Should YOU Buy Pick and Pay Shares
Vložit
- čas přidán 8. 07. 2024
- BROKSTOCK : iOS and Android: app.adjust.com/1as603xi_1aw9rawo
Website: tinyurl.com/2w3978s8
Should YOU Buy Pick and Pay Shares
BUY My Property Course here : payhip.com/LouisReynhardt
Follow this link to sign up with Megacharts and use my coupon code : "LOUISINVESTS" to get a 10% Discount.
megacharts.com
SIGN UP at Seeking Alpha with this link to get a 14 day free trial : seekingalpha.me/LouisReynhardt
(If you can spend Hundreds of rands per month on Netflix/ DSTV you might aswell spend it on something usefull like Seeking Alpha)
Join this channel to get access to perks and one on one sessions:
/ @louisreynhardt
If you enjoyed the video, please share it with your friends.
SUBSCRIBE TO MY CHANNEL : / @louisreynhardt
___________________________________________________________
#PersonalFinance #Investing #RealEstate #JSE #Shareholder #Markets
___________________________________________________________
Connect with me:
Instagram : @LouisReynhardt
Twitter : @LouisReynhardt
DISCLAIMER: I`m not a financial advisor and hence the content of these videos are for educational and entertainment purposes only. Investing is a risk related practice and should be approached carefully.
Let me know if you would like to see how I grow my new portfolio. 📊
Keep us posted. Over covid, I suggested to my mates to buy in travel, holiday club and airlines while they were at an all time low. They didn't nor did I as I did not have the spare cash otherwise I would have bought in airbnb etc. What did buffet say - I forget the oracle of Omaha's famous saying...
Oh, historically. PNP was a high flyer, then Boxer propped them up when they were dying 7 years ago. Now both are doing badly, last time I checked on boxer...
Spar vs Woolworths vs Shoprite.
Yes plz
Thanks Louis. 2 issues for me is Raymond Ackerman. The second is the move from PnP to have more Quali PnPs. Simply put the strategy is to compete with Shoprite and buy over most of the so called local shopping centres and branding them Quali PnP. I see this in many pnp stores in CPT. Service quality is not what it use to be. Have you ever seen PnP stores having some major alterations in the last 2 years? I haven't but I did see this with Checkers and Woolworths. That tells me that they value customers more than PnP.
Thanks for sharing. Those are some interesting points. I agree, I would say consider some of the other retailers before considering PNP. Theres a lot of headwinds for the company.
I bought Implats shares about a 2 weeks ago. Its up 61%😮 I think PnP will not survive in the long run. Shoprite Checkers are just too superior. My long term share at this moment is Aveng and Sasol and Satrix India ETF. You're welcome
Thanks for sharing, india is a interesting play 💪🏻💪🏻
Good choices. Satrix India etf is actually performing quite well.
Aveng is an interesting one. Why though?
@@tiaanvanstaden6583 Their financials are indicating improvements since they collapsed. New CEO. That industry took a beating in Covid and the industry as a whole are still trying to recover from that. Share price lowest since like ever. There was a halving in shares. No indication that they will not be around in 10 years. 10x is a possibility
@@tiaanvanstaden6583 I did respond but I see CZcams sensored that
I’ve started rand cost averaging down. So every month just put some in. I get attracted by over sensitive investors who are only looking at the most recent results and when things look bad. Will sell out when things are looking too positive and I will start looking for the next ‘dead company’. It’s a strategy that’s worked for me multiple times. Time will tell
Interesting. Thank you for sharing and adding value to the comments. Hope you get some great returns .
All the best 🏆
Can you analyze Woolworths? Thanks Louis.
Definitely, I'll be making a video about them soon 💪🏻💪🏻
@@louisreynhardt looking forward to that!!!
I would also love to see woolies as a group and shoprite holdings.
Hi. Thank you for your video. Pick n pay is a good company to buy now if you have a 3 year horizon. Sean Summers (ceo) is concentrating on turning the company profitable by closing stores, and reducing expenses. I believe there will be one more disappointing result and then up up and away. Watch this space.
