MY Specialist Watchlist

[barry_1]

I have added this share to the list see my thoughts....sashares2010.blogspot.com

[#2]

problem with this stock for me, is the same issue I have with Brait. How are you supposed to evaluate them? Certainly not on a NAV basis, so earnings multiples probably the way to go. Now here is the issue - they themselves say they are heavily geared to stock market performance, so as long as markets are pushing up, no reason for me to sell right now. As for buying though - they are trading at increasingly higher PE ratios - so a lot of future growth priced in. They had better not miss their number !

[barry_1]

I have not bought yet,am waiting for them to drop back before even thinking about it.Just that their record in all types of circumstances over the last decade is impeccable!

[surfer]

Yes but their outperformance record has been in rising markets.How do they outperform when markets tank and AUM decrease is my question

[#5]

CML does show a nice trend. I have it in my watchlist. A bit overpriced and at a stage it will try to correct...eyes on the ball guys..

[#6]

As long as the price is below the value you can keep it in your watchlist for the pullback...

[#7]

I agree, wait for the correction but then again it can be awhile. Though the trend is on a constant up...I dont see a dramatic pull back.

[TheKwok]

Still looks extremely overvalued - www.relativevaluation.co.za/cml.html