Editors Note: There is a certain group of overlooked stocks that thrive off extreme market conditions like the ones we're experiencing. Make no mistake - the crash in growth and tech stocks is no passing blip. A new decade of Value has already begun and the window of opportunity to capture returns of 200%, 300%... possibly more…. is closing fast. It's a once in a generation opportunity that cou... ››› more
The JSE crashed 14.45% between 2 March 2022 and 9 May 2022.
Similarly, the Dow Jones index in the USA is down 10.74% year to date of which half of this drop has been in the past month. And the S&P 500 index is down 14.75% year to date.
We hear about inflation, war, lockdowns, supply chain issues all as contributing to this bear market…
So, what is fuelling the market's drop - and are we... ››› more
If you've heard of ‘value investing', you may automatically think of Warren Buffett or Benjamin Graham, the man who coined the term - Value Investing - and, arguably the world's greatest value investor.
However, there's another person who revolutionised value investing, back in April 2000.
And he doesn't even invest!
He's a little-known accounting professor, who wrote a 57-page research... ››› more
Imagine! At an age when some people give up hope of making real money,
Buffett was just getting started on the fortune he controls today.
And, that's why I'm here to say it's never to late to start investing… especially when you consider we are at the cusp of something huge… A massive shift from Growth to Value…
As you know tech stocks like Zoom, Netflix, Tesla Pinterest and many oth... ››› more
Most retail investors have never heard of Walter Schloss…
But he racked up one of the best investment records in history over his 40year career as an investor.
It's a record, few have managed to beat!
After all, he managed to compound his investments 16% year on year from 1955 till he died in 2012.
And it was why Warren Buffett named him one of the great “Super-Investors”!
So ... ››› more
Over the last few months, I've written quite a few rather bleak articles (to say the least). I've issued warning after warning about the state of the financial markets. So, if you follow my Money Morning column regularly, you may easily believe I'm a permabear. A permabear is someone who believes markets will fall no matter what the conditions on the ground look like.
Given my very negative sla... ››› more
Zeder is a little investment holdings company on the JSE. For years it was a core shareholder in Pioneer Foods (acquired by PepsiCo). It also holds a number of other interesting agricultural businesses as well…
But the company's share price is down 62% in the past five years.
What's going on? And is there an opportunity to profit? -----------------------------------------------------------... ››› more
One electric vehicle maker is on a mission.
The mission?
To become the creator of the world's most sustainable vehicle!
And, the company is well on course to achieve this...
An EV to rival Tesla's
Fisker (NYSE: FSR) is a US EV manufacturer aiming to develop the world's most sustainable EV on the market - the Ocean SUV.
Some of the sustainable feature include…
Full length sola... ››› more
You'll often hear us say the same thing.
To trade successfully you'll need to know how to follow the rules, keep to discipline and repeat the process.
However, there is one crucial mistake that we see all the time from new traders.
And the reason for it involves fear.
You'd think that greed is what destroys traders. But I think the fear of losing is what prevents traders from being suc... ››› more
By now, you've probably heard of sustainable investing…
Well, at the centre of sustainable investing is climate tech - the ecosystem of technology companies, financiers and providers of “green/clean” energy that do not produce emissions of carbon dioxide or CO2).
And right now an unparalleled wave of innovation is emerging to help solve the most pressing problems associated with decarb... ››› more
Bitcoin (and other cryptos) get a bad rep for their energy consumption.
But did you know bitcoin uses less than half the energy of the banking system and the gold industry?
That's right.
And what's even more encouraging is things are getting greener in the crypto world.
Renewable energy is a growing part of the energy mix for bitcoin. According to the Bitcoin Mining Council, renewables p... ››› more
We're all watching as Russia and Ukraine are in the midst of a bloody war. Over 3 million people have already been uprooted from their homes, and have fled Ukraine. All this following Russian President Vladimir Putin's address to his people announcing a “special military operation” in Ukraine to “denazify” the country.
We're experiencing the uncertainty a war like this brings.
The po... ››› more
As the war between Russia and the Ukraine continues to dominate headlines, we're starting to see a realignment of the global order. The US, and its allies in Europe, are driving the push back against the invasion.
You may find this astonishing (especially if you only get your news from US and European media outlets) but they're finding little support in the rest of the world. South America, Afr... ››› more
Around two decades ago, the biggest companies in the world by market cap were names like Exxon, Walmart and China National Petroleum.
Today, the top companies in the world by market cap are Apple, Amazon, Google and Microsoft.
But some believe in the next 10 years, there will be a similar turnover…
And a number of them will be companies that form part of the “Cryptocosm”.
Compani... ››› more
In our QA mailbox this past week...
Q. “Timon I read the Monday article about why you expect gold to rally with the whole Russia and Ukraine invasion going on. I found it fascinating and would love to know more. I'm not sure if this is the right platform, but I don't know where else to ask. I believe this is going to be ongoing and that you're going to write a lot more on the current situatio... ››› more
In December 2021 inflation in the USA rose past 7% for the first time in nearly 40 years.
In the European Union, inflation hit 5% at the same time - by far the highest it has been in 25 years. To give you an idea, the highest inflation has gone in the EU since 2010 was around 2.5%.
And there were actually times inflation was NEGATIVE.
Here in SA, we even hit a four year high.
In a rece... ››› more
Tax Free Savings Accounts (TFSAs) are one of the most underappreciated investment vehicles in the country. So, it's rather difficult to understand why most people still don't use them. They're one of the only tax efficient vehicles that come with almost no negatives.
What is a TFSA?
It’s an investment vehicle in which all income or growth on investments held inside are tax-free. This includ... ››› more
A couple weeks ago, it was revealed that SA's inflation hit the highest level since 2017.
The number came in at 5.9%, but the reality is, prices for some goods and services seem to have doubled over the past year.
In response to rising inflation, SARB increased the repo rate to 4%.
The average SA consumer may not care all that much about inflation as a topic, but they sure as hell care ab... ››› more
The S&P 500 is arguably the most popular stock Index.
It contains the companies most widely owned by individual investors.
It also accounts for roughly 80% of the overall value of the stock market in the US.
And it's been a boon for investors who have held in their portfolio over the past decade.
But the era of high returns could be ending.
Let me explain…
... ››› more
Many people believe that dividends are boring. And aren't big enough to make a difference in their portfolio.
But that simply isn't true.
Throughout history, finding great dividend companies that pay you consistent income every year has been one of the great ways to build wealth.
And 2021 has been no different.
Just consider Investec - a company I consider a “Dividend Dominator”…... ››› more
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