So many people recommended Clicks and here you come and ruin it for me
![Tongue :P](https://shareforum.co.za/Smileys/DarkB/tongue.gif)
GLN you say? You're the second person to mention them not being the best pic. Somebody mentioned THA as well.
Clicks is great - so far, very predictable, stable earnings - HEPS growth of around 15% per year. But is that worth a pe of 33? Nope. Maybe pe of 25 so around 13500 - on future earnings under 15000.
Think IF you going to pick up a miner then diversified is the way to go - both in markets and location. BHP would be my second(safer) choice, but prefer GLN's mix - but not their debt. That said, a few good years and that could come down a lot. I still would though be weary on what part they played in oilgate (or whatever we calling it..)
But ja. My crystal ball broke a long time ago when it comes to shares. I do think for most people a portfolio consisting of 2-3 etfs consisting of 75 -90 % of a persons portfolio + 5/10 companies the rest makes the most sense - and I might head that way for my capital gains portfolio.