Stocks

Magic Markets Ep116: Aston Martin on Track?

Magic Markets2023-03-15T23:07:40+02:00

If there’s one thing we are learning in Formula One this year, it’s that Fernando Alonso has more resilience and staying power than many international companies! Now driving for Aston Martin, a strong result in the opening race of the year certainly gave the brand a boost. It also led to many momentum and sentiment traders pulling the stock up on their screens on Monday morning, using it as an effective alternative to a bit of sports betting! “Betting” may well be the word here, as Aston Martin’s financial history is more checkered than the flag at the end of the [...]

Magic Markets Ep116: Aston Martin on Track?Magic Markets2023-03-15T23:07:40+02:00

Magic Markets Ep115: Clean and Green US Stocks

Magic Markets2023-03-08T23:41:38+02:00

In this episode of Magic Markets, Craig Antonie of AnBro Capital Investments joined us to discuss a few energy opportunities in the US that the AnBro funds have positions in. There are both dividend- and growth-oriented funds available at AnBro, so there is something for (almost) everyone. The energy theme is a major driver of global markets at the moment, with a clear push towards clean and green energy (not always the same thing) and inflationary pressure in fossil fuel prices as a result. With a major regulatory move in the form of the Inflation Reduction Act of 2022, the US [...]

Magic Markets Ep115: Clean and Green US StocksMagic Markets2023-03-08T23:41:38+02:00

Magic Markets Ep113: Portfolio Winners and Losers

Magic Markets2023-02-22T19:45:49+02:00

In Magic Markets, we try to eat our own cooking. When we cover stocks in Premium, it’s either because we already have a position in them or because we are interested in taking a position and want to do further research. In this episode of Magic Markets, we took advantage of a “just the two of us” situation to talk about some of the positions in our portfolios. Moe opted to talk about Visa, Disney and Simon Property Group, as well as Fedex as an example of a trade that got away. The Finance Ghost spoke about Hasbro as a mistake, [...]

Magic Markets Ep113: Portfolio Winners and LosersMagic Markets2023-02-22T19:45:49+02:00

Magic Markets Ep112: The Brokerage Engine Room

Magic Markets2023-02-15T19:23:45+02:00

A multi-asset investment platform is a complicated animal to build and operate. With considerations like getting the balance of automation and human involvement just right, through to the need to meet numerous legislative and compliance requirements, the engine room of a brokerage carries a major responsibility. For anyone interested in the behind-the-scenes reality at a financial services institution, this is a great show. At Trive South Africa, that responsibility rests of the shoulders of Marius Grobler, who is as passionate about his role as he is capable. In this episode of Magic Markets, we took the opportunity to delve into the [...]

Magic Markets Ep112: The Brokerage Engine RoomMagic Markets2023-02-15T19:23:45+02:00

Magic Markets Ep111: AI – Cutting Through the Hype

Magic Markets2023-02-08T23:22:54+02:00

Guess what? The hype machine is back in the market, this time focused on the exciting new world of Artificial Intelligence (AI). Some of the intelligence is artificial indeed, with any company that has “AI” in its name trading higher this month, regardless of what AI stands for! There’s nothing more dangerous than a market that is chasing the Next Big Thing. Momentum traders have a field day, but the good ones know when to get out of the way. For investors, scrutiny is needed. Together with Justine Brophy of AnBro Capital Investments, we took a deeper look at AI and [...]

Magic Markets Ep111: AI – Cutting Through the HypeMagic Markets2023-02-08T23:22:54+02:00

Magic Markets Ep109: 2023 Ideas with Herenya

Magic Markets2023-01-25T19:23:58+02:00

As we get ready to sign off on the first month of 2023, Petri Redelinghuys from Herenya Capital Advisors joined us to talk about the mood of the traders in the community and some of the ideas and strategies that they are putting in place. We also talked about the South African economy and the obvious impact of load shedding, with some long-term silver linings thrown in for good measure. As the founder of Herenya Capital Advisors, Petri is committed to upskilling traders and helping people find success in the market. To learn more about their offering, visit the Herenya website and [...]

Magic Markets Ep109: 2023 Ideas with HerenyaMagic Markets2023-01-25T19:23:58+02:00

Magic Markets Ep108: The Trive Tribe

Magic Markets2023-01-18T19:47:34+02:00

Trive South Africa offers a gateway to the JSE and global markets. Providing an in-depth online trading experience, Trive exists to empower progression. You can simply and securely trade and invest in JSE and US stocks and leveraged products, or invest in tax free savings accounts. Travis Robson is the CEO of Trive South Africa and he joined us on Magic Markets to discuss: • The types of stockbroking clients and how the industry has evolved • The key differentiators of Trive and particularly how the group will combine new-age tech with the best of old-school service (telephone brokers, anyone?) to [...]

Magic Markets Ep108: The Trive TribeMagic Markets2023-01-18T19:47:34+02:00

Magic Markets Ep107: The 2023 Outlook

Magic Markets2023-01-11T18:28:41+02:00

If you can imagine the worst possible year for anything, then you’re starting to understand what 2022 was like for investors in growth stocks. The combination of rising interest rates and inflated valuations at the start of the year meant that investors suffered drops of 30% (and more) across many of the “growth” names in the portfolio, including the world’s leading tech companies. Investing requires a longer-term lens than this and a strong stomach, although we all know that seeing these drops isn’t fun. Together with Craig Antonie of AnBro Capital Investments, we recap why 2022 was a perfect storm and [...]

Magic Markets Ep107: The 2023 OutlookMagic Markets2023-01-11T18:28:41+02:00

Magic Markets Ep105: 2022 Recap with Herenya

Magic Markets2022-12-07T23:42:07+02:00

In Episode 105 of Magic Markets, Petri Redelinghuys of Herenya joins us to recap 2022. And what a year it was – with themes like energy and inflation playing out in the markets and plenty of volatility from the Fed on one end of the world and China on the other. These volatile conditions were both treacherous and potentially highly rewarding. Whilst touching on topics as diverse as banks and Chinese tech stocks, the hosts also talked about trades that went badly. We all have those! As the founder of Herenya Capital Advisors, Petri is committed to upskilling traders and helping [...]

Magic Markets Ep105: 2022 Recap with HerenyaMagic Markets2022-12-07T23:42:07+02:00

Magic Markets Ep104: What’s going on inside Premium?

Magic Markets2022-11-30T20:17:27+02:00

In this episode of Magic Markets, we took the opportunity to run through key elements of our research process in Magic Markets Premium. In doing so, we shared insights into important areas of focus for investors. Topics covered include: • Why do we present a bull case and a bear case on every company? • What do we learn by looking at insider selling? • In terms of financial analysis, what approach do we take to the numbers? • Many recognise that technical analysis is important, but few understand it – what are some of the key concepts that we use? [...]

Magic Markets Ep104: What’s going on inside Premium?Magic Markets2022-11-30T20:17:27+02:00

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