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Francois Joubert

  • What expropriation through inflation means for you
  • What is a government to do if it has added billions, or even trillions of rands of debt in a short amount of time? South Africa's national debt increased 30% to R3.7 trillion in 2020. The US printed a fifth of all the money in all its history - in mere months. Simply put - these amounts are too big to just pay back. So, these governments need to use another tactic. The ‘raise cash' b... ››› more
  • [13 May 2021]
  • What the resources boom means for the rand
  • By now I'm sure you've noticed commodity prices are booming! Fifty-three out of 63 commodities monitored by the World Bank were up in price in December 2020 compared with the same month a year earlier. Copper, Palladium, Rhodium and many other metals are at all time highs. Even agricultural commodities like soy, maize and sunflower are climbing. I don't expect this to continue forever.... ››› more
  • [06 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]
  • Here are 2021's dividend dominating penny stocks on the JSE
  • Right now the South African repo rate sits at a rock bottom 3.5% interest. The interest I'm getting on cash in my brokerage account right now is a mere 2.18%. Simply put - with interest rates this low you HAVE to look elsewhere for yield. And it so happens that there are a handful of JSE listed penny stocks that are paying dividends up to double and even TRIPLE the current interest rat... ››› more
  • [22 April 2021]
  • Five small-cap stocks to buy and hold today
  • Small caps and penny stocks have soared in the past year. The JSE's Small Cap Index is up 58.61% in the past 12 months alone! A lot of investors are asking me about great small companies to buy and hold for great returns like these in the coming year, and beyond. But it's important not to throw darts at a wall and pick a lottery ticket. To capitalize on the strength and upside of small... ››› more
  • [15 April 2021]
  • An investment phenomenon as frightening as a robber in the night is coming for you
  • Ronald Reagan once said it is “as violent as a mugger, as frightening as an armed robber, and as deadly as a hitman.” Margaret Thatcher said “inflation is the parent of unemployment and the unseen robber of those who have saved.” The SA Reserve Bank didn't increase interest rates - as it expects inflation to stay in check. Most investors are simply ignoring the threat of inflation,... ››› more
  • [08 April 2021]
  • Is oil really on its way out?
  • Dear reader,   In a recent statement oil giant Shell said “oil production peaked in 2019, and that we can now expect it to decline gradually by 1 or 2% per year.”   Oil major BP has come out by itself making a similar claim. According to BP the world has reached ‘peak oil’.   BP expects oil demand to fall by AT LEAST 10% this decade and up to 50% in the next 20 ye... ››› more
  • [25 March 2021]
  • These small caps are shooting the lights out
  • For the past two years I've continuously told investors that South African small cap companies present much better opportunity than most large cap stocks do. In the past three months the Small Cap index is up 17.8% compared to 15.94% for the Top 40 index. That's why I sent my top 5 plays for 2021 to my Red Hot penny Shares readers just 2 weeks back. But this outperformance has just starte... ››› more
  • [11 March 2021]
  • Could this be the big catalyst this penny stock needs?
  • Like the tourism and hospitality sectors, construction has been hard hit by the Covid-19 pandemic. As a result, the construction sector saw a 30% collapse in the second quarter of 2020. But it looks like the construction sector has started to see a recovery at last. In 2020, the Afrimat Construction Index dropped to below 70 - from a 2019 average of just above 120. Indicating a huge drop i... ››› more
  • [04 March 2021]
  • Why on earth would a company buy back its own shares?
