To market to market to buy a fat pig. Just as you think all the scandals and messy sideshows are over then another thing pops up. I'm talking MTN, who were named among some other big South African companies in an investigation into the legitimacy of their BEE structures (Major names in BEE investigation). … Continue reading Steady as she goes
To market to market to buy a fat pig. Dow 22 000! It was only in January that Dow 20 000 was the talking point for financial journalists, it is just a number but marking these milestones creates excitement around the market and hopefully results in more "average Joe's" investigating using equities to create long … Continue reading A Car That Smells Like Apples
"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
"... 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
"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
"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
"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!
"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
"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
"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
