Buy

  • Dischem falls into buying territory ahead of results
  • We bought into Dischem back in May at R30.50 and added to it in July at R28.00 banking us 12.5% when we closed it at our trailed stop loss. Today, it has fallen again below R30.00 and support should build at R28.00 with any sell-offs below that level being short lived. Management provided an update to expected earnings for 2019 that will be a tailwind for the share price to move back above... ››› more
  • [11 October 2018]
  • October - Not the scary month it's made out to be…
  • While October was the month we had Black Tuesday in 1929, Black Monday in 1987 and a big sell off in October 2008 post Lehman's collapse, it generally ends the month up.   Over the past 100 years the Dow and S&P have ended positive 62% of the time with an average gain of 0.4% but with heightened vola... ››› more
  • [04 October 2018]
  • Dividends and discounts make this share a great buy
  • Following on the theme of buying shares at a discount, today's company is trading at a discount to its net asset value as well as paying over 6.5% in dividends. You will get paid to patiently wait for the company's share price to return to a premium to its net asset value (NAV). The biggest reason for the discount is that it failed to comply with credit regulations in the past. These issues... ››› more
  • [18 September 2018]
  • This investment company is selling at a great discount - BUY!
  • Buying shares at a significant discount provides some downside protection. Knowing you bought R1 of assets for 79 cents gives you comfort, and one investment holding company is trading at exactly that. While investment holding companies typical trade at a discount to their some of the parts value, when these companies sell or distribute assets, the benefit is received at full market value. ... ››› more
  • [13 September 2018]
  • Global markets target record highs
  • Global markets are riding a rising tide of positivity from hawkish FOMC meeting minutes, US Fed Chair Powell indicating the US economy is strong and a positive US and Mexico trade deal. Investors shouldn't fear new record highs because historical market data indicates it's a bullish signal. When a new all-time high is achieved, there is a 90% chance of achieving a new all-time high in the four... ››› more
  • [29 August 2018]
  • How to make money when the Rand is weak
  • The JSE remains in its consolidation phase but the current Rand weakness has created opportunities to buy some blue chips on the cheap. The Rand has followed emerging market currencies lower over the past week on the back of concerns in Turkey. The Turkish Lira has more than halved in value as they deal with their own “Nenegate”. The main reason for the Rand's significant weakness and ... ››› more
  • [16 August 2018]
  • The JSE and these Rand Hedges are poised for a rally into year end
  • The JSE has remained buoyant after falling due to the ANC's EWC announcement last week. It's been range bound since breaking above its previous consolidation phase. A rally into year-end is still on the cards thanks to several JSE heavy weights earning significant offshore revenue. Stronger global growth and a rand that is facing headwinds into next year's elections should see earnings inc... ››› more
  • [13 August 2018]
  • What to buy, sell and hold
  • Trump dialled down his trade war antagonism by pushing for less tariffs with Europe. This saw investors focus on other data which provided support for riskier assets like the Rand. Last week we had a positive BRICs summit, the ECB held interest rates steady, US advance GDP came out at 4.1% from 2.2% previously, and China indicated a willingness to ease monetary policy further to support domesti... ››› more
  • [02 August 2018]
  • Why you should be accumulating Dischem
  • Even though President Trump hasn't slowed down on his “Trade War” rhetoric, indicating he would levy tariffs against another $500 billion of Chinese goods, global markets are pushing higher. It's doing this on the back of positive earnings releases. We're almost a fifth of the way through Q2 earnings season and so far, 87% of US companies are beating analyst's forecasts. When considering a... ››› more
  • [26 July 2018]
  • In this edition - Long term quality stocks to buy….
  • After a wild two weeks, the Top40 is quickly approaching a key resistance level as the US dollar softens. This is on the back of US Jobs data that signals the Fed will hike gradually and that “Trade War” fears have subsided. This risk on sentiment has seen investors buying the dip and remaining bullish. Last night we had the Dow up almost 1% and the S&P up 0.70%. This will provide some sup... ››› more
  • [10 July 2018]
  • Why you should buy Discovery...
