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 […]
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 […]
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 […]
“`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 […]
As hard as it is to believe, we find ourselves in May yet again, and every year I remind investors who believe in myths and sayings to make sure that the actual data supports what they believe to be true. As I was writing this, the FTSE/JSE Capped Swix All Share Index had already strengthened […]
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 […]
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. […]
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 […]
The French have a saying, “comparer des pommes et des poires,” which means to compare apples to pears. While there are numerous scientific reports on the similarities between apples and pears, the moral of the story is that when comparing things, you have to make sure that they are actually comparable and that you don’t […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
