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  1. Today
  2. Spreadsheet Ranger

    Blue Label Telecoms

    If you take Cell C away then blue label is a money printing growth machine. The stock is incredibly cheap if they turn Cell C around. If they don't ... it might still be cheap.
  3. Yesterday
  4. Bogle

    TFIA - Local vs foreign ETFs - ideal split?

    I posted this graph in a post some time ago, its a year old but one can find the updated one on msci's website. I have SYGWD and STXEMG market ETF's in my portfolio with equal weighting. This makes me sleep well at night!
  5. Spreadsheet Ranger

    New JSE listings

    I still have shares in Taste Holdings, down 90% so I really do not care anymore, I practically wrote it off as school fees. I won't follow the rights offer, I do not fully understand what the consequences of that will be.
  6. SaurusDNA

    TFIA - Local vs foreign ETFs - ideal split?

    That is a most interesting observation. I have posted up the graph of STXEMG vs the JSE All-share index below. The correlation is clear to see and the difference in growth between the two is 10%!
  7. Last week
  8. Bogle

    TFIA - Local vs foreign ETFs - ideal split?

    The JSE and Msci Emerging markets index are highly correlated and emerging market index outperformed local equities the last 5 years. I would change the local exposure to STXEMG only. Less risk for similar performance and no "if" the local market bounces back scenarios...
  9. SaurusDNA

    Stock Watch Thread

    I'm trying to figure out why the Motus (MTH) share price keeps dropping. Their "fair value" is considered to be around R95 per share, their fundamentals are good, a forward P/E of around 7 and an expected dividend yield of 4.2%. They are the sole importers of Hyundai, Kia, Renault, Mitsubishi with massive growth potential. They're currently only at R78 per share. They started out very well but the last months has seen them lose almost 30% in just over a month. Well, they're at the support level now, so I'm seriously hoping they don't drop any further... Any thoughts on their short to medium term future?
  10. Bandit

    South African Budget Speech 2019

    It helps to think of TFSAs as an initiative by government to get the poorer middle class to save and we the "rich" are misusing it Country is already strapped for cash so I doubt we'll get more tax breaks any time soon.
  11. Bandit

    South African Budget Speech 2019

    I don't have any info on it but I reckon you are not, erm, poor enough to qualify...
  12. SaurusDNA

    South African Budget Speech 2019

    I guess the annual limits of Tax free investment accounts will remain at R33000 for the third year in a row then...
  13. Bandit

    South African Budget Speech 2019

    Perspective. It's less than what Eskom wanted.
  14. Groovy

    Pembury Lifestyle Group (PEM)

    I don't know where to start about this company, but what I know is that, I really want to punch management, on site, I don't want to talk. I really do. F these Mo'foz.
  15. Platinum Wealth

    Pembury Lifestyle Group (PEM)

    Hey, @jonobruton can you assist?
  16. SlimArchi

    Pembury Lifestyle Group (PEM)

    Why can’t I sell Pem on easy equities? It keeps giving me an error
  17. Spreadsheet Ranger

    South African Budget Speech 2019

    I did not listen to the whole budget, was away. I see businessinsider reported that government will give first-time buyers subsidies through its Our Help to Buy scheme. Anyone know where I can get info on this "Help to Buy scheme", I tried google'ing but could not find much.
  18. Spreadsheet Ranger

    South African Budget Speech 2019

    That is great news?
  19. Bandit

    South African Budget Speech 2019

    No bailout for Eskom. R23 billion pa support over next three years though. No increase in personal income tax rates or brackets.
  20. Bandit

    Std bank Africa Rhodium ETF

    + 24.99% ...that's all I have to say about it. That and I wish I was busy buying a house so I could push more money into it. On the flipside, it can't carry on like this forever.
  21. SaurusDNA

    South African Budget Speech 2019

    And don't forget tax-bracket creep! This one is the silent unnoticed killers that they've been doing for the past few years. I don't know how they're going to manage the Eskom issue - if they bail out Eskom, we get the final ratings downgrade to junk by Moody's. If they don't, Eskom will be bankrupt by April. Things that I think will be strategically omitted from the speech (but really hope he does address): Tax free investment account annual and lifetime limit increases. How they're going to fund free education. How they're going to fund the e-tolls issue.
  22. e4et

    Stock Watch Thread

    Cheers to that.
  23. Spreadsheet Ranger

    South African Budget Speech 2019

    I hope we see/get something exciting, but I suspect all we will get is a higher fuel levy and an increased sin tax.
  24. Spreadsheet Ranger

    Stock Watch Thread

    Probably in anticipation of the launch of the bank and the possible fallout from Solidarity regarding the excluding of whites in their black only share scheme? All I know is that I am very excited for their new bank next month. I think it is fair to assume most discovery medical aid (expensive) holders are banking with FNB/ABSA/Standard Bank and thus Discovery will shakeup the big banks whilst TymeBank and BankZero will shakeup Capitec and Nedbank. All in all we should enjoy lower fees accross the system for banking, I hope.
  25. e4et

    Stock Watch Thread

    Ouch, Yeah I'm down 9.21% on Discovery at the moment. Might be worth it to take the knock then and rather put it towards my Top50 in my TFSA On the flip side, Sibanye has recovered quite nicely in the last 2 months, hope this trend keeps going.
  26. mentalist

    Std bank Africa Rhodium ETF

    Any body invested in the above and any opinions on this ETF?
  27. Spreadsheet Ranger

    Anyone investing in Stadio?

    Almost Rekt.
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