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
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
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
US inflation just hit a 30 year high. And the US is not the only country experiencing rising prices. The EU, as well as the UK, have also seen the price of goods and services rising.
There are many reasons for this: Supply chains were disrupted by the pandemic; oil prices are high; demand has increased due to stimulus; wages are rising… the list goes on.
But the big question every inve... ››› 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
When investing I look for stocks that have disconnected from their true value. If a share price is much lower than what it is worth - I buy it.
But every so often I come across a stock that is the opposite. Its share price is so much higher than what it is really worth that I simply cannot stay quiet. I need to warn investors about it.
Today there's two stocks like this I want to share wit... ››› more
Have you ever played a mobile game?
With some of them, the more you play, the more “rewards” or “in-game currency” you can get. Usually, you can use them to unlock a level or something along those lines.
You can also use your credit/debit card to buy a level or get special features etc. And if you'd rather not spend actual cash, you can earn in-game currency by watching a few ads ... ››› more
There are a thousand indicators, ratios and models we can consider when investing or trading.
But at the end of the day the all-important figure is the SHARE PRICE.
No matter, earnings per share, revenue or growth potential. The company's stock price is the final indicator that matters to all investors.
It's the figure we consider when buying or selling. And it's the final indicator of... ››› more
Institutional investors…
They've been one of the major catalysts that's catapulted Bitcoin into the mainstream financial media and its price over the past year and half.
And it makes sense…
The more “Big Money” get involved in digital currencies, the further it legitimises them as an asset class.
Consequently, more investors jump on board pushing up prices.
We've seen t... ››› more
There are 217 dividend paying shares in the JSE today. The JSE All Share Index dividend yield is a mere 2.38% - simply put you're not making much in terms of yield if you buy the AVERAGE stock…
While a 2.38% dividend is surely better than nothing - this doesn't even cover the interest you'd have received on your cash with a fixed deposit.
And, once that money is paid out by a company the... ››› more
After a pretty hellish month for Bitcoin - dropping over $20,000…
Investors finally have something to cheer about!
The #1 crypto by market cap rallied over 15% in the past two days.
And this time, it had nothing to do with Elon, or any other billionaire.
Instead, something even BIGGER happened in the market - one that could have implications on countries worldwide and the world's... ››› more
What started as the online currency for the dark web Is now viewed by Wall Street as a legitimate asset class.
And it's in big part due to a number of tech companies (MicroStrategy, Square, Tesla), banks and billionaire investors entering the crypto market in some way.
The thing is, this is only the beginning…
In fact, recent reports hint that the world's largest tech company may just b... ››› more
A recent survey by FNB amongst its middle-income clients (R15,000 - R42,000 per month) shows that over 80% of the customers don't have a cent in savings they can access within 7 days in case of an emergency.
The bank says only 6% of its clients would be able to see themselves through a loss of their salary for three months - and that's even considering access to credit cards and overdraft faci... ››› more
I believe there is one commodity that can be seen as an indicator for a recovering world economy.
Brent Crude…
Think about it…
We need oil to run just about anything nowadays.
We need oil for transport, for electricity and to run massive operations.
Last year, I was extremely pessimistic and expected the price of oil to drop to $30. Which it did… And this year, my analysi... ››› more
With interest rates at the lowest they've been for most of South Africa's history there's not a lot of profit to be made from interest investments…
But there's a lot of potential on the JSE right now.
In fact, right now there are 51 shares on the JSE with dividends above a 5% dividend yield.
That means you're getting around DOUBLE what you would in an interest investment right now, a... ››› more
An ex executive director of Netcare (who retired 10 years ago), reached out to me the other day.
He was curious to hear my take on the health company as a shareholder.
In short, he asked me to do an analysis over the last 10 years to see if it was more profitable to invest in Netcare shares or invest in a high interest savings bank.
In this article, I'm going to give you a breakdown on... ››› more
For the past two years I've continuously told investors that South African small cap companies present much better opportunity than most large cap stocks do.
In the past three months the Small Cap index is up 17.8% compared to 15.94% for the Top 40 index. That's why I sent my top 5 plays for 2021 to my Red Hot penny Shares readers just 2 weeks back.
But this outperformance has just starte... ››› more
“You mentioned in Monday's article that investors are betting that platinum will play a key role in the transition to cleaner energy.
Can you provide an example of where platinum is being used for that? I am really interested in putting my money in more green energy investments (as they call it)”
A. Yes, platinum is mainly used in automobile catalytic converters.
A ... ››› more
Q. "I'm really stumped on this one. In February 2021, I made a promise to start real trading, after I saw Red Hot Storm Trader make positive returns year after year.
I decided to start out with a R1,000 portfolio, to test out a real account.
And last week, I took my first trade and bought 1 Aspen CFD, thanks to Timon's last RHT trade idea.
Now I'm old but I understand that the share... ››› more
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