Shoprite results saw the stock down 7.5% n the day. But look at the numbers show no real cause for concern, albeit the stock is expensive, as always. Simon gives both the bear and bull case for investing in Shoprite.
Greylisting, what is it and what if it happens to SA?
South Africa is at risk of being greylisted next month by the Financial Action Task Force (FATF). What happens then? Also results galore; Sun International, Cashbuuld and more.
Spur looking good and Sasol dividends
Good Spur results with margin expansion pointing to even better profits (and share price increase) while Sasol pays a dividend after a tough few years.
Is Thungela still a buy?
Massive results from Thungela Resources with an R60 dividend. But is it still a buy at current levels? We dig into the risks and potential rewards.
Embrace the risk
Investing is all about risk, without it we’re just saving and not creating wealth. So embrace the risk, but do it knowing what you’re doing.
There’s only one thing we control – the price we pay
As an investor or trader there is only one thing we control in the market: The price we pay. We need to make sure we’re always using that one power.
Pick ‘n Pay catching Shoprite, can they overtake?
After two decades as the lagger, Pick ‘n Pay is finally catching up to Shoprite. But can it get ahead and become the dominant food retailer? Catching is one thing, overtaking another entirely.
The bear market, how much more to go?
We’re half a year into the bear market and the S&P500 is down some 20%. How much longer and lower will it go? We dig into the data.
Dividends, love them but careful
Who doesn’t love dividends. free money in a sense. But watch the details, it is more than just payouts and dividend yields. Know the details.
Commodities rolling over
Commodities across the board are heading weaker as fears around the strength of the global economy continue to worry investors. Also, supply chains moving from ‘just in time’ to ‘just in case’, what does this mean for businesses?