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Author Topic: Long term investments  (Read 79521 times)

Patrick

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Re: Long term investments
« Reply #30 on: July 04, 2013, 05:56:06 pm »
Quote from: Orca on July 04, 2013, 05:28:02 pm
Capital & Counties it will be. Good long term performance and the least volatile. Just what I have been looking for. Needs a good dip though as the exchange rate has given it a boost.

Never heard of them. Nice graph and P/E. Which of your 3 will you be selling to buy that?
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Orca

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Re: Long term investments
« Reply #31 on: July 04, 2013, 06:06:08 pm »
CCO is a SA Co. that owns prime property in London so a good ZAR hedge. I also never heard of them until that table of biggest gainers was posted. I will sell MTA. My kids are skyping from the UK so must go.
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Orca

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Re: Long term investments
« Reply #32 on: July 04, 2013, 07:31:18 pm »
That done. I will post a comparison chart with CCO and CML tomorrow and you will see the similarities. CML, the best performing stock vs CCO, the second best.
CCO has a very high PE ratio but that is normal due to the high asset value of the properties they own.
 
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Patrick

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Re: Long term investments
« Reply #33 on: July 05, 2013, 02:06:38 pm »
Quote from: Orca on July 04, 2013, 07:31:18 pm
CCO has a very high PE ratio but that is normal due to the high asset value of the properties they own.

Ah I checked it on FT.com and saw 9.7 and got quite excited. Now I checked on sharenet and see 250! Which one is it?

Edit: Bloomberg has an estimate of 194???
« Last Edit: July 05, 2013, 02:08:26 pm by Patrick »
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Moonraker

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Re: Long term investments
« Reply #34 on: July 05, 2013, 02:28:14 pm »
Quote from: Patrick on July 05, 2013, 02:06:38 pm
Quote from: Orca on July 04, 2013, 07:31:18 pm
CCO has a very high PE ratio but that is normal due to the high asset value of the properties they own.

Ah I checked it on FT.com and saw 9.7 and got quite excited. Now I checked on sharenet and see 250! Which one is it?

Edit: Bloomberg has an estimate of 194???
On LSE it's 134 (Dec 2012). Net asset value only 196p and a whopper of a PEG ratio. I would excersise some caution. Price to book value also pretty high.

Here
« Last Edit: July 05, 2013, 02:29:56 pm by Moonraker »
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Orca

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Re: Long term investments
« Reply #35 on: July 05, 2013, 05:26:26 pm »
Thanks guys. Will skip it then. I thought that the higher the NAV of property stocks, the higher the PE. CCO has some prime property in London.

Is the diffs in the PE not due to the ZAR value?
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Orca

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Re: Long term investments
« Reply #36 on: July 10, 2013, 03:44:56 pm »
Omnia. Another great stock. Look at it's chart. Seems as if nothing bothers her and just keeps going up. PE +-13.
I have compared it to STXINDI and included my CML as she just looks too high and should be lower and worries me. Sell and buy OMN and OCE? What to do!!!

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gcr

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Re: Long term investments
« Reply #37 on: July 10, 2013, 03:49:48 pm »
Quote from: Orca on July 10, 2013, 03:44:56 pm
Omnia. Another great stock. Look at it's chart. Seems as if nothing bothers her and just keeps going up. PE +-13.
I have compared it to STXINDI and included my CML as she just looks too high and should be lower and worries me. Sell and buy OMN and OCE? What to do!!!
Hedge your bets and sell a portion of your CML shares and buy into OMN - serves no purpose dumping one share totally and moving elsewhere. When you get to a point where IOMN are giving you better returns then sell out of CML if you really want to
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jaDEB

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Re: Long term investments
« Reply #38 on: July 10, 2013, 04:51:08 pm »
FFS Orca, if the market gets wind that you selling CML it will fall thru the floor.  :wall:  :frustrated:

Serious note, I like the fishy one, OCE, got 10% of portfolio of it. the other 90% is CML + my other portfolio (me,brother Darrel and other brother Darrel) is 100% CML. Other portfolio for Phantom is 100% OCE.
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jaDEB

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

Orca

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Re: Long term investments
« Reply #39 on: July 10, 2013, 05:26:43 pm »
gcr has a good idea there and I hope jaDEB takes note.

CML has always averaged 65% pa and this shot up to 130% over the past year. If she carries on doing well, it will most certainly not be 130%. Back to 65% I think. So why not decrease my risk and sell half and buy OMN and or OCE?
jaDEB, OCE is great but I prefer OMN as she is well fertilized and growing steadily at 70% pa.
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jaDEB

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Re: Long term investments
« Reply #40 on: July 11, 2013, 08:56:10 am »
Of course when you diversify ................................................................. you do spread your risk as well. not many of us think of that, maybe it stupid I know..... Ohh look, the seagull is in the kitchen again.

Now instead of CML hitting a brick wall, you have CML or OMN or CML&OMN.



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jaDEB

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

gcr

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Re: Long term investments
« Reply #41 on: July 11, 2013, 10:46:05 am »
Quote from: jaDEB on July 11, 2013, 08:56:10 am
Of course when you diversify ................................................................. you do spread your risk as well. not many of us think of that, maybe it stupid I know..... Ohh look, the seagull is in the kitchen again.

Now instead of CML hitting a brick wall, you have CML or OMN or CML&OMN.
Orca is not a fan of diversification ::)
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jaDEB

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Re: Long term investments
« Reply #42 on: July 11, 2013, 11:15:07 am »
Quote from: jaDEB on July 11, 2013, 08:56:10 am
Of course when you diversify ................................................................. you do spread your risk as well. not many of us think of that, maybe it stupid I know..... Ohh look, the seagull is in the kitchen again.

Now instead of CML hitting a brick wall, you have CML or OMN or CML&OMN.

sOrry I need to clarify, when I say risk I mean Downward risk. What I am trying to say, currently Orca has CML, thus if CML goes down. If Orca now sells % of CML and buys OMN, his downward risk increases. Now CML or OMN has the risk of going down, when you have more shares, you limit your potential risk, but you do also increase your downward risk.

 :wtf: damn, jaDEB, try and make sense...
 ??? I am trying, really I am..
 :wall: Useless, I tell you, useless, only you would understand  :wtf: you are trying to say.
aggg, just give me my tablets
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jaDEB

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Patrick

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Re: Long term investments
« Reply #43 on: July 11, 2013, 11:27:36 am »
Quote from: gcr on July 11, 2013, 10:46:05 am
Orca is not a fan of diversification ::)

Yet he is a fan of the satrix indi... Confusing chap that  :D
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Orca

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Re: Long term investments
« Reply #44 on: July 11, 2013, 11:48:06 am »
I will eventually switch to the Indi but I need to make my target first. At this rate it should be November if all goes well. Then I can sit back and relax without worrying about money and stocks. A correction of 50% would not affect my standard of living. Been playing with Patrick's calculator.
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