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General Category => Shares => Topic started by: jaDEB on December 28, 2015, 01:57:37 pm

Title: Picks for 2016
Post by: jaDEB on December 28, 2015, 01:57:37 pm
As I fink I will add... :whistle:
Title: Re: Picks for 2016
Post by: jaDEB on December 28, 2015, 02:46:20 pm
In Moneyweb both these shares is noted in Investor Dec 2015.

NPN
OCE

http://view.ceros.com/moneyweb/the-investor-dec-2015/p/8

http://view.ceros.com/moneyweb/the-investor-dec-2015/p/5

30 Dec 2015

APN
BIL
SOL
Title: Re: Picks for 2016
Post by: Samurai on December 28, 2015, 10:10:08 pm
Yep, I'll vote for NPN as well.

Another share mentioned on this site is Brait, according to their website their target portfolio is to hold between 5 to 6 high quality assets, assuming that they meant controlling shareholding, then I suspect that more deals might be done next year as they currently control 4 (Virgin, Newlook, Premier & Icelands) companies.

Title: Re: Picks for 2016
Post by: Shi on January 06, 2016, 10:30:57 am
Anthony Clark posting his list on the 12th
Title: Re: Picks for 2016
Post by: Imran on January 06, 2016, 11:09:54 am
Any idea which shares he might be picking? My guess would be some of these:

Stellar
Torre
Rolfes
Sygnia
Invicta
CIL

He really seems to like these companies and some of them seem to offer value eg. Rolfes and CIL
Title: Re: Picks for 2016
Post by: Pluto on January 06, 2016, 04:46:08 pm
Article is a few days old so some of you might have seen it.

http://www.fin24.com/Money/Investments/stock-picks-for-2016-20151230 (http://www.fin24.com/Money/Investments/stock-picks-for-2016-20151230)

Title: Re: Picks for 2016
Post by: Moonraker on January 06, 2016, 06:14:52 pm
Pluto, those are the SPW stock picks already posted HERE (http://shareforum.co.za/shares/sanlam-private-wealth-stock-picks-2016/)

Must say I agree with JaDEB - nothing there strikes me as a must buy, maybe KAP
Title: Re: Picks for 2016
Post by: Orca on January 06, 2016, 09:15:51 pm
Zumaphobia has made a turmoil in the stock pics. The Tech sector that was to be the sector to be in is now out as perhaps banking and Financials.
Where to now? Must put my thinking cap back on and redo my portfolio.
Title: Re: Picks for 2016
Post by: jaDEB on January 07, 2016, 05:41:24 pm
KIO
Title: Re: Picks for 2016
Post by: JDP on January 07, 2016, 06:00:22 pm
ASTORIA?
Title: Re: Picks for 2016
Post by: jaDEB on January 08, 2016, 08:48:15 am
MTN
Title: Re: Picks for 2016
Post by: Lamak on January 08, 2016, 03:47:34 pm
Adapt IT
Title: Re: Picks for 2016
Post by: jaDEB on January 11, 2016, 03:12:06 pm
 :whistle:
Title: Re: Picks for 2016
Post by: jaDEB on January 11, 2016, 03:25:28 pm
Quote from: Lamak on January 08, 2016, 03:47:34 pm
Adapt IT

Title: Re: Picks for 2016
Post by: jaDEB on January 11, 2016, 04:05:03 pm
ACL
Title: Re: Picks for 2016
Post by: ntshizat on January 11, 2016, 06:18:41 pm
 Astoria and Mtn :whistle:
Title: Re: Picks for 2016
Post by: jaDEB on January 12, 2016, 12:43:49 pm
GLN
Title: Re: Picks for 2016
Post by: jaDEB on January 13, 2016, 09:07:56 am
Summary :

NPN.NPN
OCE
APN
BIL
SOL
KIO
ARA.ARA
MTN.MTN
ADI.ADI
SYG
ACL
GLN
Title: Re: Picks for 2016
Post by: Moneypenny on January 13, 2016, 02:47:37 pm
Where is the list of top performers and losers for 2015? 

Anybody?
Title: Re: Picks for 2016
Post by: Mr_Dividend on January 13, 2016, 03:07:14 pm
These are the small caps that I have put money into - I hope they have a decent 2016

Taste: Although I do not see their balance sheet improving for a while - I think sales will start to really improved during the second half when domino's will start maturing and starbucks sales start to come online. Though it's still a buy now for three years pick really.

Granparade : should start seeing some serious BK sales coming through now. More hopeful than anything and probably wouldn't go and buy them now - very much a hold for me.

Rhodes : Got to eat right? They export quite a bit so r/$ will help plus their acquisitions will start adding to the bottom line.