Stock Picks - Darlings and Dogs

How successful have you been in trading your own equities, etfs and funds ?

  • Extremely successful (make a living off my takings)

    Votes: 9 2.8%

  • Beating passive investment returns

    Votes: 139 42.5%

  • About par with normal returns from banks and money markets

    Votes: 60 18.3%

  • Lost a few pennies of spare cash to play with

    Votes: 36 11.0%

  • Should have rather left my money in the bank

    Votes: 32 9.8%

  • Took a knock

    Votes: 24 7.3%

  • Cremated

    Votes: 27 8.3%
  • Total voters
    327
Bundu said:
maybe time for some more SOL?

www.moneyweb.co.za

Is Sasol a screaming buy?

Interest jumps after Morgan Stanley says there’s upside of 180% from here …
www.moneyweb.co.za www.moneyweb.co.za
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I do not really see much recovery or growth for Sasol in the near future. Current government ideals, laws and regulations will hamper any possible future growth. But, that is just my opinion and also the reason why I would never invest a single cent in Sasol.
 
Klomp dose. I have said it before, they should get their act together.

1736496530245.png
 
Is this thread only JSE related? I wanted to post about RKLB in September back but I wasn't sure. I gambled a bit on this stock knowing that they had suffered some setbacks, and it's turned out good. I bought in at $4.50-ish and it's now sitting at $27.30-ish.
 
On the bright side, CPI holdings are still up 1100%, and SOL still up 165% for the trust's portfolio.

My personal portfolio is up shiit creek.
 
South African markets are crashing and burning. Seems there are no decent stock left to invest in, accept, of course if you want to generate dividend payments in the short term. Other than that, the JSE appears to be a blackhole sucking everything in. Nothing left for potential growth at all.
 
zerocool2009 said:
Today wasnt a pleasant day at all -> just seeing RED!
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This has been the case the past year in total. Growth is lacking. I am now considering selling off a substantial portion of my pension portfolio and replace it with rare coins or notes instead. This is not limited to my SA investments alone, but those in the US, UK, EU and AU too.
 
One thing I learned … if markets dips like this, make sure you can topup!

Look at the jse march 2020… and the invested amounts investors pumped in! (Its all on the jse all share website).
 
My total portfolio growth in SA for the past 15 years has been horrible. Despite 2008, 2021 and those dips. Despite adding more every month. Investing in SA is not a good option if you want to retire. That being said, the past 5 years on my foreign stocks were better, but growth is slowing down there too. Perhaps tangible assets for the long term might be a better option for me personally.
 
The Worker said:
South African markets are crashing and burning. Seems there are no decent stock left to invest in, accept, of course if you want to generate dividend payments in the short term. Other than that, the JSE appears to be a blackhole sucking everything in. Nothing left for potential growth at all.
Click to expand...
I don't believe that's actually true. There are almost always opportunities in the medium term to pick up shares of decent businesses which are undervalued by the market. If anything, there tends to be less of these opportunities in a Bull market than Bear

Lewis were up 70% in 2024 having traded for the last several years well below book value despite consistently being a profitable and dividend paying business. Altron was up over 100% in 2024 finally reaping the rewards of a successful turnaround a couple of years ago. Even a couple of stocks such as Nampak and Stefanutti Stocks seem to have turned a corner somewhat following some difficult years.

I think if you look back over the last 5 or 10 years, you will see that the opportunities have been there despite the state of the economy.
 
InvisibleJim said:
I don't believe that's actually true. There are almost always opportunities in the medium term to pick up shares of decent businesses which are undervalued by the market. If anything, there tends to be less of these opportunities in a Bull market than Bear

Lewis were up 70% in 2024 having traded for the last several years well below book value despite consistently being a profitable and dividend paying business. Altron was up over 100% in 2024 finally reaping the rewards of a successful turnaround a couple of years ago. Even a couple of stocks such as Nampak and Stefanutti Stocks seem to have turned a corner somewhat following some difficult years.

I think if you look back over the last 5 or 10 years, you will see that the opportunities have been there despite the state of the economy.
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Another one is PnP! I am up 70%, in 8 months
 
Renegen investors .... (clap your hands now ... oe ah ... oe ah) .... Almost below R4 per share ....
 
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