Mid-Caps – Is it time to go big?

With the Rugby World Cup (RWC) behind us, we can proudly say that we are the world champions. Not only did we win the final against England, we just about destroyed them in dominating fashion. What makes this achievement even greater, is the fact that in March last year (2018), there was absolutely no excitement […]

Morning Note

Morning Note – 13 September 2018

SENS Summary Quantum Foods Holdings (QFH) QFH released a trading statement for the year ended 30 September 2018. Headline earnings is expected to be at least 219% or 107.5 cents per share higher than reported in the comparable period. Oceana Group Limited (OCE) Oceana Group released a trading statement for the year ended 30 September 2018. […]

Markets & Equities Portfolio DIY

10 shares with potential for high dividend yields

I don’t want to sound like a Masterchef contender, but we all know that you can bake an amazing bread with a relatively small piece of dough. This is possible, because prior to baking, the dough should be left to rise properly in the oven, and then baked to perfection. If you (like me) become […]

Morning Note

Morning Note – 29 June 2018

GET TO KNOW YOUR JSE COMPANIES Mediclinic International plc (MEI) Mediclinic recently released their annual results for the year ended 31 March 2018. Their total revenue increased by 3% and adjusted EBITDA remained flat in constant currency terms. Click here to download our equity report on the Company. SENS Summary Clover Industries Limited (CLR) Clover […]

Morning Note

Morning Note – 5 June 2018

SENS Summary Compagnie Financiere Richemont SA (CFR) Richemont announced the sale of its wholly-owned subsidiary, luxury goods company Lancel. Lancel has been sold to Milan-listed luxury leather group Piquadro. The transaction has no material impact on Richemont’s balance sheet. Stadio Holdings Limited (SDO) Stadio advised shareholders that it will acquire vacant land located in Durbanville […]

Morning Note

Morning Note – 31 May 2018

SENS Summary The Spar Group Limited (SPP) Spar released their interim results for the six months ended 31 March 2018. Turnover grew by 5.6% to  R50 026 million and diluted headline earning per share increased by 14.1%. The board resolved to declare an interim dividend of 270 cents per share. (2017 1H – 240 cents […]

Morning Note

Morning Note – 9 February 2018

  9 February 2018 SENS Summary   Gold Fields Limited (GFI) Gold fields released a trading statement for the year ended 31 December 2017. They advised that headline earnings per share (HEPS) for the twelve-month period will be between 0% to 12% lower than the prior period.   Sibanye Gold Limited (SGL) Sibanye received approval […]

Markets & Equities

The ongoing search for diamonds in our market

I have previously said that if you want to manage a successful share portfolio, you have to follow the same basic principles as the old diamond miners who carefully had to pick through a sifting pan full of pebbles to find the ultimate reward: that ever-elusive diamond. Each investment expert has his own ‘pan’. Some […]

Markets & Equities

Are you on the right track with shares?

I heard a wonderful expression this week: it doesn’t help for you to only be on the right track, because if you stay there, you will still get hit by a train. I think most will agree that it has been high tide on the market these past few months. They also say that all […]

Morning Note

Morning Note – 30 June 2017

SENS Summary AngloGold Ashanti Limited (ANG) Blackrock increased their stake in AngloGold to 10.08%.   Sephaku Holdings Limited (SEP) Sephaku released provisional financial results for the year ended 31 March 2017. The group’s EPS increased by 12.1%, HEPS increased by 11.83% and operating profit increased marginally by 0.5%.   Trustco Group Holdings Limited (TTO) Trustco […]