Your Money

Every once in a while a new financial phrase comes across my desk — one that either I’d never heard before or had heard but never considered useful.

Pepkor can be a long-term holding in any South African market portfolio. It is one of the highest-quality retail businesses in South Africa.

As the first bite of winter settles in, the taxman is knocking. On the JSE, this usually translates into a flurry of ‘selling to settle tax obligations’ as performance shares vest and the South African Revenue Service demands its pound of flesh

Buy Amazon because it brings in billions of dollars in quarterly sales, but sell Walmart because it has fewer high-margin, high-growth engines under the hood

The National Treasury’s draft rules have implications that can affect any person dealing with cryptocurrencies, not only those investing abroad or meeting overseas expenses

South African investors are potentially leaving billions on the table if they're not processing the forms to claim back the double dividend tax they are paying

Looking past the usual options vesting, there are a number of big strategic moves happening in the market.

From sneakers to AI computing — Allbirds is just the latest company to jump on the bandwagon. One wonders whether NewBird AI will survive the hype or suffer the same fate as the dodo.

In high inflation environments, defensive industries like food retailers provide a measure of safety. And Shoprite is head and shoulders above the rest.

Retail investors and institutional investors are not the same. Pay attention to what the institutions do

The hyperscalers are betting big bucks. And they’ll be winning for as long as the spending supports real infrastructure and user demand stays strong.

Whereas Libstar looks like an appetising turnaround story, there’s no point in sticking around for the IHS Towers buyout.

There has been much manoeuvring and repositioning by companies, and courageous moves by individuals, but certain huge institutions have taken a cautious approach.

Shoprite is a high-quality growth company suitable for long-term investment, but recent price action gives investors the opportunity to sell Sasol, which has frequently been overbought.

Careful investors make decisions based on thorough evaluations, not on knee-jerk reactions to current situations.