« previous next »
Pages: [1] 2

Author Topic: ADAPT IT  (Read 32406 times)

macleanian

  • I've just arrived
  • *
  • Posts: 5
  • Karma: +0/-0
    • View Profile
ADAPT IT
« on: November 02, 2015, 02:17:59 pm »
Thoughts on getting in at current prices?
Logged

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: ADAPT IT
« Reply #1 on: November 02, 2015, 02:33:59 pm »
Logged
I started here with nothing and still have most of it left.

czc

  • Full Member
  • ***
  • Posts: 118
  • Karma: +3/-0
    • View Profile
Re: ADAPT IT
« Reply #2 on: November 04, 2015, 04:24:55 pm »
Just looked at it today 21.8% up for me. Last month it was around 8%   :TU:
Logged

macleanian

  • I've just arrived
  • *
  • Posts: 5
  • Karma: +0/-0
    • View Profile
Re: ADAPT IT
« Reply #3 on: November 05, 2015, 08:42:00 am »
Have been waiting for a bit of a pullback before getting in, but it looks like I might be waiting forever  :'( :D
Logged

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: ADAPT IT
« Reply #4 on: November 06, 2015, 05:18:31 pm »
You should have bought yesterday. Up nearly 6% today.
Logged
I started here with nothing and still have most of it left.

Fawkes85

  • Guest
Re: ADAPT IT
« Reply #5 on: November 06, 2015, 06:03:26 pm »
That seems to be the problem so many times doesn't it? You look at something you want to buy and think, no, I will wait for it to pull back a little first before I buy. And then it just doesn't pull back. It just keeps going up. Then you think, hell, if only I bought that day I decided to wait for a pullback instead, then I would have still been up now. And eventually it just reaches a price where it has gotten too high for you to justify buying it anymore. Then on other times you do not wait for a pullback and you buy and then it just takes a nosedive. Very tricky thing these markets. Almost as if it deliberately only moves in a direction that will screw you, personally, over.  ::)
« Last Edit: November 06, 2015, 07:51:55 pm by Fawkes85 »
Logged

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: ADAPT IT
« Reply #6 on: November 06, 2015, 06:55:01 pm »
I know exactly what you are saying. Expect a pullback on Monday as traders take profit. Then again, it may just go up again as the tech sector is expected to outperform other sectors.
Logged
I started here with nothing and still have most of it left.

czc

  • Full Member
  • ***
  • Posts: 118
  • Karma: +3/-0
    • View Profile
Re: ADAPT IT
« Reply #7 on: January 08, 2016, 10:23:01 am »
It came down quite a lot and now its up 4% today.
Logged

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: ADAPT IT
« Reply #8 on: January 08, 2016, 11:42:31 am »
ADI can be very volatile in thin trading but one must remember that they operate in 24 countries world wide so the weakening of the ZAR does not hit them badly.
Logged
I started here with nothing and still have most of it left.

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: ADAPT IT
« Reply #9 on: February 09, 2016, 11:50:16 pm »
The talk lately has been about ETF'f and other index funds. There are other great stocks out there that one must add for some alpha like this one. Here is a 3 year chart of ADI vs STXIND.
Index funds are great but will not produce the growth that you want. You have to add some alpha stocks to it as well.

Logged
I started here with nothing and still have most of it left.

JohnnyH

  • Jr. Member
  • **
  • Posts: 96
  • Karma: +0/-0
    • View Profile
Re: ADAPT IT
« Reply #10 on: February 10, 2016, 09:13:52 am »
Quote from: Orca on February 09, 2016, 11:50:16 pm
The talk lately has been about ETF'f and other index funds. There are other great stocks out there that one must add for some alpha like this one. Here is a 3 year chart of ADI vs STXIND.
Index funds are great but will not produce the growth that you want. You have to add some alpha stocks to it as well.

I have been watching this stock since last year June...Obviously I should have bought back then, BUT, the high PE scares me. Currently according to Google Finance sitting at ~29 or 30. Recently quite a few high PE stocks have been punished quite badly,
FBR, APN etc...So, what do I do now? Haha. I know that they are nothing alike, but still. Look at the companies in the US when they missed some targets, LinkedIN, Amazon, Tableu...

I must admit, it doesn't look like they will miss any targets, but still. Makes me nervous.

Any ideas?
Logged

Mr_Dividend

  • Hero Member
  • *****
  • Posts: 586
  • Karma: +21/-0
    • View Profile
Re: ADAPT IT
« Reply #11 on: February 10, 2016, 10:36:06 am »
I do own Adapt, and will not be selling. Also own EOH and have recently added some more to my trading account to hold for a month or so because of this. EOH has been in a decline for while and you getting it at a reasonable P/E

Quote
EOH’s growth for the six month period to 31 January 2016 is expected to again be positive with significant

year-on-year growth in revenue, profit and Headline Earning Per Share (HEPS).


A detailed trading update will be published during the second half of February 2016.


The interim results for the six months ending 31 January 2016 will be published on 9 March 2016.
Logged

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: ADAPT IT
« Reply #12 on: February 10, 2016, 11:22:50 am »
The high PE of ADI is justified due the vast amount of cash they hold.....Moneyweb.

I presume this is for acquisitions that will drop the PE as their aim is to acquire at least 1 company per year.
Logged
I started here with nothing and still have most of it left.

czc

  • Full Member
  • ***
  • Posts: 118
  • Karma: +3/-0
    • View Profile
Re: ADAPT IT
« Reply #13 on: July 11, 2016, 03:12:32 pm »
Investec Asset Management liking ADI

http://66.8.16.130/SENS_20160711_S373844.pdf

NOTIFICATION IN TERMS OF SECTION 122(3) OF THE COMPANIES ACT AND
PARAGRAPH 3.83(b) OF THE LISTINGS REQUIREMENTS OF JSE LIMITED
In compliance with section 122(3)(b) of the Companies Act, 2008 (Act 71 of 2008) (“Companies Act”) and
paragraph 3.83(b) of the Listings Requirements of JSE Limited, shareholders are advised that Adapt IT has
received notification in terms of section 122(1) of the Companies Act that Investec Asset Management
Holdings Proprietary Limited, acting as an agent on behalf of segregated clients, has acquired a beneficial
interest in the securities of the Company, such that its entire beneficial interest amounts to 5.02% of the total
number of securities in issue.
As required in terms of section 122(3)(a) of the Companies Act, Adapt IT has filed the required notice with
the Takeover Regulation Panel.
Logged

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: ADAPT IT
« Reply #14 on: July 11, 2016, 05:13:11 pm »
ADI sitting with excessive cash hence its somewhat high PE is justified. I expect them to make a large acquisition soon and starts shooting the lights out.
The CEO has said that he aims to make at least one per year to grow the company. He is following the EOH strategy.
About 20% of my portfolio is in ADI.
Logged
I started here with nothing and still have most of it left.
Pages: [1] 2
« previous next »