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 […]
MTN Group Limited is a mobile operator that offers consumer, digital and business services. It operates in three regions: South/East Africa (SEA), West/Central Africa (WECA) and the Middle East and North Africa (MENA). The MTN group recently reported their full year (FY18) results for the period ending 31 December 2018. The group reported an increase […]
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 […]
The Shoprite Group of Companies is Africa’s largest food retailer. The group operates a total of 2 738 outlets in 15 countries across the continent, as well as on the Indian Ocean islands, and employ more than 146 000 people. The company reported its interim results for the period ending 31 December 2018 on the 26th […]
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 […]
The MultiChoice group (MCG) is Africa’s biggest Pay-TV and video entertainment operator. The company operates through four segments, namely MultiChoice South Africa, MultiChoice Africa, Online streaming platform Showmax, and digital security platform Irdeto offered in 50 countries in Africa. Multichoice is a highly cash generative business with a robust balance sheet. The group trades on […]
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. […]
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, and media & sport. The company released its unaudited interim results for the six months ended 31 December 2018 on the 19th […]
Rand Merchant Investment Holdings Limited’s listed segments include Discovery, MMI holdings and Hastings, a digitally focused fast growing, agile UK-based short term insurance provider to the van, car, bike and home insurance and has 2.71 million live policies. RMI holds an effective 25.1% interest in Discovery, 27.6% in MMI holdings, 29.9% in UK-listed Hastings and 90.3% in OUTsurance. […]
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 […]
African Rainbow Minerals Limited (ARM) is a mining and minerals company. The Company mines and beneficiates iron ore, manganese ore and alloys, chrome ore and alloys, platinum group metals, copper, nickel and coal. It also has an investment in gold through its shareholding in Harmony Gold Mining Company Limited. The Group recently reported their interim […]
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 […]
$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 […]
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 […]
$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 […]
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 […]
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 […]
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 […]
Hudaco Industries Limited is a South African-based company, which is engaged in the importation and distribution of branded automotive, industrial and electrical consumable products, operating in the Southern-African region. Hudaco’s turnover is highly concentrated and dependent on consumer spending. Hudaco recently released their full year results for the year ended 30 November 2018. The company’s […]
