Sunday, 31 July 2016

[Sunday Update] Keep reading

Another weekend is coming to an end and there is no new dividend news. One of the things, I highlight in my book, Forget the Noise, is that you must read. You must read a lot. You can find a list of my favourite books here. I also have some favourite blogs and people that I follow. Here are 3 of them (I'll share more over time):
As usual here is my weekly table:


Sunday, 24 July 2016

[Sunday Update] Rates held steady

The main market news was the repo rate being held steady at 7%. GDP growth forecasts were slashed to 0% for 2016 which I have to admit is not the right direction I would the SA economy to be heading in.

On that sombre note, here is this week's updated table:




Disclaimer: I have tried my best to ensure that the table above is accurate. It is based on factual data and does not contain any recommendations. Errors and Omissions are Excluded (E&OE).

Sunday, 17 July 2016

[Sunday Update] Chaotic World

The world is in crisis. Every day I turn on the TV and something terrible has happened. We have only just started to calm down after Brexit. Now we need to deal with non-financial terrors such as Nice and Turkey. Are we as a world doomed to destroy ourselves? I don't know what the future holds for share prices, politics or governments. None of us do. If we end up blowing up ourselves, what is the point of having any money? The future is uncertain but I know I need to plan for the future. How do I plan for something that is unknown? Forget the Noise is my answer to this. Focus on what you know and what you can measure. One of my measurement tools is the table below:



Disclaimer: I have tried my best to ensure that the table above is accurate. It is based on factual data and does not contain any recommendations. Errors and Omissions are Excluded (E&OE).

Monday, 11 July 2016

[Monday Madness] Free Book Giveaway 12 July to 16 July

Just a quick note on a Monday!

Keep an eye on Amazon. I am running 5-day giveaway of Forget the Noise Kindle Edition. Giveaway starts 12 July at midnight, Pacific Time (NB: note the time, this is about 9am South African time).

Link to the book: http://amzn.to/29HKZkP (UK link: http://amzn.to/29Jd5cC)

Thank you to all those who have supported the book since it has been released. I have enjoyed hearing all of your feedback.

Sunday, 10 July 2016

[Sunday Update] Boring Sunday

Sometimes I find doing these updates boring. This is a good thing. I don't hop on the internet every Sunday and find all the news I can on the companies in my universe. That news is noise, of course. I just focus on checking my dividends every week and calculating the yields and growth rates of each company. This is quantitative and factual. I try to make decisions using data. I find making decisions based on news flow and speculation a poor decision-making model.

I do keep half an eye open and will report news that I think is interesting or not noise. I haven't found any of that this week. The financial news continues to be dominated by Brexit (yawn).

Here is your weekly table:



Disclaimer: I have tried my best to ensure that the table above is accurate. It is based on factual data and does not contain any recommendations. Errors and Omissions are Excluded (E&OE).

Sunday, 3 July 2016

[Sunday Update] We are still here...

It is just over a week after "Brexit". The sun is still shining and the globe still turning. People are still waking up to go to work. People are still buying food, clothes and other products. Yes, a lot of noise still exists and I still believe that no-one really knows for sure how everything thing "Brexit"-related is going to play out. I'll leave the speculation to the
Bloomberg/CNBC/CNN/BBC et al news channels.

This week there were no dividend declarations. Clicks (CLS) also pays its dividend this week. Below is the weekly updated table:




Disclaimer: I have tried my best to ensure that the table above is accurate. It is based on factual data and does not contain any recommendations. Errors and Omissions are Excluded (E&OE).