Archive for June, 2009

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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 …

1 Comment » - Posted in Humor by Prieur du Plessis
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