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Author Topic: Pulverized Sand Box  (Read 552067 times)

gcr

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Re: Pulverized Sand Box
« Reply #315 on: November 15, 2014, 03:56:29 pm »
There are a few other shares that have done very well:-
AVI - I bought at R 34.58 and currently R 76.84
CLS - I bought at R 47.12 and currently R 78.60
WHL - I bought at R 43.07 and currently R 81.78
PYN - I bought at R .67 cents and currently R 2.80 - no longer hold as many as I did when I originally bought reduced my holding from about 30,000 to present 8,100
I must say that I tended to follow a particular strategy when buying the above shares (and a number of others in my portfolio) and that was that those companies who got their business model wrong at some stage Woolworths, Barlows and now Truworths and were hammered by the market, then I bought (no thanks to Buffett) as fundamentally I believed the companies were big enough to re invent themselves and do well, so haven't been disappointed as yet other than with Cashbuild - but here I will be patient
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jaDEB

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Re: Pulverized Sand Box
« Reply #316 on: November 19, 2014, 01:06:26 pm »
NPN -  :wall:
APN -  ;D
OCE -  :-*
SGL -  O:-)  :whistle:
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jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #317 on: November 24, 2014, 10:13:40 am »
NPN -  :)
APN -  ;)
OCE -  ;D
SGL  :whistle:
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jaDEB

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Nivek

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Re: Pulverized Sand Box
« Reply #318 on: November 24, 2014, 10:35:32 am »
After Friday there are a lot of smiles around!
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jaDEB

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Re: Pulverized Sand Box
« Reply #319 on: November 28, 2014, 10:28:23 am »
SOL -  :'( or buying opportunity ?
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jaDEB

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JDP

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Re: Pulverized Sand Box
« Reply #320 on: November 28, 2014, 11:50:39 am »
Can only relate this drop to Oil price plunges,
currently trading at pre 2008/2009 crash prices, sounds like a LT buy to me.
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jaDEB

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Re: Pulverized Sand Box
« Reply #321 on: November 28, 2014, 01:48:17 pm »
Yes, assuming the Oil prices does better ....  :question:
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jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #322 on: November 28, 2014, 03:03:14 pm »
CML vs NPN vs SOL
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jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #323 on: December 10, 2014, 10:50:45 am »
NPN -  8)  ???
APN -  :-X
ASR -  :(
SOL -  :wall:
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jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #324 on: December 11, 2014, 12:56:59 pm »
 :(   :wall:
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jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #325 on: January 05, 2015, 12:46:49 pm »
Brent -  :'(
Sasol -  :question:
NPN -  8)
Drd -  :question:
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jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #326 on: January 07, 2015, 08:23:54 am »
NPN....  ;D

Tencent Holdings Ltd. rose the most in eight months in New York after JPMorgan Chase & Co. recommended buying the shares on prospects growth in advertising revenue will boost profit at China’s second-largest Internet company.

http://www.moneyweb.co.za/moneyweb-international/tencent-jumps-as-jpmorgan-touts-ad-sales-growth
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jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #327 on: January 07, 2015, 04:21:42 pm »
OCE -  8)
NPN - 8)  :P
DRD -  :'(  O:-)
BIL -  :wall:

Port Update

My Port
100% NPN

My Port/Brotherdarryl/Otherbrother Darryl
100% NPN
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jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #328 on: January 08, 2015, 12:48:10 pm »
I am not a expert, but it is interesting in hind sight the calls that are made. I am not making the notes below to insult anybody, and I am not going to  say which website it is from.

NPN : - Price 144650c  November 2014 FULLY VALUED - Now 167400 (Up 15%)

HAR: - Price 1913c – November  2014 FULLY VALUED - Now  2698 (Up 41%)

I think NPN has been called fully valued from 80000 level.

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jaDEB

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jaDEB

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Re: Pulverized Sand Box
« Reply #329 on: January 09, 2015, 08:15:46 am »
http://www.moneyweb.co.za/moneyweb-international/tencent-heads-for-biggest-weekly-gain-since-2011-o

Tencent Holdings Ltd. is poised for the biggest weekly advance in three years on analyst upgrades and speculation the addition of online banking and stockbroking will boost earnings at China’s second-biggest Internet company.

Tencent is set for a 12 percent advance this week in Hong Kong, the steepest such gain since October 2011, rallying after JPMorgan Chase & Co. and Mizuho Securities Asia Co. raised ratings and price targets on the stock this week. Kevin Tam, an analyst at Core Pacific-Yamaichi International Hong Kong Ltd., expects more upgrades as Tencent expands into banking and share- trading. The stock rose as much as 1.3 percent in Hong Kong today, before ending the morning session 0.5 percent lower at HK$126.70.

“Tencent’s foray into financial services will provide a short-term catalyst for the stock,” Tam said by phone today. “The market hasn’t fully taken into account the potential contribution of Internet finance in their valuations. This will help boost Tencent’s revenue going forward.”

The company’s WeBank, China’s first online-only private bank, will start operating on April 18, according to a separate report by Beijing News. China will allow individual investors to open stock trading accounts using Tencent’s free WeChat messaging service, the Securities Times reported today, citing a plan approved by China Securities Regulatory Commission.

 
 
JPMorgan upgraded Tencent to overweight from neutral on Jan. 6 and increased its target price by 13 percent to HK$160, citing prospects for online advertising growth. Mizuho lifted Tencent to buy the following day and increased its target to HK$165 from HK$125, calling the stock its top Internet pick. The average 12-month price estimate from 42 brokerages climbed to HK$148.78, compared with HK$95.30 a year ago, data compiled by Bloomberg show.

Tencent gets most of its revenue from online games and advertising at its WeChat and QQ messaging applications, according to Tam. The company reported 468 million monthly users for WeChat in the three months ended in September, and 542 million monthly active users for QQ on smart devices. China’s biggest e-commerce operator is Alibaba Group Holding Ltd.

©2015 Bloomberg News
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jaDEB

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