In this Issue: PSG backed education provider bottoms out at R2.22 Private tertiary education providers fill an important gap The most lucrative opportunities are found in times of maximum pessimism. Investors just need to filter through the noise for the right shares to invest in, that have potential...
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In this Issue: Investors are bearish and pessimism is high Emotions affect returns Following on from last week’s article where I quoted Sir John Templeton as saying “tell me where there is the most pessimism and I will tell you where to invest”. That describes global equity markets now...
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...
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...
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...