1081
AFH opening price 8.10, high 8.60, currently 8.55 @ 10:05am 20 mil shares traded.
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1083
Shares / Re: Today's Outlook
« on: July 24, 2014, 09:50:56 am »
Dow -0.16%, Nas +0.40%, S&P +0.17%, futures red -0.14 to -0.19% range.
Asia mixed this morning, Europe red so far.
VIX -.88 % @ 11.52, T40 -46 pips -0.10% (9:32am), F&G @ 40 ‘Fear’
Most stock trading to negative last hour, ANG, MND, SOL, SHF, MLA, IMP, NPN, SAB except VOD, KIO, STD but small gains, not really worth mentioning.
Eco Calendar:
03:45 Chinese HSBC Manufacturing came in better than expected @ 52.0 (exp 51.0)
09:00 French Man PMI worse than expected @ 47.6, expected 48.1
09:30 German Man PMI better than expected @ 52.9, exp 52.0
10:00 Euro Man PMI exp 51.7
10:30 GB Retail sales (MoM) prev -0.5%, exp +0.3%
14:30 US Initial jobless exp 308K
16:00 US New home sales exp 479K
Alsi -0.04% @ 51 910, T40 -0.10% @ 46 743.
New high Nedcor 24098, RMBH 5644, Billiton 37495, Telkom 5045 (intraday), new low Ellies 283.
NUMSA’s strike entering third week with new offer today to members.
Asia mixed this morning, Europe red so far.
VIX -.88 % @ 11.52, T40 -46 pips -0.10% (9:32am), F&G @ 40 ‘Fear’
Most stock trading to negative last hour, ANG, MND, SOL, SHF, MLA, IMP, NPN, SAB except VOD, KIO, STD but small gains, not really worth mentioning.
Eco Calendar:
03:45 Chinese HSBC Manufacturing came in better than expected @ 52.0 (exp 51.0)
09:00 French Man PMI worse than expected @ 47.6, expected 48.1
09:30 German Man PMI better than expected @ 52.9, exp 52.0
10:00 Euro Man PMI exp 51.7
10:30 GB Retail sales (MoM) prev -0.5%, exp +0.3%
14:30 US Initial jobless exp 308K
16:00 US New home sales exp 479K
Alsi -0.04% @ 51 910, T40 -0.10% @ 46 743.
New high Nedcor 24098, RMBH 5644, Billiton 37495, Telkom 5045 (intraday), new low Ellies 283.
NUMSA’s strike entering third week with new offer today to members.
1085
I think it was a process, i.e. acquiring Conforama (French furniture retailer) in March 2011 (height of Euro crisis and anticipated collapse which didn’t happen), now they had network of 200 stores in Switzerland, Portugal, Spain, Luxembourg, Croatia. Also acquired Leiner Group (Austria, Central & Eastern Europe). They spread their wings when there was blood in the streets and it paid off this time, the Euro listing also helped but only happened cause of the new Euro footprint. Europe could have just as well went south (lol, then being Africa), it would have been different story altogether.
1087
Shares / Re: Pulverized Sand Box
« on: July 23, 2014, 04:29:36 pm »
No end in sight for African bank.
1088
Shares / Re: My retirement blog.
« on: July 23, 2014, 04:26:08 pm »
It seems your'e adjusting very well O, glad to see. 
1089
Shares / Re: Today's Outlook
« on: July 23, 2014, 10:08:49 am »
Dow ended +0.37%, Nas +0.71%, S&P +0.53% last night. Futures currently +0.13%, +0.11%, +0.09%.
