Stock Picks - Darlings and Dogs

[Tim_vb]

ARKK short selling now disabled on SB webtrader ....Tesla next?

 

[InvisibleJim]

https://www.moneyweb.co.za/news/companies-and-deals/lewis-and-pepkor-surge-to-52-week-highs/

I think Lewis are the classic example of share that's undervalued by the market because it's unpopular or 'not sexy' - has traded below it's book value (about R58 per share I think) for several years despite the business remaining in the black and being a decent dividend payer. I believe there were some issues a few years ago but perhaps it's time they got a bit more love from the Market.

Kudos to anyone holding shares bought at R14!

 

[LaraC]

https://www.moneyweb.co.za/news/companies-and-deals/lewis-and-pepkor-surge-to-52-week-highs/

I think Lewis are the classic example of share that's undervalued by the market because it's unpopular or 'not sexy' - has traded below it's book value (about R58 per share I think) for several years despite the business remaining in the black and being a decent dividend payer. I believe there were some issues a few years ago but perhaps it's time they got a bit more love from the Market.

Kudos to anyone holding shares bought at R14!

You should have said something when it was at R14.

 

[LaraC]

More companies that are undervalued in South Africa.

Company	Ticker
Acsion	(ACS)
AH-Vest	(AHL)
Alaris Holdings	(ALH)
Alviva Holdings	(AVV)
ARB Holdings	(ARH)
Argent Industrial	(ART)
Astral Foods	(ARL)
Bowler Metcalf	(BCF)
CAFCA	(CAC)
Capital Appreciation	(CTA)
Combined Motor Holdings	(CMH)
Harmony Gold Mining	(HAR)
HomeChoice International	(HIL)
Impala Platinum Holdings	(IMP)
ISA Holdings	(ISA)
Kaap Agri	(KAL)
Mpact	(MPT)
MTN Group	(MTN)
Mustek	(MST)
Oceana Group	(OCE)
Primeserv Group	(PMV)
PSG Group	(PSG)
Royal Bafokeng Platinum	(RBP)
Santova	(SNV)
Sea Harvest Group	(SHG)
Sibanye Stillwater	(SSW)
Telkom SA SOC	(TKG)
Transpaco	(TPC)
Value Group	(VLE)
Workforce Holdings	(WKF)

 

[InvisibleJim]

You should have said something when it was at R14.

I should have bought some more at R14 but I've been burned a few times by not doing my homework and I had doubts!

 

[saturnz]

this morning is a fun start to the day, all my indexes pointing down

 

[Ishould_BeWorking]

More companies that are undervalued in South Africa.

Company	Ticker
Acsion	(ACS)
AH-Vest	(AHL)
Alaris Holdings	(ALH)
Alviva Holdings	(AVV)
ARB Holdings	(ARH)
Argent Industrial	(ART)
Astral Foods	(ARL)
Bowler Metcalf	(BCF)
CAFCA	(CAC)
Capital Appreciation	(CTA)
Combined Motor Holdings	(CMH)
Harmony Gold Mining	(HAR)
HomeChoice International	(HIL)
Impala Platinum Holdings	(IMP)
ISA Holdings	(ISA)
Kaap Agri	(KAL)
Mpact	(MPT)
MTN Group	(MTN)
Mustek	(MST)
Oceana Group	(OCE)
Primeserv Group	(PMV)
PSG Group	(PSG)
Royal Bafokeng Platinum	(RBP)
Santova	(SNV)
Sea Harvest Group	(SHG)
Sibanye Stillwater	(SSW)
Telkom SA SOC	(TKG)
Transpaco	(TPC)
Value Group	(VLE)
Workforce Holdings	(WKF)

I own 2 shares from this list

 

[rietrot]

More companies that are undervalued in South Africa.

