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INVESTEMNT PROSPECTS

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Super Contributor
It would be interesting to start a list of interesting investment prospects (NOT trades) for discussion - and track them over time. Of course said thread would need to be resuscitated often but "C'est la vie!"
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Super Contributor
I would be interested in that as well.
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Super Contributor
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Super Contributor
Well, run up your flag and let's see who salutes it.
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Chopchop
Contributor
My buy list at the moment: CIL, CND, MDI, RLF, DSY, CSG, CTK and CMH... Top Holdings in order are: CND (20%), SNV (16%), RLF (13%), SNH (9%), CGR (6%), CIL (6%) and MDI (5%)
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Super Contributor
Well let's start with bOring old property stocks. Rand recovery vs hedge - or a blend of the two? Seemingly huge value developing in PPR, MDP, ANA... Semi-Prop stocks like LBH...
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Super Contributor
I keep revisiting Adcorp. PE below 5 now. Problem with "moat", but as for the rest this just looks bloody dirt cheap.
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Super Contributor
Finbond, Steinhoff and STX40.
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Super Contributor
LBH charts looking ominous. Just looking at technicals, I think it will get to R100 sometime in the future
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Super Contributor
generally banking sector looks cheap eg investec-adcorp mustek,spur
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Super Contributor
generally banking sector looks cheap eg investec-adcorp mustek,spur
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Super Contributor
I have started taking these too. The "moat" seems less important in light of the sheer number of specialised subsidiaries. It is not going to pick up competition from "big" companies; by the same token - very small players won't have the clout to compete.
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Super Contributor
Might... but balance sheet restructuring and Rand strength and an embedded value of R150 odd. Nice quality of client too, I think. Better than OLM's government workers.
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Valued Contributor
the recent purchase by finbond of pay day loans biz in the US is going to be ugly .. google no longer allowing ads for the products, federal level investigation etc. they got sold a dud
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Super Contributor
Crazy deal. AND Conduit lost the plot and went off and bought FGL at the top, back this deal specifically. CONDUIT also bought a whack of EQS which has collapsed. Yeah, yeah... I know I punted CND but it was below a R1 at that point - I dumped them at R3 and have no intention of going back. I think Kohanowitz has gone power mad - you know: "size at any cost."
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Super Contributor
Along similar lines - WORKFORCE (WKF) looks very cheap.
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Super Contributor
GND - the BALTIC DRY INDEX has risen steadily off the bottom - added 200% since bottoming. She earns USD, has an effective port concession, a Commercial Shipper (banker) onboard and her assets are housed in non RSA companies. Can't say I'm mad about shipping but it looks cheap.
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Super Contributor
Trencor also operating in this space. Share severely punished over the last two years. 2750 long term support. Results will be an interesting affair.
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Super Contributor
Took a big loss on TRE. I don't like their business model. To easy to copy. With yields being this low - everyone must be trying the old "syndicate a container" business. They are no longer the biggest player in the space by a long way. They have R50 Billion DEBT at this point, I think. If interest rates turn upwards in the states... Add t this the woes which are forcing some of their clients to go belly-up - most notably giant Hanjin who's operations have been suspended.
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Super Contributor
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