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Picked up more SLM at 8571 this morning, eish the financials are under pressure but the dividend yield around 5.2% on a business with solid medical scheme exposure keeps me comfortable holding through this noise.
Sanlam's been grinding higher at R8557 but I'm struggling to justify the valuation when you dig into the embedded value per share and the drag from their international operations. Has anyone else looked at the actual return on equity metrics versus the cost of capital, or am I mi
SLM holding steady at R8527 despite market chop. With insurance earnings anchored to long-dated liability books and that 4.2% dividend yield, does the market undervalue the compounding potential here versus chasing growth stocks that'll crater on first earnings miss?
Sanlam at R8539 down 1.12% today is trading at a meaningful discount to its intrinsic value relative to peers like Old Mutual and Discovery, particularly when you factor in its ROE trajectory and the embedded value uplift from its Glacier asset management franchise. The market se
SLM dropping 1.14% today doesn't worry me much since the financials sector pullback looks temporary, but I'm holding rather than adding because insurance plays don't give me the property exposure I'm after in this rate environment.
Sanlam's embedded value generation and diversified earnings streams across insurance, investment management, and emerging market operations provide structural support for long-term capital appreciation, though near-term headwinds from rand weakness and rate volatility warrant pat
With SLM trading down 1.31% today, I'm curious whether the market is overreacting to short-term earnings volatility or if there's genuine concern about the embedded value trajectory on a 50-year holding horizon. For those managing generational portfolios, has anyone modelled the
SLM down just over a percent to R8710 today, but that's nothing unusual for a financial heavyweight with dividend yield backing it up - not concerned about this pullback when the underlying business still generates cash for shareholders.
Picked up more SLM at R8830 this morning, eish the financials sector's been hammered but with dividend yield sitting around 5.2% and the insurance book exposed to agricultural risk, there's value here for patient capital waiting out the interest rate cycle.
R8904 barely budging on SLM despite the broader financial sector volatility — feels like money's waiting for actual earnings catalysts rather than chasing 15 basis points.
SLM at R8942 is down 0.92% today but the real question is whether insurance plays can actually recover if interest rates stay elevated longer than the market thinks. Their net profit depends heavily on investment returns and claims management, so we're basically betting the yield
Still holding Sanlam Limited (SLM) from when it was at R6403.68. Not selling here.
SLM at R8894.00 — would you buy, hold or sell here? Genuinely curious.
R8916 on SLM feels like dead money at this price point, that 0.75% bounce isn't enough to get excited about when the sector's been treading water.
R8916 up 0.75% - Sanlam creeping higher but need to see if this sticks above 8950 or we're just treading water again
Picked up more SLM at 8916 after that 0.75% pop, reckon the insurance demand from middle-income earners isn't priced in yet.
SLM at R8916 up 0.75% today but that's peanuts given the headwinds in the insurance space. Need to see actual earnings momentum, not just price ticking up.
SLM at 8932 with that modest 0.93% bump today - is this the calm before earnings or just institutional repositioning ahead of their results?
SLM nudging past R8900 on a quiet 0.67% day — insurance stocks need conviction buyers, not this tepid creep upward.
SLM at R8850 needs to prove it can grow earnings beyond just the rand weakness tailwind. Life insurance volumes are under pressure and their asset management division isn't commanding premium valuations anymore.