Recent Posts

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Shares / EQU
« Last post by Patrick on May 08, 2020, 11:00:06 pm »
EQU 76.96 cents - LDT: 19 May 2020
Shares / PSG
« Last post by Patrick on May 08, 2020, 11:00:06 pm »
PSG 75.00 cents - LDT: 12 May 2020
The Investor Challenge / Re: Blog post: Fixing unemployment and everything else
« Last post by gcr on May 07, 2020, 02:38:21 pm »
I suppose it could work but here a conundrum which I can't get my head around.
Your pension is based on your income earned and is normally reserved until retirement age - are you going to draw down the equivalent of 3/4 days pension per week translated to a monthly figure? :'(
Shares / Re: COVID Investment strategy
« Last post by BussoV6 on May 06, 2020, 04:25:08 pm »
For me, regular purchases of ASHGEQ 1200. Weak ZAR doesn't help, but who knows where it will be in 6 - 12 months time.
Shares / Re: Small Cap Picks
« Last post by BussoV6 on May 06, 2020, 04:23:26 pm »
Too risky for me. Hope they come back from the brink as they are quite well managed. If they could get a few of the regional SAA/SAX routes, they could do very well.

Hold thumbs ;D
Shares / COVID Investment strategy
« Last post by Ejectzero on May 06, 2020, 11:06:39 am »
Hello World,

Thought I'd share my thinking around investing in this turbulent time. 

I invest a fixed portion of my salary every month into discretionary accounts after I 1) maxed my RA (monthly basis) and 2) made provision for short term cash requirements. 

I then look at my overall portfolio (no property) and allocate roughly 50:50 offshore:local.  My approach is lacking in that I do not take the money abroad into a more stable currency, rather I buy foreign currency denominated ETFs.  I also consider for instance any ZAR denominated investment as 100% local, even though a portion would be held offshore due to global companies. 

For global I'd usually buy ~90% STXWDM and 10% STXEMG, but given the rand's dire state, I opted to buy SYGUK instead - the SYGUK if GBP denominated, and has a high TER, but given the GBPs low performance relative to the USD - I am exploiting some relative discount by buying SYGUK instead of SYGUS for instance. 

Do you agree or is this all a rubbish thinking? 

On the local portion I am of opinion that REITs are incredibly undervalued.  S&P's market inteliigence seems to agree in their analyst sentiment sections for the top 5 holdings in STXPRO/CSPROP. 
Shares / Re: Small Cap Picks
« Last post by gcr on May 05, 2020, 07:04:27 pm »
They are indeed in Business Rescue - I've been buying more shares (even today prior to BR) and now hold 33,000 shares.
As posted previously I'm holding for the long term - my averaged price is R 1.42 but what ay happen with SAA could become a game changer for Comair or I could lose quite a bit of money
Shares / Re: Small Cap Picks
« Last post by BussoV6 on May 05, 2020, 04:16:49 pm »
I recently bought a fair number of Comair shares - they may benefit from SAA's malaise, but, this will have to be a longer term shareholding as I believe it could take them 3 - 5 years to get back to current levels

I think they are now in Business Rescue...
Off topic / Live chat
« Last post by [email protected] on May 02, 2020, 08:22:26 am »
How would a second listing abroad effect a local listing. I.e. MTN listed in Nigeria as well. MTN gets a third of its revenue from Nigeria which gets repatriated back to Johannesburg listed company. Does this change now that it is listed in Nigeria and that third goes to Nigeria MTN and not to South Africa ?
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