Europe, could we be buying into a valuation outlier?
Europe is a valuation outlier. Its markets are extremely cheap versus its own history and versus other markets.
Valuation
Time to buy or cut loose? SA property companies report value destruction, rental declines
South Africa’s investment property returns have come off sharply in the last six months driven by a net income slowdown, according to MSCI.
Wisdom of Charlie Munger: Collapse of Valeant inevitable – ITT, Enron redux
Charlie Munger granted a rare interview in which he revisited caustic comments about Valeant Pharmaceuticals, a boom-to-bust stock that has spread egg over some very famous reputations.
Opinion piece: The Art and Science of Investing Â
Investing is both an art and a science. Find out why in this article in which Charl Botha shares his expertise. Humorous, insightful and a good read all-round.
Cannon Asset Managers: SuperDogs wagging ahead
Doug Turvey, Private Client Portfolio Manager at Cannon Asset Managers, takes a closer look at the unusual SuperDogs portfolio.
Value investing doesn’t necessarily mean cheap – in stocks or markets
In some quarters the term ‘value investing’ has acquired misleading connotations. Has the concept of ‘value’ has become synonymous with ‘cheap’.
Geoff Blount: JSE listed companies are average – and here’s the proof
Judging on grants awarded by RemComs, every JSE-listed company is blessed with high quality executive managament. Research shows they’re all just average.
Craig Martin: OneLogix a hot stock amid the market mayhem
The primary business (91% of revenue) of OneLogix is actually specialised transport and logistics. So they operate in that area that is likely to enjoy the benefits of lower fuel costs.
Small caps specialist Keith McLachlan: Secrets to spotting a ten-bagger
If you want to uncover a ten bagger you can’t go with large, staid and solid companies because there isn’t much room for growth. Read on for a step by step guide to uncover a share that could rise by 1000%.
Liberty posts 10% increase in half-year HEPS
South African life insurance company, Liberty Holdings posted its interim results this morning, with the market reacting negatively to the 10% increase in headline earnings per share. The group’s share price is currently down 0.76% (10h00). Liberty has a current market cap of R37.8 billion and a price to earnings ratio of 8.46. Its share price … Read more