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Author Topic: Critique my Portfolio.  (Read 36111 times)

Delusionsofgrandeur

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Re: Critique my Portfolio.
« Reply #30 on: November 17, 2013, 03:37:48 am »
Quote from: Orca on November 14, 2013, 05:13:17 pm
So while I'm in good mental health, I will go for that 4%. Once that is reached or I start acting funny, I will sell all and buy into the Indi and perhaps some OML for alpha. Like in 70%/30%.

OML's P.E ratio is not listed(cant see it),but is it not more than 20?Is this a safe long term reliable stocke in your view similar to OMN?

Quote from: Orca on November 16, 2013, 08:16:03 pm
Leave PNC out then. The ZAR depreciation worries me a bit.



Ok,maby Ill drop it to 10 or 5%.If the rand weakewns steadily will PNC actually lose money steadily,since they import?I don't see the rand recovering anytime soon.I think it's just going to weaken.Thats the past performance of it if I am not mistaken.
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Orca

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Re: Critique my Portfolio.
« Reply #31 on: November 17, 2013, 01:55:18 pm »
Oops. Sorry. OML was supposed to be OMN.
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michaessers

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Re: Critique my Portfolio.
« Reply #32 on: November 17, 2013, 06:42:03 pm »
Hi Guys

Its interesting reading this thread especially for a novice investor. Its great to get input from people with more experience than me. I, like delusions, have learned from people on these types of forums. Ive still got a long way to go but the input and discussion has been hugely valuable. Thanks!

On that note...there is a lot of positive intrest in OMN. Why do you guys like it so much? What is it about the company that you believe will deliver a stellar performance going forward, considering it has already run quite a bit this year?
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Orca

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Re: Critique my Portfolio.
« Reply #33 on: November 17, 2013, 08:15:40 pm »
Quote from: michaessers on November 17, 2013, 06:42:03 pm
Hi Guys

Its interesting reading this thread especially for a novice investor. Its great to get input from people with more experience than me. I, like delusions, have learned from people on these types of forums. Ive still got a long way to go but the input and discussion has been hugely valuable. Thanks!

On that note...there is a lot of positive intrest in OMN. Why do you guys like it so much? What is it about the company that you believe will deliver a stellar performance going forward, considering it has already run quite a bit this year?
No Mich. It is only me that likes OMN. It has not only run quite a bit this year, It has run quite a bit for many years. So what will stop it for running many more years? Not all stocks are cyclical. The PE keeps dropping back to normal after results reports. Some will say that it will peak but it is not in that category. You just have to follow the the stock and read it's SENS.
Just answer this. Would you invest in a stock that has a chart looking like a dogs back leg or a smooth uptrending, non volatile, long term trending chart?
I would go for time/trend momentum stocks rather than cyclical stocks. That is just me and my method. You do what you think is good for you and decide on your own method. Please do not follow mine. You might just loose your money.
« Last Edit: November 17, 2013, 08:22:29 pm by Orca »
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michaessers

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Re: Critique my Portfolio.
« Reply #34 on: November 18, 2013, 12:53:37 pm »
Hi Orca. I agree, its not just you that likes OMN. It seems to be a popular share in general. Im really just trying to understand why people are interested in it. Im definitely not criticizing the interest, Im merely trying to understand it and work out whether or not to add it to my portfolio.
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Delusionsofgrandeur

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Re: Critique my Portfolio.
« Reply #35 on: February 06, 2014, 09:00:25 am »
Are you guys selling off your shares at the moment or are you sitting tight?

Im 60% Omnia and 40% Metair.I was thinking of selling Omnia at abit of a loss,and  adding more to Metair.

Would now be a good time to do it?What are your reasons?

My time line is 1-3 years.Only 1 month into investing.
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jaDEB

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Re: Critique my Portfolio.
« Reply #36 on: February 06, 2014, 09:04:44 am »
Sitting tight, but keepin a eye on some other shares that has dropped more than my GLN.
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Patrick

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Re: Critique my Portfolio.
« Reply #37 on: February 06, 2014, 09:52:08 am »
I'm trying to free up more cash so I can buy more. Looks like it'll take another 3 weeks till I can though.
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