Update 10/4/2024
The preceding " My specialist watchlist" has all the reasons for decisions taken and is still in use for stocks up to the December 2018
The restated watchlist below is published for ease of use. Please do your own research,before trading, as these stocks are chosen on my own opinion only.
CAPITAL GAINS
ADDED at year beginnings TO
LISTS IN:
PRELIMINARY 2020 LIST
LISTS WILL RUN FROM 18 OF SEPTEMBER 2019 TO GIVE MY READERS TIME TO INVESTIGATE NEXT YEARS RECOMENDATIONS A PAST CRITISISM OF MY LISTS WERE NOT PUT OUT SOON ENOUGH!
ALL ECOMONIES IN LOCKDOWN FOR CORONA VIRUS MARCH /APRIL 2020 SO UPDATES WOULD BE UNRELIABLE WILL RESUME AGAIN IN MAY 2020 AND LIST WILL BE REDUCED BY AUGUST WEEDING OUT THOSE STOCKS THAT ARE LIKELY TO
HAVE DIFFICULTY RECOVERUNG. PROCEED WITH CAUTION
The restated watchlist below is published for ease of use. Please do your own research,before trading, as these stocks are chosen on my own opinion only.
CAPITAL GAINS
ADDED at year beginnings TO
LISTS IN:
PRELIMINARY 2020 LIST
LISTS WILL RUN FROM 18 OF SEPTEMBER 2019 TO GIVE MY READERS TIME TO INVESTIGATE NEXT YEARS RECOMENDATIONS A PAST CRITISISM OF MY LISTS WERE NOT PUT OUT SOON ENOUGH!
ALL ECOMONIES IN LOCKDOWN FOR CORONA VIRUS MARCH /APRIL 2020 SO UPDATES WOULD BE UNRELIABLE WILL RESUME AGAIN IN MAY 2020 AND LIST WILL BE REDUCED BY AUGUST WEEDING OUT THOSE STOCKS THAT ARE LIKELY TO
HAVE DIFFICULTY RECOVERUNG. PROCEED WITH CAUTION
REWORKED TO MAKE IT EASIER TO FOLLOW
Do remember to read the reasons for buying and selling below the NEW LIST
FROM JAN 2024
GFI + 32 %
Goldfields reinvented itself by greenfields projects that give greater profits
2023 List January from 13/4/2023 to 10/4/2024
GND + 29 %
Recovery mode succesfullycontinues.They concentrate on cost effective logistics ,dedicated staff world wide and excellent management.
DRD + 22 %
Great time to hold a smaller mine that always producers an income.
PPH 0 %
Free of the past mistakes, the best time to hold this commercial shop with a large distribution network and strong management
GLN + 17 %
LIST1 START UPS FOR 2022 FROM
1/7/2022\to 14/2/2024
2022 LIST Nothing wrong with these stocks Just hit first by covid rules then by war in Ukairne!
APH + 10 % sold
Mauritaus stock so and mine in the Congo! Beware of large positions in this stock
RBX -21 % sold
As most parastatals nand government are not well managed and now delays are occuring on a large scale in South Africa
2021 LIST
WHL + 64 %
SSS + 4 %sold
JBL + 340 % sold Sell and take profits as this stock is under capitalised in these tough times 1/1/2023 (removed from list)
RBP +261 % Sell and take profits as mines jostle for position in increasing over mined section.
2019 LIST
IMP +230 %
SSW - 18 sold In too many danger regions of world with losses likely due to possible war situations %
List starting 2019 September
-2020 list starting-May-of all still in my portfolio-to 8/6/2022----------------------------------------
-2020 list starting-May-of all still in my portfolio-to 8/6/2022----------------------------------------
LATEST STOCKS 2022 see below FOR REASONS WHY THESE STOCKS WERE CHOSEN 8/1/2022
WHL +44 %
SSS +15 %
LATEST UPDATE 8/6/2022
CAPITAL GAINS
starting on the 2020 list
JBL +452 %
QLT- 8 %
starting on the 2020 list
JBL +452 %
QLT- 8 %
RBP+349 % The fast cycle of platium prices increases is ending and IMPLATS likely to buy out RBT.
NHM+127 %(ENDED 19/10/2021)
SEE BELOW FOR 2019 START UPS
IMP +524 %
SSW +45 %
SEE BELOW FOR 2019 START UPS
IMP +524 %
SSW +45 %
FOR INFORMATIOM FOR 2019/2021 SEE BELOW
CAPITAL GAINS
CAPITAL GAINS
STARTING 11/DECEMBER2020 FOR 2021 LIST
WHL STARTING PRICE R37.50 on 11 Dec 2020
AT LAST WOOLIES HAVE MANAGED TO RECONCILE THE DIFFICULT AUSTRALIAN MARKET AND THE SOUTH AFRICAN MARKET IS ALSO DOING WELL.
