Every year we start off with our biggest, boldest and best predictions for the coming 12 months.
How will the world around us change? What will stock markets do? And where do the biggest opportunities exist?
Five predictions to start off the year
Prediction #1 - The pandemic will end in 2022
It’s the prediction no one has been willing to make. Just as we think things are taking... ››› more
Last week's GDP data showed that South Africa's economy shrunk in the third quarter of 2021.
This follows four quarters of economic growth from pandemic lows.
It also means that another quarter of economic contraction would put the country back in recession.
So, are we heading back into recession, or will the economy turn upwards from here?
Let's have a look at what the numbers say… ... ››› more
I recently got a mail from Keith asking about Brait's latest rights offer:
“Hi Francois. Hope all is well with you. I have BAT shares, only 545. Now they have some kind of rights offer and I got 1 BATN, lol. I need to make an election, but I don't understand. Currently the BATN is trading around 1000 c. Take up value is 100,000c. Does it mean I can take up the nil share, it gets added to the 5... ››› more
The petrol price in South Africa is breaking the R20 a litre level.
December 2020 it sold for R14.26 a litre. That's an increase of 41.6%
Sure - the 2020 level for petrol prices was a low base. Covid reduced demand and the oil price was really low.
But the huge increases we're seeing now are hurting - and they'll definitely affect business as well.
-------------------------------------------... ››› more
Right now, there are a couple of big trends playing out in stock markets.
Renewable and sustainable energy is a big thing – (see my SA renewables watch list I wrote about last week).
Internet of things, cryptocurrencies and fintech are also a really hot topic. And so are electric vehicles.
Tesla for instance is worth a trillion dollars – around four t... ››› more
Q. ”This year I joined Timon's trader service. I must say I'm loving the simplicity of the emails and the high number of profits so far. In one of the recent emails, it said that you had banked a certain percentage on a trade. Please clarify a formula to calculate the gain and loss percentage in a trade?”
A. Thank you for the question Happiness and glad to have you on board.
Le... ››› more
On 15 November 2021 Grindrod Ltd (JSE:GND) made an important announcement.
The company said it is entering into a joint venture with Maersk - the world's largest container shipping line and vessel operator since 1996.
This hasn't been frontpage news, and its not receiving a lot of attention. But as I will explain to you in a moment - this is huge news for Grindrod shareholders.
____... ››› more
I'm sure you've heard, with a great deal of fanfare from the COP26 conference, that the US, UK, Germany, France and the EU have secured a deal to provide South Africa with R130 billion in climate finance to build more renewable energy - and replace aging Eskom plants.
A recent Moneyweb article - interviewing RMB CEO James Formby - indicates this could branch out to become a R500 billion inject... ››› more
China's second largest real estate developer is going bust.
The company is $300 billion in debt. And it is struggling to pay interest when payments are becoming due.
It's easy to think that an ailing real estate developer in China is an isolated case and it won't affect you…
But the thing is, China's real estate market is worth $55 trillion. It is bigger than the US stock market, and... ››› more
In the last month Capitec Bank hit an all-time high of R1,913 a share. It's pulled back slightly from that. But the bank has seen phenomenal growth with a 51% return in the last year, 158% in the last 5 years and 791% in the last ten years.
In fact, in its August 2021 figures the bank announced a figure of 16.8 million clients.
That's compared to 15.8 million clients in February 2021 and 1... ››› more
Between 10 August 2021 and 20 September 2021, the JSE All-Share Index dropped 12.66%, the US Nasdaq was down around 7% from its September highs.
Basically the market is down - and it's the first sustained drop since November 2020.
Is this a market crash, or a time to buy?
You can find the full Article here:... ››› more
Ever heard of the Cape Town Stock Exchange?
You're forgiven if you haven't.
The Cape Town Stock Exchange (CSE) opened up on Thursday 30 September - it used to be the 4 Africa Exchange - but it has rebranded and focused its business on small cap companies. In fact, it calls itself the Nasdaq of Africa - with reference to the US stock exchange also focused on giving affordable listing opport... ››› more
Bell Equipment is a little company on the JSE with HUGE potential.
You see, the company is seriously underappreciated by investors.
The company sits with stock on hand that's roughly equal to R34 per share - while the share price is merely R12 a share!
But there's even more compelling reasons for upside in this stock right now…
You can find the full Article here:... ››› more
Interest rates have been at record low levels for more than a year now.
You might think that with loan affordability levels at this point now is the time to buy property…
But the opposite is true.
If you're considering selling a laggard in your rental portfolio, or if there's an older property giving you maintenance hassles - NOW is the time to sell it.
You can find the full Arti... ››› more
From more than R90 a share in 2016, Steinhoff shares crashed with a most recent low of 70c a share.
But in the past month the stock soared 84%.
Clearly there's something big brewing there.
So what is behind this big jump? And is there an opportunity for investors right now?
You can find the full Article here:... ››› more
Right now, money in the bank will net you between 2% and 3% interest a year, if you're lucky, you'd get 4% or 5% interest on your capital…
And that's it. No more growth. Inflation will slowly erode the value of the capital and your annual interest income won't grow.
But what if I told you there are companies on the JSE paying double, or even triple this in dividends?
And the share pric... ››› more
Most of you have read or at least heard of Stephen Covey's Seven Habits of Highly Effective People. The book is famed for drawing out the common traits believed responsible for different people's success.
We'll, during a recent South African Investor meeting, I got to hear the property insights and tips from a host of property moguls and experts.
And today, I've combined these views with my ... ››› more
Up 77% in a month. That's how much shares in York Timber have jumped in the past month.
What's behind this?
Well, a private investment company bought shares in York.
The motive of this company has been to buy stock in a company, get its experts on board as directors and then push for a turnaround or unlocking of value by selling assets.
York is a prime opportunity - because its share p... ››› more
Novus Holdings is down from a pre-pandemic high of 499c and an all-time high of R18.25 in 2015.
Its pandemic low was 65c…
Then in April 2021 an investment firm, backed by a CEO with a great track record in turnarounds bought shares in Novus.
On 1 April 2021 Novus shares traded at 101c. On 14 April the company announced that A2 Investment Partners had bought a 10.18% stake in the company... ››› more
Coal is the dirty stepchild in the mining sector. And boy is it unpopular at the moment.
Coal miners report that it's getting more and more difficult to get finance for new projects.
After hitting a low of $56 a tonne in April 2020, the coal price has soared. Coal now sells for double what it did in 2020 - with the latest Richards Bay Coal Terminal pricing coming in around $112.92 a ton wi... ››› more
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