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Said it long ago.CML are not as clever as everybody makes out.They have too much money now and their investment universe is too small.Due to QE markets have rallied way harder than they should ever have and CML were milking the performance fees
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06-02-2015
07:58 AM
As Simon says.Fungible in theory yes but I would say the local share price in Rands should in theory keep up to the London price otherwise there will be arbitrage opportunities.If SA goes kaput I think you it would be quicker to sell the SA holdings (trigger CGT) and buy london listed .Not sure whether you can do a transfer of shares in a quick manner as would need to get strate and clearing houses involved
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08-08-2014
02:26 PM
Surely its the repuational risk of cml that is at question.I think they have had a bull market in their favour for too long .Again after having worked in the industry ,no qualification can make you a better money manager or give you common sense as to me this is a common sense failure by CML
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24-01-2014
04:28 PM
my question is do these Analyst add value.All they really doing is giving sales talk to the sales trader!
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02-10-2013
12:27 AM
That is why if you take a look at Coronations past performance and alpha and their stock picks,I would be little concerned to think where they are going to run to or hide to create positive absolute performance if we see a healthy major correction.So what I am saying yes they are good(dont get me wrong) but have they just not ridden the crest of the wave and last 10 years have been extraordinary,which the man on the street thinks is now ordinary .I used CML as a exampple but it could apply to any fund manager in a very long bull market,with so called superskills
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05-08-2013
12:41 PM
Do Cfd's not close at 16:50 Can you just put in @market at 16:50 Out of interest(for normal equities) if you put a @marketorder in at 16:49,will you get filled at current best price?.So how do you put in a order to pick up the closing auction price?(equities and is it possible for CFD's Cheers
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26-07-2013
11:51 PM
So why are all asset managers not using this strategy and all out performing the market every year?
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28-06-2013
11:18 AM
Ok but my question is who are South africas best traders and who do we think is the best? like example a Paul Tudor Jones/George Soros of SA. I dont know of any off hand why I brought up the CEO's.Get my point?
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27-06-2013
09:35 PM
Who are South africa's Paul Tudor jones,Alan Howards,Paulsons etc.I cant think of anybody off hand except maybe more Value type investors in RMBH trio,Jannie Mouton ,Johann Rupert,Christo Wiese(yes I went to Stellies but no bias in list)brian Joffe as they all certainly know how to trade a good deal
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19-06-2013
01:15 PM
Yes but their outperformance record has been in rising markets.How do they outperform when markets tank and AUM decrease is my question
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03-06-2013
12:32 PM
Simon ,I think a webinar on all these products from the Banks perspective would be useful.IE how does OST make money off CFD's,futures,warrants etc and exactly what hedging/market trades takes place from their .This will give a retail investor a full understanding of the products.Just my thoughts
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30-05-2013
04:40 PM
Look at RDF as well.Is it not due to weaker Rand maybe.Foreigners getting less yield?
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14-05-2013
12:56 PM
haha nobody particular (maybe the bull market)...if want to get technical using my analogy but my point is rather their share performance reminds me of apple where they just could do no wrong
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14-05-2013
12:11 PM
Reminds me a bit of Apple shares.Just one line upwards for so long,who had the guts to short when Steve jobs was around.If you shorted day he died you would have done well.So what I am saying is that CML are good (we know that)but they cannot continue to grow AUM at the rate we have seen in the last 5 years and can they keep their feet on the ground.When and if markets turn ,I believe the share price could come off but I am not willing to try predict when and if
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03-04-2013
02:35 PM
Yes nice presentation.Was thinking you should do a presentation on JOL on derivatives from the bank/Trading platform side IE What happens behind the scenes when I actually buy a CFD etc.See how bank make money ,and the hedging etc that takes place with options,SSF,CFD's etc.It would be useful to get a holistic understanding of the product and evaluate if a counter-party is really that risky from understanding what could happen in a worst case scenario.Interested in your view
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22-03-2013
05:48 PM
went ex ...But still had quite a big fall excluding the expected amount it should have fallen by
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07-03-2013
11:08 AM
Low of today is 116.Surely if market did not like it would of already acted.Jacko Maree was a failthful servant(anybody top40 ceo better than ramos) but SBK has underperformed FSR.So in my view (always say could be wrong) not a huge fundamental shift for SBK
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07-03-2013
11:08 AM
Low of today is 116.Surely if market did not like it would of already acted.Jacko Maree was a failthful servant(anybody top40 ceo better than ramos) but SBK has underperformed FSR.So in my view (always say could be wrong) not a huge fundamental shift for SBK
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07-03-2013
11:08 AM
Low of today is 116.Surely if market did not like it would of already acted.Jacko Maree was a failthful servant(anybody top40 ceo better than ramos) but SBK has underperformed FSR.So in my view (always say could be wrong) not a huge fundamental shift for SBK
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25-02-2013
04:30 PM
but as it stands the current price reflects everything (sorry posted before finished)
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25-02-2013
04:28 PM
there is no exact science and sometimes a major move is just short term market forces that can over react.These forces are not normally like this forever and over time the true value of the company will be shown and the fundamentals and could argue technical will reflect this(over the long term most likely)
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20-02-2013
10:15 PM
surprised no trading statement was issued.Is it not a change in 20% in previous earning,require a trading update
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20-02-2013
12:30 PM
or is it cause Mr kloppers is leaving? I think the result are worse than expected and shows not easy in resource sector
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20-02-2013
12:30 PM
or is it cause Mr kloppers is leaving? I think the result are worse than expected and shows not easy in resource sector
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19-02-2013
06:53 PM
if you are asking for the true fundamental value of a share,there is no answer or holy grail as everyone has views but the price you see today is what the market thinks it is valued at
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13-02-2013
12:24 PM
agree,market has priced in very good earnings.That being said does not mean market cant go higher from where we are but a pullback would be healthy.Many fund managers got fooled at the end of last year and underperformed the market.I am waiting for APN trading statement ...mmm.Will have to wait and see
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05-02-2013
01:29 PM
he does not want to sell his shares or stake,hence why a stop loss wont work.He is just hedging the risk
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23-01-2013
02:30 PM
watch out for the thrill part if trading done well it is actually quite boring and there should be no thrill
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17-01-2013
12:18 PM
Should we not block the performance of the stock after we have sold out of our mind.Perfect trades are a luxury and if we hit target it has done well? Keeping a third back helps if the stock goes in your favour after sold
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15-01-2013
01:37 AM
So in other words,is this the start of the overdue correction towards the long term mean valuation,or just normal healthy buying opportunity from a pull back.Both sides of the trade have valid reasons but suppose time will tell!
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| Date Registered | 29-11-2005 04:42 PM |
| Date Last Visited | 14-04-2019 06:27 PM |
| Total Messages Posted | 199 |
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