Posts Tagged: US
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Nobody wants to buy alligator pears
It’s not every day that a supersized annual sporting event transforms an obscure exotic fruit into a $341.9 million industry. This is the unlikely story of the avocado, the Super Bowl and the rebrand of
Inadequate infrastructure expenditure in the developed world
Chris Gilmour is clearly still busy this December, taking a fascinating look at the infrastructure spend deficit in critical economies like the US.
Non-farm payrolls in focus again
With a recent change in the Fed’s narrative and a focus on US data that has been largely negative, all eyes will be on non-farm payrolls this week.
Citigroup: a conservative choice?
Ghost Grad Jordan Theron chose Citigroup as an interesting choice among the US banks. After a busy reporting season with the threat of recession looming, how does it stack up against other banks?
Ghost Stories Ep2: Justin Clarke (OrbVest)
Justin Clarke founded Private Property and helped steer the business through two financial crises and an investment by famous firm Tiger Global Management. He is now Ops Director at OrbVest, giving South African investors access to US medical real estate assets.
Of inflation, interest rates and bear markets
Being bearish isn’t a pleasant way to feel. The facts are the facts though and there are reasons to worry. What does a trip down memory lane with US rates and inflation teach us?
