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  • Cabinet reshuffle announced - Two to buy and one to sell
  • Admittedly, I expected more movement in the Rand once the cabinet reshuffle was announced. We have a saying that “the Market always knows” which seems to apply in this case. When Mr. Nene was removed, the Rand fell 8,5% within the first few days and then extended those losses by another 10% a few weeks later. By comparison the Rand has loss only 7% so far, perhaps the Market knew that SA I... ››› more
  • [22 September 2017]
  • Moving swiftly along - Three to buy
  • A week of heightened protests has ended and the ANC Cadre are holding the fort, for now. Their confidence masks the growing dissension from all sides, including members of its own party, eventually pressure will come to bear. Fitch followed S&P in downgrading SA, but again the reaction was relatively muted. Clearly the market had been preparing for this eventuality. Of more concern is that som... ››› more
  • [22 September 2017]
  • If you bought Lifecare Health two weeks ago, you'd be up 27% - Two to buy and one to sell
  • Global markets are watching developments around the French elections for direction. Once again, a far-right candidate, with radical views is the underdog and has the potential to create a shock to the status quo. Emmanuel Marcon is leading Marine Le Pen after the first round, both candidates have offered to hold referendums on remaining part of the European Union. The US earnings season k... ››› more
  • [22 September 2017]
  • Last year this stock rallied over 60% in less than 7 months and now it could do it again
  • **Trade Alert: What to Invest in NOW** After an almost meteoric rise in share price, this small cap's share price has come back to earth. And it's time to buy again. You see this share has fallen from an all-time high of R16.99 on 31 October 2016 to R10.60 where it is today. That's a similar price to a year ago, where it rallied over 65% in less than 7 months. And it did a similar thing... ››› more
  • [22 September 2017]
  • The proven secrets to master the “buy high and sell higher” strategy
  • We've all heard the expression to make money in the market you need to, “Buy low and sell high.” Well today, I'm going to shatter that conventional wisdom and introduce you to one investor who managed to master the art of “buy high and sell higher”. And in doing so, become one of the world's greatest investors. It was so effective, that his stock recommendation publication returned... ››› more
  • [22 September 2017]
  • Macron wins French election, settles markets - Two to buy and one to sell
  • US markets closed at record highs on Friday, helped by technology stocks like Apple, Facebook and Google. The strength of the US markets is filtering through to other developed markets and the victory by Emmanuel Macron in the French elections eliminates one more hurdle. Improving global sentiment bodes well for the weeks ahead. The rise in technology stocks is playing out nicely for our inve... ››› more
  • [22 September 2017]
  • A Tale of Two Halves - Three to buy with updates
  • The JSE's Top40 index closed the first half of the year slightly positive at 0.8%. The Industrials were the leaders of the pack as the only major sector to rack up a positive return of 6.4% while resources were underwater by 9.6%. The entire market has been propped up by a handful of top performing shares like Naspers, Richmont, BATS, BidCorp, Mondi and Capitec. The interesting thing to note i... ››› more
  • [21 September 2017]
  • Politicians Playing Chicken with Ratings Agencies - Two to buy and One to Sell
  • The Rand continued its slide last week as news emerged that Nationalising the Reserve Bank was discussed at the ANC conference. Investors are not amused by the uncertainty the ruling party are creating, which is a recipe for further downgrades. And as mentioned in prior weeks, if our local currency and debt are downgraded we could see sustained Rand weakness. Bond yields would also spike as in... ››› more
  • [21 September 2017]
  • The JSE targets record highs as interest rates are cut - Two to buy and two to Sell
  • Last week's interest rate cut of 25 basis points (0.25%) has boosted retailers and shares with high debt levels. Improving sentiment and the prospect of a boost to economic growth provided support for the Rand. Earning season is in full swing, as of Friday, 19% of the companies in the S&P 500 had reported results for Q2 2017 and 73% had beaten earnings and sales expectations. In the we... ››› more
  • [21 September 2017]
  • JSE break-out after more than three years of trading sideways?
