Homework for the Portfolio webinar on 27th, the 11 stocks on my to-do list

In my interview last week with value investing guru John Biccard of Ninety One, he suggested it was time to stock up on the JSE's "Lucky Sevens", a strategy which served him really well at the beginning of the previous cycle. His definition of these stock market equivalents of a slots jackpot: a share with a 7% dividend yield and a PE (price:earnings) ratio of 7..Biccard shared five Lucky Sevens with us: Reunert, AECI, Caxton, Lewis and Truworths, whose prices are now "just too cheap." I'm busy doing my homework on them ahead of the next BizNews Share Portfolio webinar, a week tomorrow. If you haven't yet booked, register by clicking here and join me at noon on the 27th for this Premium-member-only event..While Biccard's picks are all industrial stocks, I'm keen to have a wider look at some in other sectors with equally appealing ratios. On my homework list is Momentum Metropolitan (6% Divi; 6 PE); Old Mutual (7% Divi; 5 PE); JSE Ltd (7% Divi; 10 PE); Nedbank (7% Divi; 8 PE); Standard Bank (7% Divi; 8 PE); and Vodacom (6.6% Divi and 12 PE)..___STEADY_PAYWALL___.The basics of my own research process is consulting the annual report to assess a likely earnings growth rate. Then plugging the numbers into my Excel model to calculate an intrinsic value (I did a webinar on my process in May 2016 – click here to watch). Provided the current share price at a 20% or greater discount to my intrinsic value number, calculation, the stock will be considered for inclusion in the portfolio. It's fun. Hopefully profitable too..More for you to read today: .A Popular Front against the ANC/EFF. RW Johnson writes on what the opposition needs to do to challenge the liberation movement parties.This Should Have Been a Great Year for Gold. Here's Why It Isn't. The yellow metal is supposed to be a haven when stocks are a mess, but it is down almost 8% this year.Rising Bond Yields Change the Calculus for Stocks. Whether markets get any reprieve from their recent selloff depends in part on what happens at the Fed meeting.Why Do All These 20-Somethings Have Closed Captions Turned On? As automatic captioning on TikTok and creative audio descriptions on Netflix go mainstream, so does accessibility. .How to change your thinking on managing money – Piet ViljoenIn this fascinating talk from money manager Piet Viljoen at BNC#4, he suggests methods and principles to think about while managing your money, whether you're an individual investor or allocating assets to a fund. This talk leads up to his debate with Cy Jacobs of 36ONE. .NB FOR YOUR WALL STREET JOURNAL ACCESS….As a Premium subscriber you are entitled to full membership of wsj.com (normal price $29 a month). Be sure to action your access through the Premium link on the BizNews website. Because of The Wall Street Journal's credential requirements, be sure to create a password which has at least 8 characters and includes at least one letter and one number – NB it MAY NOT contain any special characters (ie #, !, @ etc). To maintain access to WSJ.com, you MUST enter our partner's website via Biznews Premium at least once a month. A final PS, if you had previously signed up for WSJ you'll need to clear the cookies from your device. Our helpdesk can assist –support@biznews.com.

Homework for the Portfolio webinar on 27th, the 11 stocks on my to-do list

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