Everybody loves dividends, of course we do. But there is a problem and that is tax. We pay a 20% Dividend Withholding Tax (DWT). This drags down our return and is higher than any Capital Gains Tax (CGT) we may pay in time.
Transaction Capital, is there value?
is there value in Transaction Capital now that some of the dust has settled? Steinhoff is over as shareholders vote against restructure and what of the global banking crisis/
Miss market expectations and get crushed
Markets are punishing stocks that miss expectations; Transaction Capital, Mutlichoice, MTN & Absa. Simon exits City Lodge to add to Sun International.
Load shedding impact revealed by weaker GDP
The latest GDP data shows just how much load shedding is hurting the economy. And lots of results from banks and Grindrod picking up the slack from a failing Transnet.
City Lodge and the stale bulls
Results from City Lodge were a bit light, but stale bulls are keeping a lid on the price. Also Spur results, looking better than Famous Brands.
Budget 2023, the good, the bad and the worrisome
The 2023 budget held no real shocks, but certainly carried some risks. Simon hosted a panel with Tony Leon, Pieter Janse van Rensburg and Lesego Majatladi as they unpack what they did see and what was missing.
Smacked in the face by Coronation
The news that SARS had won their appeal against Coronation sent the stock down 10% and a probably skipped dividend. We look into the numbers and possibility of a recovery.
A paradigm shift is happening
A paradigm shift is happening in AI and while it is still early days we know it is a game changer. How can we use it in our investing and trading?
How bad is load shedding hitting profits?
Load shedding is hurting the economy and exactly how much we saw in the Shoprite update as they spent R560million. A ±10% hit to operating profit.
Shares that profit from load shedding
With load shedding now a permanent feature in our lives, can we profit from listed shares making money from this disaster? There are a few, some direct and some less so.