  • Right now, there are scores of companies doing share buy backs of their own shares. Think of Argent, Onelogix, Bowler Metcalf, Insimbi, Mpact and Trellidor… And these are just a handful of penny stocks. There are many more on the JSE actively buying shares in themselves. So why would a company do this, and is it good or bad? ________________________________________   No ord... ››› more
  • [25 February 2021]
  • The perfect small stock to play the coming R150 billion health sector growth
  • There have been many changes that the coronavirus pandemic has forced on us. And the healthcare sector perhaps has seen some of the most profound changes. Whether we're managing a chronic condition, like high blood pressure, or an acute illness like strep throat, the market demand for these healthcare needs hasn't decreased a bit. But COVID-19 has made getting in to see a doctor at their offic... ››› more
  • [18 February 2021]
  • Recession, what recession - these shares are set to rocket in 2021
  • Following last year's lockdowns, and the protracted economic pressure on businesses due to the Covid-19 pandemic - South Africa's economy is in recession. Unemployment is up. And there's a lot of suffering around. But with every crisis comes opportunity… And for astute stock pickers the opportunity has never been better…   Why, just yesterday one of my favourite stocks fo... ››› more
  • [11 February 2021]
  • How to invest in Cannabis in 2021
  • Did you know the Scotch Whisky industry makes Scotland around as much money as the entire platinum mining industry makes in South Africa. That's if you combine its contributions from whisky exports and tourism! Now what if I told you Africa could soon get a very big boost to its economies on the same scale as Scotch to Scotland… Most probably even bigger! What am I talking about? ... ››› more
  • [03 February 2021]
  • Don't underestimate the interest rate effect
  • Interest rates in SA are at a generational low - this might be the lowest we'll see them for many years to come. And while the opportunity is here - it's clear that many home buyers and businesses are grabbing it. A recent report from bond originator, OOBA, shows that in the fourth quarter of 2020 home loan applications shot up a whopping 36% compared to the same quarter in 2019. The major... ››› more
  • [28 January 2021]
  • When the big guys start taking notice of a penny stock - you should pay attention
  • For the past year I've been telling investors small cap companies are selling for a fraction of their true worth - despite the pandemic and SA's economic woes. And with the small cap index jumping 17% in the past three months, it certainly looks like the momentum is building. In fact, in the past week I've noticed an institutional research report being released on a small company I've been... ››› more
  • [21 January 2021]
  • 2021 starts off with a bang for small-cap shares!
  • Small cap stocks have had a tough time in recent years. While the underlying businesses in many cases did really well - their share prices didn't. Between March 2016 and March 2020 the Small Cap Index was down 44%. In the last 6 months though, the Small Cap Index is up 25%, erasing a great portion of its past losses. And thus far 2021 looks like a scorcher for small companies. In t... ››› more
  • [14 January 2021]
  • These penny stocks are running - don't ignore this opportunity
  • Between May 2015 and May 2018, the JSE Small Cap Index went nowhere. And between May 2018 and May 2020 it dropped 44.68%. Since then however the Small Cap Index is up 29%. That's a huge rally in just six months. But here's the thing. It's not over yet. The small companies in this index aren't even back to the levels they traded, at the start of 2020. Never mind their 2018 highs… ... ››› more
  • [15 December 2020]
  • Read this if you've sold a stock too early
  • Have you ever wanted to kick yourself because you sold a stock that just kept going up and up? It happens to the best of us… Earlier this year, at Red Hot Penny Shares it happened with DRD Gold. We bought the stock at 265c in June 2019 and sold it at 1577c in May 2020. Adding in the dividends we received I was very happy with a 519.62% gain. A mere 2 months later the stock hi... ››› more
  • [08 December 2020]
  • What's going on with the JSE's property stocks?
  • Property stocks on the JSE have had an atrocious year. Right now, they're still around 46% lower than they were one year ago. We all know that many landlords, especially in the retail space, had empty shops and tenants that couldn't pay during the hard lockdown… But the property index has started a turnaround. Since 1 November 2020 the SA Listed Property Index (SAPY) is up 15.81%. ... ››› more
  • [03 December 2020]
  • Crypto is about to officially become regulated - here's what you need to know
  • For years now the Crypto asset space has been marred by companies like MIT, MMM Global and more. While there was nothing wrong with the asset class as such - the industry was like the wild west. Until recently when there was a crypto scam, or investors were defrauded there was basically nothing to be done. The SARB said that it did not regulate crypto currencies, and investors should conta... ››› more
  • [26 November 2020]
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