PDSnet Articles

Long 4 Life (L4L)


As a private investor, you are really trying to catch onto the coat-tails of a proven entrepreneur and then go along for the ride. The secret is to find an appropriate entrepreneur with solid experience and then jump on board as early as possible.

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Dischem’s Maiden Results


Dischem listed on the JSE on 18th November 2016, raising R750m via a private placing. The company is well-known to South Africans as an alternative to the already-listed Clicks. One of the primary purposes of the listing was to enable Dischem to expand its store base aggressively. Clicks has about 600 stores, and common sense indicates that where ever there is a Clicks, there can be a Dischem. This means that there is considerable potential for Dischem to expand its business rapidly by simply adding stores. We made these points in our article on 3rd February 2017.

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The Giant Awakens


As expected, Wall Street is making new highs on the back of a buoyant economy and record low unemployment. It is ignoring the bad news like weaker-than-expected housing and focusing on the bullish data like the 211 000 jobs created in April month. This is typical bull market behavior. In a bull market, investors focus on the positive and tend to ignore the negative.

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Wall Street Steams Ahead


America is in the throes of a massive economic recovery. This recovery has been anticipated and discounted by the share market since the middle of 2009. The recovery is firmly based on the massive quantitative easing and record low interest rates which have existed since the sub-prime crisis of 2008. Last month the US economy created 211 000 new jobs and unemployment fell to a very low 4,4%. If anyone still thinks that the US economy is not in a recovery phase, they are not looking at the facts. That recovery will inevitably spread to the rest of the world.

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