PDSNET ARTICLES - OCTOBER 2020

EOH

Enterprise Outsourcing Holdings (EOH) offers the private investor a very instructive example of a quality share that gave a clear signal of its impending troubles. It shows that, just because a share is an institutional favourite, does not mean that it is immune to the vagaries of the market. Any share can fall on hard times – and the secret is to watch the technical signals as

Balwin

The JSE property index (J253) has fallen over 68% since December 2018, firstly because of the adverse report about the Resilience group in January 2018 and then because of the pandemic in March 2020. This has left the index trading at a fraction of its underlying value – which represents an opportunity for private investors.
Among the property shares there are some which we believe represent bargains,

The Great Bull

We have often stressed the importance of understanding the long-term context within which the share market is moving. It is very difficult to see what is likely to happen in the future unless you go back in history and study how we arrived at this point. In this context, it is important to understand that, these days, the major markets of the world generally move together – and they all follow Wall Street.