Friday File: Portfolio Transactions Catch-up (2 sells, 5 buys)

by Travis Johnson, Stock Gumshoe | July 13, 2018 1:01 am

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Source URL: https://www.stockgumshoe.com/2018/07/friday-file-portfolio-transactions-catch-up-2-sells-5-buys/


9 responses to “Friday File: Portfolio Transactions Catch-up (2 sells, 5 buys)”

  1. Investor Clouseau says:

    $CTEQF added to my position as well earlier this week, thanks for sharing your thoughts and for the accompanying bump in confidence that all the patience should pay off.

    Been thinking for a couple months about getting some starter position exposure in Indian companies ($FFXDF maybe), but haven’t pulled the trigger yet. It’s always good to read your feedback on your own holdings and moves.

  2. StockMidas says:

    Naspers (the name derived from Nasional Pers, meaning National Media) hails from my native country, South Africa. With a 20% pullback since mid January 2018 may seem like a good entry point but in my humble opinion is not investable now. Trading in the “Double Death Cross” zone with 200MA having intersected both the 50MA & 100MA is usually an indication of a continued downward trend.

    Although its operations are global it is still a South African company with its headquarters in Cape Town – and that is where the real concerns lie. The severe political instability, corruption by politicians ransacking the state coffers, daily violent riots, strikes, excessive crime rate, escalating farm murders, a country that boast the highest rape statistic in the world and outright dissent from the majority towards the minority does not bode well.

    If the Deputy President of a country can announce publicly that “white people should either leave the country or be killed” with total impunity while they make up 5% of the population but pay more than 90% of the taxes investors should be very wary – for that reason more than a 1 000 people leave the country per day, leaving behind the uneducated masses.

    In August 2018 the final amendment to the Constitution will be announced where the government will be entitled and will expropriate property without compensation which will result in civil war. Regrettably every business and company such as Naspers (NPSNY) will suffer from this.

  3. dkandt says:

    Hey Travis,
    Thanks for answering my query on CleanTeq and Yatra – informative as always!

  4. whitedog says:

    Any suggestions on Lashmet’s drug company tease?

  5. sureshsetty says:

    Hi Travis
    Can you please suggest some not-so-expensive ways to buy pyhsical gold ?

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