Author Topic: Do you have shares here?  (Read 39747 times)

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Do you have shares here?
« on: October 04, 2013, 10:58:27 am »
Can only post 1 at a time. Year to date top 20 performers.
I started here with nothing and still have most of it left.

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: Do you have shares here?
« Reply #1 on: October 04, 2013, 11:00:34 am »
Bottom 20 year to date.
I started here with nothing and still have most of it left.

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: Do you have shares here?
« Reply #2 on: October 04, 2013, 11:02:51 am »
September top 20.
I started here with nothing and still have most of it left.

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: Do you have shares here?
« Reply #3 on: October 04, 2013, 11:04:09 am »
September bottom 20.
I started here with nothing and still have most of it left.

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: Do you have shares here?
« Reply #4 on: October 04, 2013, 11:08:50 am »
I have 2 on the Sept bottom PNC & MTA.  :TU:
I started here with nothing and still have most of it left.

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4553
  • Karma: +31/-3
    • View Profile
Re: Do you have shares here?
« Reply #5 on: October 04, 2013, 12:04:41 pm »
Yip, have Oceana, also on the Sept Bottom  :frustrated:
jaDEB

If it scares you, it's a sign you need to do it

Patrick

  • Administrator
  • Hero Member
  • *****
  • Posts: 2552
  • Karma: +47/-2
    • View Profile
Re: Do you have shares here?
« Reply #6 on: October 04, 2013, 12:14:38 pm »
Well considering my share portfolio is just satrix indi and coronation... only in the top 20 ;D
« Last Edit: October 04, 2013, 12:16:12 pm by Patrick »

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4553
  • Karma: +31/-3
    • View Profile
Re: Do you have shares here?
« Reply #7 on: October 04, 2013, 12:16:58 pm »
Well considering my share portfolio is just satrix indi and coronation... no  ;D

Scary cat ... Chicken....  :laugh:
jaDEB

If it scares you, it's a sign you need to do it

gcr

  • Hero Member
  • *****
  • Posts: 1008
  • Karma: +28/-1
    • View Profile
Re: Do you have shares here?
« Reply #8 on: October 04, 2013, 03:12:55 pm »
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
Not everything that counts, can be counted, and, not everything that can be counted counts - Albert Einstein

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: Do you have shares here?
« Reply #9 on: October 04, 2013, 04:49:02 pm »
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.
I started here with nothing and still have most of it left.

Hendrix

  • I've just arrived
  • *
  • Posts: 5
  • Karma: +0/-0
    • View Profile
Re: Do you have shares here?
« Reply #10 on: October 04, 2013, 05:59:34 pm »
Cannons track record is rather bad, they the last asset managers I would take advice or tips from...

gcr

  • Hero Member
  • *****
  • Posts: 1008
  • Karma: +28/-1
    • View Profile
Re: Do you have shares here?
« Reply #11 on: October 06, 2013, 04:16:26 pm »
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
Not everything that counts, can be counted, and, not everything that can be counted counts - Albert Einstein

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: Do you have shares here?
« Reply #12 on: October 06, 2013, 07:58:07 pm »
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.
I started here with nothing and still have most of it left.

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4553
  • Karma: +31/-3
    • View Profile
Re: Do you have shares here?
« Reply #13 on: October 07, 2013, 09:19:48 am »
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    
jaDEB

If it scares you, it's a sign you need to do it

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: Do you have shares here?
« Reply #14 on: October 07, 2013, 09:41:38 am »
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.
I started here with nothing and still have most of it left.