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General Category => Shares => Topic started by: Moonraker on December 12, 2013, 09:38:46 am

Title: Stock Picks 2014
Post by: Moonraker on December 12, 2013, 09:38:46 am

Sanlam Private Investments 2014 Stock Picks (http://newmediadigital.co.za/insidesanlam/MM-eng.pdf)

It's a pdf.

Title: Re: Stock Picks 2014
Post by: Aragorn on December 12, 2013, 10:12:45 am

Some interesting choices on the list.

What would your top 5 picks for 2014 be? I guess we'll see by the investments made in next year's comp.

Title: Re: Stock Picks 2014
Post by: carlowest on December 17, 2013, 08:21:16 am

MTA
ADI
OMN
GPL
MIX

Title: Re: Stock Picks 2014
Post by: attuu on March 02, 2014, 08:49:02 am

@carlowest,
an interesting list!

Title: Re: Stock Picks 2014
Post by: jaDEB on March 04, 2014, 08:22:29 am

ABL
GLN

Title: Re: Stock Picks 2014
Post by: Orca on March 04, 2014, 01:13:50 pm

ABL is in a strong down trend boet. Buy now and you will join this momentum downwards. Perhaps there is some news out that I know nothing about.

Title: Re: Stock Picks 2014
Post by: Moonraker on March 04, 2014, 01:38:01 pm

Quote from: Orca on March 04, 2014, 01:13:50 pm

ABL is in a strong down trend boet. Buy now and you will join this momentum downwards. Perhaps there is some news out that I know nothing about.

He is only doing what Coronation is doing - buying ABL  :)  Why Coronation swapped FirstRand for Abil. (http://www.moneyweb.co.za/moneyweb-special-report/neville-chester--senior-portfolio-manager-corona-2)
(OK agree with you as to what constitutes resources - some bourses in EU make a distinction).

Title: Re: Stock Picks 2014
Post by: jaDEB on March 04, 2014, 02:19:20 pm

 :-X

RE ABL

Yes I actually mailed the article to myself, need to read it. Still scared of the current conditions in SA, retrenchments etc. Loans is high risk.

Title: Re: Stock Picks 2014
Post by: Orca on March 04, 2014, 06:21:09 pm

ABIL looks good from Coronations view. We must remember that they cannot just buy at any time and we can. It is easier to buy R1b of a stock while it is in a downtrend than an uptrend. More sellers in a downtrend. I have not seen a report stating that they negotiated a price off market.
They buy for 5 to 10 year term so it does not matter that much but we can wait for a trend reversal before we buy with our peanuts.
So I would wait.