Archive for June, 2009
Tuesday, June 30th, 2009
Consider the components of equity returns
In an environment characterized by increasingly shorter investment horizons, the concept of compounding sounds so passé, but it remains one of the most important principles governing investment. The time has perhaps come to look beyond the short-term noise and focus on good old stock picking, and specifically those companies with strong balance sheets that will be growing their dividends over time with a reasonable degree of certainty.
4 Comments » - Posted in Investment, Markets, Money by Prieur du Plessis
Tuesday, June 30th, 2009
Why the economy will remain weak
This post features excerpts from the weekly market commentary by well-respected Comstock, arguing that the stock market rally has probably exhausted itself in the absence of a strong economic recovery - an event unlikely to materialize any time soon.
No Comments » - Posted in Investment, Markets, Money by Prieur du Plessis
Tuesday, June 30th, 2009
Interest rate outlook 2009-2010
By Cees Bruggemans
With the SARB going on hold last week, the prime interest rate remaining at 11%, the question is what next.
Another cut of 0.5% in August, prime falling to 10.5%?
Or have we reached a bottom, prime remaining at 11% through next year, with the speculation shifting as to when the first tightening move will [...]
No Comments » - Posted in South Africa by Prieur du Plessis
Tuesday, June 30th, 2009
No lift from stimulus
Notwithstanding the stimulus package, the US economy remains grounded …
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