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Messages - rjthomas

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31
Shares / Re: Naspers (NPN) - reaching all time high?
« on: August 11, 2017, 04:07:17 pm »
Yesterday I sold my 4 Naspers shares @  ZAR 2885.01 because of a cash flow emergency. My profit was about 21% since purchasing them 3 months ago. Today the price is R2750.86 and I am thinking of buying again because of the solid growth indicators and income from Tencent and other international sources.

32
Shares / Re: Steinhoff
« on: February 25, 2017, 01:28:14 am »
I suspect Shoprite will continue to grow and produce spectacular results. There's an upside to this. Maybe they can buy or merge with one of the other supermarkets.

33
Shares / China stock markets
« on: February 24, 2017, 11:38:50 pm »
Not much. Institutional investors are allowed but not individuals. So I guess it doesn't matter much.

Remember there are 1.4 billion people in China and at least 600-800 million people have moved into the middle class in the last 30 years. They don't need foreigners to boost consumption or buy property.

34
The Investor Challenge / Pravin Gordhan’s JSE investment portfolio
« on: February 24, 2017, 01:48:32 am »
Just in time for his 2017 Budget Speech, here's a gem for all of us: Pravin Gordhan JSE Portfolio.

Naspers stands out.

35
Off topic / Live chat
« on: February 22, 2017, 03:27:04 pm »
Why can't I find Purple Group (PPE) shares on the Investor Challenge?

36
Shares / Re: ADAPT IT
« on: February 16, 2017, 04:40:27 am »
What is the latest opinions on this share? I am planning to buy in March.

37
Shares / Stock markets in China
« on: February 14, 2017, 10:01:38 am »
Foreigners are not allowed to buy shares in China (Shanghai, Shenzhen). In Hong Kong it's possible to use HSBC bank, and I will soon start doing that once my company starts paying my salary there.

38
Shares / Who has a Brait LSE listing update
« on: February 11, 2017, 05:02:47 am »
In September 2016 there was this report that Brait SE is seeking a listing on the LSE. This seems the logical step for a company with growing investments in Europe and UK. If you have any updates on this, and the expected date, please share them here.

As an avid follower of Christo Wiese, I will start to redirect my investments into Brait SE and Shoprite in anticipation of the tie-up with Steinhoff for the African Retail market. Basically, I will continue to focus on opportunities with exposure outside South Africa.

Have a great weekend!


39
Shares / Nandos listing on LSE
« on: January 31, 2017, 04:01:28 am »
Sharenet carried a story about Nandos coming back to the stock market. The Telegraph carried a more detailed story about Nandos including the obvious benefit of raising funds in GBP instead of ZAR.

I will be buying if there's a duel-listing on JSE. What were the reasons they un-listed from the JSE in 2003?

40
Off topic / Live chat
« on: January 30, 2017, 10:54:02 am »
Yes, political uncertainty is the primary cause of our currency instability

41
Shares / Re: ABIL - now African Phoenix - Listing 1 February 2017
« on: January 28, 2017, 05:02:31 am »
After the disaster with African Bank, why would anyone want to invest (buy more shares) in the new entity? I wouldn't touch it with a ten foot pole.

42
Off topic / Re: Live chat
« on: January 12, 2017, 01:26:00 pm »
How do you know whether an ETF pays dividends or not? I assume it depends on the underlying equities.

43
Off topic / Live chat
« on: January 12, 2017, 11:20:54 am »
Okk here is a Dividend Watch on Moneyweb http://www.moneyweb.co.za/tools-and-data/dividend-watch/

44
Off topic / Live chat
« on: January 12, 2017, 11:10:39 am »
Where can I find a list of the dates when dividinds are paid for the JSE Top40?

45
Shares / Self-invested personal pension (SIPP)
« on: October 20, 2016, 04:21:24 pm »
Have you heard of this? I stumbled across it accidently today.

Initially, it seemed only available in US but then I found out Nedbank offers a product like this. However, I want to avoid the big banks because they are all owned by insurance companies anyway, so I kept searching. So here's an independent option where you can select everything online: https://www.sipp.co.za

Once I've signed-up I will share some feedback with you.


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