Trading Ideas Uncategorised

The Tiger cannot change its stripes

The Tiger cannot change its stripes by SchalkLouw on TradingView.com   After a few years which Tiger Brands would surely like to forget, it seems like the both the company results and share price, have found quite a strong support. Fundamentally the company is sound, with both PE’s and Price/Books trading at 5-year lows. After […]

Morning Note

Morning Note – 27 September 2018

SENS Summary Capitec Bank Holdings Limited (CPI) Capitec released their interim results for the 6 months ended 31 August 2018. Net income rose by 13%, headline earnings per share increased by 20% and the group declared an interim dividend of 630 cents per share (2017: 525 cents per share). Adcorp Holdings Limited (ADR)   Adcorp released […]

Morning Note

Morning Note – 19 September 2018

SENS Summary Comair Limited (COM) Comair released their results for the year ended 30 June 2018.Revenue grew by 7.7%, headline earnings per share increased by 10% to 69.8 and the board declared a gross dividend of 17 cents per share. Sibanye Gold  Limited (SGL) The South African Competition Commission has recommended that the South African […]

Morning Note

Morning Note – 17 August 2018

GET TO KNOW YOUR OFFSHORE COMPANIES Heineken NV (ASX:HEIN) Heineken recently released their results for the half year ended 30 July 2018. Their organic net revenue increased by 5.6%, consolidated beer volume increased by 4.5%, diluted EPS increased by 3.8% and they declared an interim dividend of EUR 0.59 per share which is an increase […]

Morning Note

Morning Note – 1 August 2018

SENS Summary Arcelormittal South Africa Limited (ACL) Arcelormittal released their interim results for the six months ended 30 June 2018. Revenue increased by 19.4% to R22 868 million, net debt declined to R1 888 million (2017: R 3 262 million) and the headline loss improved by R1 673 million to a profit of R54 million. […]

Morning Note

Morning Note – 24 May 2018

SENS Summary Tsogo Sun Holdings Limited (TSH) Tsogo released their full year results for the year ended 31 March 2018. Total income rose by 6%, adjusted headline earnings per share declined by 5% and the group declared a final dividend of 70 cents per share ( 2017: 67 cents per share). Lewis Group Limited (LEW) […]

Morning Note

Morning Note – 26 April 2018

GET TO KNOW YOUR JSE COMPANIES PSG Group Limited (PSG) PSG released their full year results for the year ended 28 February 2018 on the 24th of April. Their recurring earnings per share increased by 7%, dividend per share increased by 11% and their sum of the parts increased by 5.94% for the respective period. Click […]

Portfolio DIY

Start by looking for quality shares

There’s a saying that you should “begin with the end in mind”, and it can also very appropriately be applied to investments. When you invest, your first step is to identify your expectations, or more specifically, your ultimate investment goal, whether it’s a short-term goal that should be reached in only a few months, such […]

Morning Note

Morning Note – 7 March 2018

SENS Summary   Rand Merchant Investment Holdings (RMI) RMI released a trading statement for the six months ended 31 December 2017. The company advised shareholders that headline earnings per share is expected to be between 131.5 cents and 142.5 cents per share, representing an increase of between 20% and 30%.     Sasfin Holdings Limited […]

Morning Note

Morning Note – 21 February 2018

  21 February 2018 SENS Summary   Tiger Brands Limited (TBS) TBS released a voluntary trading update for the 4 months to January 2018. Group revenue declined by 5%, compared with the corresponding period last year, driven by overall price deflation of 1% and volume declines of 4%.   MMI Holdings Limited (MMI) MMI released […]

Morning Note

Morning Note – 25 May 2017

SENS Summary Tradehold Limited (TDH) Tradehold published a summary of their audited results for the 12 Months to 28 February 2017. Their total assets grew by 213% compared to the prior year, Revenue is up 80%, core HEPS increased by 112% (despite an increase of almost 59 million in the number of shares in issue) […]

Financial Planning Portfolio DIY

Following a focused investment strategy in 2017

The fact that the FTSE/JSE All Share Index barely delivered any returns in the last two years, shows us that when it comes to managing a personal share portfolio, it’s often wise to stick to specific themes. The easiest way to do this, is to manage your share portfolio in the same way that you […]

Economy Markets & Equities

Investment lessons from the Oroville Dam disaster

A very interesting story was unfolding in California, USA as I was writing this week’s article. Among the many interesting sights in the USA, you will find the Oroville Dam, which at a height of 235m, is officially the highest dam in the USA. In 2013, however, a crack in one of the dam’s main […]

Economy

There goes the Rand again

One of my daughters has one year of school left, while the other has two years left, and as you would expect, most conversations these days are focused around career choices and what each of them would like to become someday. It always takes me back to my younger days when the exact same conversations […]