Zeder is a little investment holdings company on the JSE. For years it was a core shareholder in Pioneer Foods (acquired by PepsiCo). It also holds a number of other interesting agricultural businesses as well…
But the company's share price is down 62% in the past five years.
What's going on? And is there an opportunity to profit? -----------------------------------------------------------... ››› 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
Right now, the agriculture sector is one of the spots of excellence in South Africa, and its being treated very well thanks to a double whammy of record-breaking harvests, and increasing commodity prices.
This is good news for the SA economy.
It means the agricultural sector could employ more people, putting money in the consumers' pocket. It means there are many supporting businesses and ... ››› more
I bought my first shares in the midst of the 2008 financial crisis.
My first buy was Old Mutual shares, and the price rose by more than 211% in the 18 months following my buy…
I rolled some of my returns into a property company, and an industrial stock - in the end I turned a couple thousand rand as a student into enough money to pay for my studies, put down a deposit on my first propert... ››› more
Right now Capitec shares trade at R1,384.
But what if I told you that you could get hold of these shares - and benefit from their upwards movement - at a discount of 20%?
My guess is this sounds like a great opportunity?
In fact, if you could get a share like Capitec - but end up paying as much as 20% less, why would you not jump at the opportunity?
Well, I've uncovered scores of t... ››› more
When you're looking for stocks to invest in you'll typically either use fundamental investing strategies (looking at financial and other real world data) or technical analysis (looking at charts and price movement to predict future moves).
At the end of the day - financial performance drives stocks in the long-run. And as an investor in businesses I gravitate towards what these businesses and ... ››› more
The JSE finished the month and quarter with a very strong rally of 3.3% on Friday.
Never the less, that rally was not enough to close the All Share Index in the black for the year-to-date.
Financials, Small and Mid-cap shares are down while resources are up 11.2% year to date.
The market still faces strong headwinds with the US instigated Trade War becoming more hostile, rising yields ... ››› more
These are the “widest discounts to sum of the parts I have tracked in many years; I see … excellent long term value here…”
These are the words from a fellow analyst regarding two specific JSE listed investment companies.
Following his statement, I had a deeper look at the two he refers to as well as other companies. And what I found is astounding.
Businesses are selling at 15%, ... ››› more
What if I told you there's a way to find shares that consistently outperform the market?
Sounds too good to be true.
But the fact is, fourteen shares I invested in between 2010 and 2016 provided me with returns outstripping 100% each….
In their 2013 paper titled “Fundamental Based Market Strategies”, Dr Angelo Aspris (research leader), Sean Foley, (researcher), Nigel Finch, and Z... ››› more
As I predicted last year, 2016 was a year of consolidation. Our market went nowhere. But shares are much cheaper today than they were a year ago.
And that makes me optimistic about 2017.
But there's one industry in particular that I've got my eyes on.
It was arguably the worst sector for 2016.
Agriculture.
One of the worst droughts in decades hit South Africa. Farmers lost crop... ››› more
What if I told you, that you could get a big business for free? You don't have to put money down, but you'd own a portion of a franchise store, a farm or a factory…
Sounds too good to be true.
But the fact is, right now there are scores of opportunities like this on the JSE.
I call them “No money down shares”.
Simply put, these are companies where if you pay for a portion of ... ››› more
Global markets have retreated over the past week as tensions rose on Trumps threats directed at North Korea.
Tensions will subside and global markets will continue their rallies on the back of positive earnings surprises.
The big earnings release for our market will be Tencent's (due to Nasper's stake in it) that will be released in the early hours of Wednesday.
All 32 major analysts tha... ››› more
The northern half of South Africa had good rains in the past rainy season, and the rains predicted for this summer are also decent.
The Western and Northern Cape however still haven't had the rain (and snow) needed to top up dam levels and put them in the clear.
So how is this affecting businesses?
Construction in Cape Town is struggling
The construction industry in the We... ››› more
If there's one thing about investing you absolutely have to understand it's this strategy...
Not only will this strategy from Benjamin Graham, the world's best value investor, make you more money from shares you invest in, it'll also make sure you lose less money if things do go wrong!
Best of all, this strategy isn't hard to understand. In fact, it can be summed up in three words!
Margin... ››› more
I recently received the following question from a Red Hot Penny Shares member, “Francois, should we follow institutional investors when investing in Penny Shares? How do we know where the big money is being put?”
My immediate answer to this is that the big money (institutional investors) isn't necessarily the smart money…
The f act of the matter is, here at Red Hot Penny Shares, we try... ››› more
How YOU can build an ‘Ultra Safe' market-beating portfolio the way Fund Managers do… And beat them at their own game
Have you ever noticed how most fund managers never seem to shoot the lights out? They always tend to equal the performance of the top 40 shares on the JSE…
It’s not a fluke though.
It’s intended.
You see, the Top 40 shares on the JSE account... ››› more
Surprisingly enough, despite all the ecconomic and political unrest, deepest Africa could be the SAFEST and MOST PROFITABLE place in the world for your money. Investment expert Francois Joubert explains...
Since 1970 there have been around 147 revolutions around the world. 42 of these revolutions have taken place in Africa. Since 2010 alone there have been civil wars and coup d'état'... ››› 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
Ticker: PSG
Sector: Financial services – financial services
Five top facts about PSG Group
Fact #1:
Through PSG Group’s investment portfolio, there are over 40,000 people employed. Maki... ››› more
Zeder Investments is an investment holding company of agribusinesses. The company has a listing on the Johannesburg Stock Exchange…
Full name: Zeder Investments Limited
Short name: Zeder
Ticker: ZED
Sector: Financial services – financial services
Five top facts about Zeder Investments
Fact #1:
Zeder Investments invests in various companies related to food and its production. Th... ››› 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