SSS STARTING price R12.80 11 Dec 2020
I REMOVED THIS PROPERTY LOAN STOCK DURING THE WORST OF THE COVID EPIDEMIC,BUT NOW SEE A BRIGHT FUTURE FOR IT A BREXIT IS A RESOUNDING SUCCESS! A NICHE STOCK WITH A BRIGHT FUTURE.
ALL STARTING 18 OF SEPTEMBER 2019.
UPDATE 5/8/ 2020
STARTING
PRICE
R0.54c JBL JUBILEE IS MOSTLY STILL AN EXPORATION COMPANY AND SUCH DOES NOT PAY DIVIDENDS. RAMPING UP IS HOWEVER CONTINUING APACE AND FOR THE FIRST TIME IT MOVED TO PROFIT IN 2019. ITS BASED ITS PGM METALS ON METAL RECOVERY FROM DUMPS AND ALSO HAS ONE PLAT/PALLADIUM MINE DOING WELL.
tHIS SHOULD MAKEIT A FAVOURITE WITH ECO GROUPS AS IT ALSO RETURNS WORKINGS TO THEIR NATURAL STATE. THE CHROME SECTION S ALSO STARTING TO RECOVER WITH INCREASING PRICES.
R13.54 SSS WITH BREXIT FINALLY DONE A WONDERFUL CHOICE SUPPORTED BY MAJOR INVESTORS TO GET PARTLY INTO BRITIAN AS WELL AS SOUTH AFRICA ,WITH THIS HYBRID ADVANCED STORAGE UNIT REIT. SHOULD LEAD TO RISING STREAM OF INTEREST INCOME IN FUTURE. UPDATE 15/JUNE REMOVED DUE TO LACK OF TRADING DUE TO COVID 19
R24.51 CTK - 18 % Smaller companies will struggle to regain footing in the present climate REMOVED FROM LIST April
R18.80 CMH + 0 % Smaller companies are going to struggle to recover due to the covid19 pandemic unless they serve a niche area REMOVED
R25.76 QLT + 30 % A wealth manager which will now have the advantage of Brexit going forward. It serves about a million customers,has top rate directors and is quoted on the LSE and JSE. Coronation fund managers owns about 15% of it. One of the few entry points for locals in a better class of stock as Brexit recovers. Income is likely to rise steadily in future.
R11.39 LTE + 0 % Too many companies competing in the samespace now REMOVED
R23.01 SUR - 8 % FOOD ESTABLISHMENTS A NO NO AS NOT YET OPEN AND ALL ARE UNDER CAPITALISED REMOVED
R 74.74NHM + 88 % Has merit and in trending section ,namely mining,will pull through.
R50.80RBP +53 % A ramping up mine,great potential
All above qualify. We look at well funded stocks with good management teams and also see how many of the best management companies mutuals,investment companies ,and
known stock holders are starting to invest in these stocks outside the top 40 stocks.
2019 Gain/Loss
RECORDED FROM 1 NOV 2018 TO 5/8 /2020
PRICE AT
START GAIN/LOSS
R 27 IMP +
(2019 Exciting News! Impala is setting up a facility to produce fuel cells at one of its refineries. The first in the Southern hemisphere. This is my only pure one platinum group metal play. The world of fuel cells is beginning to explode. I feel this isthe right time to enter this area of investment as the market is still depressed and this is a great recovery play in my opinion.
R18 PPH - 11 % Removed due to pandemic
Jan
(2019 Many trails and tribulations might still be ahead ,as it still part of the Steinhoff Group which has fallen from grace,but this was the base from which Steinhoff grew. The only really honest part and as a result of shenanigans it is now at a rediculously low price. With all suspect directors removed and many of the busnesses profitable I think its worth the risk as a speculative BUY.)
R 9 SGL +392 % NOW WITH STILLWATER USA SSW -FROM 15 MARCH 2020 +29 %
+ MAY 2020 R37 SSW STARTING JUNE 2020
Jan +102 %
(2019 This is a Stock which has everything going for it,it is still listed under the gold section,but has expanded into other metals and minerals such as platinum group metals and chrome,uranium ,chrome etc. It's gold sector is profitable and has helped pay for the expansion.Gold will eventually be phased out as supplies run out. It is a well managed South African enterprise spreading its wings world wide,under manager Neal Froneman and is likely to return to profitability soon)
------------------------------------
ALL BELOW EITHER CLOSED OR PLACED ON DIFFERENT LISTS
SEE 2016 BELOW FOR AEL AND GLN
-----------------------------aa
SEE MY SPECIALIST WATCH LIST NO1 FOR WRITE UPS NO 1 UP TO THE END 2018
2018 Gain/Loss to date
CLR + 91 %Sold to private firm and delisted Nov 2019
------------------------------ 2017 Gain /Loss to date
DCP- 7 % SOLD. Sell and take losses as field too crowded and government hostile to drug companies now 2019 Aug
------------------------------ 2016 Gain/Loss to date
AEL + 242 % Sold and banked profits Mar 2020
BAW + 114 % Sold and Banked Profits (Nov 2018)
EXX + 267 % Sold and Bank Profits(Nov 2018)
GLN + % Sold at break even Mar 2020
------------------------------ 2015 Gain/Loss to date
KAP + 30 SOLD % Sell and bank profits Aug2 2019 asd
UPDATE 5/8/ 2020
STARTING
PRICE
R0.54c JBL JUBILEE IS MOSTLY STILL AN EXPORATION COMPANY AND SUCH DOES NOT PAY DIVIDENDS. RAMPING UP IS HOWEVER CONTINUING APACE AND FOR THE FIRST TIME IT MOVED TO PROFIT IN 2019. ITS BASED ITS PGM METALS ON METAL RECOVERY FROM DUMPS AND ALSO HAS ONE PLAT/PALLADIUM MINE DOING WELL.
