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Author Topic: Long term investments  (Read 77167 times)

franz

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Re: Long term investments
« Reply #15 on: May 07, 2013, 04:43:57 pm »
Good mix though would add MDC and EOH  :)
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Orca

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Re: Long term investments
« Reply #16 on: May 10, 2013, 03:22:50 pm »
Metair. You have been my worst performer over 12 months. Doing less than 40%????
If you don't wake up now, I will sell you and add to your room mate CML that has done 111%. Even your other roomy PNC is beating you by 20%.
« Last Edit: May 10, 2013, 03:28:05 pm by Orca »
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Orca

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Re: Long term investments
« Reply #17 on: May 13, 2013, 12:16:08 pm »
Quote from: Orca on May 10, 2013, 03:22:50 pm
Metair. You have been my worst performer over 12 months. Doing less than 40%????
If you don't wake up now, I will sell you and add to your room mate CML that has done 111%. Even your other roomy PNC is beating you by 20%.
It worked. She woke up at long last.
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Orca

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Re: Long term investments
« Reply #18 on: May 14, 2013, 06:15:47 pm »
 MTA read this post and is shooting the lights out now. Up 3.6% today. I must reprimand my stocks more often.
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Patrick

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Re: Long term investments
« Reply #19 on: May 14, 2013, 09:57:45 pm »
Could you reprimand vodacom for me while you're at it. It's my only stock still in the red... >:(
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Orca

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Re: Long term investments
« Reply #20 on: May 16, 2013, 05:28:56 pm »
Quote from: Patrick on May 14, 2013, 09:57:45 pm
Could you reprimand vodacom for me while you're at it. It's my only stock still in the red... >:(
Sorry. Don't have it in my portfolio so cannot use my psychicological stuff on it. Try burning sage and doing a rain dance around your pc.
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Johan

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Re: Long term investments
« Reply #21 on: May 27, 2013, 05:11:02 pm »
Ellies keeps tempting me. If it goes below R9 again I'll buy.
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Moonraker

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Re: Long term investments
« Reply #22 on: May 30, 2013, 03:30:47 pm »
Unfortunately moving house on Monday, so no time for the markets.
Things are certainly happening after the Bernanke speech. My long term portfolio is suffering, mainly due to the very sharp downwards movement of listed property. OK, they were star performers over many years, and I will continue holding. The correction is of course mainly due to the sharp increase in our bond yields across all maturities, and we all know the close correlation between bond yields and listed property yields.
The increase in yields should be telling us to watch out for a repo rate increase before the end of the year, barring political pressure to which I hope G. Marcus will not bow - otherwise we will really be in trouble exchange rate wise.

My Rand hedge stocks, BTI and SAB are also performing miserably considering the ROE of now over 15.10 to the pound sterling. They have both taken a beating in London each and every day for the past couple of days.

My portfolio is more or less back to where it was in mid March.  :frustrated:
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Orca

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Re: Long term investments
« Reply #23 on: May 30, 2013, 03:51:03 pm »
ZAR hitting my PNC big today. MTA got  :TU: by Garth Mackenzie on Summit TV. CML volatile before LDT.
« Last Edit: May 30, 2013, 06:05:53 pm by Orca »
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Aragorn

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Re: Long term investments
« Reply #24 on: May 31, 2013, 08:36:59 am »
I have also taken a big knock these past few weeks, mainly in Property (GRT) and Insurance (MMI)  :'( But I shouldn't complain too much as they have done pretty well over the past few years that I have held them, and I don't plan on selling anyway. Contemplating adding more at these levels.
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Moonraker

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Re: Long term investments
« Reply #25 on: June 01, 2013, 10:55:18 am »
Sell emerging markets in May, and maybe June and July too

Quote
OVERSHOOT?

 Not everyone agrees, of course.

 "It should be good news for equity investors that the Fed is talking of tapering," says Bill Maldonado, Asia-Pacific CIO at HSBC Global Asset Management. "Everyone is worried about bond yields rising but it also means we have an economic recovery underway."

 But in 'deficit' economies such as South Africa, Turkey and India, which have big external funding needs and have been at the forefront of the May selloff, the rout could extend further.

 South Africa's rand is at four-year lows while bond yields have jumped a whole percentage point in May.

 "South Africa is probably close to a point where you could look at it," said Bareau, who thinks the wider selloff overdone. "There is a sense of a falling knife and you don't want to catch it until it is actually on the floor."

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Moonraker

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Re: Long term investments
« Reply #26 on: June 25, 2013, 06:58:47 pm »
Fund managers discuss some of their favoured stocks

Steinhoff
EOH and Pinnacle
Clover
Brait
Mondi
Impala Platinum

 8)
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jaDEB

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Re: Long term investments
« Reply #27 on: June 26, 2013, 12:18:38 pm »
Hello Mr Bond, welcome back from your mission ....  :TU:
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jaDEB

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Orca

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Re: Long term investments
« Reply #28 on: July 03, 2013, 02:21:03 pm »
Got a list of the best performing funds over 6 months. Two of my 3 funds are listed here. CML and PNC. I will have to do some research on these to find the best one to replace my MTA.
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Orca

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Re: Long term investments
« Reply #29 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.
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