Investing

The “Fool's Ratio” - Use it to spot the most profitable undervalued growth stocks
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
[22 September 2017]

The JSE is overvalued, should I sell?
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
[22 September 2017]

Berkshire Hathaway's Second-in-Command single most important lesson to outperform the markets…
Think Berkshire Hathaway and the first person that comes to mind is Warren Buffett. But did you know much of Buffett's and Berkshire's success was down to his partner? His name is Charlie Munger and he's the Vice-Chairman of Berkshire & Hathaway. Before Munger partnered with Buffett, he managed his own investment partnership, which averaged returns of 19.8% a year from 1962 to 1975 beatin... ››› more
[22 September 2017]

The five most important economic indicators you should know about and why the rest doesn't matter
The producer price index, non-farm payrolls, new housing starts, gross domestic product…. The list of economic indicators released monthly is massive. The South African Reserve Bank alone releases a four-page report with more than 110 different economic indicators each month. That's not even considering international indicators. So, which of these indicators should you keep an eye on, a... ››› more
[22 September 2017]

The differences between our three VIP Trader Services and which is best for you in 2017
What is the difference between “Red Hot Storm Trader”, “Forex Trader” and “The Winning Streak”? It has come to my attention. Majority of our members have no idea about the differences between our three exclusive trader services. Whether it's on the InvestorsClub.co.za, seminars or just face to face, I've been asked the same question for the last four years. Today for the first... ››› more
[22 September 2017]

Five warning signs to spot “dead companies walking”
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
[22 September 2017]

If you make one investing New Year's resolution, make it this…
Consider this… From 2013 to 2015, South Africa's listed property sector has achieved a 17% annual average return. Over the same period, that's: Five times more than what SA bonds returned Three times more than what SA cash returned 3% better return than what SA equities has achieved But the many investors who allocated a large portion of their wealth into listed property in 201... ››› more
[22 September 2017]

The Year that was - The biggest winner of 2016 was the Rand!
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
[22 September 2017]

Which will be the top retail pick in 2017?
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
[22 September 2017]

The one industry I'm most excited about for 2017…
As I predicted last year, 2016 was a year of consolidation. Our market went nowhere. But shares are much cheaper today than they were a year ago. And that makes me optimistic about 2017. But there's one industry in particular that I've got my eyes on. It was arguably the worst sector for 2016. Agriculture. One of the worst droughts in decades hit South Africa. Farmers lost crop... ››› more
[22 September 2017]

How to shield your portfolio against this one type of risk
No one can accurately predict where the markets will go in 2017. The fact is, the markets become volatile in times of uncertainty. And when the markets become volatile, there's a good chance your investments could decrease in value. This is simply known as market risk. The main causes of market risk are recessions, political turmoil, natural disasters and terrorist attacks. Or even sm... ››› more
[22 September 2017]

The company watch list: AVI Limited - A combination of value and growth
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
[22 September 2017]

The shiny trade no one is talking about…
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
[22 September 2017]

Warning: This type of investor's behaviour will destroy your wealth…
Since 28 December 2016, the JSE has rallied around 6%. Some investors or analysts will say it's just erased the losses from last year. But many will say the strong rally will continue delivering even more returns. Whether or not that's true, it would be no surprise to now see investors pile money into the stock market. And if you're one of those investors, that have been waiting pa... ››› more
[22 September 2017]

The most important investment decision you can make, in two minutes
Please don't let your portfolio fall because of this single mistake… In 2014, I got a mail from an investor: “Francois, I'm not investing in a single investment recommendation of yours again. I've bought Mr Price shares with my whole portfolio. And at the rate it's going now, I'll retire in a few short years. I bought Mr Price at R136 in February, and now that it's August, the sha... ››› more
[22 September 2017]

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