Minister Gordhan has published his investment holdings and we review changes from the data earlier in the year. He’s surprisingly active. Gold almost had it’s highest monthly close ever and Renergen results.

After downgrading to a smaller life in 2017 Simon gives and update six years later as he moves again. Also Famous Brand results and TigerBrands & Sasol updates.

Renergen has been getting all the hate on Twitter sending the price down to multi-year lows. Simon weights in with his 5c. He also looks at the risks from the war in the Middle East, Pick n Pay and Calgro M3 results.

There are bold traders and old traders, but no old and bold traders. The water crisis, US jobs surely means another rate hike and Famous Brands slips behind Spur.

Another horror update from Pick n Pay and a return of Sean Summers as CEO. The stock looks cheap, but those looks are deceiving, there is a lot of work to get them back to profitability and challenge Shoprite.

US 10-year rates at +15 year highs are bad news for everybody not buying the bonds. Stronger US$ and weaker equities as money flows into the high yields.

Disney has issues right now, but the valuation is at decade lows and the mouse is not going away even if it needs fixing.

Richemont has retraced to support and is worth a long look? Shoprite results were simple “extraordinary” and solid Clagro M3 trading update all the while European economic data is bleak.

Results have started coming fast and furious on the JSE and they’re a mixed bag of the good, the ugly and the excellent. So this week we’re reviewing results.

Both Spur and Calgro M3 have been on my watch list and are breaking higher. Local July inflation almost back at the 4.5% target, Thungela results and more China woes.