In this Issue: The hunt for yield in an upside-down world A tax efficient way to invest in property stocks The hunt for yield and aversion to risk is causing something we have never seen before. Interest rates and bond yields are falling globally and have turned negative. You...
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Gold Losses shine as Trump signals “Trade Truce” 3 Stocks to look at… Trade ideas update Last Chance to invest with 100% downside protection FINOVA Investors Digest – View the Statistical Data Table Gold Losses shine as Trump signals ‘Trade Truce’ President Trump’s willingness to get around the...
In this Issue: Asset Prices Get Distorted – providing unique opportunities Buy Old Mutual as CEO spat affects investor sentiment Structured Products deliver returns in uncertain times Finova Investor Digest – View the Statistical Data Table As Winston Churchill once said “Never let a good crisis go to waste”, we believe...
Earnings Season’s Biggest Week Structured Products deliver returns in uncertain times FINOVA Investor Digest Globally, investors will be eyeing second quarter (Q2) earnings releases this week from some of the world’s largest companies like Visa, Boeing, Facebook, AT&T, Alphabet, Amazon, Starbucks and 3M. This will provide insight into...
In this Issue: Profit as the Rand blow out settles! Buy Netcare before an oversold bounce The Week Ahead Other Economic data releases of interest FINOVA Investors Digest – View the Statistical Data Table Profit as the Rand blow out settles! The Rand fell over 3% from its open...
Sasol’s share price collapsed last week after it announced cost overruns at its Lake Charles Chemical Project. The project will cost around $1 billion more than expected but the share prices has shed almost $4bn on the news. At R 356, our JSE stock monitor has the share significantly...
EOH is trading at a 50% discount to its NAV even after jumping 14% yesterday. Traders who are short and investors who dumped stock to sit on the sidelines, can’t wait and risk a massive rally as its results are released this morning. Investors have dumped this stock market...
SuperGroup’s share price has returned to where it was beginning of 2015 and has been stuck in a range between R45 and R33. It has bottomed out around R33, half year results put it’s NAV at just below R29 growing at 16% (CAGR) over the past four years. Earnings...
EOH has been dogged by many allegations and it’s share price is down from its 2015 high of R180 to R18.11 at yesterday’s close. This has resulted in EOH’s share price dropping to around its net tangible asset value of R17.07 (FY2018), the NTAV should drop to round R15.00...
On Friday Firstrand (JSE: FSR) released a positive trading update indicating earnings will be up over 22% on the back of its final payment for the Discover Card transaction. This R2.3 billion is a welcomed boost for FSR as its operational earnings growth has matured and grows steadily in...