Europe now FTSE +0.02%, DAX +0. 40%, CAC +0.20%, Gold $1307.19
Eco Calendar:
03:30 AUZ CPI (YoY) came in at 3.0%, expedted 3.1%, QoQ exp 0.6% came in at 0.5%
10:00 SA CPI (MoM) prev 0.2%, exp 0.4% - just in worse than expected @ 0.3%
10:30 GB MPC Meeting Minutes
13:34 GB BoE Carney
T40 @ 46 923 +82 pips atm (Edit: fell to 46 778 -87 pips after 10:00 eco news)
Yesteday Alsi +0.99% @ 51 931, T40 +1.10% @ 46 789, Kumba H1 earnings down 16%
Moving higher were Eastplats, Assore, Telkom & down Sappi, AECI
Also new high for Eastplats 1189, Telkom 5041, Remgro 23645, RMBH 5606, Billiton 37225, Firstrand 4362.
New low Ellies 285
Top trading to positive last hour were Bil, Investec, Anglo American, Kumba, Assore.
Top trading to negative last hour MTN, AgloGold Ashanti, Richemont, SABMiller
1090
Shares / Re: Today's Outlook
« on: July 23, 2014, 09:09:53 am »
Apologies for delay, training routine changed. 
will update soon.
will update soon.
1091
Shares / Re: Today's Outlook
« on: July 22, 2014, 08:16:12 am »
States ended last night with Dow -0.28%, Nas -0.16%, S&P -0.21%, futures positive.
In Asia this morning Nikkei +1%, both Hang Seng & Shanghai > +1.% at break, Sydney flat.
T40 @ 7:41am 46 370 +70 pips (+0.15%)
VIX @ 12.81 +0.75 (+6.22%), F&G @ 37 ‘Fear’
Economic Calendar:
14:30 US Core CPI (MoM) pev 0.3%, exp 0.2%
16:00 US Existing Home Sales, prev 4.89M, exp 4.97M
Alsi yesterday -0.53%, T40 -0.60%.
Anglo American Plat to sell labour intensive SA mines and will be focusing on merchandised mines in future. Recent 5-month strike, coupled with 20% increase demands culprits. Killing the goose that lays the golden eggs; very short-sighted, trading temporary increase for future lay-off. Maybe Sibanye with Chinese investor backup to step-up, although they have a very different work ethic than locals imo, you know, honour, duty and benefit of all mankind. Ja, ja I know, babbling – but I feel very uninspired atm so forgive me.
New highs for Eastplats, Sappi, Brait, RMBH & new intraday low for Exxaro @ 13500.
In Asia this morning Nikkei +1%, both Hang Seng & Shanghai > +1.% at break, Sydney flat.
T40 @ 7:41am 46 370 +70 pips (+0.15%)
VIX @ 12.81 +0.75 (+6.22%), F&G @ 37 ‘Fear’
Economic Calendar:
14:30 US Core CPI (MoM) pev 0.3%, exp 0.2%
16:00 US Existing Home Sales, prev 4.89M, exp 4.97M
Alsi yesterday -0.53%, T40 -0.60%.
Anglo American Plat to sell labour intensive SA mines and will be focusing on merchandised mines in future. Recent 5-month strike, coupled with 20% increase demands culprits. Killing the goose that lays the golden eggs; very short-sighted, trading temporary increase for future lay-off. Maybe Sibanye with Chinese investor backup to step-up, although they have a very different work ethic than locals imo, you know, honour, duty and benefit of all mankind. Ja, ja I know, babbling – but I feel very uninspired atm so forgive me.
New highs for Eastplats, Sappi, Brait, RMBH & new intraday low for Exxaro @ 13500.
1092
Shares / Re: Today's Outlook
« on: July 21, 2014, 08:30:57 am »
Super typhoon Rammasun hit China last Friday, losses estimated @ $2 billion so far. Third super typhoon Matmo on its way to Taiwan hitting in 48 hours (1st one named Neoguri hit Japan recently). Not done yet, super typhoon Guam forming now, possibly hitting Philippines later this week.
Fighting continuing in Gaza, even through cease-fire.
In Ukraine separatist not releasing 251 bodies but choose to keep them in refrigerated train cars until ‘experts’ can examine them there. Also not releasing any info on black boxes.
