JPMorgan Chase & Co. is one of the largest banks in the world, with a leading banking franchise across its …
Get to know your offshore companies: ALLIANZ (ETR: ALV)
Allianz reported its financial results for the first quarter of 2021 on 15 May 2021. The company had an excellent …
Get to know your JSE companies: HUDACO INDUSTRIES LTD (JSE: HDC)
Hudaco released its unaudited interim results for the six months ended 31 May 2021 on 25 June 2021. Despite the …
Get to know your offshore companies: VOLKSWAGEN AG (DE: VOW)
The Volkswagen Group consists of two divisions: the Automotive Division and the Financial Services Division. Its brand portfolio includes Volkswagen, …
Why Basel III may be positive for Gold
After a number of shortcomings in Basel II financial regulations were identified during the 2007 subprime crisis, members of the …
Misery: What do the numbers say?
It came as a great shock this week to find out that our local labour market is not just struggling, …
Get to know your JSE companies: REINET INVESTMENTS S.C.A. (JSE: RNI)
Reinet Investments SCA is a Luxembourg-based securitisation vehicle listed on the Luxembourg, Euronext Amsterdam and Johannesburg Stock Exchanges. Reinet Investments …
Get to know your companies: RICHEMONT (SWX: CFR)
On 21 May 2021, Richemont released its annual results for the year ended 31 March 2021. Richemont increased profits by 38.45% …
Are you still on the right track with shares?
In 2017 I discussed two expressions that applied so well to the stock market at the time. The first was …
Get to know your offshore companies: SAMSUNG ELECTRONICS CO. LTD (KSE: 005930)
Samsung released strong Q1 2021 earnings on 28 April 2021. Total revenue in the first quarter increased by 18.2% to …
Get to know your JSE companies: AECI LTD (JSE: AFE)
AECI released its financial results for the year ended 31 December 2020. Revenue decreased by 2.8% to R24.1bn (FY2019 R27.8bn). …
Two investment myths vs. historical data
I think we’ve all been part of a conversation where the words, “they say”, popped up. Think about it for …
Get to know your offshore companies: VISA INC (NYSE: V)
Visa Inc. is a payments technology company that connects consumers, merchants, financial institutions, businesses, strategic partners and government entities to …
Why the rand is strengthening
Following the release of Steven Spielberg’s hit film, Jaws, in 1975, the 1978 sequel, Jaws 2, had one of the …
Rather look at shares through a telescope than under a microscope
I often wish that the world of shares could be as flat as the Karoo, so that we could look …
Active management is quietly shining during difficult times
This week marks the one-year anniversary of the first time that South Africa moved into Covid-19 lockdown. But it’s not …
Get to know your JSE companies: AVI LIMITED (JSE: AVI)
AVI is a South African-based company focusing on the branded consumer products industry. Its key competencies are the marketing, processing …
Precious Metals are shining again
There’s no doubt that we are living in uncertain times. The end of the COVID-19 pandemic is not yet in …
Get to know your JSE companies: GOLD FIELDS LIMITED (JSE: GFI)
On the 18th of February, Gold Fields released its annual results for the year ended 31 December 2020. Revenue for …
Should you still be avoiding South Africa as investment destination?
This week we listened to President Ramaphosa’s fourth State of the Nation Address (SONA), which in general came across as …