The Best One can do Now !

  The best one can do now is hold onto sections of stocks one knows are going to be needed in future to supply the needs of the world popula...

About Me

Retired but always looking for new challenges.

2) Large Capital Stocks update 14/3/2024

 UPDATE  14/3/2024


 The plan is to never have more than twelve stocks in this class,not to be put off by small moves,to be patient and reveiw at six month intervals to see if anything better is trending. If a stock falls more than 20% from its starting price it should be sold.
We base our recommendations on how we see capital gains and dividend gains in future increasing. Every three years we shall draw up a new list.All stock starting in March 2020 lowest price ,end of day.
March 2020                                       Capital,    % Gain/Loss
price                          Update  Mar 2024   

                                                               
R  15           1. SWW        +   12        %
0
R 204          2.AGL           +   97      %                                
 R23         3.SOL               + 354      %


R538        5.CPI                 + 266     %
R24           6.QLT  sold                 -3     %    -SELL- EUROPE MIRED IN WAR CONDITIONS 28/3/2022------------------------------------------
 7.EXX    + 5          %     
8.BHP +156          % 
9.ARI   +79            %
FOR THE LATEST UPDATE NEWS
                         

 




7. EXXARO  (EXX)
7/10/2021 update
To twist a saying! Their death was vastly over rated! They are the "clean coal company" as well as mineral sands and other minor mineral deposits. They struggled to get finance as well as sell outs from politic correct large company idiots! in our opinion this still large company has years to run!

1.SIBANYE(SWW)
Update April 2020 A hybrid Platinum group metal and Gold stock run by a very canny management using the gold profits to bolster P G METALS . It is buying up very good parts of other mines here in South Africa that are been sold at bargain basement prices due to money constraints due to world events at th3e moment. It is likely to become the largest PGM mine in South Africa soon. It also has  bought Stilwater PGM mine in the UNITED states.


2.ANGLO (AGL) 
Update April 2020.At one time the largrst mining company in the world with its main listing in Johannesburg,South africa.The primary listing has moved to London now,a wise move as it can no longer be dictated to by a general hostile environment from government and labour which seems hell bent on destroying all local companies as they wish to impose their will and control the operations. This is a general mistake of all African indigenous governments as they have neither the knowledge or funds to develop or mantain such large operations.
This new approach of AGL has made the now smaller company nimble footed with strategic holdings of minerals and metals that
  will always be needed to rebuild the world economies of the world. Great management,steady income always increasing over the longer period for themselves and investors.

3.SASOL(SOL)
Update April 2020 Under new management which is finally corecting the faults of the past. The chemical devision will in time produce the most income and the fuel devision the least. 
As far as the fuel devision goes we have been told by the managment that the break even price for the basic oil will be $25 per barrel. They will be able to break even at this price for the next two years at least.
The stock is still fairly funded
.
4. SATRIX RESOURCES (STXRES)
UPDATE MAY 2020 IT IS UNUSUAL TO LIST AN INDEX FUND ALONGSIDE THESE STOCKS,HOW EVER IN THIS CASE DO REMEMBER THIS SPECIALIST EFT  CONTAINS ONLY TEN STOCKS THAT ARE THE LARGEST RESOURCE STOCKS LISTED ON THE JSE. THEY ARE ALL TRADABLE AND BY OWNING THE GROUP AN INVESTOR IS SOMEWHAT PROTECTED FROM SUDDEN NEGATIVE MOVEMENTS OF ONE OF THE LISTED STOCKS.
THE TOP FIVE NOW  AND PERCENTAGE MAKE UP ARE. AGL26%, BHP33 %,
MNP 10% , SOL 9% ,GFI 5 %.


5. CAPITEC (CPI)
UPDATE MAY 2020  Under PSG management of the Moutons with great business sense CPI was built up from a small cash,loan business in a couple of decades to become a great bank challenging the four main banks,by concentrating on the middle class and now richer individuals . They do this by keeping charges for all services down lower than theeir rivals. The full commercial bank gaining the most customers yearly.

6.QUILTER(QLT)
UPDATE MAY 2020   At the moment outside the top 40 but now al a resepticle for most of OML overseas assets. As Brexit takes off should flourish.