Economy

Just how defensive are defensive stocks right now?

Defensive stocks are predominantly found in industries where companies are mainly focused on delivering cheaper products or services that consumers find hard or impossible to manage without. Typical examples of areas where defensive investments can be found include food manufacturers and retailers, medical care and the tobacco and alcohol industries. The fact that delivering these […]

Economy

Winners do not always go hand-in-hand

I’m sure that most people are familiar with the saying about something going hand in hand with something else. Let’s use a cycling team in the Tour de France (TdF) as an example. A team consisting of Peter Sagan and Mark Cavendish simply wouldn’t make sense, because their goals for this year’s TdF, and their […]

Economy

Is now the right time to sell your shares?

We find ourselves in the sixthmonth of 2019, a year that can definitely be described as a rollercoaster year. Just over a month ago investors were all excited to see the FTSE/JSE trading positive by 14.5% for this year (up to 23 April 2019) and there was a general feeling of optimism. Now the market […]

Financial Planning

Have realistic growth expectations

“`During my years in this industry, I have met countless investors who simply aim too high with their growth expectations and often refuse to invest according to the risk profile recommended for them. Upon inception, they want to invest as aggressively as possible to achieve the best possible growth, until markets take a turn for […]

Markets & Equities

Dividends are key

We all have that one thing or event that can take you right back to some of the best times in your childhood. I have plenty, but one that will always stand out is playing board games with my family at the dinner table during holidays. Unlike most families, we didn’t play Monopoly or Trivial […]

Markets & Equities

The right asset classes for the right reasons

A friend of mine always tells the story of the farmer who bought a few lambs with the intention of expanding his farming activities. He fed them well and placed them in a small pen. He then set up his camping chair next to the pen, so he could keep a close eye on them. […]

Markets & Equities

A look at the South African market in the context of emerging markets.

Bertrand Russel said “Collective fear stimulates herd instinct, and tends to produce ferocity toward those who are not regarded as members of the herd.” This is particularly fitting when we consider investments, as fear and greed are seen as the two main emotions in driving our markets. For this purpose, however, I would like to […]

Economy

Surprise earnings

I have found that it’s often the events that we look forward to the least, that turn out surprisingly well and that many events that we have looked forward to for a very long time, often tend to disappoint us. At the beginning of 2018, there were great expectations and hopes that our local stock […]

Trading Ideas

Long Top5 oversold/overbought according to RSI & $JSETON

Long Top5 oversold/overbought according to RSI & $JSETON by SchalkLouw on TradingView.com End of week 1Mar19. Nice little comeback from both Richemont and AECI – personally still like them both. FTSE/JSE Allshare ( JSE:J203 ) Top5 oversold/overbought according to 14day RSI indicator as follow: JSE:DLT 12  JSE:TON 21  JSE:OMN 27  JSE:MNK 27  JSE:CSB 30 JSE:CFR 81  JSE:CPI 78  JSE:DTC 78  JSE:AFE 77  JSE:QLT 75 Spending a few minutes on […]

Economy

If you can measure it, you can manage it

Without numbers, terms such as “chances are” and “probably” would have no real meaning. Without chances and probability, the only way to approach risk would be through fate and destiny. Without numbers, risk would be based on nothing more than a hunch. We live in a world filled with numbers and calculations, whether its the […]

Trading Ideas

Emerging Markets and my preferred #ETF Entry

Emerging Markets and my preferred #ETF Entry by SchalkLouw on TradingView.com Let’s start off with the declaimer – I’m South African and I might just be bias. If you would ask me to buy one #ETF and one ONLY, this will be my recovery ETF . Is it still a country full of challenges? YES! Could it […]

Financial Planning

The retirement annuity tax myth busted

I’m sure many of you have noticed how we associate nearly every month of the year with something. September is the month of spring, while December brings about the smell of the sea and suntan lotion, accompanied by Boney M in almost every single mall you visit. February brings about tax season, or to some, […]

Markets & Equities

Share forecasts for 2019

By the time I started writing my first column for 2019, we were already eight days into the new year and things seemed to look a little more promising than it did at the end of 2018. I also took some time to read through the 2019 investment forecasts of some of the world’s largest […]

Markets & Equities

Our markets and the Christmas spirit

It is that unmistakeable time of year when every single shopping centre reminds us with flashing Christmas lights and beautifully festive decorations, that Christmas is just around the corner. And with all the hype surrounding the festive season, it’s difficult not to get carried away yourself, because it is, after all, most people’s favourite time […]

Markets & Equities

The clash between share prices and interest rates

One of John Templeton’s most famous sayings is “The four most expensive words in the English language are ‘this time it’s different’.” With that in mind, my mom always said that one should never say never, because you might end up quite surprised. Those of you who have followed my reports over the last 10 […]

Equity reports

Get to know your JSE companies: COMPAGNIE FINANCIÈRE RICHEMONT (JSE: CFR)

Compagnie Financière Richemont SA (Richemont) is a Switzerland-based luxury goods company. The company’s segments include Jewellery Maisons, the newly formed Online Distributors, which includes the operations of YNAP and Watchfinder, Specialist Watchmakers and other operating segments. The group recently reported their interim results for the six-month period ended 30 September 2018. Group sales increased by […]

Markets & Equities

How well have the different factor investors done so far in 2018?

At the time of writing, the Springboks were getting ready for their first test match against one of the northern hemisphere’s teams: England. As they were announcing the South African team, I couldn’t help but think that this actually presented the perfect opportunity to explain how factor investments work. Although Faf de Klerk may be […]

Equity reports

Get to know your JSE companies: REMGRO LTD (JSE: REM)

Remgro Limited is an investment holding company. The company’s investment portfolio includes over 30 investee companies. The company focuses on approximately seven industries, including food, liquor and home care; banking; healthcare; insurance; industrial; infrastructure, media and sport. REM released FY18 results on 19 September 2018. Headline earnings per share grew by 1.8% from R14.85 per […]