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...
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With just 12 days left of the Tax year and the budget speech next week, this is the time of year, that you should be evaluating your investments and retirement savings and maxing them out as much as you can. While many people know they should be saving more...
The Rand has been one of the strongest EM currencies in the past few weeks, but the strength will be short lived. The Rand has been boosted by a dovish FED, an ECB trying to balance monetary policy and economic growth, and the easing of Trade war fears. But...
Dischem (DCP:JSE) has pulled back considerably in the past two weeks to its May 2018 low. This isn’t on any company specific news but a broader sell off in the related retail stocks following lacklustre results. Clicks trading update for the 20 weeks to 13 Jan 2019 weren’t fireworks...
AB InBev (ANH:JSE) is bottoming out above R1,000 per share after making its high a little over R2,000 in Feb 2016. Looking at the European listing, the share has only been this oversold twice before and both times a massive rally followed. The downward spiral is as a result...
After a turbulent 2018, emerging markets are finding favour amongst investors looking for value with strong upside potential. This is on the back of a few major themes that should play out: A dovish FED that is expected to only hike rates once in 2019, EU monetary policy that...
2018 was a wild year for investors as almost everything except cash produced negative returns. Brent crude was down 19.5% for the year sending Sasol back to where it started the year after staging a spectacular rally above R580. The R400 support level has proven to be a strong...
President Trump sent global markets roaring higher after he and President Jinping agreed to de-escalate the tit-for-tat tariffs. It’s only for the next three months, but signals Trump is realising the potential damage he is causing to the US economy. This is good news, when you consider Fed Reserve...
Most investors are losing patience with the JSE as returns have been non-existent. The JSE All-Share index is back in it’s previous trading range and effectively where it was in 2014. The problem with investors losing patience and selling, is they do it at precisely the wrong time. ...
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...