Expert Opinions

  • Beware: This worrying trend could destroy your wealth in 2018
  • Beware: This worrying trend could destroy your wealth in 2018
    In just a couple of days, around R183 billion was wiped off Steinhoff's market cap. The company's shares have lost over 80%. CEO Markus Jooste resigned with immediate effect. Investors, asset managers and fund managers lost a fortune! So what exactly happened? "Steinhoff has involved itself in some shady dealings which involves accounting irregularities and overstating profits.” ... ››› more
  • [11 December 2017]
  • Nine years upside: Time to lock in some of those gains?
  • Nine years upside: Time to lock in some of those gains?
    As we head to the end of 2017, we are approaching the nine year anniversary of the current bull market. If nine years seems like a long time, you are correct: It is. This is the second longest bull market in history and counting. Most stock indices are at all-time highs and many investors are currently sitting on massive gains in their portfolios. At the same time risks are rising. We have... ››› more
  • [07 December 2017]
  • Cyril Ramaphosa's support is growing, spurring a rand rally
  • Cyril Ramaphosa's support is growing, spurring a rand rally
    According to a poll by Kantar Public, Cyril Ramaphosa's support as next ANC president rose to 43% in November from 36% in August. He is also leading the nominations, Ramaphosa has an over 500 branch lead. A lot can still happen in the next few weeks, so, watch this space. As the saying goes, plan for the worst, hope for the best. Additional tail winds for a global rally is the traction being m... ››› more
  • [06 December 2017]
  • South Africa gets downgraded and the Rand strengthens - what's going on?
  • South Africa gets downgraded and the Rand strengthens - what's going on?
    On Friday 24 November S&P downgraded South Africa's long term local government bonds to junk rating. The problem according to S&P is that government in recent years have focused merely on the distribution of income, instead of trying to grow our income… “As a consequence, South Africa’s economy has stagnated and external competitiveness has eroded. We expect that offsetting fiscal m... ››› more
  • [29 November 2017]
  • Even South Africa's biggest companies join the “Crypto Revolution”
  • Even South Africa's biggest companies join the “Crypto Revolution”
    Last week, cryptocurrency expert Sam Volkering shared how international companies are investing in blockchain technology. Companies like financial technology provider Novatti Group. “Novatti signed an MOU (memorandum of understanding) with Lightyear.io, an organisation that works with the Stellar Development Foundation. Stellar has developed a blockchain, but instead of providing pure pe... ››› more
  • [28 November 2017]
  • The Looming Credit Downgrade - Two to buy and none to sell
  • The Looming Credit Downgrade - Two to buy and none to sell
    Moody's and S&P ratings agencies will be announcing if they drop SA's credit ratings one more notch after the market closes on Friday. Although Moody's signaled, it wouldn't be making any serious decisions before the 2018 budget, we had Minister Gigaba's mini-budget confirmed that South Africa's in crisis. A strong focus is one of the core Pillar's Moody's considers when making a decision.... ››› more
  • [22 November 2017]
  • Running for the Exit ‘en Mass' - One to Buy with one to Sell
  • Running for the Exit ‘en Mass' - One to Buy with one to Sell
    The mid-term budget spooked many investors as it was thin on detail, but exposed an unexpected gap between income and expenses. These events typically create spikes in the currency. History shows that this is not the time to panic, however the risk of further downgrades has certainly increased and now look unavoidable. We have consistently suggested that you regularly review your offshore i... ››› more
  • [31 October 2017]
  • How to avoid one of the cardinal sins of the individual investor
  • How to avoid one of the cardinal sins of the individual investor
    Have you ever heard of overtrading? Overtrading is when an investor jumps from one stock to the next trying to make as much profit as possible. The thing is, overtrading can damage your portfolio. Why? You are trying to time minor daily fluctuations that are harder to read than long-term trends. And the more you do this, the more you're likely to bank losers. So how do you avoi... ››› more
  • [23 October 2017]
  • Should you be aboard the Crypto-Craze train?
  • Should you be aboard the Crypto-Craze train?
    It's interesting to see how interest in Bitcoin has increased. Searches on Google for the “Bitcoin price” have increased sharply since 2016. Below is a chart of the Bitcoin price in US Dollars and the volume of searches in Google. Source: Prodigy Asset Management, Google Trends and Coin Desk         As you will see, the higher the volume of ... ››› more
  • [19 October 2017]
  • Three ways to identify the ‘Double Your Money' shares from value traps
  • Three ways to identify the ‘Double Your Money' shares from value traps
    What if I told you there's a way to find shares that consistently outperform the market? Sounds too good to be true. But the fact is, fourteen shares I invested in between 2010 and 2016 provided me with returns outstripping 100% each…. In their 2013 paper titled “Fundamental Based Market Strategies”, Dr Angelo Aspris (research leader), Sean Foley, (researcher), Nigel Finch, and Z... ››› more
  • [18 October 2017]
  • Two to Buy with None to Sell this week!
  • Two to Buy with None to Sell this week!
    The Rand strengthened 3.3% last week on a weaker US Dollar, higher appetite for risk assets and a court ruling indicating President Zuma could face corruption charges - that were previously withdrawn. Support for Cyril Ramaphosa as the ANC's next leader is growing. A Bloomberg survey of 26 political analysts has 16 of them expecting Ramaphosa to pip Dlamini-Zuma - with which we concur. A Ramph... ››› more
  • [17 October 2017]
  • One way to find growth in shares when the market's going nowhere
  • One way to find growth in shares when the market's going nowhere
    In the past six months, a little known JSE listed company, Insimbi, is up nearly 50%. And on 26 September 2017, it announced its revenue increased 247%, and earnings per share increased 142%. Growing profits by as much as 142% in an economy that's in recession is nearly impossible. But Insimbi achieved this - how you ask? Well, the company made a smart acquisition at the end of... ››› more
  • [27 September 2017]
  • There's no trading statement from Rolfes yet, what does this mean?
  • There's no trading statement from Rolfes yet, what does this mean?
    Throughout 2016 and early 2017 Rolfes had a great run, up from R2.76 to a high of R5. But the share has suddenly dropped in the past two weeks. A number of investors and analysts attribute this to the fact that the company hasn't released a trading statement. So what does a trading statement have to do with share price?   The JSE requires companies to release trading statemen... ››› more
  • [26 September 2017]
  • Don't be a victim of the Monte Carlo fallacy
  • Don't be a victim of the Monte Carlo fallacy
    In 1913, a roulette table in a Monte Carlo casino had black come up 26 times in a row. After the 15th black, gamblers from all over the casino started to pile on to red, assuming the chances of yet another black was out of the question. Guess what, many people lost a lot of money, this illustrates the irrational belief that one spin somehow or another influences the next. Let me explain... ››› more
  • [22 September 2017]


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