Comments on: Buy Impala Platinum (IMPUY.PK)

By: maik

maik — Fri, 23 Apr 2010 17:58:49 +0000

Jim, not sure if you keep up with old post like this, but an economist article mentions Impala as a firm that would be hit if Zimbabwe proceeds with its threatened “indigenisation.” Any comments?

http://www.economist.com/world/middle-east/displaystory.cfm?story_id=15955482

By: RichIdiot

RichIdiot — Mon, 01 Feb 2010 16:24:49 +0000

Jim, Does your position change on this with the latest earnings report? Down 75% from the year before. What impact will this have on the short term price or finding an entry point if we are considering following your portfolio for the first time?

http://m.24.com/content/FullArticle.aspx?aid=ARTICLE_2570046&cat=Finance&sh=Finance

By: andante

andante — Wed, 27 Jan 2010 06:07:24 +0000

Thanks amtrend10

By: amtrend10

amtrend10 — Tue, 26 Jan 2010 18:29:02 +0000

salmoned, at the onset JJ and the other moneycentral editors used equal $ stakes in stocks , usually 10,000 for each stock. it was really for comparison reasons and i guess still is. You apparently have come in lately so have a different prospective than we who were here in the beginning. It is almost impossible to correct without starting fresh as they used to on MSN money. Please don’t rock the boat as this is the best information on the web. JJ IS GREAT but you are going to have to figure out how to allocate your funds all by yourself. It is different for all of us anyway.

By: salmoned

salmoned — Tue, 26 Jan 2010 18:06:48 +0000

Jim, I can clearly see you don’t want to reveal percentages of idle cash or initial investment positions. What I can’t see is why you are intentionally not revealing why you are reticent concerning those matters. Is portfolio management NOT a part of what you wish to share in this forum? Is that all covered in your book? I can’t be alone in seeing this foundational area of investment strategy being skirted. If I were learning Texas Hold’em, I’d want to learn asset management alongside odds of making a hand or player patterns, else I’d have a gaping hole in my understanding of the game.