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Author Topic: Stock Picks 2014  (Read 14320 times)

Moonraker

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Stock Picks 2014
« on: December 12, 2013, 09:38:46 am »
Sanlam Private Investments 2014 Stock Picks

It's a pdf.
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Aragorn

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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.
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carlowest

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Re: Stock Picks 2014
« Reply #2 on: December 17, 2013, 08:21:16 am »
MTA
ADI
OMN
GPL
MIX
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attuu

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Re: Stock Picks 2014
« Reply #3 on: March 02, 2014, 08:49:02 am »
@carlowest,
an interesting list!
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jaDEB

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Re: Stock Picks 2014
« Reply #4 on: March 04, 2014, 08:22:29 am »
ABL
GLN
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jaDEB

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Orca

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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.
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Moonraker

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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).
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jaDEB

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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.
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jaDEB

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Orca

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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.
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