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Messages - jonb

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91
Shares / SATRIXINDI VS. CORONATION INDUSTRIAL FUND
« on: February 02, 2016, 04:20:17 pm »
Hey All

Quick question to get some opinions

Looking for a reasonable fund to get a long term tax free saving account going

One option : SATRIX INDI --> low cost , strong track record but worried about heavy Naspers rating

second option : Coronation Industrial fund... not a bad performer and over the next tricky market period it might be beneficial having active management?

Anyone have any opinions on these?

As always much appreciated!

92
Shares / Re: LOOKING TO LEARN TO TRADE
« on: January 28, 2016, 03:42:23 pm »
@Q

I think i was more after a few workshops like good people like justonelap and the like occasionally put out

to be clear my request was not to have some trader go .. here is the secret to making $$$$

I am not that naive and after being in markets for 10 years+  however with a financial services co handling the decisions , My original request was were does one look to get solid information to take this into their own hands

No get rich quick request!

One thing about markets is that there is no competition between investors, the more people investing the better for stocks... and that is pretty unique in my view when it comes to business

93
Shares / Re: LOOKING TO LEARN TO TRADE
« on: January 28, 2016, 03:08:32 pm »
@Mr_Dividend

R19???!!!!!

is it worth doing... online right?

94
Shares / Re: LOOKING TO LEARN TO TRADE
« on: January 28, 2016, 02:23:52 pm »
@jaDEB

I guess no amount of leanings can force the hand of fate... so much of this is really down to luck! ( unless one has some kind of inside info !)

Thanks for the tips...saifm looks more interesting and maybe not such a $$$ stretch!

@Noob1

the sharenet courses look exactly what I am after! hope they carry on as i will only be back in SA later this year... will definitely do all 3 :) I think the info in the trade & invest course covers most of what I am looking for

Would love to hear how it goes ?

95
Shares / Re: LOOKING TO LEARN TO TRADE
« on: January 28, 2016, 12:57:57 pm »
@jaDEB

Thats the info I am looking for !

Was it worthwhile for you ? do you find it helped with trading now ( if you do ? )

96
Shares / Re: LOOKING TO LEARN TO TRADE
« on: January 28, 2016, 12:26:18 pm »
Wow!

I hear this so much!

How are people like Anthony Clark and many others getting it right??

Maybe from a year perspective.... choose your companies from lots of research and roll with it for a year ?

I just mean instead of having a long term fun with Coronation for example, take an amount and do  yearly stock selection as a sideline business ?

97
Shares / LOOKING TO LEARN TO TRADE
« on: January 28, 2016, 11:53:44 am »
HI ALL

I am sure this topic must have been raised a hundred times so please feel free direct to any open links

After about ten years of  building a portfolio through numerous financial service providers, i split it and I started my own around two years ago with the EE platform here in SA and via my EU based bank for international purchases where I am currently based and working in Amsterdam

Its been fun ( stressful but fun! ) and while my mandate is to reach long term growth, the business mind in me really lives the aspect of shorter term trading for profit

I am returning to SA later this year and while I have a few online business plans to get stuck into ,however I wouldn't mind learning to actively trade on the side to start as this really is what I think about 24/7

My question is ... WHERE TO START??

is there any intro courses one can go on? ( I tend to prefer this than searching online for advice as this can get murky )

Also what platform is best to use  ( GT247?? )

Lastly I would love to learn to chart and get into financial analysis .... where is the best place to learn??

Would be great if there was some kind of training one could enroll into

I have always had great feedback from this forum and hoping for some guidance form the good people who reside in this digital portal

 :TU:
 

98
Shares / Re: SAB Miller for AB Inbev ??
« on: January 15, 2016, 04:21:27 pm »
Quote from: Moonraker on January 14, 2016, 06:00:22 pm
Quote from: jonb on January 14, 2016, 02:09:00 pm
Hi

Have a medium position in SAB miller, should I sell and go into AB inbev tomorrow?

