Share Investing Tips For 2013

Status
Not open for further replies.
alf101 said:
I was looking at the last 6 months, and most of Coronation's are on a downward trend.
You know what investors are like, they chase performance.

Coronation make money out of fees...

Anyway, just saying...
Click to expand...

Coronation makes money out of fees. Yes, but they are also 3'rd party Fund Managers for institutions such as Pension/Provident Fund Managers and medical aid Co's that seek security in the form of Risk Management and consistency rather than performance.
Also, the weak ZAR will attract more foreign investment. This is why CML has performed well since the ZAR started weakening. Up 3% today and 7% so far this month.
 
Last edited:
marco said:
Coronation makes money out of fees. Yes, but they are also 3'rd party Fund Managers for institutions such as Pension/Provident Fund Managers and medical aid Co's that seek security in the form of Risk Management and consistency rather than performance.
Also, the weak ZAR will attract more foreign investment. This is why CML has performed well since the ZAR started weakening. Up 3% today and 7% so far this month.
Click to expand...

Was just messing with you.

They've got plenty of my money, via pension, UT's and some CML shares.
So I do watch them.
 
While momentum investing may not be well known, it is well regarded.

The Economist magazine noted in a January 2011 article entitled Why Newton Was Wrong: “Since the 1980s academic studies have repeatedly shown that, on average, shares that have performed well in the recent past continue to do so for some time.”

I used this method for trading Equities but since I stopped trading, I combined this method with fundamentals and future prospects of the Co. to lengthen the time frame for investing for long periods. Trading became too stressful.
After months of research I found CML that had a good long term uptrend momentum. Fundamentals were good for further growth. The PE was low so I climbed in when the RSI (Relative Strength Index) dropped to 40.
The RSI is an indicator for Overbought/Oversold. A figure above 70 is overbought. This RSI you can get on ShareNet for free on the chart. Never buy above 70.

CML carried on up for 2 years but I needed to find others in this category to diversify.
Eventually found 2 more.
PNC. Good long term performance. Windows 8 coming out so it should carry on up.
MTA. I have given my reasons in a post above.

To test my choices and method, I entered the ShareNet Competition. My investments against the traders stocks. Since June last year, they have been consistently high and am No.2 on top and this is only because I exchanged CML for RMI as CML went post Divi. RMI fell -6%. If I had stayed with CML, I would have been on top as No.1.
RMI has a very short history.
My latest performance http://www.sharenet.co.za/v3/stockpicks/ And this carries on and on every month.
Am I wrong? You decide.
 
Last edited:
What do you say about this method DJ? Minimum indicators and charting needed. SENS to cell phone here on.

I somehow get a feeling that DJ doesn't like me.:(
 
that was to be expected.... as it seems against the rules to talk about shares you believe stand a chance in 2013 - instead it always turns into an intellectual pissing contest - good thing I also belong to a biker forum
 
Bundu said:
that was to be expected.... as it seems against the rules to talk about shares you believe stand a chance in 2013 - instead it always turns into an intellectual pissing contest - good thing I also belong to a biker forum
Click to expand...

You can't seem to help yourself either...
 
Bundu said:
that was to be expected.... as it seems against the rules to talk about shares you believe stand a chance in 2013 - instead it always turns into an intellectual pissing contest - good thing I also belong to a biker forum
Click to expand...

Really? I honestly thought I was providing some basic advice that a layman could understand and use. I've steered clear of being drawn into marco's world.

But we'll leave it at that then...:(

Have fun with the rest of the thread...
 
DJ... said:
Really? I honestly thought I was providing some basic advice that a layman could understand and use. I've steered clear of being drawn into marco's world.

But we'll leave it at that then...:(

Have fun with the rest of the thread...
Click to expand...

No, I saw again that marco seems to be socially inept and that you ignored him most of the time....

I was hoping for a thread, where people could just say, for example, I'll be long on XXX for this and that reason and short on YYY for whatever - this would include an assumed warning that, this is MY opinion and others could then validate or invalidate the 'for this and that reasons'
 
Bundu said:
I was hoping for a thread, where people could just say, for example, I'll be long on XXX for this and that reason and short on YYY for whatever - this would include an assumed warning that, this is MY opinion and others could then validate or invalidate the 'for this and that reasons'
Click to expand...

But you don't want a pissing contest?! :erm:

As I'm sure you can infer from my posts, I'd never get involved in such a thread. I'd prefer people educate themselves at the end of the day instead of being spoonfed stock-picks by (mostly) amateurs. You can do so on Sharechat though...
 
As you said, "But we'll leave it at that then.."
 
Ok my shares for 2013.
I'm not looking for 50% + annual returns like some here, over 10% is fine and over 15% the goal.

