effect. If you compare the ZAR to a basket of main currencies, it shows that it is gaining strength. 

Pages: 1 ... 47 48 [49] 50 51 ... 153