Over the past six months the JSE All Share index dropped over 11% on average.
The JSE's Resources index is down a whopping 28% for the same period.
Does this mean the losses are permanent? Should you be selling your stocks? Or does it show us an opportunity? The stock market is volatile – but that shouldn’t worry you too much
When stock markets drop, like they just have – it is due ... ››› 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
For most South Africans their Retirement Annuity (RA) is something they think about twice in their life. First when they sign up for their monthly debit order and second when they're getting close to retirement and need to access the money.
In between, your cash is likely spread across a selection of unit trusts that are largely based on the JSE.
For offshore investments (which usually get a... ››› 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
Since 2018 I've been telling investors that this company is in trouble.
When I wrote about it in 2019, calling it Steinhoff 2.0, the share price was 862c. This week it was 59% lower at 352c.
But instead of fixing its problems this company has kicked up its ‘dodgy' dealings by a BIG notch…
Let's have a look.
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Three Penny Super... ››› more
Mark Twain wasn't wrong when he said:
“History doesn't repeat itself, but it often rhymes.”
The more things change, the more they stay the same - this is true when it comes to the fear, greed and herd mentality in the markets... If you've been investing long enough you will see the same patterns on repeat.
Just think back to the 2007/2008 financial crisis…
I remember buying ... ››› more
If you're like most “information age” investors, you've probably taken a “do-it-yourself” approach to building long-term wealth.
I've seen many non-professional investors take this approach and, the truth is, it's rarely pretty.
Why?
Because there are three common mistakes people tend to make when crafting their own investment portfolio. And if you're making even one of them,... ››› more
What a cold and depressing winter it has been… For the JSE that is.
Since Steinhoff's debacle, we've seen some of the largest companies on the JSE crash 30% to over 89%, which I'll explain in just a minute.
And there are no signs yet for recovery until the end of 2019.
In today's article we'll cover the Ugly and the Bad for the JSE and a little bit of Good on how we can profit during... ››› more
In July 2018 I told investors that Trustco Holdings, and the accounting tricks the company were up to, was flashing red lights on my radar…
As I explained to investors back then, Trustco was being investigated for insider trading, the company's CEO has a dubious management and remuneration agreement with it, and there were deals being done with the CEO that weren't fair to investors.
Wha... ››› 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
The Steinhoff debacle hurt a lot of investors.
If you held Steinhoff shares before the crash - you'd be down around 97% on your money today.
And the chances of ever recovering all the losses are close to zero…
But what you should know is that situations like this can be avoided.
There are at least four clues to follow that are warnings signs of an impending disaster like that of ... ››› more
Let's just get it out of the way immediately, Naspers is a great company.
It really is.
I am in no way a Naspers bear. But I am a cautious bull.
I do not, for one second, think Naspers will pull a Steinhoff, Mediclinic, Aspen, Tongaat, [insert other JSE listed entity] on us anytime soon.
But I am still underweight on the stock for some very fundamental investment reasons. And, given t... ››› more
If you have a JSE portfolio, you know the markets have been bad for the last few years.
From the start of January 2015 until the end of February 2019, the JSE top 40 is up less than 15%, which is less than 5% per year. This is much less than the “normal” return of about 15% per year.
The recent underperformance of the JSE is a key reason many retirees are now experiencing a shortfall i... ››› more
When you've been around the penny stock investing industry as long as I have, you get tired hearing the same old lies about penny stocks over and over.
While these stories don't affect me at all, I am tired of how they discourage investors that are eager to start, and to learn more about the opportunities out there.
So, give me a moment of your time today to tell you about the lies, and myth... ››› more
Whenever I hear a trader uses the averaging down strategy, I cringe.
Averaging down for a trader means they'll buy more shares at a lower cost to drop the average price per share in the belief that ‘when' the share price rises they'll make more money.
The problem with this is when the share price keeps on falling, the trader stands to make a much bigger loss if it keeps moving against h... ››› more
Back in 2015 I made a quick 56% return from Trustco Holdings. Back then, the share looked like it had a lot of promise.
And had I held on, I could've made even bigger gains as the share continued rising - now sitting at R10 a share from its 2015 lows of 255c.
But my reasons for selling the share were, and are still valid.
The CEO sold personal assets to the company under questionable cond... ››› more
It came as a shock to most investors when the Steinhoff scandal was exposed in December 2017.
The share dropping 96% didn't just hurt unaware investors though.
Some of the biggest investment funds in Africa got hit, including the Public Investment Corporation.
This article isn't about to tell you that you could've predicted the Steinhoff debacle…
But what I want to tell you is h... ››› more
Do you remember when you first time you got behind a steering wheel?
I was an absolute nervous wreck.
Legs shaking, heart racing and adrenaline running through every vein.
Ignition starts. And Just as I was about to drive away the revs went up, I slammed on breaks, the car jolted and then stalled.
Great start Timon!
It felt like I would never be a good driver.
A couple of less... ››› more
Einstein said it best,
“Insanity is doing the same thing over and over again and expecting different results”
If you've just start trading, then you're excused and you're very lucky to be reading this today.
However, if you've been trading for a number of years and your portfolio is still in the red - it's time to change that.
The truth of the matter is…
To be a successful tra... ››› more
If there's no cash in a business, it's dead. The most recent spectacular crash in Steinhoff shares is proof of that.
It is no different for property.
If your property doesn't generate a positive cash flow - the investment is dead in the water.
Choosing to lose money isn't a valid investment strategy
It's all too often that I hear investors say “I'm not making money on the property ... ››› more
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