Company	Ticker
Acsion	(ACS)
AH-Vest	(AHL)
Alaris Holdings	(ALH)
Alviva Holdings	(AVV)
ARB Holdings	(ARH)
Argent Industrial	(ART)
Astral Foods	(ARL)
Bowler Metcalf	(BCF)
CAFCA	(CAC)
Capital Appreciation	(CTA)
Combined Motor Holdings	(CMH)
Harmony Gold Mining	(HAR)
HomeChoice International	(HIL)
Impala Platinum Holdings	(IMP)
ISA Holdings	(ISA)
Kaap Agri	(KAL)
Mpact	(MPT)
MTN Group	(MTN)
Mustek	(MST)
Oceana Group	(OCE)
Primeserv Group	(PMV)
PSG Group	(PSG)
Royal Bafokeng Platinum	(RBP)
Santova	(SNV)
Sea Harvest Group	(SHG)
Sibanye Stillwater	(SSW)
Telkom SA SOC	(TKG)
Transpaco	(TPC)
Value Group	(VLE)
Workforce Holdings	(WKF)

I'm surprised by the miners sill on this list considering the good run they had the past two years.

 

[Tim_vb]

More companies that are undervalued in South Africa.

Company	Ticker
Acsion	(ACS)
AH-Vest	(AHL)
Alaris Holdings	(ALH)
Alviva Holdings	(AVV)
ARB Holdings	(ARH)
Argent Industrial	(ART)
Astral Foods	(ARL)
Bowler Metcalf	(BCF)
CAFCA	(CAC)
Capital Appreciation	(CTA)
Combined Motor Holdings	(CMH)
Harmony Gold Mining	(HAR)
HomeChoice International	(HIL)
Impala Platinum Holdings	(IMP)
ISA Holdings	(ISA)
Kaap Agri	(KAL)
Mpact	(MPT)
MTN Group	(MTN)
Mustek	(MST)
Oceana Group	(OCE)
Primeserv Group	(PMV)
PSG Group	(PSG)
Royal Bafokeng Platinum	(RBP)
Santova	(SNV)
Sea Harvest Group	(SHG)
Sibanye Stillwater	(SSW)
Telkom SA SOC	(TKG)
Transpaco	(TPC)
Value Group	(VLE)
Workforce Holdings	(WKF)

What metric(s) are you using?

 

[LaraC]

What metric(s) are you using?

Share value is the primary factor. It does not look at future growth, past performance, dividends or financial stability.

 

[Jehosefat]

Share value by itself is a pretty meaningless metric.

Two identical companies could have very different share prices just depending on how many shares they have in issue. E.g. say both companies are "worth" R100m but company A has issued 1m shares and company B has issued 5m shares. Then the share price of company A will be R100 while for company B the share price will only be R20 even though the companies themselves are "worth" exactly the same amount.

 

[rietrot]

Share value by itself is a pretty meaningless metric.

Two identical companies could have very different share prices just depending on how many shares they have in issue. E.g. say both companies are "worth" R100m but company A has issued 1m shares and company B has issued 5m shares. Then the share price of company A will be R100 while for company B the share price will only be R20 even though the companies themselves are "worth" exactly the same amount.

Undervalued is not just the share price. It is the share price compared to the company's net asset value. I think.
The list is certainly not just companies with the Lowest share price.

 

[saturnz]

P/E is the easiest desktop metric, everything else requires time and knowledge to figure out

 

[LaraC]

I've based undervalued on future cash flows and market ratios in the list above.

Stats on five companies in that list.

 

[rietrot]

I've based undervalued on future cash flows and market ratios in the list above.

Stats on five companies in that list.

View attachment 1067599

Future cash flows is very problematic. It's a giant guessing game.

 

[LaraC]

Future cash flows is very problematic. It's a giant guessing game.

That's why I leave it to the smart people to do the calculations.

 

[saturnz]

Future cash flows is very problematic. It's a giant guessing game.

yup like what happens when the FED decides to increase the interest rate by 100 basis points, or the resbank 500 basis points

 

[saturnz]

my DAX shorts have been good to me

 

[rietrot]

That's why I leave it to the smart people to do the calculations.

The shares the experts are pumping will definitely go up. The risk is just they won't market it as much when the eventually dump it and leave you holding something like a steinhoff.

I am very sceptical about how much research these guys really do.

 

[LaraC]

The shares the experts are pumping will definitely go up. The risk is just they won't market it as much when the eventually dump it and leave you holding something like a steinhoff.

I am very sceptical about how much research these guys really do.

Does insider trading hold merit?