Capitec cloud looms

[DST]

See Keith McLachlan's piece on the CPI advances book's spiral at
http://goo.gl/ReXcG

[#2]

Of the analysts who I read, Keith is the one I who I rate the highest by far.

[seded]

Long term deposit investors be afraid.Very very very afraid.Where can one short CPI ?

[Rams]

did not read the analysis... but don't short CPI

[THRESHOLD]

If you could find a counter-party (and do a Warren Buffet), this share is well worth considering for a LONG-TERM short. It has serious obstacles to overcome going forward, has realised most of its growth - and yet is still being priced as a growth stock. I wouldn't touch it with a barge pole. In the near-future though - it has momentum on its side!

[striker]

#NAME?

[Rams]

THRESHOLD, Warren (since Skaap is on first name basis with Keith), liked companies with serious obstacles to overcome so long as it was "overcomable" - thats where he saw VALUE . CPI...long or stay out!

[#8]

I am only on first name basis with Keith - bacause I can never spell his surname!

[Rams]

Skaap(just cant spell the rest of your name...is tj, cj,top, chop?)so whats your analysis of the analysis?

[#10]

Well, value investors are traditionally low PE low price buyers, so your value comments pertaining to Capitec are probably incorrect.

[THRESHOLD]

I welcome his opinion.

[#12]

it won't be an opinion, it will be a thrashing on your naughty bottom!(lol - in case you think I am not joking)

[THRESHOLD]

Bring it on, I say...

[Rams]

was talking about your analysis of Keiths analysis. Anyway, your analysis of my analysis is wrong- i did not say go out and buy now. Long or stay out!

[SimonPB]

CPI has been about momentum for last few years .. for now that momentum is stalled, as it often does .. either it'll carry on or reverse .. if reverse I sell (already sold 40% of holding) ..

[Rams]

but would you short(if not already holding a long position)

[THRESHOLD]

ie. A potential ong-term short. Simon, you're not allowed to agree with me (even in a tepid fashion). It takes the fun out of this thing we have.

[SimonPB]

if momemtum turned down, which it certainly hasn't .. so would I short here, no ..