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TOP 5 LARGE CAPS FOR 2015

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Regular Contributor
Hi Guys Any suggestions please for top 5 large (or medium to large) caps for this year? Happy investing
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12 REPLIES 12
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Contributor
Richmond, Steinhoff and Sasol, would be my top 3
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Super Contributor
Steinhoff, Discovery, Remgro, Aspen, Naspers, SAB
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Super Contributor
NPN, SHF, MDC, DSY, OML.
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Super Contributor
Gridrod, Rhodes Foods, Taste Holdings, Ascendis Health
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Frequent Contributor
APN,DSY,SHF,SOL,MTN
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Super Contributor
REM, GND, MPC, SOL gamble with PPC & IMP
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Super Contributor
REM, GND, MPC, SOL gamble with PPC & IMP
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Not applicable
Discovery, Steinhoff and a bank (Barclays my pick). A REIT of your choice - (Hyprop, ArrowB) and Zeder.
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Super Contributor
APN, NPN, SAB, CPI, BVT.
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Super Contributor
APN, BAT, GND, SHF, WHL.
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Super Contributor
For one, many of us including myself like Richemont for 2015. (no real action in last 12 Months.) However Tiffany got badly hit in US today as it did not make the expected numbers and the talk in RSA is that prosperity? in US might be good for CFR numbers. Will just wait and see, what comes up on 15th Jan? me thinks some concerns - hope I am wrong. I am trying not to be a big buyer at the moment and important to at least preserve my capitol as growth will come. I stay with my Reinet, Trencor, Old Mutual (added ++) Richemont and surprise Amplats
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Contributor
And to think I sold my WHL at R15 a share after buying at R12 a few years ago! I just see red at the moment. A lot of shares look really cheap. Anglo under R200? I never thought I would see this again. Mail me if you like at [email protected] if you want to compare notes on shares we both own.
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