tHIS SHOULD MAKEIT A FAVOURITE WITH ECO GROUPS AS IT ALSO RETURNS WORKINGS TO THEIR NATURAL STATE. THE CHROME SECTION S ALSO STARTING TO RECOVER WITH INCREASING PRICES.
R13.54 SSS WITH BREXIT FINALLY DONE A WONDERFUL CHOICE SUPPORTED BY MAJOR INVESTORS TO GET PARTLY INTO BRITIAN AS WELL AS SOUTH AFRICA ,WITH THIS HYBRID ADVANCED STORAGE UNIT REIT. SHOULD LEAD TO RISING STREAM OF INTEREST INCOME IN FUTURE. UPDATE 15/JUNE REMOVED DUE TO LACK OF TRADING DUE TO COVID 19
R24.51 CTK - 18 % Smaller companies will struggle to regain footing in the present climate REMOVED FROM LIST April
R18.80 CMH + 0 % Smaller companies are going to struggle to recover due to the covid19 pandemic unless they serve a niche area REMOVED
R25.76 QLT + 30 % A wealth manager which will now have the advantage of Brexit going forward. It serves about a million customers,has top rate directors and is quoted on the LSE and JSE. Coronation fund managers owns about 15% of it. One of the few entry points for locals in a better class of stock as Brexit recovers. Income is likely to rise steadily in future.
R11.39 LTE + 0 % Too many companies competing in the samespace now REMOVED
R23.01 SUR - 8 % FOOD ESTABLISHMENTS A NO NO AS NOT YET OPEN AND ALL ARE UNDER CAPITALISED REMOVED
R 74.74NHM + 88 % Has merit and in trending section ,namely mining,will pull through.
R50.80RBP +53 % A ramping up mine,great potential
All above qualify. We look at well funded stocks with good management teams and also see how many of the best management companies mutuals,investment companies ,and
known stock holders are starting to invest in these stocks outside the top 40 stocks.
2019 Gain/Loss
RECORDED FROM 1 NOV 2018 TO 5/8 /2020
PRICE AT
START GAIN/LOSS
R 27 IMP +
(2019 Exciting News! Impala is setting up a facility to produce fuel cells at one of its refineries. The first in the Southern hemisphere. This is my only pure one platinum group metal play. The world of fuel cells is beginning to explode. I feel this isthe right time to enter this area of investment as the market is still depressed and this is a great recovery play in my opinion.
R18 PPH - 11 % Removed due to pandemic
Jan
(2019 Many trails and tribulations might still be ahead ,as it still part of the Steinhoff Group which has fallen from grace,but this was the base from which Steinhoff grew. The only really honest part and as a result of shenanigans it is now at a rediculously low price. With all suspect directors removed and many of the busnesses profitable I think its worth the risk as a speculative BUY.)
R 9 SGL +392 % NOW WITH STILLWATER USA SSW -FROM 15 MARCH 2020 +29 %
+ MAY 2020 R37 SSW STARTING JUNE 2020
Jan +102 %
(2019 This is a Stock which has everything going for it,it is still listed under the gold section,but has expanded into other metals and minerals such as platinum group metals and chrome,uranium ,chrome etc. It's gold sector is profitable and has helped pay for the expansion.Gold will eventually be phased out as supplies run out. It is a well managed South African enterprise spreading its wings world wide,under manager Neal Froneman and is likely to return to profitability soon)
------------------------------------
ALL BELOW EITHER CLOSED OR PLACED ON DIFFERENT LISTS
SEE 2016 BELOW FOR AEL AND GLN
-----------------------------aa
SEE MY SPECIALIST WATCH LIST NO1 FOR WRITE UPS NO 1 UP TO THE END 2018
2018 Gain/Loss to date
CLR + 91 %Sold to private firm and delisted Nov 2019
------------------------------ 2017 Gain /Loss to date
DCP- 7 % SOLD. Sell and take losses as field too crowded and government hostile to drug companies now 2019 Aug
------------------------------ 2016 Gain/Loss to date
AEL + 242 % Sold and banked profits Mar 2020
BAW + 114 % Sold and Banked Profits (Nov 2018)
EXX + 267 % Sold and Bank Profits(Nov 2018)
GLN + % Sold at break even Mar 2020
------------------------------ 2015 Gain/Loss to date
KAP + 30 SOLD % Sell and bank profits Aug2 2019 asd
