Markets & Equities

Gambling on the stock exchange: Is the gain worth the venture?

One of the most fascinating places I like to visit is Grand West Casino. Not because I like to gamble (because I don’t), but because people fascinate me. When they enter the casino, they’re all smiles and everyone’s full of enthusiasm. But when they leave, it’s usually a different story. It’s exactly this mood change […]

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 […]

Trading Ideas

Shoprite looking trolley for trolley, beter everyday

$JSESHP looking trolley for trolley, beter everyday by SchalkLouw on TradingView.com We’ve all seen the latest released SA retail figures and subsequently what it’s done to the local retail company trading updates and financial results. Yes, it’s been bad! But, like my kids always tell their old man: “dad…that’s sooooo last year!!” I recently published […]

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

BATS and the dreaded Canadian ruling

$JSEBTI and the dreaded Canadian ruling by SchalkLouw on TradingView.com So, the Canadian court ordered British American Tobacco PLC ( LSE:BATS ), Philip Morris International Inc. ( NYSE:PM ) and Japan Tobacco Inc. ( TSE:2914 ) to pay $12.5 billion in damages to Quebec smokers after a 17-year legal battle, in the latest case to shock the global tobacco industry. This could see […]

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

Two months in and Investec Ltd still top of the pops for 2019

Two months in and $JSEINL still top of the pops for 2019 by SchalkLouw on TradingView.com And that brings Feb19 to an end. Two down, ten to go! JSE:J200 ($JTopi) having a great start to the year – up 6.92% YTD. Top performer is still Investec Ltd, at 15.9% YTD. Question remain – time to take some […]

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 […]