Kingsley Williams, Satrix CIO, presents on trends in the local and global ETF industry. He also covers tracking errors, unit trusts vs. ETF, costs and offshore dividend tax.
The PGM miner margin squeeze
Implats update saw production at lower end of guidance while costs at the top of the range. This hurts margins. Also results from; CMH & Renergen and updates from Kumba and MTN looking cheap.
Purple Group results, I’m holding
Purple Group (owners of EasyEquities) results saw a loss for the six-months ending February. Share price is under pressure, but growing a business is never a straight line and Simon continues to hold.
Delisting the CoreShares Preftrax ETF, what are the alternatives?
The CoreShares Preference Share ETF (PREFTX) is delisting at the end of May. What are the alternatives and options?
Reviewing Gordhan’s portfolio & time to sell Capitec?
Reviewing Minister Gordhan’s portfolio as reported to parliament. decent Capitec results, but is it ex-growth? Is it time to sell after holding for almost fifteen years?
Understanding AMC and the power of dividend and share buy backs
Actively Managed Certificates (AMCs) can include local or offshore assets giving investors an easy entry, via a listed instrument, to active fund managers. Also covered is the importance of compounding cash flows as they drive yield both in the form of dividends and share buybacks.
Current open trading positions, long everything
US March inflation came in strong at 5.0% and markets rallied. Simon reviews his current open trading positions. He is long everywhere, he details the trades and the system.
Wild is the Rhodium ETF roller coaster ride
The Rhodium ETF has had a wild ride starting life at R100 in December 2015, hitting +R4,000 in 2021 and now ±R1,500. You could have made, or lost, a fortune.
Strong first quarter returns
Local and global markets had a strong first quarter with the Nasdaq way out in front. And, what will get quality cheap SA Inc stocks moving higher?
South African Listed Tracker Award winners
Last week was the 6th South African Listed Tracker Awards with Satrix the top winner and the peoples choice award also being annoounced.