« previous next »
Pages: [1]

Author Topic: Stock Picks 2014  (Read 14242 times)

Moonraker

  • Hero Member
  • *****
  • Posts: 1095
  • Karma: +31/-0
    • View Profile
Stock Picks 2014
« on: December 12, 2013, 09:38:46 am »
Sanlam Private Investments 2014 Stock Picks

It's a pdf.
Logged

Aragorn

  • Global Moderator
  • Full Member
  • *****
  • Posts: 162
  • Karma: +10/-0
    • View Profile
Re: Stock Picks 2014
« Reply #1 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.
Logged
Not idly do the leaves of Lorien fall.

carlowest

  • I've just arrived
  • *
  • Posts: 3
  • Karma: +0/-0
    • View Profile
Re: Stock Picks 2014
« Reply #2 on: December 17, 2013, 08:21:16 am »
MTA
ADI
OMN
GPL
MIX
Logged

attuu

  • I've just arrived
  • *
  • Posts: 16
  • Karma: +0/-0
    • View Profile
Re: Stock Picks 2014
« Reply #3 on: March 02, 2014, 08:49:02 am »
@carlowest,
an interesting list!
Logged

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4551
  • Karma: +31/-3
    • View Profile
Re: Stock Picks 2014
« Reply #4 on: March 04, 2014, 08:22:29 am »
ABL
GLN
Logged
jaDEB

If it scares you, it's a sign you need to do it

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: Stock Picks 2014
« Reply #5 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.
Logged
I started here with nothing and still have most of it left.

Moonraker

  • Hero Member
  • *****
  • Posts: 1095
  • Karma: +31/-0
    • View Profile
Re: Stock Picks 2014
« Reply #6 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.
(OK agree with you as to what constitutes resources - some bourses in EU make a distinction).
Logged

jaDEB

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4551
  • Karma: +31/-3
    • View Profile
Re: Stock Picks 2014
« Reply #7 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.
Logged
jaDEB

If it scares you, it's a sign you need to do it

Orca

  • Hero Member
  • *****
  • Posts: 2280
  • Karma: +54/-3
    • View Profile
Re: Stock Picks 2014
« Reply #8 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.
Logged
I started here with nothing and still have most of it left.
Pages: [1]
« previous next »