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 - gcr

Pages: 1 ... 28 29 [30] 31 32 ... 68
436
Shares / Re: DBXWD vs. DBXUS
« on: July 12, 2016, 07:08:30 pm »
I switched from US to WD a few weeks back - I believe BREXIT will rationalize over time :wall:

437
Off topic / Re: Live chat
« on: July 11, 2016, 02:55:45 pm »
Let me say up front I don't invest in property (other than my primary residence) nor do I invest in REIT's - however I just want to open a conversation here around property investments and REIT's since the advent of BREXIT. The Sensational Slimes this weekend carried many opinions of the impact of BREXIT on prices of homes in Britain, Property Developers (Capital and Counties was mentioned) and that they expect prices to fall off quite considerably over the next few months until solutions are found on the actual exit of Britain from the EU.
Those forumites who are involved in property investing could you give your opinions as to whether there is going to be a correction in housing prices, and even property development.
A reality down the road could well be that British companies with offices in Europe may be forced to/may decide to close these offices and move the staff back to Britain, however if the staff are local then they may well not relocate. It could also go the other way whereby these foreign countries deny the British company from buying/hiring office space in their respective countries - thus forcibly closing the foreign office. I don't know that it is going to get that nasty but it is a scenario that could occur.
This could potentially be an opportunity to buy a home in Britain if prices fall substantially, but then again looking at the Tour d France and some of the landscape the cyclists are riding through (especially France) their quaint villages look very tempting
   

439
Off topic / Re: Live chat
« on: July 06, 2016, 04:32:34 pm »
is this when i should panick and sell to cut my loses or when i should hang in there and hope they regain and rise
Z - if you are investing then these little rubble strips will occur on your travelled road. The only thing you can question is did you buy them as a longer term investment or as a speculative stock - depending on how you answer will determine your decision making process.
 >:D

440
Off topic / Re: Live chat
« on: July 06, 2016, 12:27:27 pm »
Could someone tell the investors we're not a colony anymore please.
Ah but we are part of the commonwealth - so nervous tensions all around

441
Off topic / Re: Live chat
« on: July 06, 2016, 10:02:02 am »
There is an interesting article on Moneyweb this am - The ups and downs of dividends - which is well worth reading

442
Thanks Patrick for the feedback

443
Off topic / Re: Live chat
« on: July 05, 2016, 12:08:59 pm »
Patrick - read your blog which is most interesting and I have a few questions - hopefully your responses will clear my thinking/understanding
1) You have taken funds offshore to a USA broker company and have bought your instruments out of these funds. Where are the instruments being held and in whose name are they in. If in your name with the USA broker then surely the funds are designated as a USA investment and as such you could run foul of the USA tax officials?
2) If the funds are in a nominees/own name sitting in Ireland who is holding these instruments for you USA broker or an agent broker in Ireland, and would they still be considered outside the USA tax laws or inside for tax purposes and don't you run the same risks if held within you broker account in USA
3) Could you not have established a broker account in Ireland and held the instruments with them directly without the risk of the USA leg being subject to some form of funds confiscation
4) Are you paying fees in USA and Ireland?
Maybe once you have settled all the bits and bobs of going the route you chose is to write a blog setting out how you decided on  this path its benefits and pitfalls and if you did it again (maybe you will) whether you would tackle it differently

444
Shares / Re: Simon Brown till death porfolio.
« on: July 05, 2016, 11:12:41 am »
@ MrD - I hold Santova - no Calgro

See Hanna Ziady - interviewed Keith McLachlan around mid/small caps - no punting just his reasons for investing in these stocks. I subscribe to his arguments for investing in these stocks - the trick is to select one that are likely to grow because they have a good model and a competent management group. I also look at holding of stock by the owners and whether they buy or sell shares in their companies - sort of shared and vested interest in where the company goes in the future - I get nervous when owners constantly sell shares doesn't give me confidence. The exception seems to be the Wapnick family and Octodec they put in every little bit of funds into their company - though I don't invest in property.   

445
Shares / Re: Simon Brown till death porfolio.
« on: July 04, 2016, 03:48:50 pm »
My sense is that Simon seldom delves into the small caps and tends to leave that to Keith McLachlan who has been operating in this space for years. Keith quite frequently presents on Simon's Power Hour

446
Off topic / Re: Live chat
« on: July 01, 2016, 04:00:29 pm »
Long MTA tomorrow.
What happened with your long?

447
Shares / Re: PPC
« on: June 29, 2016, 03:55:50 pm »
Those people who are interested in this share need to read the results of Sephaku which has links to Dangote shows intense market competition in a slowing economic environment. Article in Business Day

448
Off topic / Re: Live chat
« on: June 29, 2016, 11:39:25 am »
Reading the complaints against them I would question whether I wanted to use them as a broker partner, seems like they can milk accounts quite effectively without explanation or at very least even warrant an explanation

449
Off topic / Re: Live chat
« on: June 28, 2016, 09:17:03 am »
So what just happened in sunny SA on the JSE majority of my watch list are showing green and my portfolio has just recovered about 25% of its falls since Friday.
Must be a case of the false dawn or is it a case of all the traders who had shorts having to cover themselves?

450
Shares / Re: Brexit consequences.
« on: June 27, 2016, 11:38:59 pm »
I tend to agree you synopsis of events in Britain. There seems to be some infighting within the party between the Cameron aligned and the Boris Johnson crowds. I know that Cameron did agree the poll if he won the last elections but now this poll/referendum seems to indicate that the Johnson grouping had poor judgment in determining or anticipating the outcome of a no vote. Now the nation can seem the angst and consternation that the decision has unleashed. I don't want to even anticipate the depths of despair Britain could potentially experience if the remaining EU country told all British citizen to toddle off home and find a job their as opposed to their job in a EU country - this could potentially trigger a mass unemployment situation in Britain. Could be a good time to buy a house in Britain   

Pages: 1 ... 28 29 [30] 31 32 ... 68