Author Topic: TOP TEN MUST HAVE STOCKS IN CURRENT ECONOMIC ENVIRONMENT  (Read 2189 times)

jonb

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TOP TEN MUST HAVE STOCKS IN CURRENT ECONOMIC ENVIRONMENT
« on: June 08, 2017, 02:35:59 pm »
HI guys

I moved 90% of my portfolio offshore some years back while residing in the EU. Coming back to SA recently & having an income paid in ZAR I have decided to once again build a portfolio of SA stocks

I do have a TFSA and consider that in a different field and slow burner with just DBXWD and STXIND going since the start

Just wanted to get some feedback from the form of thoughts on strong robust companies one should investigate adding to a rescission proof / politics proof portfolio!

Some of the names in consideration at the moment

BTI
ADI
WHL
NPN
BID
FBR
COH
CPI

Would be great to hear opinions of companies that for long term will continue to motor through the tricky SA economic environment!!

The other option is to keep shifting $$$ over to US and going direct that side, but am of the opinion that we have some real Gems here with strong management and potential


gcr

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Re: TOP TEN MUST HAVE STOCKS IN CURRENT ECONOMIC ENVIRONMENT
« Reply #1 on: June 08, 2017, 02:54:12 pm »
Some other counters which could do well for you over the medium/long term - all are in my own portfolio
AVI
BVT
CLS
CSB
MRP
RFG
TRU

and today I bought a parcel of L4L for the long term
Not everything that counts, can be counted, and, not everything that can be counted counts - Albert Einstein

jonb

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Re: TOP TEN MUST HAVE STOCKS IN CURRENT ECONOMIC ENVIRONMENT
« Reply #2 on: June 08, 2017, 04:22:34 pm »
Thanks GCR

So by looking at that you feel the depression in SA retail and the perceived weakness in the SA consumer will be overcome essentially ?

Cashbuild, Truworths, Mr P ... all reliant on a strong and growing middle class

Im definitely a glass half full type but still wary of business that is not offshore diversified  :)

Quick one on Clicks though.... Clicks vs. slightly lower PE dischem  .... or perhaps both ?


gcr

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Re: TOP TEN MUST HAVE STOCKS IN CURRENT ECONOMIC ENVIRONMENT
« Reply #3 on: June 08, 2017, 08:01:47 pm »
Thanks GCR

So by looking at that you feel the depression in SA retail and the perceived weakness in the SA consumer will be overcome essentially ?

Cashbuild, Truworths, Mr P ... all reliant on a strong and growing middle class

Im definitely a glass half full type but still wary of business that is not offshore diversified  :)

Quick one on Clicks though.... Clicks vs. slightly lower PE dischem  .... or perhaps both ?
I have not bought Dischem as I think their price is still a bit rich - I will monitor and wait and see whether I want to buy. Clicks on the other hand have stand alone operations and have also concluded a deal with Netcare where they replace the Netcare chemist operation (prescriptions still issued by resident chemists), so this expands their footprint at relatively low costs
Not everything that counts, can be counted, and, not everything that can be counted counts - Albert Einstein