Friday, October 11, 2024

GHOST STORIES: Does Factor Investing Work?

Factor investing takes ETFs to the next level. Instead of tracking a stock index (like the JSE Top 40), these ETFs have a set of rules based on investment fundamentals like valuation multiples or even levels of debt. The sky is the limit with the creativity that goes into these factors, but do they actually work?

GHOST BITES (Altron | Equites | Lighthouse | Mantengu Mining | Newpark REIT | Sibanye-Stillwater | Tharisa)

Sibanye-Stillwater dropped sharply after a bad day in court. Property news came in from Equites, Lighthouse and Newpark REIT. Mantengu Mining and Tharisa gave property and chrome updates, while Altron has achieved a major uptick in earnings.
Latest
In Case you missed it

GHOST BITES (Altron | Equites | Lighthouse | Mantengu Mining | Newpark REIT | Sibanye-Stillwater | Tharisa)

Sibanye-Stillwater dropped sharply after a bad day in court. Property news came in from Equites, Lighthouse and Newpark REIT. Mantengu Mining and Tharisa gave property and chrome updates, while Altron has achieved a major uptick in earnings.

GHOST BITES (Accelerate | Afrimat | DRA Global | Hammerson | Mondi | Schroder European Real Estate)

Accelerate Property Fund tries to sell Cherrylane - again (JSE: APF) Will they finally get it right? By now, Accelerate executives must feel sick at the thought of even driving...

 

BE PART OF THE GHOST MAIL COMMUNITY

Join 140,000 investors in the Ghost Mail community.

Ghost Wrap #81 (Nampak | Spar | Metair | Transaction Capital)

Nampak's heroics have saved the balance sheet. Spar's troubles in Switzerland look ominous. Metair needs the Turkey deal to go through quickly. Transaction Capital is focusing on Nutun going forward.

Ghost Wrap #80 (Sibanye-Stillwater | Truworths | Finbond | Barloworld)

In this episode of Ghost Wrap, I covered interesting recent news from Sibanye-Stillwater, Truworths, Finbond and Barloworld. Ghost Wrap is made possible by ForvisMazars.
Verified by MonsterInsights