The Four Horsemen of Big Tech was a phrase from the late 90s to describe Microsoft, Intel, Cisco Systems and Dell Computer. Now we have the magnificent seven. And the Nasdaq is doing a weighting shuffle.
Two-pot system is confirmed, here are the details (good and bad)
The two-pot system for our retirement money is confirmed to start in March. What is it? What are the risks? What do we have to do?
A watch list of SA Inc stocks
This week Simon puts together a watch list of SA Inc. shares that could do well over the next few years as things improve. He details his criteria and why he thinks SA could pick up.
Bye bye inflation? Rate cuts next?
Local May inflation came in 6.3%, a great number and potential for June is under 6% and back in the target range. Is inflation over? Can we start talking about rate cuts?
Disappearing dividends
We’ve seen a number of strong dividend payers reduced dividends and in many cases to zero. We love dividends but this reminds us they’re not forever and there are solutions for those needing income.
Buying SA Inc. stocks
Things are bleak right now in SA, but improvements are ahead and local SA Inc stock are cheap, very cheap. A basket of 10-15 profitable small and mid sized stocks could be a great trade in the year ahead.
There goes the Rand
It started with grey listing in February. Then the Lady R expose and finally a 0.5% rate hike last week saw it almost hit 20. Does it ever strengthen again? And results from; TigerBrands, Zeda and Tsogo Sun Gaming.
Purple rights issues, everything you need to know and do
Purple Group has launched their rights issue and shareholders need to respond. Either sell the rights or take them up, we go into all the details.
Data confirms South African consumers are losing purchasing power
Two surveys this week clearly shows that the South African consumer is poorer then they were a year ago. Avoid discretionary retailers. We also look at some great results from Calgro M3, a weak Rand, mining output and a whole bunch more.
The end of the US$, again?
Once again everybody is talking about the end of the US$ as the worlds reserve currency. This is not a new conversation. Simon also look at the Transaction Capital results that the market hated and US economic data.