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Acquisitions

  • Three JSE small caps that could become acquisition targets before the year is out
  • Small companies on the JSE have become popular takeover targets. In 2021, 25 companies were delisted from the JSE, many of these were companies being bought out by management teams or acquiring companies from abroad. Think of companies like Value Group, Adapt IT, Anchor Group and Spanjaard. These companies are delisting because their share prices have remained too cheap - and that's creat... ››› more
  • [31 March 2022]
  • Facebook's share price is still falling… Should you buy the dip?
  • It's been a tough start for equity markets this year. Last night the Dow fell more than 600 points, which is the worst decline yet in 2022. And that's saying something. As I warned in November last year (near record highs for the tech-heavy Nasdaq) higher inflation numbers will put pressure on growth stocks. The Nasdaq composite fell another -2.9% last night. That means the index is now down -1... ››› more
  • [22 February 2022]
  • This company is the next JSE buy out target
  • In the past two years I've seen many JSE listed small cap companies become acquisition targets, and eventually get delisted from the JSE… Think of Rolfes Holdings, Pioneer Foods, DAWN, Torre Industries, Indequity and more… As we speak Value Group and Adapt IT are in the crosshairs of larger suitors looking to buy out, and delist the companies. Even Distell is an acquisition target ... ››› more
  • [20 May 2021]
  • Commodity prices are soaring, can this trend continue?
  • Recently I told you how palladium and some of the other PGMs are at record highs… But the soaring prices haven't just been in these precious metals. Copper just hit a 10-year high - up 91% from a year ago! Similarly the price of iron ore is also at the highest levels it has ever seen right now. Coal - which is really out of fashion and slated as a diminishing commodity is up 75% ... ››› more
  • [29 April 2021]
  • Think a pandemic and recession can stop the tech market's growth? Think again…
  • The US and global economies may have experienced their single-worst quarter in modern history… Tech stocks may have been battered again… But there's a growing optimism in corporate America - especially in tech. The recent big acquisition announcements in the industry prove this…   ________________________________________   URGENT:   5 Must-Watch Stocks f... ››› more
  • [29 September 2020]
  • How “Diworsification” could cost you your entire investment
  • In the 1980s, one of the greatest mutual fund managers of all time, Peter Lynch, published a number one best seller - One Up on Wall Street. This book explains the advantages that average investors have over professionals and how they can use these advantages to achieve financial success. Over the years, One Up on Wall Street has become one of the most famous investment guides with more th... ››› more
  • [20 July 2020]
  • A BOOMING sector to bet on for the rest of 2020 and beyond!
  • Almost everything sold off big earlier this year. But after that, one US sector was the first to hit new highs again. And it did so in April. Since then, this sector's uptrend has been accelerating. In fact, stocks in this sector continue to shatter old "new high" records almost daily. They've been on an impressive rally - up more than 45% since bottoming in March. Despite this… ... ››› more
  • [13 July 2020]
  • Is the international market undervaluing this share by 90%?
  • The rise of the World Wide Web turned the world of shopping on its head. One company that cashed in massively was the USA's Amazon.com. This company is now the biggest eCommerce retailer in the world. And, in spite of Covid-19, lockdowns and (in case you've forgotten) a simmering trade war between the US and China, Amazon's share price has just reached all-time highs. When looking eas... ››› more
  • [26 June 2020]
  • Are you naked and afraid…
  • The world is in turmoil! Although looking at global stock prices you might not believe it. But let me tell you, despite the insane market recovery, economic chaos and uncertainty are still the order of the day. And, when you're reviewing your potential investment options, it's not surprising if you feel like you've been dropped in the middle of the jungle with nothing but a survival kn... ››› more
  • [21 May 2020]
  • Telkom's CRASHED 54% since June! Here's why I'm leaving it alone…
  • This is sad but you need to know. Today, I am taking yet another company off my trading watchlist. Telkom… Since June we've seen this telecommunications giant' share price crash from R100 down to R46.00 per share. That's a 54% sharp drop which signals MAJOR red flags when it comes to trading. In today's article, we'll go into four reasons why Telkom is getting killed, where i... ››› more
  • [02 December 2019]
  • URGENT: The next 31% rally for this forgotten precious metal is imminent
  • I'm talking about Platinum. This precious metal has been in a depressed state for the past 10 years. In fact, from 2008, the platinum price crashed from its peak at $2,308 down to a low of $780. And since then we've seen it move in a sideways-downward range. But in 2019, we've seen a major turn where the platinum price has finally broken out of this downward trend. Today we... ››› more
  • [05 November 2019]
  • Why the most common argument against dividends is wrong!
  • The most common argument you hear from investors who aren't interested in dividends is that the company should be able to find something better to do with its cash than give it back to shareholders. They say the funds should be used to grow the business either by investing in the business itself or by acquiring new ones. These are valid points but here's where they are wrong… Recomm... ››› more
  • [26 February 2019]
  • A dangerous trend to watch out for on the JSE - and Warren Buffett's advice
  • In the past month or two, I've realized a worrying trend on the JSE. This trend has been behind Sibanye Gold's 58% drop in the past year. It's also been behind Woolies losing 25% of its value since 2016, and Brait dropping 41%. What is this trend? Well, it's “making offshore acquisitions at ALL costs”… And Warren Buffett has just warned investors against the trend. Let me... ››› more
  • [28 February 2018]
  • These JSE companies are selling at their biggest discounts in years
  • These are the “widest discounts to sum of the parts I have tracked in many years; I see … excellent long term value here…” These are the words from a fellow analyst regarding two specific JSE listed investment companies. Following his statement, I had a deeper look at the two he refers to as well as other companies. And what I found is astounding. Businesses are selling at 15%, ... ››› more
  • [22 February 2018]
  • The most important thing to look for when investing for dividends
  • When you invest in shares there are two things that can make you money - capital appreciation as the share price rises. And dividends putting hard cash in your pocket. Most investors focus mostly on capital appreciation. But the fact is dividends can make you massive returns. If for instance you bought Adapt IT in 2009, you'd have paid 44c per share. Since then the company has paid out... ››› more
  • [25 October 2017]
  • 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
  • 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]
  • 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 proven five-step strategy ANY first time investor can use to buy their first share
  • When I began investing, I used to buy and sell shares without even knowing exactly what the company did. And my game plan couldn't have been more straightforward: If the share was moving higher, I bought it. If the share was falling, I sold it. I simply didn't care about the economics of a company. This wasn't much of a strategy though. In some cases, it would work but it certainly never g... ››› more
  • [22 September 2017]
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