Section 12J Investing

January 25, 2017

Section 12J was something that I only came across very recently, and I get the impression that not many people know about this tax efficient way of investing. Basically Section 12J allows you to make an investment into a SARS approved Venture Capital Company (VCC) – and the full amount you invest is tax deductible, with no upper limit. So this may be a good option for those who have…

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Leading versus Lagging – which is best?

January 4, 2017

Example of leading indicator: RSI or Stochastic Most of the leading indicators are oscillators i.e. are range bound between 1 and 100, 100 being overbought and 1 being oversold etc. Example of a lagging indicator: MACD or Bollinger Bands or moving averages Make you sure you know what system you are following because, using the wrong indicator with the right principles could cause you to trade a weak system. Good…

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NASPERS (NPN_JSE)

December 14, 2016

NASPERS  Falling wedge Above 200sma on daily Death cross (and we know how well those formations play out) Trading at discount to SOTP Tencent still strong Probably see a short term pop to the upside to about R2102.00 (5.6%) move from here HoneyBadgerMore Posts

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Scary Chart: World GDP Growth

December 7, 2016

World GDP Growth A chart on GDP growth from 1965 to 2015   –  Chart includes SA, US, Australia, Europe Values from SA still need to be included but the latest data shows the Y-o-Y data was at 0.7% A far cry from the 6-10% Blue ChipHi, This is BlueChip. Having studied the market for some time I can show how not to trade on the market…its at least one step closer to…

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iShares – November 2016

December 1, 2016

Hi US making new highs, Europe making lower highs. Some selling in the fixed income bracket as well, as LQD, HYG and PFF have seen falling prices. US Real estate not looking hot and IBB (Biotech), who was the leading sector is still lagging far behind. On the other side US Tech is doing quite well as a sector.   (Click on the image below to enlarge)   Blue ChipHi,…

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Time to look overseas again?

November 30, 2016

Time to look overseas again? With the rand strengthening throughout the year as predicted  ( here) It made me start thinking about 2017 a lot and whether I need to continue with the EM play or start looking elsewhere. The USDZAR is currently at 13.90, with lows at 13.20, which isn’t quite target but its getting close (to R11-12) I don’t believe the EM call is over quite yet as negative…

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How to calculate your risk per trade:

November 29, 2016

A lot of people who are new to the market struggle with this concept, so I decided to write a quick article on how to calculate your risk per trade & how to understand how exposure works. Let’s say for argument sake I have an account with the value of R100 000.00   Above I have attached a chart on: Hyprop Investments Ltd HYP:JSE Let’s say the trade idea is as…

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What does politics mean to the markets?

November 10, 2016

With the elections in the US over now (or is it just getting started) many people, investors included, are asking what now, with Trump as the president. Quite honestly the answer is not as complicated as it seems. Simply ignore the politics and look at what the fundamentals have been saying. Politics does have some influence but in most countries the markets are lead by business. Think about how many…

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iShares – October 2016

November 1, 2016

Hi Everyone The latest market overview for October 2016. From a quick glance it seems very much that the US Tech market is the hot sector at the moment, with companies like Microsoft making new all time highs (its finally made it above the Dotcom crash prices). https://finance.yahoo.com/quote/msft?ltr=1 Other than that South Africa and Europe still struggling in dollar terms, however Asia seems to be holding up well. (Click on…

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Bubbles, Bubbles, Everywhere…

October 20, 2016

Bubbles, Bubbles everywhere This month as the FTSE saw new all-time highs, we read that despite economic concern just keep buying the markets. Stocks keep going up. It could be interesting to note that the media has barely noted some serious moves happening in international waters. Here are 2 examples of bubbles popping you may not have even known happened over the past 2 years. Nigeria Nigeria hits its peak…

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