A year ago, banks were saying they don't want to finance coal mine development any longer.
European countries were closing down coal power plants.
It looked like there was little interest in the commodity going forward.
But now the price of coal is booming.
In October last year a ton of export coal sold for around $90.
Today it sells between $300 and $400!
That's a big change…
... ››› more
Harvard Professor Michael Porter spent much of his career devoted to analysing competitive strategies.
And in the early 1980s, he developed a concept called, “The Value Chain”.
In his 1985 best-seller book, "Competitive Advantage”, Porter discussed the power of the “Value Chain” and why companies that get this concept right are more likely to generate higher returns to investors.
... ››› more
Even though I started my investment ‘career' during my university years, I still wish I had done so earlier.
Even a year or two, well timed, can make a world's difference. There was so much money I wasted on games, gadgets and expensive clothes…
Possibly the most important investment idea not to miss out on…
Investment Idea #1 - The earlier you start - the more you will end up with
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Hi, I'm Francois Joubert, Chief Investment Strategist for Red Hot Penny Shares
And today I'm going to show you how a modest investment in a single R2 stock could become the cornerstone of your million rand portfolio.
I call it my “One in a Million Stock Play.”
You might find the idea that one or two stocks could turn a portfolio into more than a million unbelievable, yet many investor... ››› more
In April 2021, I shared a company that I believe SA investors should own.
Capital Appreciation (JSE: CTA).
You see, CTA is what I called a “Below-the-Radar” stock.
These types of companies usually small, and largely ignored by the big money investors.
Yet they demonstrate huge growth potential, generate consistent profits and in many cases, pay attractive income.
S... ››› more
“The South African economy is BOOMING.”
“The South African economy is BLEEDING.”
Both these statements are true at the same time.
South Africa's economy is back at the size it was before the coronavirus pandemic struck, after growing faster-than-expected in the first quarter.
Gross domestic product expanded 1.9% in the three months through March, compared with revised growth of... ››› more
Elon Musk recently courted controversy by claiming a population collapse, not overpopulation, is a significant global threat. You might think that sounds strange. The world population is at the highest it has ever been and is still rising. A higher population also means more competition for finite resources.
Given these facts, why would you worry about a population crash? If anything, you shoul... ››› more
South Africa is making some progress toward adding new generation to its underpowered electricity grid.
The government recently signed a power purchase agreement with Scatec SA for 150 megawatts of capacity from private projects.
Scatec is an Oslo-based company that constructs solar and battery storage technology. Ultimately, this deal (and future renewable energy projects) will do a lot to ... ››› more
The bulk of the market is presenting a pretty picture right now.
As I've told investors over the past year - higher oil and rising interest rates would take their toll on the bull market. And it has.
The last time economists were this worried about the economy was during the 2008 financial crisis.
April inflation in the US was a whopping 8.3%, whilst in South Africa it was 5.9%. However, ... ››› more
There's nothing like inflation and rising interest rates to make institutional investors flipflop out of growth and into value!
Just take a recent comment made to Kiplinger by JP Morgan's David Kelly,
“Buy Value Stocks… Use valuation as your guide for stock investing opportunities in the balance of 2022.”
Charlie Munger may not be a name you're familiar with…but he also used valu... ››› more
Have you seen the bloodbath the markets have been in lately?
We are entering a very dangerous period of trading.
World markets are down over 20% including SP500 & Nasdaq
US Markets are entering a recession and a potential crisis in on the way with the collapsing commodities.
Major Crypto currencies are down over 40% and Luna is down over 99%.
But I have to s... ››› more
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
For years, many in the West have admired the ability of the Chinese Government to push through policies that would never fly in a democratic country. This has allowed them to build structures like the Three Gorges Dam.
This hydroelectric project is the world's largest power station and provides about 10% of the country's electricity. But it also required the relocation of over 1 million people.... ››› 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
Q. “Hi Timon, I have a R250,000 portfolio and I am using the special 2% risk rule per trade as you have taught us. Based on your last trade with Shoprite with the entry being R242 and your stop loss being R232.00 does this mean I should buy xxx CFD contracts in this trade?” Hi Pete,
The number of contracts purely depends on the how much money you deposit…
So if you have a portfolio of R2... ››› 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
Electric vehicles (EVs) are becoming more popular.
Nearly every automaker is debuting at least one new EV model this year.
These models range from affordable sedans to luxury SUVs to super trucks.
By appealing to every type of car owner, EV growth should exceed most forecasts.
But this growth also comes with concerns over the supply of key battery materials.
The ones that dominate t... ››› more
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We research our recommendations and articles thoroughly, but disclaim all liability for any inaccuracies or omissions found on this website.
Remember: Never invest more than you can afford to spare and that the value of any investment, and the income derived from it, can go down as well as up. The past is not necessarily a guide to future performance.
Editors or contributors may have an interest in investments commented on in this website.