The JSE and finance forum for South Africa
General Category => Shares => Topic started by: Moonraker on December 12, 2013, 09:38:46 am
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Sanlam Private Investments 2014 Stock Picks (http://newmediadigital.co.za/insidesanlam/MM-eng.pdf)
It's a pdf.
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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.
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MTA
ADI
OMN
GPL
MIX
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@carlowest,
an interesting list!
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ABL
GLN
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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.
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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).
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:-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.
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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.