Argent
Anglos
Remgro
Amaps
Comair
Steinhoff
Brait
Holdsport
Coronation
Esorfranki
Ellie's
Pinnacle
Wescoal
PSG

And
RMBINF
RMBT40
Newgold
 
alf101 said:
Ok my shares for 2013.
I'm not looking for 50% + annual returns like some here, over 10% is fine and over 15% the goal.

Argent
Anglos
Remgro
Amaps
Comair
Steinhoff
Brait
Holdsport
Coronation
Esorfranki
Ellie's
Pinnacle
Wescoal
PSG

And
RMBINF
RMBT40
Newgold
Click to expand...

What kind of upside do you see on Ellies and PNC, both are trading close to there 52 week highs? There's quite a buzz around these shares, but I'm wondering if I should wait for a pullback before buying in.

Why PSG - exposure to Zeder (and Pioneer) and more?

African Bank is trading at historically low levels and consensus seems to be that the "micro lending bubble" fear was overdone on the share. Could be a good MT to LT share.



PS where can one find decent research reports? Willing to pay for them.
 
undesign said:
What kind of upside do you see on Ellies and PNC, both are trading close to there 52 week highs? There's quite a buzz around these shares, but I'm wondering if I should wait for a pullback before buying in.

Why PSG - exposure to Zeder (and Pioneer) and more?

African Bank is trading at historically low levels and consensus seems to be that the "micro lending bubble" fear was overdone on the share. Could be a good MT to LT share.



PS where can one find decent research reports? Willing to pay for them.
Click to expand...

You need to rather come up with your own reasons for liking shares and make your own mind up.
Its not really possible to replicate someone else's portfolio for a variety of reason, most importantly price paid for the share.

In my case I plan to buy 90% of my shares with a view to hold forever and 10% is speculative.

I got my Ellie's in 2 trades at an average R5.23 including costs and PNC at R15.76 also in two trades.
If I thought they had a crap future, I wouldn't buy them.

PSG is more for Capitec, and some Curro.
The brokers were saying that PSG was expensive when I bought at R65, but I bought anyway as I wanted a slice.

If you want to do research then try places like sharechat, and moneyweb.
You can also learn a lot from browsing the actual companies website, and reading their annual reports.

Also a few investing books you can read...

My favourite would be the ones by Mary Buffet.
You can learn how Warren Buffet values shares etc, it probably won't help you replicate his success though.

I wouldn't pay for research.
I do read broker research at work which we get for free. It is useful for seeing how professionals value a business and saves you from doing some calculations.
I generally don't follow their advice.
Brokers tend to make their money out of making people trade and not by following their own advice.
They don't mind what you trade, as long as you trade, so they'll happily churn out research which will encourage you to do that.

If you want some investment advice from professionals then there's a lot here
http://streetdogs.co.za/
It's a column that appears in the business day newspaper.

And another

http://www.fool.com/investing/general/2012/06/29/the-100-things-ive-learned-in-investing.aspx
 
alf101 said:
You need to rather come up with your own reasons for liking shares and make your own mind up.
Click to expand...

Opinions are part of the process of making up your own mind.

Its not really possible to replicate someone else's portfolio for a variety of reason, most importantly price paid for the share.
Click to expand...

Sure

In my case I plan to buy 90% of my shares with a view to hold forever and 10% is speculative.
Click to expand...

Ditto, although I'm closer to 100%.

I got my Ellie's in 2 trades at an average R5.23 including costs and PNC at R15.76 also in two trades.
If I thought they had a crap future, I wouldn't buy them.

PSG is more for Capitec, and some Curro.
The brokers were saying that PSG was expensive when I bought at R65, but I bought anyway as I wanted a slice.

If you want to do research then try places like sharechat, and moneyweb.
You can also learn a lot from browsing the actual companies website, and reading their annual reports.

Also a few investing books you can read...

My favourite would be the ones by Mary Buffet.
You can learn how Warren Buffet values shares etc, it probably won't help you replicate his success though.

I wouldn't pay for research.
I do read broker research at work which we get for free. It is useful for seeing how professionals value a business and saves you from doing some calculations.
I generally don't follow their advice.
Brokers tend to make their money out of making people trade and not by following their own advice.
They don't mind what you trade, as long as you trade, so they'll happily churn out research which will encourage you to do that.

If you want some investment advice from professionals then there's a lot here
http://streetdogs.co.za/
It's a column that appears in the business day newspaper.

And another

http://www.fool.com/investing/general/2012/06/29/the-100-things-ive-learned-in-investing.aspx
Click to expand...

Great thanks.
 
Status
Not open for further replies.
Back
Top
Sign up to the MyBroadband newsletter
X