From the Dealing Desk- January 2018
It’s time to get going again with our newsletter and to provide the reader with some ideas or food for thought. In our last newsletter we referred to Shoprite as a possible trading idea with the possibility of a move higher in the short term based on a strengthening in currency due to political change. […]
Share Direct Investment Focus – Feb 2018
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From the Dealing Desk- December 2017
As we near the ANC conference next week it’s important to note that we could see huge volatility in the ZAR. This could have a meaningful impact on the equities market. My suggestion would be to keep a balanced portfolio and to keep in mind that the market will act emotionally but life will go […]
From the Dealing Desk -November 2017
From the dealing desk The instrument we are looking at this week is the Alsi 40 near dated future. The Alsi has been an index of two halves with commodities and Naspers moving higher and retail and financial shares moving sideways or lower. The Alsi looks like it is in the beginning of a consolidation […]
From the Dealing Desk – Investing in Food Producers
Food producers have been under severe pressure lately with the drought and the weak economic factors at play. The failure of government also providing clear policy regarding agriculture and farming and also failure to subsidise or support farmers have all made this sector a bit of a messy one to analyse. Currency fluctuations will also […]
From the Dealing Desk – The Retail Sector
The retail sector is always an interesting sector to analyse. Reason for this is that it is a proxy for the health of the consumer. I have taken two shares to illustrate how investors have bought the defensive retailers and avoided or sold the more cyclical retailers. Shoprite has maintained its uptrend while Woolies […]
From The Dealing Desk – How Professionals Choose Share Investments
I often get asked by my clients how you look at the whole market and know which shares to trade. So I decided to give some insights on how to keep an eye on the markets. Firstly I suggest start by compiling a good watchlist of shares that you want to follow and have done […]
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