Q. "Hi Timon, I have a question about the article you sent out on Monday with the five reasons you expect the gold price to rally.
Do you believe that the Coronavirus outbreak is another reason to get into gold and why?"
A. There does seem to be a strong correlation between the spreading of the virus versus the increase in the gold price.
In fact, on Friday we saw gold move... ››› more
Yesterday saw global stock markets retreat, sending the JSE and other emerging markets into a tailspin. This is on the back of the Coronavirus and a missile attack on the US embassy in Bagdad.
But if it wasn't for this, it would have been something else… Investor sentiment has been high, pushing major US indices to all-time highs and others including the JSE to recent highs.
... ››› more
Can you guess the best performing asset over the past decade?
If you said stocks, you'd be wrong.
The actual answer may surprise you.
Bank of America analysed the returns of different asset classes over the past decade and this is what they found…
$1 invested in…
• Gold would be worth around $1.35
• US bonds would be worth just over $2
• US Stocks would be worth aro... ››› more
Crazy to think we are near the end of January, and already I'm seeing green signals flashing on my screen.
In fact, the main sector that is showing major upside to come is in resources.
It looks like resources will be the trading and investment darling for 2020.
And what better way to start than with a strong prediction with the leader of all resources - GOLD.
Today I'm going to re... ››› more
2020 is set to be a nervous year for South African investors.
At home we have this triple whammy to look forward to… load shedding, a potential ratings downgrade and low growth.
Internationally we got Brexit, the US election and the ongoing trade war. And maybe even an actual war!
All this when many global indices are at record high and way overdue a reset.
In such an environment... ››› more
Mark Twain wasn't wrong when he said:
“History doesn't repeat itself, but it often rhymes.”
The more things change, the more they stay the same - this is true when it comes to the fear, greed and herd mentality in the markets... If you've been investing long enough you will see the same patterns on repeat.
Just think back to the 2007/2008 financial crisis…
I remember buying ... ››› more
I'm often asked where I invest my own funds and how individuals “beat the market”?
I have been trading for 25 years and Finova has been focused on Financial Innovation for 15 years and these 3 strategies have consistently produced unbeatable returns in these markets:
The man who bought bitcoin for just $12 now says…
“B... ››› more
When do you sell a dividend stock?
Some investors love dividend stocks so much they will never sell.
But if your goal is to generate a consistent growing income, knowing when to sell can be tricky.
After all dividend stock prices can fall and dividends can get cut… so what then?
Here are three warning signs to look out for to know when to sell.
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Can you believe it's ‘Januworry' again?
I honestly think there's nothing worse than the point when your bank account tells you, you had just a little too much fun over the December holidays.
Thankfully, 2020 could be the very last January you ever feel this way - IF you make this pre-emptive strike today.
The man who bo... ››› more
2020 has barely begun yet we're already set to be flooded by hundreds of companies set to report financial results between February and March.
Results releases are even more important for small-cap and penny stocks.
That's because these companies don't have as much interest from institutional analysts - so results announcements are the main way for news about these companies' potential to ... ››› more
Most people have notoriously bad memories.
Less than a month ago, the entire country was going through one of the most serious bouts of load shedding we have ever had.
Remember stage 6!!!
Yet after just a few weeks of consistent power supply, many have forgotten what it felt like and that it can return any day now!
Let's recap what happened in December.
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Happy New Year and welcome to 2020.
The last time we entered a new decade, the world was recovering from the 08/09 Financial Crisis.
Since then, the US stock market has repeatedly hit new all-time highs (despite some bumps in the road).
And while we know the turning point in the cycle could be around the corner… we have to remember…
... ››› more
So, you want to invest in JSE-listed penny stocks….
But you don't know where to start?
There are hundreds of stocks out there, and so little freely available information.
Today I'm going to run you through four crucial questions you should ask yourself before making any penny stock investment.
Think of it as the first cut - the criteria with which you can start looking at the pen... ››› more
Sometimes taking a contrarian view of a market or investment, can pay off big time…
One of my all-time favourite investors, Benjamin Graham, proved this nearly 100 years - during the Great Depression.
When stocks crashed nearly 70%, Benjamin Graham didn't give up and avoid the stock market.
In fact, he saw this as a perfect opportunity to make money by pinpointing bargain stocks from... ››› more
There are 322 shares on the JSE with market capitalisations of lower than R5 billion. These shares (bar a few ETFs and Preference shares) we can call ‘small caps'.
These are the smaller shares on the JSE that don't fit into the Top 40, or the Mid Cap indices.
We can further segment these shares - looking only at PENNY SHARES. These are small caps with share prices below R10. Of these sha... ››› more
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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.
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