Thanks for sharing. You make some interesting point. Good management can surely turn around a company but in my opinion it will take longer than 3 years especially if Shoprite keeps up with their aggressive growth strategies. Would love to see how this turns out. Do you currently own PNP? I dont own any of the retailers
Dam rite Louis. I live near 2 pnps and 2 checkers. PnP is like a spaza shop and always dead. as for Checkers, it just buzzing. PnP prices are just not right and they think re branding will work but it never will with all that fancy jargon. Checkers is murdering them and pnp is just too dumb to see the light. I have two friends who are working for the checkers group and they are already in talks with buying some pnp stores but the issue now is the prb of monopoly.
Damn this is so accurate 🤣 i dont know why but whenever I shop at PNP I end up being disappointed. Besides that, their financials doesn't look promising. Thanks for sharing and adding to the comments 💪🏻
Yip not sure the the competition commission will approve
Pick n pay is a Good company and the service is good ... Things will be better next coming years
Thanks for sharing. 💪🏻💪🏻
I agree, but more so, checkers will drop the ball and that is where PNP will nail it!
Can you do a video on Spar. Since I work with the company and would like to see how we're doing from a market perspective.
Absolutely, I will be looking into Spar, shoprite and Woolies in coming videos. Thanks for the comment 👍
Another problem with PnP is their unlisted class-B shares that secure majority voting rights for the Ackerman family.
Interesting. Thanks for sharing 💪🏻 🤔
Enjoyed that. In my situation, before I left London I dropped 6000 quid on Tesla when it was sitting at 206 quid a share, then I bought another 4000 quid on solarcity (elon's brothers company that elon and tesla ended up buying bringing my tesla shares to 94 tesla shares - lucky move at the time.) Made a bit of cash, not much, but I got lucky. After taxes etc I still made a small bit of profit before they diluted the Tesla share price. Incidentally in 2013 FB IPO'ed at $36/$38 per share, dropped a week later to $18 a share, I should have bought a few in FB in hindsight. I have since sold all my teslas shares a few years ago because I required cash liquidity at the time.
Thanks for sharing.
Damn, FB at $18 would be amazing.
Would love to know what you return on Tesla was . Well done 👏🏻
@@louisreynhardt wish I did it at 18 on FB. Also wish I held onto Tesla. My guess now is AI tech companies or BYD (BUILD YOUR DREAMS). TESLA will drop, BYD is the Nvidia of electric cars. They are fast and agile. Gut feel.
Oh, I would say be careful of AI company investments. Let me give you and your viewers an example. When the gold rushes happened with Africa and the 49'er's gold rush in the states, the ones that sold the gold pans, dynamite, picks and shovels made a great return more than the individual miners. Same concept still applies. Nvidia and other GPU processing chip power producers are the gold pan peddlers in a similar respect. Again, it is just my gut feel.
Good call......
💪🏻💪🏻💪🏻
Thanks Louis.
Pleasure my friend. Thanks for the support 💪🏻💪🏻🏆🏆
Can you please do a video called "Should YOU Buy We Buy Cars" Shares!
Thanks! :)
It's your lucky day. Im posting it tonight at 6pm 💪🏻
That was great video. Please analyze Shoprite
Glad you liked it. Thanks for the suggestion. I will look into making a video about Shoprite 💪🏻
Woolworths was the same a year or 2 sold my shares and never looked back. Looking to do the same to pick n pay. Shoprite showing promise
Well done. Thanks so much for sharing 💪🏻💪🏻
Why do companies list on the JSE and the 2AX markets?
