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Author Topic: Long term investments  (Read 77161 times)

franz

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Re: Long term investments
« Reply #45 on: July 11, 2013, 03:31:22 pm »
I have had very good growht with Omnia and positive it will continue, also nice divi of 2.70, LDT tomorrow, solid company.
Something for Orca to consider with EOH and STXIND.
Have all three in my LT Portfolio and happy with the growht. :)
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gcr

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Re: Long term investments
« Reply #46 on: July 11, 2013, 03:43:39 pm »
Quote from: Patrick 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
Yes - but not as half confusing as jaDEB :LHST:
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Not everything that counts, can be counted, and, not everything that can be counted counts - Albert Einstein

Orca

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Re: Long term investments
« Reply #47 on: July 11, 2013, 04:02:13 pm »
jaDEB's on tablets again. Perhaps go for Cipla now. :D

Been checking out OMN all morning. Looks like a great Co with good continuous earnings. Had my trigger finger ready to sell half my CML but even though it is at all time highs, buyers are still scrambling in with good volumes. It should go down with the market tomorrow so I'll see next week.
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Patrick

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Re: Long term investments
« Reply #48 on: July 11, 2013, 07:33:38 pm »
Since we were getting off topic here I split the retirement related posts into a new thread here: http://www.shareforum.co.za/shares/reaching-financial-freedom/
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Moonraker

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Re: Long term investments
« Reply #49 on: July 13, 2013, 06:18:41 pm »
Remembrances and some forecasts.

Hehe.. I bought some prop. trusts way back then when bond yields hit 20%+
But .. lets not go there again please.

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Orca

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Re: Long term investments
« Reply #50 on: July 13, 2013, 06:59:25 pm »
Been checking for a replacement for my CML today again. EOH seems like it according to the charts. Now must still check sector PE and fundamentals.
OMN and OCE are good but 3 to 5 year chart shows that they are stuck in an upward trend much lower than EOH. OCE will get a boost upwards due to their recent acquisition and overtake OMN with the next results.

I only invest in past performance trend/momentum stocks so when I eventually retire, I will only have STXIND in my portfolio and will add some OMN for that extra gain.     

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franz

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Re: Long term investments
« Reply #51 on: July 14, 2013, 12:54:18 pm »
Hi orca, OMN has a current PE of 13 and EOH at 18. Underlying fundamentals and managment teams of both company's is very good and solid, just my opinion and please do your own research
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Orca

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Re: Long term investments
« Reply #52 on: July 14, 2013, 04:59:37 pm »
Here is a 3 year chart of EOH and OMN compared to the Indi. It is quite clear which will perform the best over the next 4 to 6 months. (my time frame).
Also, it can be seen why I would add OMN to Indi after I'm done with active investing. That extra 10 to 15% boost.
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Moonraker

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Re: Long term investments
« Reply #53 on: July 15, 2013, 10:17:45 am »
Attention JaDEB.  ;)

Market Commentator Weekly: Karl Leinberger - Coronation Fund Managers

Interesting read. Reflects my sentiments on gold vs. platinum, BTI and SAB.
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Moonraker

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Re: Long term investments
« Reply #54 on: July 16, 2013, 02:41:24 pm »
Shoprite down over 3% after trading update.

But the turnover ouside of ZA is up.

Quote
When converted to rand, the turnover of the 153 supermarkets the Group operates
outside the borders of South Africa, increased by 27.9% compared to the 2012
reporting period. Taken at constant currencies these operations grew by 21.2%.

http://www.sharenet.co.za/v3/sens_display.php?tdate=20130716140000&seq=12
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jaDEB

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Re: Long term investments
« Reply #55 on: July 16, 2013, 03:21:43 pm »
Quote from: Moonraker on July 15, 2013, 10:17:45 am
Attention JaDEB.  ;)

Market Commentator Weekly: Karl Leinberger - Coronation Fund Managers

Interesting read. Reflects my sentiments on gold vs. platinum, BTI and SAB.

just to clarify , 1. I am afrikaans, 2. I have CML.

What I noticed the most is the following.

KARL LEINBERGER: Ja, I don’t think
KARL LEINBERGER: Ja, I think it
KARL LEINBERGER: Ja and I think it’s
KARL LEINBERGER: Ja, we would agree
KARL LEINBERGER: Ja, I think currency
KARL LEINBERGER: Ja that’s very
KARL LEINBERGER: Ja, we five years
KARL LEINBERGER: Ja, we haven’t

and so on.... :wtf:  :wall:

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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 #56 on: July 16, 2013, 03:36:39 pm »
He is German.......Ja?
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Moonraker

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Re: Long term investments
« Reply #57 on: July 16, 2013, 03:58:09 pm »
Jungs, aufgepasst, er könnte auch Afrikaans sein. :-[

(Watch it chaps, he could also be Afrikaans).

Ja mense, ek is drietalig, my moedertaal is Duits.  :)
« Last Edit: July 16, 2013, 04:01:22 pm by Moonraker »
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Orca

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Re: Long term investments
« Reply #58 on: July 16, 2013, 05:49:22 pm »
Moon. Be careful with those dirty words like "könnte". You will get infractions or worse. :frustrated:
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Moonraker

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Re: Long term investments
« Reply #59 on: July 16, 2013, 06:42:03 pm »
 :) Nice, you can do the 'umlaut' on your OS.
 
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