The JSE is at the whim of global sentiment. And one thing every investor should remember is sentiment drives prices, but company values change much slower. This provides investors with opportunities to accumulate mispriced shares at much lower prices than they previously did or could. 

As the market takes a leg lower, investors should look to accumulate quality companies on the cheap. 

Looking at earnings data for quarter 3from the US, which drives sentiment, provides insight: 

Analyst are being conservative in their forecasts, and we’re seeing consistent earnings surprises each quarter. 


Look at our ideas below for what you should be accumulating at the moment. 


The week ahead: 


Other Economic data releases of interest… 


 Short Term Ideas 


Long Term Ideas