2008 May » Investment Postcards from Cape Town

Archive for May, 2008

Monthly Archive

Friday, May 23rd, 2008

Donald Coxe’s investment recommendations – April 2008

Donald Coxe, Global Portfolio Strategist of BMO Financial Group, is one of a select group of analysts that have been remarkably right on the “big picture” investment outlook for many years. I have therefore deemed it appropriate to share his recommended investment strategy with readers, especially also in the light of the difficult juncture in financial markets.

3 Comments » - Posted in Money, Markets, Investment by Prieur du Plessis

Wednesday, May 21st, 2008

Webcast: Buffett shares his investment philosophy with students

In this webcast, Warren Buffett shares his investment philosophy with MBA students of IMD Business School in Lausanne. Mr Buffett describes his approach to selecting investments and assessing people, his management style and the strong culture of his company, his belief in applauding people’s achievements, and his definition of success. He intersperses the advice with frequent one-liners that underline a down-to-earth humor.

3 Comments » - Posted in Money, Markets, Investment by Prieur du Plessis

Wednesday, May 21st, 2008

Rebate checks - not what it is made out to be?

Source: Unknown

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No Comments » - Posted in Humor by Prieur du Plessis

Wednesday, May 21st, 2008

Propping up the US consumer

Source: Economist, May 1, 2008.

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No Comments » - Posted in Humor by Prieur du Plessis

Wednesday, May 21st, 2008

5 Minute Management Course

Lesson 1
A man is getting into the shower just as his wife is finishing up her shower, when the doorbell rings.
The wife quickly wraps herself in a towel and runs downstairs.
When she opens the door, there stands Bob, the next-door neighbour.
Before she says a word, Bob says, ‘I’ll give you $800 to drop that towel.’
After […]

No Comments » - Posted in Humor by Prieur du Plessis

Monday, May 19th, 2008

What will you do with your stimulus check?

Hat tip: Barry Ritholtz’s The Big Picture

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No Comments » - Posted in Humor by Prieur du Plessis

Sunday, May 18th, 2008

Words from the (investment) wise for the week that was (May 12 – 18, 2008)

Equity bulls experienced another good week based on the viewpoint that the worst of the credit crisis might be behind us. A further improvement in investor sentiment and increased risk appetite caused market participants to cast aside a mixed bag of economic and corporate data and look across the “economic valley”. Read all about this in my regular weekly blog post, highlighting some thought-provoking news items and quotes from market commentators during the past week.

2 Comments » - Posted in Money, Markets, Investment by Prieur du Plessis

Wednesday, May 14th, 2008

South Africa’s economic outlook: 2008 - 2009

By Cees Bruggemans
After a still strong 2007 in which non-agricultural GDP averaged 5.5% growth, CPIX inflation was a subdued 6%, and the rand averaged 7.05:$, economic prospects for 2008-2009 have undergone an abrupt deterioration.
The main negatives have been electricity disruptions, a further steep climb in CPIX inflation mainly on account of commodity price shocks reducing […]

No Comments » - Posted in South Africa by Prieur du Plessis

Wednesday, May 14th, 2008

Well, it finally happened …

Source: Unknown

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No Comments » - Posted in Humor by Prieur du Plessis

Tuesday, May 13th, 2008

Equity returns - time to go back to the basics

By Shaun le Roux
The markets are difficult. As a result of the tricky economic backdrop of a struggling US economy and spiralling global inflationary pressures, which hit developing countries like SA hardest, most global equity markets have struggled over the last seven months. About the only ray of sunshine within equities internationally has been Resource […]