The most lucrative opportunities are found in times of maximum pessimism. Investors just need to filter through the noise for the right shares to invest in, that have potential tail winds in the months and years ahead.
Small caps have lost favour with investors. Many are trading at all-time lows while growing profits steadily in these tough economic times.
One such share is a little-known ... ››› more
Last week I wrote about never letting a good crisis go to waste. It's one of the most difficult things for investors to do while you're in the thick of it. You don't want to deploy capital when things look like they are going to get worse, much worse. But that is the precise time to “slowly drip” capital into the market. It's an investors primary focus to look past the noise to see opportunity... ››› more
PSG has pulled back to a good buying level around the R235 mark. We've been trading the R230/R270 range this year very well.
When you buy PSG you get exposure to a number of companies, like Capitec, now one of South Africa's “big 5” and growing by over 100,000 clients per month.
Through PSG, you also gain exposure to Curro and Studio, which has been unbundled from Curro and starts tradin... ››› more
The JSE Top 40 closed the week down 1,5%.
Higher commodity prices; Gold, Silver and Brent Oil were up more than 2%, while Platinum managed 1,6%. These were not enough to save the Resources Index (down 3%) from a stronger Rand. Industrials and Financials were also softer.
Anglogold up 9,3% and Harmony 9,5% responding to a firmer Gold Price (up 2,5%).
PSG rallied 6%, see comment below. ... ››› more
Commodities take a step lower
Brent oil led the commodity basket lower last week, losing 8,1%; Platinum and Gold were down 5,7% and 2,4% respectively.
Although the Rand softened, the pressure was too much for the JSE All Share Index which fell 0,8%. Resources fell 5,5%, but the rest of the sectors held up well.
International indices were slightly softer across most time zone... ››› more
A week of heightened protests has ended and the ANC Cadre are holding the fort, for now. Their confidence masks the growing dissension from all sides, including members of its own party, eventually pressure will come to bear.
Fitch followed S&P in downgrading SA, but again the reaction was relatively muted. Clearly the market had been preparing for this eventuality. Of more concern is that som... ››› more
Global markets are watching developments around the French elections for direction. Once again, a far-right candidate, with radical views is the underdog and has the potential to create a shock to the status quo.
Emmanuel Marcon is leading Marine Le Pen after the first round, both candidates have offered to hold referendums on remaining part of the European Union.
The US earnings season k... ››› more
NewFunds MAPPS Growth exchange traded fund (ETF) tracks the MAPPS Growth Index. The ETF has a listing on the Johannesburg Stock Exchange…
Full name: NewFunds MAPPS Growth ETF
Short name: MAPPS_Gro
Sector: JSE listed funds
Five top facts about NewFunds MAPPS Growth ETF
ETFs are passively managed funds that track the performance of an underlying index. ETFs ... ››› more
PSG Group is an investment holding company focusing on the financial services sector. The company has a listing on the Johannesburg Stock Exchange…
Full name: PSG Group Limited
Short name: PSG
Sector: Financial services – financial services
Five top facts about PSG Group
Through PSG Group’s investment portfolio, there are over 40,000 people employed. Maki... ››› more
Over the past week, two of the most heavily bought JSE shares by foreigners were PSG and Capitec.
This isn't a surprise as both these stocks have been on a tremendous run this year. Since around January, both companies have soared over 50% in six months.
So with the added confidence from foreign investors, this should see both stocks continue on an upward trend.
This is good news if you hold... ››› more
PSG Konsult is a financial services provider. The company has a listing on the Johannesburg Stock Exchange…
Full name: PSG Konsult Limited
Short name: PSG KST
Sector: Financial services – financial services
Five top facts about PSG Konsult
PSG Konsult operates through nearly 200 offices in South Africa. It also has two offices in Windhoek in Namibia. It emp... ››› more
Adapt IT (JSE:ADI), jumped 258.2% between 2013 and 2014. I closed a 207% gain on the share. I also made 253% on Poynting Holdings(JSE:POY) in just six months last year. How did I do it? Read on and I'll reveal the exact strategy that helped me spot the biggest penny share winners of 2014...
Adapt IT and Poynting are very different businesses. But they do have one thing in common – They bo... ››› more
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