How has their uncoupling from Boxer effected their stock value? Please do a vid on Boxer, apparently they'll be listed by the end of this year, I think that'll be a share worth buying. And what about Oxford? (I've started shopping at Oxford simply because it's such good value for money and who doesn't need to stretch the budget now days)
Wanted to do a full analysis on that, but it would be a very long and probably boring video for most. Will look into it going forward. Thank you for your comment 💪🏻
Very gud content plz do analysis on Shoprite and banks and more info on Brockstock
Coming up my friend 💪🏻💪🏻
My opinion, PnP is a good buy (I recon their share price will go up in the next two years, but that is just my opinion) as they will catch up on the 60/60 home delivery over woolworths and spar. Spar, PNP and Woolworths quality of their fresh produce foods are dropping. A good mate of mine is responsible for daily visits to one of them and his job is to spot visit and check the fresh produce quality. Spar is by far the worst and PNP is a close second. Checkers are brilliant on quality.
Pnp has never really led. They’ve always dragged behind Checkers and Woolworths. Can’t see that changing.
I agree 💪🏻
Thanks for sharing. It's interesting to hear a different opinion. Thank you for sharing it in the comments. PNP has dropped the ball, and it will be difficult to get ahead with all the headwinds they are facing. Fundamentally, the company is not in the best position, but it doesn't mean its share price can't increase .
I read today that checkers just opened 3 or more locations in one day...makes me think all the others are going to takes a few years to catch up. Either an opportunity to buy PNP on the low - who knows. I do feel they will catch up and Checkers will over capitilise draining their cash flow. Same happened with subway etc. They got too cocky and smashed out on locations opening up. You will see the same with those dollar stores in the US. There is this one guy that I think CNBC or business Insider do a segment on. I found it incredibly interesting. This guy opens up a take away place, but grows and focuses on his product and customer satisfaction. He only has like 50 outlets and does one thing and it it the tastiest in the sector. Gives shares in the company to his staff etc. it was just chicken wings. Simple.
@@MoreThanRuan I totally agree, I just feel and seen in various sectors, some companies suddenly pivot, checkers got lucky with the help of COVID, right timing and nailing the concept and market adoption of the 60/60 app and delivery implementation. Just for full disclosure, I own zero shares in any companies currently. It is just an interesting convo to have.
Pick and Pay stores feels dirty, low quality and in more than one store there was a unpleasant smell. Not a great experience. I would much rather buy from Woolies or SPAR. Do you use Easy Equities and if so, would you be willing to share your investments and experiences there?
Seems to be so accurate all over SA. I just dont like PNP and I dont like their financials.
I use EE as my main long term portfolio and have been sharing some of the portfolio here and there but I prefer to keep it somewhat private. ( check out my investing playlist to see some of my stock purchases and sells)
I will however be sharing all my purchases on my Brokstock account going forward 💪🏻💪🏻
can you analyse we buy cars, since it just listed on the JSE.
Great, ill look into WBC 💪🏻
Checkers will do.
💪🏻💪🏻 coming up
Can you do an analysis on SPAR?
Absolutely, I will be looking into Spar, shoprite and woolies next. Thanks for your comment 🙏🏻
I would be interested to see if Checkers is a good investment
Thanks, I will be making a video about shoprite soon 💪🏻
Please do one on Checkers and woolworths
I made both these videos . Let me know what you think 💪🏻💪🏻
Buy the company you buy from
💪🏻💪🏻💪🏻
Hi Louise if you had funds available will you ever buy a franchise and if yes what franchise will you buy
Yes, absolutely, I have considered before but just have found a good opportunity. I wouldn't buy anything to do with food. Whatever you vuy consider a comonay registered with FASA.
I want to buy a stock just before they pay dividens and then sell it ,how wise is this ?
Dividend hacking is more of a speculative way of making money with stocks. It can work but it's not part of my strategy As long as you can resell the shares while the share price is up you can make money but what happens if you want to resell and the shares are down? You will be forced to sell at a loss.
@@louisreynhardt more often than not the stock up price will go up just before the dividens are paid and they will go down after the dividen is paid ,I bought JSE ltd 2 days ago the stock is up a little .
Also consider Picknpay owns boxer
Boxer performed quite well. But the core bussiness is the issue in my opinion. Thanks for pointing it out 💪🏻💪🏻
@@louisreynhardt Thanks alot for posting the video, very informative 👍
Should we buy we buy car shares ? Do you think it will go up
Will look into making a video about this. Stay tuned hhis week😉