Dow ended +0.73%, Nas +1.57%, S&P +1.02%, futures negative.
In Asia this morning Nikkei closed, Hang Seng -0.2%, Shanghai -0.4%, Sydney +0.2%
F&G 42 ‘Fear’, VIX 12.06 (-17.06%)
T40 @ 46 664 (+0.11%) @ 8:16am
Mostly traded to negative this month APN, to positive ANG.
Eco Calendar:
Japan closed for Marine Day
08:00 German PPI came in 0.0%, exp –0.7%, prev -0.8% (MoM), YoY exp & actual -0.7%
T40 ended -0.18% @ 46 558, Alsi -0.18% @ 51 695.
Moving up Advtech +4.55%, Harmony +3.09%, Sibanye +2.59%, down Truworths -3.61%, Implats -2.90%, Clover -2.56%, Clicks -2.50%.
New high Brait @ 7698, Astral 14090, new low Exxaro @ 13501.
Fighting continuing in Gaza, even through cease-fire.
In Ukraine separatist not releasing 251 bodies but choose to keep them in refrigerated train cars until ‘experts’ can examine them there. Also not releasing any info on black boxes.
Dow ended +0.73%, Nas +1.57%, S&P +1.02%, futures negative.
In Asia this morning Nikkei closed, Hang Seng -0.2%, Shanghai -0.4%, Sydney +0.2%
F&G 42 ‘Fear’, VIX 12.06 (-17.06%)
T40 @ 46 664 (+0.11%) @ 8:16am
Mostly traded to negative this month APN, to positive ANG.
Eco Calendar:
Japan closed for Marine Day
08:00 German PPI came in 0.0%, exp –0.7%, prev -0.8% (MoM), YoY exp & actual -0.7%
T40 ended -0.18% @ 46 558, Alsi -0.18% @ 51 695.
Moving up Advtech +4.55%, Harmony +3.09%, Sibanye +2.59%, down Truworths -3.61%, Implats -2.90%, Clover -2.56%, Clicks -2.50%.
New high Brait @ 7698, Astral 14090, new low Exxaro @ 13501.
1093
Shares / Re: Today's Outlook
« on: July 18, 2014, 08:30:57 am »
Dow ended -0.94%, Nas -1.42% S&P -1.19%.
In Asia this morning Nikkei -1.2%, Hang Seng -0.5%, Topix -0.8%, Sydney flat.
Why? Cause Malaysian civilian aircraft hit by surface to air missile (BUK missile launcher) in Ukraine yesterday, Putin hints at revenge after latest sanctions implemented by US, Israel calling up 18 000 additional reservist after yesterday’s ground offensive started in Gaza, Hamas responded with ‘Israel will pay a heavy price.’
Obviously then, Fear & Greed indicator @ 34 ‘Fear’, previous close 55 ‘Neutral’. VIX 14.54 +3.54, previous close (+32.18%) @ 11.00.
T40 (8:08 am) -266 pips @ 46 352.
Yesterday Alsi -287 (-0.55%), T40 -304 (0.65%)
New highs Tongaat, Brait, Clicks, Sappi, Billiton (intraday)
By index Resources -1.01%, Mining -1.33%, Health Care -1.55%, General Retail -1.34%.
Up Oil and Beverages
No noteworthy economic reporting today.
Other news: Super typhoon to hit China shortly.
In Asia this morning Nikkei -1.2%, Hang Seng -0.5%, Topix -0.8%, Sydney flat.
Why? Cause Malaysian civilian aircraft hit by surface to air missile (BUK missile launcher) in Ukraine yesterday, Putin hints at revenge after latest sanctions implemented by US, Israel calling up 18 000 additional reservist after yesterday’s ground offensive started in Gaza, Hamas responded with ‘Israel will pay a heavy price.’
Obviously then, Fear & Greed indicator @ 34 ‘Fear’, previous close 55 ‘Neutral’. VIX 14.54 +3.54, previous close (+32.18%) @ 11.00.
