Whether you're running a business or starting a profitable career, you need to be able to track your success.
You need to know how well the venture is doing, when the bad months are and how it's operating on average.
The same applies for when you run local or international trading account.
Only this way you'll see if your trading is on the way to consistent profits or on a one-way street ... ››› more
There's an old saying on Wall Street that says, "Profits are a matter of opinion, but dividends are a matter of fact."
And simply put - I believe too few investors are giving sufficient attention to many of the incredible dividend paying stocks on the JSE…
If you're like me, into fast moving high return shares, you know its even more difficult finding small cap companies that pay a divid... ››› more
Today I offer you this invitation to invest in our new unprecedented service.
This opportunity will allow investors to experience the profitable world of trading.
The only difference is you won't be in it alone… You will have backup of a 15 year experienced trader who has absolutely no conflict of interest.
In fact, this trader in particular has managed to put R824,000 into his pocket i... ››› more
Today I write to you with a challenge.
This challenge could actually turn out to be an enormous opportunity for you.
Over the next 90 days, our goal is to double your money.
Perhaps even multiple times.
Let me explain…
DON'T MISS: South Africa's leading small cap stock analyst can finally reveal his #1 break out investment play in 2018
We’re on a mission to ... ››› more
Have you ever heard of ‘GARP' investing?
No, I didn't make it up.
It's actually a four decade-old investment strategy popularised by one of the most successful fund managers to ever live - Peter Lynch.
Peter Lynch used ‘Growth at Reasonable Prices (GARP)' investing to identify stocks with both value and growth qualities. He'd buy companies that demonstrated consistent earnings gr... ››› more
Industrials down 3%
Industrials took the brunt of weaker markets last week as concerns regarding the economic outlook post US elections weighed on sentiment. Woolies was down 6,3% and several other industrial shares fell by approximately 4%.
Naspers down 7,9%
Rand strength and weakness in social media stocks put pressure on Naspers. Facebook was down 8,6% while Groupon fell 19%. Some anal... ››› more
23 years ago, two brothers, David and Tom Gardner, founded and built one of the world's greatest investment communities - The Motley Fool.
Reaching millions of people every month through a website, books and the newspaper, they give independent financial and investment ideas to help ordinary investors make a lot of money.
But these brothers are more than this.
They've published best-selli... ››› more
When I say trader what do you think about?
How about a stressed out guy with over four screens, screaming every time he gets in and out of a trade?
How about a guy who's pulling his hair out at the thought that he's losing his wealth very quickly?
How about a guy that has tons of charts, calculators and pieces of paper on his desk to do complicated maths sums with his trades?
This couldn'... ››› more
The JSE All-Share Index is just 10% off from its all-time high.
It's sitting around the highest PE level of all time for the index, at 23.24.
At the same time, US markets are at all-time highs, and interest rates are threatening to go up.
With this in mind, I was recently asked by an investor, whether the JSE is overvalued and set for a massive correction.
So, should you hold on or sel... ››› more
There are many widely available tools, tricks and techniques that will help you spot good businesses that are likely to increase in value.
But do you know how to spot companies that are going bust?
Well if there's one person who does, it's Scott Fearon.
An extremely successful money manager, Scott Fearon has shorted more than 200 companies that eventually ended up at zero. And spotting th... ››› more
2016 has been a year many will quickly forget, but for the shock results of the Brexit vote and the US elections; it was a year where many cans were kicked down the road.
Global growth remained benign and potential silver-linings have yet to gain material traction because of lingering uncertainties such as the future US foreign policy, the tensions in South East Asia, lingering debt problems i... ››› more
Happy new year everyone, I hope you all had a good break and did tons of holiday shopping for your friends and family!
Why? Because yesterday marked the beginning of the retail reporting season. And, in the next couple of weeks we're going to see just how much South African's spent at the shops in December.
There is no doubt the market is expecting a super tough Xmas period for the beleag... ››› more
AVI is a South African based company, listed on the JSE in the Food Products sector, and is centered on the FMCG market.
AVI's extensive brand portfolio includes more than 50 brands. The Group comprises of trading subsidiaries that manufacture, process, market & distribute branded consumer products.
AVI brands span across a range of categories including: hot beverages, sweet and savory bis... ››› more
Over the past 10 years, the South African listed property sector has easily outperformed its peers.
Investors who've jumped on this rally early, would have made a fortune investing in JSE property companies.
But the smooth-sailing returns delivered by the commercial property market are coming to an end.
You see, listed property returns have halved for the last three years - 25.1% in 2... ››› more
I call it platinum fatigue…
Eight years ago, platinum hit $2,200/ounce.
It subsequently crashed to $800, recovered to $1,500 and dropped back to $800 again in 2016.
Everyone's basically given up on platinum, there's just been too much drama for the metal…
Did you even notice that platinum is up $100 since December 2017?
On 26 December 2016, Platinum was at $894 per oun... ››› more
The JSE Top 40 closed the week down 1,5%.
Higher commodity prices; Gold, Silver and Brent Oil were up more than 2%, while Platinum managed 1,6%. These were not enough to save the Resources Index (down 3%) from a stronger Rand. Industrials and Financials were also softer.
Anglogold up 9,3% and Harmony 9,5% responding to a firmer Gold Price (up 2,5%).
PSG rallied 6%, see comment below. ... ››› more
Consolidated Infrastructure Limited (JSE:CIL) is one of those buy and hold for a decade shares.
The company had a mere R8.32 in net assets in 2011. Today they stand at R21.62 - nearly 200% growth.
CIL also grew revenues from R1.4 billion in 2011, to R4.5 billion in 2016. That's a whopping 221% revenue growth.
And it's profit growth has been just as remarkable as it rode the wave of exp... ››› more
Where is, the Rand going?
The biggest surprise last week came from the Rand which strengthened another 2,3% against the US Dollar and 3% to the Pound. This put Rand hedge stocks under pressure and the Resources Index fell 2,7%. The JSE Top 40 index was down 1,5%.
The Dow Jones Industrial Average rose 1,8% and the S&P500 1,5%, touching new highs. European markets were firmer but m... ››› more
“The JSE is too expensive, rather buy these offshore stocks”, if read this headline, and variations of it many times in the past year.
Yet, my Red Hot Penny Shares readers would've banked an average gain on shares we sold of 22.21% in 2016.
Whilst there are still calls to drop the JSE and put your money elsewhere I am optimistic.
I believe 2017 can be just as good, or better, than ... ››› more
Commodities take a step lower
Brent oil led the commodity basket lower last week, losing 8,1%; Platinum and Gold were down 5,7% and 2,4% respectively.
Although the Rand softened, the pressure was too much for the JSE All Share Index which fell 0,8%. Resources fell 5,5%, but the rest of the sectors held up well.
International indices were slightly softer across most time zone... ››› more
Disclaimer Note that FSP Invest, a division of Fleet Street Publications (Pty) Ltd, is a research house and not a registered broker, financial advisor or financial service provider. Our editors and customer services teams also do not give personal investment advice. The advice in this website is general advice only and may not be appropriate to your particular investment objectives, financial situation or particular needs, so before investing or if in any doubt about your personal situation, you should seek professional advice from a stockbroker or independent financial adviser authorised by the Financial Services Board.
We research our recommendations and articles thoroughly, but disclaim all liability for any inaccuracies or omissions found in this publication.
Remember: Never invest more than you can afford to spare and that the value of any investment, and the income derived from it, can go down as well as up. The past is not necessarily a guide to future performance.
Editors or contributors may have an interest in investments commented on in this newsletter. However they have signed restraints to prevent the abuse of their position as contributors to this publication.