"If consumer confidence is at a 15 year high, then perhaps it is time for the Fed to raise rates and make credit a little more expensive. To take away the proverbial punchbowl before the disco gets out of control." To market to market to buy a fat pig There is a saying that my … Continue reading Fed Hawks fly
MTN
Buffett piles into sticky Apple
"... essentially going out and finding out as much as you can about how people feel about the products that they ... it's just asking questions, basically. And Apple strikes me as having quite a sticky product and enormously useful product that people would use, and not that I do." To market to market … Continue reading Buffett piles into sticky Apple
Swapping Dividends for Burgers
"The big news is that the company is suspending the dividend for the time being, with all likelihood that they will resume in the next financial year. Whilst this may be a bummer for those who like the yield, they have traditionally been very generous with 1.3 to 1.35 times dividend cover, this is still … Continue reading Swapping Dividends for Burgers
Health is Wealth
"Innovation remains a large part of the company. Any runner will tell you that their running shoes over a few decades (they would have to be in their late forties, early fifties) have changed drastically over time. In the old days you had to "run your shoes in". In the Pegasus range, Nike have sold … Continue reading Health is Wealth
Competition for Data must Rise!
"More people use more data as their phone advances in technology. Watching YouTube (which didn't exist back then) clips on the Nokia 3210, no ways! WhatsApp, what is that? You were sending 2 Rand a pop sms' and if memory serves, you were confined to a certain number of characters. Otherwise it rolled over to … Continue reading Competition for Data must Rise!
It’s Down Because It’s Down
"The pundits were left scratching their heads Friday, markets sold off aggressively and suddenly there needs to be a reason, as this is serious. Was it the statements from Fed officials that were interpreted as hawkish, i.e. rates are up sooner rather than later. Was it a roll over of the ECB not "doing enough"? … Continue reading It’s Down Because It’s Down
Zakhele Futhi
"The new MTN Zakhele Futhi (new scheme) has an implied value of R9.9 billion and will soon be open to the public. Qualifying people will be able to invest in these shares. Please get involved, ask questions (ask me Bright Khumalo) and most importantly INVEST your hard earned savings and let it work for you" … Continue reading Zakhele Futhi
Doubling down on the sun
"As Musk points out, it would create the world's only integrated sustainable energy business. Energy generation, storage and then conversion to mobility (panels to batteries, batteries to motor vehicles) would see an all in one solution. The installation cost per Watt produced continues to fall, the sad truth is that Musk is a dreamer (like … Continue reading Doubling down on the sun
JNJ Leading the Way
"The business is split into three segments, a devices and diagnostics business (as a standalone the biggest in the world), a well known pharma business which most investors associate with and lastly a business that consumers know and trust well, that covers every thing from bandaids to child care." To market to market to … Continue reading JNJ Leading the Way
stEUpid
"The travel stocks all got a boost, I guess it goes without saying that fewer barriers = more people experiences, i.e. more travel. If you make it hard for people to travel to and fro, they are less likely to do it. Remaining in the EU, with greater travel is good for these travel stocks. … Continue reading stEUpid
