Stock Picks - Darlings and Dogs

[L-Dog]

SYGEMF (as of 30 April anyway), also the heaviest TSMC(2330) i've seen.

View attachment 1915022

Yeah people also very bullish on Sk Hynix. Can't remember the other company but regulations in South Korea have changed so companies now need to buy back shares which should be very bullish for price action of top companies. Definitely buying Samsung and Sk just need to do a bit more due diligence.

 

[GrootVoet]

Anybody still holding sasol?
I think it's heading back to R155

You need to make the Irians mad again so that the oil price can go up.

 

[W@P]

Dont know if here are any enx lovers! Nice dividend popping in again!

Yea i'm still holding 87000 ENX shares.

 

[W@P]

Anybody still holding sasol?
I think it's heading back to R155

I took out my initial investment.
Was going to sell some more this morning. But not sure yet. Got in at R97.

 

[W@P]

I am looking at Omnia. You know me. Buy high...

With the dividends coming up, and also not sure what the next year will have in store for them. WRT the fertilizer shortage, El Niño, etc.

Not sure yet.

 

[Bundu]

I am looking at Omnia. You know me. Buy high...

With the dividends coming up, and also not sure what the next year will have in store for them. WRT the fertilizer shortage, El Niño, etc.

Not sure yet.

we could be brothers................ I recently sold all my Omnia @R72.00...... Did the same with MTN @R186 FML!!!

 

[GrootVoet]

markets are pumping

 

[W@P]

we could be brothers................ I recently sold all my Omnia @R72.00...... Did the same with MTN @R186 FML!!!

 

[zerocool2009]

Yea i'm still holding 87000 ENX shares.

Winner winner chicken dinner!

 

[W@P]

FFS, my AMD is up 108%

 

[L-Dog]

FFS, my AMD is up 108%

Intel up 475% over the past year. Just copy Trump (atleast for the next 2 years) as he will do whatever it takes to pump markets.

 

[InvisibleJim]

Sasol hit by 20% drop but analysts flag buying opportunity

Analysts say improving operational performance extends the investment case beyond energy geopolitical premiums.

www.moneyweb.co.za

@Bundu @W@P - You sold your Sasol at the right time (I held!) - Are you planning to get back in and if so at what price?

 

[Bundu]

Sasol hit by 20% drop but analysts flag buying opportunity

Analysts say improving operational performance extends the investment case beyond energy geopolitical premiums.

www.moneyweb.co.za

@Bundu @W@P - You sold your Sasol at the right time (I held!) - Are you planning to get back in and if so at what price?

I was thinking @R145 to maybe R150

 

[Mike Hoxbig]

I took out my initial investment.
Was going to sell some more this morning. But not sure yet. Got in at R97.

Sell now. Oil is dropping with the ongoing negotiations. Buy low just before the 60-day deadline, when they will probably be at each other's throats again...

 

[W@P]

Sasol hit by 20% drop but analysts flag buying opportunity

Analysts say improving operational performance extends the investment case beyond energy geopolitical premiums.

www.moneyweb.co.za

@Bundu @W@P - You sold your Sasol at the right time (I held!) - Are you planning to get back in and if so at what price?

I donno hey. I still have 9k shares bought at R97. Maybe I should sell and keep an eye on how low it goes, then jump back in.
Also have another 6k shares bought at R32 in another portfolio.

My main plan with Sasol was to hold till they got back to more or less the old days. I still have trust in them.

 

[InvisibleJim]

I donno hey. I still have 9k shares bought at R97. Maybe I should sell and keep an eye on how low it goes, then jump back in.
Also have another 6k shares bought at R32 in another portfolio.

My main plan with Sasol was to hold till they got back to more or less the old days. I still have trust in them.

My average purchase price is 96. I bought with the view that we could see 300 - 400 again within 2-3 years and I think the article suggests that is a plausible scenario. It presents a bit of a dilemma as I could have profited from the short term volatility at the risk of missing out on longer term gains. I find it much easier to make good buying decisions than selling decisions!