What is likely to happen to SAB after this , i dont understand how it can continue to grow

1. You could buy AB InBev from 15th Jan - your choice.
2. Your SAB shares are simply a currency Xchange rate play now. If you think the Rand will weaken further until the merger is final (probably well into the 2nd half of the year), keep them and get £44 cash, on which you will have to pay CGT. You could then buy AB InBev with the proceeds.
I think there is also a scrip option but you would not be able to sell those shares for 5 years and they will be unlisted. The scrip will be based on a lower price than the cash offer, so why would anyone want to do that.

I would simply hold until merger is final.


@moonralker .. that was excellent advice, pity i didnt read this till later  :wall:  need to hear your pick for 2016 as you seem on point!

99
Shares / SAB Miller for AB Inbev ??
« on: January 14, 2016, 02:09:00 pm »
Hi

Have a medium position in SAB miller, should I sell and go into AB inbev tomorrow?

What is likely to happen to SAB after this , i dont understand how it can continue to grow

100
Shares / Re: TAKE ADVANTAGE OF THE WEAK RAND ?
« on: January 08, 2016, 02:12:48 pm »
That''s the point...is 17 ZAR to 1 Euro a good time to pull some cash back to SA?

101
Shares / Re: TAKE ADVANTAGE OF THE WEAK RAND ?
« on: January 08, 2016, 11:45:25 am »
Thanks GCR

Really appreciate some sound advice

What I don''t particularly get is my main reason for shifting money across would be the gain from sending out at 15.2 and bringing back at 17.4 . Your 4 points to watch are super valid and might cause more decline indeed and waiting for this might be great advice, however if R strengthens  to 12/1 I would lose

Otherwise I am happy to leave over here just to ensure I have an offshore portfolio based in $$ and euro


102
Shares / TAKE ADVANTAGE OF THE WEAK RAND ?
« on: January 08, 2016, 11:00:42 am »
Hi All

Mid last year I was late to the party but heeded the call and transferred around 50% of my SA investments to the EU where I am temporarily based for work.

Wasn't so hard but still enough red tape to do so!

I invested 30% in a balanced type fund over here in the Netherlands ( hasn't really gone anywhere in 8 months but hasn't lost anything either )

The rest I bought some of the standard US stocks

Facebook
Netflix
Boeing
Constellation
Visa
Starbucks
Nike
VOO ( as my ETF component )
Ishares Health

( To date this selection is down about 2% due to the bloodbath over the past few days )

today ZAR is at 17.4 to EURO

My question is it worth taking some funds back into SA as when i transferred out I got it at 15.2. This would give me a nice win I think

I do not want to live out here always and plan to settle back in SA, however My intention was to build a portfolio here so a little conflicted with this

Appreciate any views!

 :wtf:



103
Shares / Re: Sygnia - Could this be the next Coronation?
« on: October 23, 2015, 10:36:32 am »
Thanks to all above.. some great advice. Its a long learning road!!

104
Shares / Re: Sygnia - Could this be the next Coronation?
« on: October 22, 2015, 02:11:57 pm »
great answer and advice!!   thank you .

 i bought as I am a huge fan of what the company is trying to achieve. I think there was a lot of looking around especially with a pretty crap 2015 so far if invested in the big funds... people will look around and cut costs. I also thought the CEO was pretty real and super smart + nice to see a woman behind the driving seat for a change!

I did however put a bit more than the usual spread into this as I really thought it would jump faster and I could sell some and make some quick cash. In my ignorance i didn't look at the amount it was listed at originally and how much of a jump R16 a share really was! total learning curve as you said ... and happy to do that

Just wanted some opinion on weather others felt it might be a share to hold onto or cut losses, learn and move on

105
Shares / SYGNIA SHARES
« on: October 22, 2015, 12:37:34 pm »
Hi ALL

I am new to the world of investing and got caught in the hype for Sygnia shares  :wall:

As i didn't have enough cash to buy in originally i waited till it became available on EE platform and purchased a bunch at about R16 a share

it went a bit higher but now has dropped and sits around 14.50

I am looking for some opinions on this and to learn for next time. I have the feeling that this wont really go up from now.. don't really know why but just a feeling. Is it stupid to sell out and loose a bit or best to hand on

Does anyone have a view on this stock rising in the next 6-12 months?

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