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Messages - Orca

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886
Shares / Re: CoreShares Dividend Aristocrats ETF/S&P SA Dividends Aristocrat
« on: September 07, 2015, 04:09:12 pm »
The JSE TOP40 is known as the TOPI. Currently it's price is at 43314 and the low it hit last month was circa 42 000. Also known as JH-ALSI40 and the index code is J200.
This 42 000 area is where traders will close (buy) their shorts and this should halt any further deterioration. This would be a "support" area.

887
Shares / Re: CoreShares Dividend Aristocrats ETF/S&P SA Dividends Aristocrat
« on: September 07, 2015, 01:31:01 pm »
Consensus is that the TOPI would retest the 42 area. Traders shorting the market and will close at last month's low at 42 odd. Not written in stone but just saying.

888
Shares / Re: At the end of a 75 year super cycle?
« on: September 05, 2015, 12:46:45 am »
Since 2009 we have had too much gains and the general PE ratio is 2 X higher than normal since I last looked. This has to correct back down to normality and perhaps it has to some point by now with some still to go. We will never know as yet.

889
Shares / Re: Investing in SA or taking/leaving money overseas
« on: September 04, 2015, 12:34:36 pm »
Clearly the DBXUS is the better performer but there are other factors to take into consideration. The DBXUS holds about 600 stocks mostly in the tech sector and is overweight in Apple and Microsoft. Need I mention the dot net bubble that burst?
The tech sector is, according to analysts, the best sector to be in at this stage. So 5 stars for that.

What is not taken into consideration is the fact that the DIVTRX pays a much higher dividend. I would love to see a chart where dividends are factored in.
I would prefer this to DBXUS due to it's diversity alone regardless of the superior dividends it pays.

890
Shares / Re: What would you do with R10,000/month savings?
« on: September 03, 2015, 10:22:23 pm »
I have posted many charts of SA markets vs International markets here but some investors still insist on investing in developed markets. There is no great gains to be made as they are already developed.
The OP is correct in saying that I got laughed at in the UK forum for asking about ETF's that consistently have 25% gains,

The ZAR did weaken lately but it will rebound back to it's normal 3% depreciation soon enough.
Now what is 3% less pa on the ZAR weakening compared to the better performance of emerging markets like SA.

891
Shares / Re: ETF (Exchange Traded Funds)
« on: September 03, 2015, 04:54:19 pm »
Don't diversify too much into ETF's as you will throttle your growth. Pick the best long term performers.

892
Shares / Re: ETF (Exchange Traded Funds)
« on: September 03, 2015, 01:06:40 pm »
Duel listed stocks such as the ones in STXIND gives you a Rand hedge. I will try and find the MoneyWeb article posted yesterday on this.

893
Shares / Re: What would you do with R10,000/month savings?
« on: September 03, 2015, 10:56:29 am »
@Mr_Divi. Unfortunately those charts cannot do that.

894
Shares / Re: My retirement blog.
« on: September 02, 2015, 05:50:59 pm »
We have local private insurance and pay about 100 E pm for both of us and it covers us for E300k pa. That is the minimum required by EU law.
Having private medical, we figured that we may as well use the new ultra modern private hospital instead of waiting in long queues in an old hospital.

895
Shares / Re: My retirement blog.
« on: September 02, 2015, 02:57:23 pm »
We live directly opposite the only private hospital here in the far north of Portugal and have noticed a common trait with patients.
Most patients are women with broken arms and knee injuries and I always wondered why. Well, I found out 2 weeks ago why this is. Many women here are short and stiletto heels are in fashion so the shorter the woman is, the higher the heels are. This is not a good combination with the cobbled streets we have in Portugal.

We were walking around the old city center when my wife fell like a sack of potatoes in the road. Bystanders rushed to help and had her sitting in a chair with the ambulance on its way.
The very modernly equipped ambulance arrived within minutes and after patching here wounds up, the frustrating Portuguese bureaucracy all expats complain about started.
They had no authority to transport her to the private hospital 2 km away. There are no private ambulances here and as they work for the government hospital, that is where they will take her. Nowhere else.
To make matters worse, they needed her Social Security Card or an EU NS Card that we do not have.  South Africa does not have this system so no card. We have private medical aid and the government hospital does not accept this. After much whistling and arm waving, the paramedics phoned for a taxi.

More frustration at the private hospital. The doctor on night duty could not understand a word of English and proceeded to whistle and wave his arms around at the sight of her purple and bleeding arm.
A nurse then took her to radiology where they took many x-rays then showed her a thumbs up. Not knowing if this meant that my wife made a good job of shattering her arm properly or if it was ok. We were then taken to reception for the paperwork and waved goodbye.

Once at home, I had to cut up a new t-shirt to make a bandage. Next morning her whole arm and hand was purple and swollen and the wound was septic. I am sure she fell exactly on a spot where a dog left it's IP address.

I then had to go back to the hospital to pay our portion of the "treatment". The day staff now miraculously all spoke good English and very quickly ushered me into the doctor's room where a Canadian doctor sat. She apologized profusely and showed me a letter the night doctor had left her. The nurse was supposed to take my wife back to him after the x-rays for treatment and medication. So it was just a language problem after all.

Still not sure on what to do in case of any emergencies yet but I have emailed my medical aid for info.       

896
Off topic / Re: Live chat
« on: September 02, 2015, 01:34:39 pm »
Quite an experience P. Will write it in my blog.

897
Off topic / Re: Live chat
« on: September 02, 2015, 12:34:07 pm »
Orca !! u there ?
Been stuck at home with injured wife after a bad fall. She went down like Black Monday.

898
Shares / Re: My retirement blog.
« on: September 02, 2015, 11:00:31 am »
Thanks Moon. I will check them out and perhaps I should start studying the PT market.
My wife is invalid after a bad fall and we have been house bound for 2 weeks and that will keep me occupied.

899
Off topic / Re: Live chat
« on: September 01, 2015, 09:17:03 pm »
If I were a trader, I would go long on ADI for a cool 4%.

900
Shares / Re: What would you do with R10,000/month savings?
« on: September 01, 2015, 08:07:56 pm »
The DIVTRX would be on par with the DBXUS as it has outperformed the STXIND.
You can get the charts here for free. Just add j.j after the stock name. DIVTRX would be divtrxj.j then click on the shaded name and then click on "charts" above.
http://www.reuters.com/finance/stocks

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