T40 (8:08 am) -266 pips @ 46 352.
Yesterday Alsi -287 (-0.55%), T40 -304 (0.65%)
New highs Tongaat, Brait, Clicks, Sappi, Billiton (intraday)
By index Resources -1.01%, Mining -1.33%, Health Care -1.55%, General Retail -1.34%.
Up Oil and Beverages
No noteworthy economic reporting today.
Other news: Super typhoon to hit China shortly.
1094
Off topic / Re: Live chat
« on: July 17, 2014, 03:15:44 pm »
For tomorrow:
AER (CD / LDT) Cash Dividend
AME (CD / LDT) Cash Dividend
CRW (TE / LDT) Termination: JSE and/Or Company Initiated
DON (TE / LDT) Termination: JSE and/Or Company Initiated
EPS (CO / LDT) Consolidation
EPS (SD / LDT) Subdivision
FMC (NC / LDT) Name Change
GDN (CD / LDT) Cash Dividend
ILRP1 (CD / LDT) Cash Dividend
NPKP (CD / LDT) Cash Dividend
NPP1 (CD / LDT) Cash Dividend
RNG (IS / LDT) Special Dividend
SNV (CD / LDT) Cash Dividend
STXDIV (CD / Pay Date) Cash Dividend
STXIND (CD / Pay Date) Cash Dividend
STXRAF (CD / LDT) Cash Dividend
STXRES (IT / Pay Date) Interest Payment
STXSWX (CD / Pay Date) Cash Dividend
AER (CD / LDT) Cash Dividend
AME (CD / LDT) Cash Dividend
CRW (TE / LDT) Termination: JSE and/Or Company Initiated
DON (TE / LDT) Termination: JSE and/Or Company Initiated
EPS (CO / LDT) Consolidation
EPS (SD / LDT) Subdivision
FMC (NC / LDT) Name Change
GDN (CD / LDT) Cash Dividend
ILRP1 (CD / LDT) Cash Dividend
NPKP (CD / LDT) Cash Dividend
NPP1 (CD / LDT) Cash Dividend
RNG (IS / LDT) Special Dividend
SNV (CD / LDT) Cash Dividend
STXDIV (CD / Pay Date) Cash Dividend
STXIND (CD / Pay Date) Cash Dividend
STXRAF (CD / LDT) Cash Dividend
STXRES (IT / Pay Date) Interest Payment
STXSWX (CD / Pay Date) Cash Dividend
1095
Shares / Re: Today's Outlook
« on: June 25, 2014, 02:10:57 pm »
Soo, Dow closed -0.70%, Nas -0.43%, S&P -0.64%, futures flattish (1 barely green, 2 barely red).
Europe all red within -0.40% to -0.75% range, VIX +10.47% @ 12.13, F&G 82 ‘EG’.
T40 @ 45 436 –(0.80%) now, most traded to negative LON, AMS, ARI, SOL, FSR, EXX.
On my watch list only TKG (+2.04%) & Adcorp (+2.36%) hanging on, mining getting slaughtered.
Woollies offers to buy Auz’s Country Road, gold up (Iraq), plat down (strike ending), Eskom strike next (reading between the lines).
New high Aspen 32197, Remgro 22812, Sunint 11050, Steinhoff 5844 & new low PSG-KST 725
Europe all red within -0.40% to -0.75% range, VIX +10.47% @ 12.13, F&G 82 ‘EG’.
T40 @ 45 436 –(0.80%) now, most traded to negative LON, AMS, ARI, SOL, FSR, EXX.
On my watch list only TKG (+2.04%) & Adcorp (+2.36%) hanging on, mining getting slaughtered.
Woollies offers to buy Auz’s Country Road, gold up (Iraq), plat down (strike ending), Eskom strike next (reading between the lines).
New high Aspen 32197, Remgro 22812, Sunint 11050, Steinhoff 5844 & new low PSG-KST 725