In the modern age things always seem to happen quickly.
A few weeks ago, I explained how the Russian invasion of the Ukraine and the associated sanctions could potentially lead to a shift in world order. It seems this is happening far more quickly than I expected.
We have now seen firm commitments from European countries to massively increase their defence spending. We've also seen tangible ... ››› more
If you haven't seen it yet, Eskom is asking Nersa for a 20.5% tariff increase for 2023.
What's more - it plans on charging us both a fixed charge, as well as a variable charge.
According to a Moneyweb interview the tariffs we're staring in the face could be huge.
“For example, in the city of Cape Town, which is currently 272.4 cents per kilowatt hour, or R2.72.4 per kilowatt hour, that ... ››› more
It's a year since 2020's hard lockdown ended.
We're back in level 4 today.
But life has changed a lot. We've adapted to the pandemic and its effects on our lives and businesses.
So, what's the state of the South African economy today, and how does it affect your investments?
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How to Grow a Multi-Million Rand Retirement
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The rand has been extremely volatile this year, ranging between R14/USD to over R19/USD. Recently, the currency seems to have found a range between R16.40/USD and R17.20/USD. This stability may be short-lived however as the rest of the year will likely prove turbulent.
Overseas, we have the US election looming in early November. It's set to be one of the most contentious in recent memory. Thou... ››› more
Some big-name companies announced stock splits and today is an important day for investors.
Apple (APPL) shares split four for one on Friday close. This means it will start trading today at 25% of its closing price of $499.23 on Friday. This is the fifth time its split in 33 years. If Apple never did these share splits, 1 share would be changing hands at almost $29,000, from an IPO price of $2... ››› more
On 31 August 2020 Apple's share price will drop around 75% from what it was.
That means its share price will go from the current $437.50 to around $109 a share.
I don't need a crystal ball to predict this.
You see, Apple announced it is doing a 4-to-1 stock split.
And its not the only company doing this. Tesla announced a 5-to-1 stock split that'll happen on August 21.
So, what do... ››› more
In Wednesday's Q&A, I received the following question.
“Could you please provide a few crypto currency companies that pay dividends?”
When I gave an answer, this made me think…
Could crypto investing be the future of passive income?
I realised that with the number of crypto currencies that are distributing dividends now days - I believe YES!
And in this article, I am goin... ››› more
Last week Thursday, I gave you my predictions for the quarter final of the Rugby World Cup.
And lo and behold…
I got 7 out of the 8 correct, that's an 87.5% win rate!
My emails have been flooding with request after request after request… for my Semi Final predictions.
So without further ado, let's get stared….
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Why ... ››› more
The JSE is down 3.95% for the past three months, 5.13% in the past six and we're only up 8% over the past three years.
With politics the way they are and the performance of the South African economy many investors are asking whether they should bail on SA listed stocks for good.
I'll give you my take on the situation now, let's first have a look at the facts:
SA’s economy is already... ››› more
I'm sure you've heard of portfolio rebalancing. Almost every investor does it.
It's a simple, but extremely important ‘tool' where an investor periodically buys or sells different assets (stocks, bonds, etc) within a portfolio.
Rebalancing helps reduce the risk an investor suffers from the changes in returns of various investments. And it also helps ‘restore' their desired asset allocatio... ››› more
Q. “Timon you mentioned in your Monday article that the Ethereum updates will improve and protect social media. Could you give an example of a decentralised social media app and how does it differ from Facebook?”
A. Yes, in fact they plan to launch next week.
in June 2019 a start-up called Block.One managed to raise a record breaking $4.2 billion in the Initial Coin Offeri... ››› more
Before Donald Trump escalated trade wars, which sent shockwaves through the markets, stocks were performing well overall.
The major US indices like the Nasdaq and S&P500 were flying.
Even the JSE All Share was showing good returns. From its lowest level to its highest, the JSE was up around 14%. A great comeback from 2018's negative return.
However, while stocks were making all the ... ››› more
What an incredible fall EOH has experience in 2019. Its shares have lost over 50% in value. Today, EOH is trading at a 50% discount to its NAV even after jumping 14% yesterday. Traders who are short and investors who dumped the stock to sit on the sidelines, can't wait and risk a massive rally as its results are released this morning.
Despite being more than 90% lower from its high of R1... ››› more
On Wednesday 27 February we watched and heard the 'Kudu Horn' blow, as we witnessed MultiChoice Group (JSE: MCG) listing on the JSE at just R95 per share.
We knew this was coming as parent company, Naspers announced the unbundling of MultiChoice in September 2018.
MultiChoice has come a long way. With its subsidiaries including, Showmax, MultiChoice Botswana and MultiChoice Namibia to na... ››› more
With the Rugby World Cup happening later this year, the Super Rugby tournament is a gold mine of information.
Not only will we be able to profit each week from the games but it will also give us key insight into which teams from which countries have the strongest players.
But first, we need to analyse the game format and the 1st round of fixtures.
Let's get started…
Recom... ››› more
2018's been a tough year on the stock market. Based on the data I've filtered through there hasn't been a share that's returned more than 100% for the year to date!
In fact, there have only been six shares to return more than 50% for the year so far!
In total, there are 53 shares with 10%+ gains for 2018 to date…
So, what do these companies have in common, and why are they up while ther... ››› more
No question about it… There is a mountain of reasons to be worried about the South African stock market.
Since March 2017, the JSE Small Cap index is down 19.62%.
At the same time, the mainstream media is bombarding investors with “Take all your money offshore now” messages.
But there are groups of investors that are bullish as can be.
And they're buying small cap stocks like the... ››› more
“Francois, where should I take my money? ‘They' tell me to take as much as possible offshore right now. Is that the right place to invest?”
With the three year return on the JSE sitting at a grand total of 9.49% many investors are asking me whether it is still relevant investing in the JSE.
Perhaps inve... ››› more
What would you prefer? A pay out of R5.5 million the day you retire, or lifetime guaranteed income of R46,772 per month every month till you pass away.
If you started saving R300 per month towards your retirement in 1978 (roughly 7.5% of the average household income back then) you'd sit with exactly that choice today…
So what's the best choice? How do you ensure that your money lasts you a... ››› more
Have you heard about a new crypto that's been making headlines in the crypto world?
It's called Hedera Hashgraph and it claims to be able to do everything blockchain technologies like bitcoin and Ethereum can do but much, much better.
Its white paper says it can process over 250,000 transactions per second (tps).
That's about five times what VISA can do. About 12,500 times what Ethereum c... ››› more