Our first two top posts for November explore share picking in an environment where the JSE is increasingly affected by the moves of a small number of large-cap shares. Dwaine van Vuuren looks at SA stocks paying the best dividends, while Sharenet Investment’s Chief Investment Officer Kobus Louw identifies four funds suitable for different risk profiles that make excellent long term investments.
Then Dwaine is back with more info on why and how Bitcoin reached its recent R100,000 milestone, before Moxima Gama gives us the technical lowdown on a recent pattern of Steinhoff International share price moves. We wrap up our list with Jeremy Wood’s popular post about the disruptions ready and waiting to hit the SA banking sector, as two new banks with some rather creative ideas are issued licences.
#1: Best Dividend Payers On The JSE
Summary: How to find good stock picks that aren’t just large-cap rand hedges.
Key quote: “One way to pick winning stocks is to look at their dividend track record. It’s a well-known fact that consistent uninterrupted growers of dividends generally outperform the general market by a huge amount.”
#2: The Simplest Way To Invest
Summary: What to consider when choosing a long-term investment.
Key quote: “Long-term investments may seem complicated to investors with over a thousand unit trusts of varying types and attributes available to invest in. Some local, some global, equity funds, property funds, income funds and virtually any combination of these. Making a selection is a daunting task to the man in the street, but like the washing powders, very easy if you have someone knowledgeable to assist you.”
#3: Bitcoin Hits R120,000 Per Coin
Summary: Bitcoin reached a major milestone of being worth over R100,000 per coin. Find out why.
Key quote: “Despite the correction and panic caused by China banning ICO’s and Bitcoin exchanges, Jamie Dimons’ rant about Bitcoin being a fraud and the Russian Bitcoin ban, demand continues to outstrip supply.”
#4: Steinhoff International Holdings Ltd: Close Shorts
Summary: A look at the technical signals of Steinhoff.
Key quote: “SNH confirmed a double-top pattern below 7,750cps in October 2016. It then formed a symmetrical triangle and negatively broke out below 6,215cps, triggering a sell signal.”
#5: SA Entrepreneurs Set To Change Banking
Summary: How banking in South Africa will change, now that two well-known entrepreneurs have been issued with bank licences.
Key quote: “It seems that both Discovery and TymeDigital will give the big four banks a run for their money by launching their service in a cost-effective way. Both banks will operate from a lower cost base, making them more competitive and allowing them to offer clients lower banking fees.”
The most on-point quote has to be:
“Determining the exact causes of rallies or corrections is a mugs game, but I will bet the latest spurt has a lot to do with CME Group Inc, the world’s largest derivatives exchange operator, announcing the launch of a futures contract for bitcoin later this year, marking a major step in the digital currency’s path toward legitimacy, but more importantly, paving the way for institutional participation.”
Dwaine van Vuuren, from Bitcoin Hits R120,000 Per Coin
Natalie Mayer is an independent writer and editor with 12 years’ experience. She has a B.Com in Economics (UCT) and a Master’s in Sustainable Development (University of Stellenbosch) and has worked for a number of high-profile clients, such as the United Nations Educational, Scientific and Cultural Organization (UNESCO), Nedbank, the Sustainability Institute, Counterpoint Asset Management, Pearson Education, and of course, Sharenet - to name a few. Natalie has written and edited research papers, textbooks, print and online articles, and website content on a vast array of topics, including finance and money matters, education, property, social and environmental issues. She is passionate about communication that meets the needs of the audience, and her particular strength is to bring clarity to text.