Stockmarket Sleuth Archive May 2009

The GDP figure published this week was dismal and managed to come in even lower than market expectations. I almost fell off my chair when I heard the announcement.

When a fire reaches a high enough temperature, everything burns. And right now, the markets are ablaze!

New Share Selection: Impala Platinum Holdings Ltd

Why buy Implats? I was on my own “great trek” driving expedition between Johannesburg and Pretoria (50km stretch of N1 took me just on three hours to complete), when I began to picture how many cars there were on this one piece of road. Then I started to think about all the main roads in Durban, Cape Town, Bloemfontein and the rest of South Africa. That’s a lot of cars and I’m not even thinking about them in a global context.

Is a fully-fledged bull market on the cards...?
Interest rates: What’s the next move...?
Our portfolio’s one share lighter... and more...
 

South Africa’s getting ready to shine...
Global markets: Recovering or stuck in the doldrums...
The man behind the mask... and more...

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