Following on from last week's article where I quoted Sir John Templeton as saying “tell me where there is the most pessimism and I will tell you where to invest”. That describes global equity markets now and more accurately the South African market. Most investors are bearish and pessimism is high. But that doesn't mean you should be buying every stock making 52-week lows or in bargain territo... ››› more
Markets have been incredibly skittish over the last week.
And, while there are many reasons for concern, one of the main issues driving share prices lower is fear over the “inverted yield curve”.
If you skim the financial news, you'll see headlines like:
“Yield curve inversion hammers US small banks”
“Bond market yield curve inverts, signalling Fed may be too slow to cut... ››› more
It's all over the news…
“Why SA is on the verge of an IMF bailout” - Business Live
“Is an IMF bailout for SA imminent” - News 24
“Does SA need help from the IMF?” - eNCA
Prominent billionaire and business man, Johann Rupert has even suggested this. According to a Business Live report Rupert said an IMF bailout is “a serious possibility”, while Paul Harris, one of ... ››› more
If you have a scan of the JSE you'll find there are currently around 68 stocks with a dividend yield of 5% and higher…
You'll also see that a specific stock, Quantum Food Holdings, sits on a massive 16% dividend yield!
That's right, R1,600 in dividends for every R10,000 invested…
If you invest R10,000 into a fixed deposit today you'd be lucky to get 6% on your money - for R600 in i... ››› more
As a sports bettor, I am constantly looking at ways to maximise my bottom line.
I've tried and tested nearly every market the bookie has to offer.
And one increasingly popular type of market has caught my attention.
It's called the over under market, and nearly every sport has it on offer.
Today I want to show you how it works and what you can do to maximise its potential.
Let'... ››› more
Imagine this… You could've bought Capitec shares at R26 a share in 2008.
In the past year, the company paid investors R15.75 in dividends. That means 60.50% growth on your original capital JUST FROM DIVIDENDS.
If you add up all the dividends since 2008, investors received R69.88 in dividends. That's 268% growth from dividends alone.
In fact, a study of dividends and returns on shares... ››› more
So far we've already made two big predictions on Gold and the South African rand and where your money should be.
Today I'm going to let you in on my 3rd prediction for the year – The Euro (EUR/USD).
It seems like Europe is out of the limelight when it comes to the debt crisis with the PIGS (Portugal, Italy, Greece an... ››› more
Q. “I'm looking to start trading this year, but I want to find the right broker first. What questions should I ask a broker before I trade with them?”
A. I have 10 important questions you need to ask any broker before you decide to trade with them.
Q1. What variety of local and international trading markets do you offer?
Q2. What trading derivatives... ››› more
At 11:30 on 4 December 2018 Stats SA announced that South Africa is out of its recession.
GDP Growth for the third quarter came in at 2.2%, after a 2.6% decline in the first quarter and a 0.4% decline in the second quarter of 2018.
Editor's Note: This is your FINAL chance to be a part of the biggest "bonus" we'... ››› more
The JSE finished the month and quarter with a very strong rally of 3.3% on Friday.
Never the less, that rally was not enough to close the All Share Index in the black for the year-to-date.
Financials, Small and Mid-cap shares are down while resources are up 11.2% year to date.
The market still faces strong headwinds with the US instigated Trade War becoming more hostile, rising yields ... ››› more
When it comes to soccer, scoring is far less frequent than in other sports.
With short tournaments and knockout stages, some games can be extremely difficult to predict the winner.
But that's where we turn to other markets the bookies so kindly offer.
It's called the Under/Over markets.
This is where you bet on the amount of goals scored over the full time of the game.
Today, I'll s... ››› more
Losing is inevitable and it will happen to you eventually.
It's part and parcel when it comes to sports betting. However, what might look like a losing streak to you now, will only be a blip in the long run.
And while it might be frustrating to you now, I want to show you five things I do to get through a losing streak.
Let me explain…
Limited: Grab these four double and triple-digit ... ››› more
Industrials down 3%
Industrials took the brunt of weaker markets last week as concerns regarding the economic outlook post US elections weighed on sentiment. Woolies was down 6,3% and several other industrial shares fell by approximately 4%.
Naspers down 7,9%
Rand strength and weakness in social media stocks put pressure on Naspers. Facebook was down 8,6% while Groupon fell 19%. Some anal... ››› more
The JSE All-Share Index is just 10% off from its all-time high.
It's sitting around the highest PE level of all time for the index, at 23.24.
At the same time, US markets are at all-time highs, and interest rates are threatening to go up.
With this in mind, I was recently asked by an investor, whether the JSE is overvalued and set for a massive correction.
So, should you hold on or sel... ››› more
Where is, the Rand going?
The biggest surprise last week came from the Rand which strengthened another 2,3% against the US Dollar and 3% to the Pound. This put Rand hedge stocks under pressure and the Resources Index fell 2,7%. The JSE Top 40 index was down 1,5%.
The Dow Jones Industrial Average rose 1,8% and the S&P500 1,5%, touching new highs. European markets were firmer but m... ››› more
Today I'm going to explain why you don't ALWAYS need to follow…
Hot tips in the media
to know where share prices will go.
In fact, you only need to know one number to see if a company's shares will go up or down. And the best part, every investor can use it!
Although successful investors like Warren Buffett, Peter Lynch and John Temp... ››› more
Trump in the White House - America First!
As President Trump was being inaugurated the markets appeared to be waiting for direction. The JSE closed slightly lower, down 0,6% and the major developed markets were little changed if not slightly softer. Currency and Commodity also appear to be in a holding pattern.
Trump's speech was direct and unambiguous, watch-out as America puts its foot... ››› more
3 to Buy
We're expecting positive results to boost this retailers share price
Yes, we have mentioned Steinhoff before, the stock has fallen significantly since June. They will release financial results later this week. We expect more clarity on the impact of Brexit and the acquisitions. Positive results will give the current price a lift, Buy Below R64,00.
A rare opportunity to ... ››› more
You have to go back more than 400 years where the first major “asset bubble” happened.
Between November 1636 and May 1637, tulip prices soared 20-fold, before plunging 99%.
Then from January 1720 to June, the second major asset bubble occurred also known as the South Sea Bubble.
Shares from UK-based South Sea company surged more than eight-fold from £128 to £1,050, before collapsing... ››› more
It's not long until the schools break up for the holidays and the festive season will get into full swing.
Whilst this time of year gives you time to spend time with friends and family, it can also be an expensive time of year.
So how can you save money over the festive season?
How about skipping a holiday and staying at home?
Read on to find out more…
The festive season is an e... ››› more
Disclaimer Note that FSP Invest, a division of Fleet Street Publications (Pty) Ltd, is a research house and not a registered broker, financial advisor or financial service provider. Our editors and customer services teams also do not give personal investment advice. The advice in this website is general advice only and may not be appropriate to your particular investment objectives, financial situation or particular needs, so before investing or if in any doubt about your personal situation, you should seek professional advice from a stockbroker or independent financial adviser authorised by the Financial Services Board.
We research our recommendations and articles thoroughly, but disclaim all liability for any inaccuracies or omissions found in this publication.
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 newsletter. However they have signed restraints to prevent the abuse of their position as contributors to this publication.