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What's the Beef with: BHP Billiton (BIL)
30 August 2018
BHP Billiton (BIL) BHP Billiton a diversified miner, multi listed stock and all-round power house of the JSE Top 40 has recently released some interes...
Bidcorp stock offering attractive comparable value
23 August 2018
Bidcorp presents comparatively good value relative to international peers. At R290, the stock trades on a forward PE of 20x and EV/EBITDA of 12,7x. Sy...
What's the Beef with: Nvidia (NVDA) update
22 August 2018
Nvidia (NVDA) What “another great quarter” as stated by Jensen Huang (founder & CEO) on the release of the second quarter results ended July 29, 2018,...
Understanding Market Volatility - Infographic
16 August 2018
An Intro to Market Volatility Market volatility is a concept both seasoned and beginner investors need to understand and grasp if they are to 'thrive'...
What's the Beef with: Nvidia (NVDA)
15 August 2018
Nvidia (NVDA) This stock is an absolute favourite of mine, not just because I am all about gaming (#BeForTheGame) and visuals (#Turing) but Nvidia Cor...
What's the Beef with: Starbucks (SBUX)
14 August 2018
Starbucks (SBUX) Starbucks, the name we all know and love reported earnings on 26th July with some surprising results, like: Consolidated Net Revenues...
Mind the Gap - Brait
10 August 2018
I continue to recommend avoiding Brait. The latest results from troubled New Look don’t hold out much hope that we’ll see recovery in that company any...
Pick a number - Sasol
7 August 2018
As each day that goes by with Brent crude oil at above $70/bbl so the EPS effect improves. However, it really is down to pick a number on crude oil (a...
Down to Earth with a Thump
26 July 2018
I’ve had a Sell recommendation on Woolworths for a long time. Well-known brand names don’t always make for the best of investments if mispriced. The s...
Glencore DOJ Investigation, a Perspective by Ingham
12 July 2018
Just as Glencore thought it had put a few headaches behind it in DR Congo, the miner receives a subpoena from the US Department of Justice to produce ...
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