  • The JSE's rally from late June accounts for all the growth we've seen this year. The bullish tone is threatening a break above the trading range which has confined the market for more than three years. As in common at this stage, small caps and midcaps have lagged significantly and we expect them to play catch up. Mid-caps to consider include: MicroMega, Santova, AdvTech and AECI. **... ››› more
  • [21 September 2017]
  • Zuma stays, while Trump picks a fight with North Korea - One to buy and one to sell
  • Global markets have retreated over the past week as tensions rose on Trumps threats directed at North Korea. Tensions will subside and global markets will continue their rallies on the back of positive earnings surprises. The big earnings release for our market will be Tencent's (due to Nasper's stake in it) that will be released in the early hours of Wednesday. All 32 major analysts tha... ››› more
  • [21 September 2017]
  • Emerging Markets given a boost by Jackson Hole - TWO to buy
  • While everyone was looking for clues as to the future of easy monetary policy, both Janet Yellen and Mario Draghi kept mum at Jackson Hole. Both speeches were taken as more dovish, which implies accommodation to continue for longer. This has seen the Rand trade below R13 to the USD, the strongest level for August and the Euro trade at its strongest level against the USD in 30 months. CPI c... ››› more
  • [21 September 2017]
  • The Rand's rally stalls as investors eye 2nd quarter GDP figures - TWO to buy
  • The major news is today's GDP growth figure for the 2nd quarter. The print should come out at 2.6% and signal a short-lived recession. The Rand's strength was given a boost after poor jobs numbers out from the US on Friday, but has started consolidating around R12.95. We believe clients should use the current strength to allocate an appropriate portion of assets to offshore markets. - Contact ... ››› more
  • [21 September 2017]
  • Profiting from short term volatility - One to buy with one to sell
  • We had a good week for our short-term trades. • Sasol for a 6.71% gain • Vodacom for 10.33% gain • Sibanye for a 30% All ungeared, see position updates below. Paying too much for your retirement savings?   The weekend press has again highlighted the impact of costs your retirement savings. Most older policy are paying the industry norm of 3% and higher. It’s a littl... ››› more
  • [21 September 2017]
  • Bitcoin is set to go to an all-time high! Don't miss this
  • To think, last year I gave a target for Bitcoin going from $500 to $800. And today we're looking at Bitcoin at $4,200! And for the last eight days Bitcoin has “crashed” 12%. Investors and traders are feeling the pressure and are worried it's a bubble waiting to pop. But I'm grinning and ignoring the sentiment. In fact, I'm nearly ready to pile into Bitcoin and hold to its new all-... ››› more
  • [21 September 2017]
  • All eyes on Jackson Hole - One to buy and one to sell
  • The entire investment community will be watching the Jackson Hole Symposium this week. Starting on Thursday and lasting three days, investors will look for ques from Janet Yellen and Mario Draghi to see how and when the easy monetary policies (quantitative easing) will end. With Inflation as low as it is, they could indicate a more aggressive conclusion to all the stimulus the markets have... ››› more
  • [22 August 2017]
  • US interest rates, Three to buy and one to sell
  • US interest rates on the rise. Fed Chair Janet Yellen provided testimony last week indicating a high likelihood of another US interest rate hike in March. The markets are now pricing in a 0,25% hike. The US dollar is strengthening again. Local markets were flat over the week. The All Share squeezed out a gain of 0,1%, Resources were similar and Industrials down marginally (0,5%), Fin... ››› more
  • [16 March 2017]
  • Budgets, Two to buy and two to sell this week
  • The Budget was delivered without too much fuss. Everyone knew there would be a “Gap” and the balancing act was to find a suitable filler. The new tax bracket was a bit of a surprise, but the hiking of the marginal tax rate was expected. Never the less bracket creep was significant so everybody shoulders the burden. In SA, the market fell 1%; Gold shares were under pressure as the Rand held ... ››› more
  • [28 February 2017]
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