Poll

Choose u share - long term - 2 years or more

CML
0 (0%)
OCE
2 (33.3%)
SAB
2 (33.3%)
BTI
1 (16.7%)
IVT
0 (0%)
PNC
0 (0%)
MTA
1 (16.7%)
APN
0 (0%)

Total Members Voted: 6

Author Topic: Keepers - Long term  (Read 18418 times)

jaDEB

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Keepers - Long term
« on: June 10, 2013, 12:14:22 pm »
When we were discussing "THE" share, CML, here or other site, cannot remember. Some1 brought up OCE. Any comments. 8)

Thus we have : -

CML
OCE


Maybe discovery, but I hate them, being a client I pump enough money into the company with  :frustrated: minimal returns.

Please add if you please


Ohh read a good 1 in MAD this week ends

Windows speelchicker rules .....  :LHST:
jaDEB

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AVM

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Re: Keepers - Long term
« Reply #1 on: June 10, 2013, 03:36:32 pm »
A fridge without some SAB in it just wouldn't seem right. #1 keeper in my book ;)

jaDEB

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Re: Keepers - Long term
« Reply #2 on: June 10, 2013, 04:10:12 pm »
Thus we have : -

CML
OCE
SAB
jaDEB

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tgg78703

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Re: Keepers - Long term
« Reply #3 on: June 10, 2013, 07:18:25 pm »
bti, can,t drink and not smoke

jaDEB

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Re: Keepers - Long term
« Reply #4 on: June 11, 2013, 08:33:00 am »
Thus we have : -

CML
OCE
SAB
BTI

 ::)
jaDEB

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jaDEB

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Re: Keepers - Long term
« Reply #5 on: June 11, 2013, 09:13:57 am »
Patrick, Moneypenny, Orca and Mr Bond please add......
jaDEB

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jaDEB

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Re: Keepers - Long term
« Reply #6 on: June 11, 2013, 10:09:49 am »
CML  (PE 19)
OCE  (PE 17)
SAB   (PE 29)
BTI    (PE 21)
jaDEB

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Moneypenny

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Re: Keepers - Long term
« Reply #7 on: June 11, 2013, 10:54:18 am »
Patrick, Moneypenny, Orca and Mr Bond please add......

Hey jaDEB, i've last touched equities 2008/9 only focusing on T40 & macro view since then.  Now its back to square one for purpose of competition (fun not serious), what I'm trying to say very inarticulately is that my opinions will probably be uninformed, uninspired and useless.   

jaDEB

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Re: Keepers - Long term
« Reply #8 on: June 11, 2013, 11:21:15 am »
Thanks Moneypenny, I will add Harmony as you suggest, thanks .
jaDEB

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Moonraker

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Re: Keepers - Long term
« Reply #9 on: June 11, 2013, 03:24:05 pm »
Mr. Bond has just moved house so a bit out of it now. Everything he thought was good is not living up to
expectations. :-X
Anyway, how about IVT, which posted really good results today ? .. http://www.sharenet.co.za/v3/sens_display.php?tdate=20130611142500&seq=26

Moneypenny

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Re: Keepers - Long term
« Reply #10 on: June 11, 2013, 03:25:42 pm »
Thanks Moneypenny, I will add Harmony as you suggest, thanks .

Add it wise@ss, the way things are going now (T40 -1130 points), probably all shares evolved into long term keepers now. 

I'm moving nicely up on IC (investor challenge not intensive care :))) and I haven't even stared yet.

jaDEB

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Re: Keepers - Long term
« Reply #11 on: June 11, 2013, 04:06:59 pm »
Sorry Moneypenny, no insult intended. Regarding the IC, I have shot up to No 11, from about 1435th. But something is wrong, check the leader up 600%, but cannot see any share they have that could have given them that. :wtf:
jaDEB

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jaDEB

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Re: Keepers - Long term
« Reply #12 on: June 11, 2013, 04:15:27 pm »
CML  (PE 19)
OCE  (PE 17)
SAB   (PE 29)
BTI    (PE 21)
IVT    (PE 13)

jaDEB

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MarketMaker

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Re: Keepers - Long term
« Reply #13 on: June 11, 2013, 04:27:54 pm »
Depends on your economic outlook at the moment. Invicta is a solid earner but has massive exposure to the rand, however this works both ways. When the rand weakens they tack on and lock in gains for the long term. But have a massive swing in the rand as we've seen and they weaken over the short-term. Long-term however they will always be decent earners and they have a very good management team.

PNC has a lot going for it but it's down to their management to steer the company in the right direction post set-top-box rollout. They're riding that wave nicely at the moment but is it sustainable over the long term? Technicals are also fairly solid but this isn't the greatest litmus test for long-term outlook. I think PNC still have some way to go over the coming years and they're cash-flush enough for some M&A activity to sustain growth if necessary.

Two quick, but rather different examples I can think of for now, outside of the usual incumbents...

jaDEB

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Re: Keepers - Long term
« Reply #14 on: June 11, 2013, 04:50:47 pm »
CML  (PE 19)
OCE  (PE 17)
SAB   (PE 29)
BTI    (PE 21)
IVT    (PE 13)
PNC   (PE 13)
jaDEB

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