The JSE and finance forum for South Africa
General Category => Shares => Topic started by: Orca on October 04, 2013, 10:58:27 am
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Can only post 1 at a time. Year to date top 20 performers.
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Bottom 20 year to date.
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September top 20.
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September bottom 20.
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I have 2 on the Sept bottom PNC & MTA. :TU:
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Yip, have Oceana, also on the Sept Bottom :frustrated:
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Well considering my share portfolio is just satrix indi and coronation... only in the top 20 ;D
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Well considering my share portfolio is just satrix indi and coronation... no ;D
Scary cat ... Chicken.... :laugh:
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Was at a JSE presentation last night and the speaker was Cannon Asset Management and they have invested quite heavily into Pinnacle, OneLogix, Zeder, Sasfin, Old Mutual/Nedbank. So those holding Pinnacle don't fret
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Was at a JSE presentation last night and the speaker was Cannon Asset Management and they have invested quite heavily into Pinnacle, OneLogix, Zeder, Sasfin, Old Mutual/Nedbank. So those holding Pinnacle don't fret
Thanks gcr. Needed that. ;D
PNC made 2 acquisitions days before FY end. So the extra profits had not yet been booked. Can't see why it was dumped as the next results should be great.
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Cannons track record is rather bad, they the last asset managers I would take advice or tips from...
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Cannons track record is rather bad, they the last asset managers I would take advice or tips from...
H - go to Moneyweb and click on Unit Trust lookup and put in PNC and see how many unit trusts hold PNC in their portfolios
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Had a look at their website. Not bad gains at all over the years. They have 3 of my shares in their portfolios. OMN, PNC and MTA. OMN seems to be their preferred share as it has the largest weighting in most of their portfolios.
25% pa is not bad as they have some Commodity stocks as well.
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Value's in (R'000s)
OCE - R 515,436,606
CML - R 1,253,074,263
Adcock - R 1,405,041,737
Africa Cellular Towers - R 9,407
African Dawn Capital - R 2,925,043
Sasol - R 24,284,297,959
Sibanye Gold - R 275,479,806
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Value's in (R'000s)
OCE - R 515,436,606
CML - R 1,253,074,263
Adcock - R 1,405,041,737
Africa Cellular Towers - R 9,407
African Dawn Capital - R 2,925,043
Sasol - R 24,284,297,959
Sibanye Gold - R 275,479,806
Where did you find this jaDEB? Went through all Cannon's portfolios and did not see this.
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Sorry, it is all the unit trust holdings.
http://www.moneyweb.co.za/moneyweb-unit-trust-portfolios
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Yes I do, 3.
4 if you add ARQ.
(Wouldn't think so if you look at the leader board. Seems guys with 1 or 2 picks doing much better - so much for 'eggs in one basket theory' :( )
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The 1 or 2 pickers are right at the bottom as well.
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Yes I do, 3.
4 if you add ARQ.
(Wouldn't think so if you look at the leader board. Seems guys with 1 or 2 picks doing much better - so much for 'eggs in one basket theory' :( )
I agree with you moon on the value of eggs in one basket such as in this competition, but the real danger comes in when that sector in which you hold all your eggs falls out of favour then you can be punished quite severely. If participants had bought into gold or platinum early in this competition then they would be taking quite a lot of pain now - I know because one of my pains is Goldfields and this is more so in my real portfolio. So I still believe in have a spread portfolio - one could I suppose use the same arguments around penny stocks and solid top 20 stocks - has a lot to do in the short term with the roll of the dice
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Sorry was suppose to post here ... :frustrated:
http://www.sharechat.co.za/index.php/t/12955/
I use to have +/- 5 shares in my portfolio + warrants. I then started using Bread's Philosophy.
LOL, one of the items I found added by Soutie, now also here.
F#ck me 438% per year, post your pick after the news on SABC 3 on Sunday so I don't miss it
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Who has shares here? I got CML and PNC.
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I hold Coronation, Pinnacle, Woolies, and Mr Price - only got my Coronation at R 24.65 so haven't enjoyed the entire ride
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I do not have any of them, but keep an eye for " Top ten JSE performers over 5 years to end Sept 2014" Mine will be in there ....... :LHST:
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I hold Coronation, Pinnacle, Woolies, and Mr Price - only got my Coronation at R 24.65 so haven't enjoyed the entire ride
Well done gcr. I bought CML at beginning of 2009 but kept selling and buying back in so only made around 350% and I withdrew all the divies. :wall:
What really is amazing is the big diffs between CML and the runner up.
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I hold Coronation, EOH, Woolies and Pinnacle in my LT port, also bought CML at 24.50 :)