Supernatural Stocks

Nike is on the watchlist

This year alone, the stock price of the global sportswear brand is down around 26%. Can Nike get its mojo back? The Finance Ghost weighs in …

20 Dec 8 min

Understanding PE multiples: The sub-10 and over-20 clubs

The risks at the opposite ends of the market are simply not the same, with far more needing to go right for one ‘club’ than the other.

16 Dec 11 min

To sell or not to sell: Mastering the art of exiting a stock

The Finance Ghost on balancing patience, strategy, and timing in the world of investing.

7 Dec 10 min

Location, location, location: Is Cape Town the new Poland?

As South African Reits shift focus to the Western Cape, The Finance Ghost unpacks why the city has become the darling of property funds and whether this is the start of a new golden era or just the next bubble.

30 Nov 10 min

What drives share prices higher?

Moneyweb and The Finance Ghost bring you market insights through the lens of a strategist and finance professional.

23 Nov 10 min

Boxer bunfight: Should you go for rare SA IPO opportunity?

It could be very good for some, and extremely dangerous for others …

15 Nov 9 min

TFG vs Truworths: Pick your fighter

The Finance Ghost analyses Truworths's reliance on its UK-based Office brand for growth while TFG bets on diversified international ventures.

8 Nov 10 min

Magnificent Meta and Microsoft

Earnings surge, but both feel the pressure as hardware ambitions spark debate.

2 Nov 9 min

Are we seeing a consumer-led GNU recovery?

Recent company news is giving us many clues about whether things are starting to improve and where the going is slow.

26 Oct 7 min

Why 1 plus 1 sometimes equals 2.2

The Finance Ghost on uncovering the true value of smart acquisitions and steering clear of M&A pitfalls.

18 Oct 9 min

The great ‘tax-free savings account’ rotation – did it work?

A beautiful spinning flywheel came into play. It was a great trade!

11 Oct 7 min

Here’s why it’s never too late to catch market winners

The Finance Ghost on charts and fundamentals … and why you should use both.

5 Oct 9 min

What’s making some tourism stocks look like the better play

Viewed through a global lens, and if the new government starts getting a few things right, the sector might really be able to capitalise on the country’s natural beauty and dirt-cheap prices – and some stocks are probably going to benefit more than others.

28 Sep 9 min

Lower interest rates, higher share prices: The investor's edge explained

The Finance Ghost breaks down how falling interest rates boost stock markets, from cheaper debt for companies to increased consumer spending, and what it means for banks, retailers, and investors alike.

21 Sep 7 min

Retail roulette: Navigating the highs and lows of SA’s shopping giants

The Finance Ghost dives into retail's latest moves, from Shoprite’s success to Spar’s Poland misstep.

14 Sep 8 min

China rattles global auto sector ...

The Finance Ghost explores the challenges facing the automotive industry, from the growing influence of Chinese brands to the struggles of European manufacturers, and what it all means for South African dealerships like CMH and Motus.

7 Sep 8 min

Stocks that are blossoming

Moneyweb and The Finance Ghost bring you market insights through the lens of a strategist and finance professional.

30 Aug 6 min

Do dividends really matter?

With Sasol’s dividend cut making headlines, The Finance Ghost explores the complexities of dividend policies and whether dividends are the best way to assess a company’s value.

23 Aug 7 min

Top-down vs bottom-up: How Shoprite stacks up against Costco and Walmart

In this episode, we pit Shoprite against Costco and Walmart to reveal why even the strongest local heroes can struggle to compete globally.

17 Aug 8 min

'Bomb Squad' stocks: Afrimat vs JSE

In this week's edition of Supernatural Stocks, The Finance Ghost explores how Afrimat and JSE Ltd could mimic the Springboks's Bomb Squad by turning a challenging first half into a strong finish.

10 Aug 7 min