Trading

Magic Markets Ep121: Buybacks, Banks and Big Spenders

Magic Markets2023-04-19T18:29:36+02:00

In Episode 121 of Magic Markets, we reflect on some of the recent insights uncovered in our research for Magic Markets Premium. These include how the poor use of share buybacks by US companies, the divergence in performance between national and regional banks in the US, why we look for optionality in a business model, how to view cylical companies in a portfolio and the recent popularity of the luxury sector, why investors are buying these companies and the risk of chasing the hype.

Magic Markets Ep121: Buybacks, Banks and Big SpendersMagic Markets2023-04-19T18:29:36+02:00

FedEx: More with Less

Magic Markets2023-04-12T22:17:23+02:00

FedEx keeps delivering share price volatility and major shifts in its operations, so we keep covering this stock. With news of a substantial cost cutting plan now in the market, the share price has been on a strong run this year. With margins suffering a hard landing, can management deliver this plan?

FedEx: More with LessMagic Markets2023-04-12T22:17:23+02:00

Magic Markets Ep120: Banking On Our Banks

Magic Markets2023-04-12T20:13:02+02:00

The failure of Silicon Valley Bank is still fresh in our minds, prompting a discussion around the key differences between the risk embedded in US banks vs. local (South African) banks. There are great insights here around the basic risks of fixed income instruments and the importance of asset-liability matching at financial institutions. We also looked at common metrics used in analysing banks, helping investors understand their relative valuations.

Magic Markets Ep120: Banking On Our BanksMagic Markets2023-04-12T20:13:02+02:00

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 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 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 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 Ep100: Market Milestones

Magic Markets2022-11-02T23:30:17+02:00

In our centenary show of Magic Markets, it was fitting to celebrate market milestones with a fellow entrepreneur in the market. In the Intellidex Top Securities Brokers in South Africa 2022 report, Herenya Capital Advisors was awarded 1st position as broker for the 'Traditional Investor archetype'. That wasn't all. The team also achieved 2nd position in the 'People’s Choice Award' and a solid outcome of 5th Overall among 101 competitors in this space! Regular listeners have gotten to know Petri Redelinghuys and his style in building the community within Herenya. In this show, we chat through the secret sauce at Herenya and [...]

Magic Markets Ep100: Market MilestonesMagic Markets2022-11-02T23:30:17+02:00

Magic Markets Ep97: Market Mistakes we all Make

Magic Markets2022-10-12T21:53:10+02:00

In this episode of Magic Markets, we decided to look at some of the common mistakes made by investors and traders in the market. We covered topics like: • Not knowing whether you are a natural trader, investor or hybrid of the two • The risks of not diversifying into different asset classes • The trouble with panicking during tough times • Checking your portfolio too often • Assuming that certain industries are always a good investment • Focusing too much on dividends without looking at how they are funded • Not critically assessing the strategy of the entity and only [...]

Magic Markets Ep97: Market Mistakes we all MakeMagic Markets2022-10-12T21:53:10+02:00

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