  • The JSE finished the month and quarter with a very strong rally of 3.3% on Friday. Never the less, that rally was not enough to close the All Share Index in the black for the year-to-date. Financials, Small and Mid-cap shares are down while resources are up 11.2% year to date. The market still faces strong headwinds with the US instigated Trade War becoming more hostile, rising yields ... ››› more
  • [04 July 2018]
  • Emerging Markets on the back foot as the Dollar strengthens
  • The rand has bucked the emerging market currency trend by strengthening 7.6% year to date. The Brazilian Real, Indian Ruppee and Turkish Lira have all weakened over 7%. The Turkish Central bank surprised the market with its 3% interest rate hike last week. We should see an increase in market and currency volatility leading into Friday's US employment data, which is expected to stay near the 1... ››› more
  • [29 May 2018]
  • Two to buy as Trump's “Truce” drives the market's up
  • As earnings season winds down, the market is taking cues from geopolitics and the weekly macro-economic data that comes out. The biggest boost the markets will receive is from America and China, agreeing to put aside international trade differences to work on a wider agreement. This is very positive and will be a tail wind for markets to rally higher. Add this to the bullish phase global marke... ››› more
  • [24 May 2018]
  • Global markets remain robust as volatility declines
  • Global markets remain robust with no clear signs of a downturn as volatility slowly declines. Investors are buying even the smallest dip, which has seen the market remain in a bullish phase this past week. On the currency front, we could see gradual rand weakness over the coming months due to the global interest rates rising.   A Federal Reserve member stated:   "Interest rates ... ››› more
  • [17 May 2018]
  • One to buy as strong earnings bolster markets
  • Global markets are being held up by strong first quarter earnings releases and US data from last week that signals US inflation is being controlled. Over 80% of the S&P 500 has released Q1 results and 78% of them have exceeded expectations. If the trend continues it will be the highest proportion of “beats” in almost 10 years. This earnings growth is keeping valuations in check, the S&... ››› more
  • [10 May 2018]
  • Building strength ahead of a breakout
  • The market has remained robust as Trump shifted most of his focus away from a potential trade war with China to Syria. This helped the market bump higher as it tries to break above its 200-day moving average. The market remains in a bullish phase, while a sustained break above the 200-day moving average around 50,800 could see the market take another rally towards its 2018 high. Long term ... ››› more
  • [23 April 2018]
  • The Great JSE Reset
  • The market sold off strongly last week Wednesday, but only in the morning. This was an opportunity for the market to reset, find a bottom and allow buyers with fresh capital to come in. The ALSI future came within a couple points of its 200-week moving average, a level which it has bounced from strongly, since 2014. It's seen a peak to pull back over 14%, that's a healthy correction and cur... ››› more
  • [11 April 2018]
  • 2018's rocky first quarter provides plenty buying opportunities
  • Global markets typically have a good run in April before the “Sell in May and Go Away” period, but the spike in volatility in February and March has shaken investors. With global markets down year to date, we should see investors buy this dip and a potential run up in April that will make up for 2018's rocky first quarter. The below graph shows the S&P 500's average monthly return for the ... ››› more
  • [05 April 2018]
  • Moody's believes in the Ramaphosa Rouse
  • Late Friday night Moody's released its rating for South Africa and reaffirmed its sovereign debt rating at investment grade. It even improved its outlook from negative to stable, but stated policy ineffectiveness could “… undermine confidence, growth and social cohesion, with inevitable consequences for the country’s balance sheet”.   The Monetary Policy Committee is expected... ››› more
  • [27 March 2018]
  • Business Confidence will accelerate growth in South Africa
  • The RMB/BER Business confidence index for 2018 Q1, rose sharply to 45, the highest level since 2015. A level above 50 is considered positive, but it's a move in the right direction. As mentioned last week, improvements in investor, business and consumer confidence is the tail wind behind improving economic growth. There are a few obstacles that could come in the way of increasing growth li... ››› more
  • [20 March 2018]
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