Magic Markets

Nvidia has been a headline grabber of note in global markets, with eyewatering returns that have left even the other semiconductor stocks for dead. Mohammed Nalla focused on not just the latest results from Nvidia, but the performance of other stocks in the sector.

The Finance Ghost tackled Intuit, covering the growth in revenue across the product range and the importance of integration strategies within the ecosystem. Although this is a powerful SaaS business, the risk of a double top in the share price chart cannot be ignored.

Episode 177 of Magic Markets is brought to you by Future Forex. Listen to Episode 170 for a detailed discussion with co-founder and CEO Harry Scherzer on why South Africans shouldn’t allow their annual offshore investment allowances to go to waste, with crypto arbitrage offering an interesting boost to returns. In Episode 173, you can learn about how Future Forex is disrupting the mainstream banks by making international money transfers simpler and more affordable for forex clients.

Walmart is a good example of a pullback from the work-from-home trend that became a feature of the pandemic, with many viewing this as a return to the company’s roots. This is seen favourable against a backdrop of improved performance at Walmart.

Under Armour is also going back to its roots, more out of necessity than by design. Founder Kevin Plank is back in the CEO role and has a very tough road ahead, with the company experiencing a sharp drop in sales and needing to reposition its products as premium.

Episode 176 of Magic Markets is brought to you by Future Forex. Listen to Episode 170 for a detailed discussion with co-founder and CEO Harry Scherzer on why South Africans shouldn’t allow their annual offshore investment allowances to go to waste, with crypto arbitrage offering an interesting boost to returns. In Episode 173, you can learn about how Future Forex is disrupting the mainstream banks by making international money transfers simpler and more affordable for forex clients.

Future Forex SA (Pty) Ltd is a registered financial services provider, FSP number 51884.

When quick-service restaurant groups get things right, they really get it right. Fast-growing companies in this sector can achieve rapid expansion because of the franchise model and the oldest trick in the book: using other people's money.

Chipotle Mexican Grill and Wingstop are excellent examples of not just what success looks like in this space, but what investors are willing to pay for that success.

Episode 175 of Magic Markets is brought to you by Future Forex. Listen to Episode 170 for a detailed discussion with co-founder and CEO Harry Scherzer on why South Africans shouldn’t allow their annual offshore investment allowances to go to waste, with crypto arbitrage offering an interesting boost to returns. In Episode 173, you can learn about how Future Forex is disrupting the mainstream banks by making international money transfers simpler and more affordable for forex clients.

Future Forex SA (Pty) Ltd is a registered financial services provider, FSP number 51884.

 The electrification theme is a rare thing, as it dishes up opportunities for value and growth investors alike. Some are buying coal and others are buying renewables, yet the underlying reasons aren’t as different as you might think.

People are using more electricity than ever before and growth in generative AI is just adding to the problem – or opportunity, depending on how you view the world.

To unpack this theme and how they apply it to the AnBro portfolios, Craig Antonie of AnBro joined us for this discussion.

 This episode of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.

As always, you must do your own research. This podcast is for informational purposes only.

Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment.

You already know about the crypto arbitrage offerings at Future Forex. If you don’t, refer back to Episode 170 for full details on how to avoid your annual offshore investment allowances going to waste, while generating returns which have consistently outperformed the market.

In this show, Harry Scherzer is back on Magic Markets to discuss their FinTech forex offering that is currently disrupting the mainstream banks.

With a full suite of forex services for individuals and companies alike, Future Forex makes international money transfers simple and cost effective.

Future Forex SA Pty Ltd is an authorised FSP number 51884.

Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment.

Do you need to buy risky stocks to double your money (in dollars) over five years, or can you get the job done with US-based blue chips?

In this episode of Magic Markets, we used Goldman Sachs and United Health as examples of stalwarts in their respective industries that have delivered excellent returns to shareholders. As good examples of buy-and-forget stocks, learning about these companies helps with offshore portfolio construction.

Episode 172 of Magic Markets is brought to you by Future Forex. Listen to Episode 170 for a detailed discussion with co-founder and CEO Harry Scherzer on why South Africans shouldn’t allow their annual offshore investment allowances to go to waste, with crypto arbitrage offering an interesting boost to returns.

Future Forex SA (Pty) Ltd is a registered financial services provider, FSP number 51884.

Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment.

Foot Locker and Nike: friends, but also enemies. Foot Locker is Nike’s customer, yet Foot Locker’s customers are also Nike’s customers. Nike’s customers are Foot Locker’s customers.

As you can see, there’s only one way to describe the relationship status here: complicated.

Foot Locker has been the love-to-hate stock that value investors sometimes dip into. Nike has been a growth investor favourite, yet the stock really hasn’t done well either.

Is the balance of power in this industry shifting back in favour of wholesalers? If so, what could it mean for these companies?

Episode 171 of Magic Markets is brought to you by Future Forex. Listen to Episode 170 for a detailed discussion with co-founder and CEO Harry Scherzer on why South Africans shouldn’t allow their annual offshore investment allowances to go to waste, with crypto arbitrage offering an interesting boost to returns.

Future Forex SA (Pty) Ltd is a registered financial services provider, FSP number 51884.

Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment.

Harry Scherzer (co-founder and CEO of Future Forex) is back on Magic Markets to update us on the crypto arbitrage opportunity that Future Forex offers to clients.

Having processed more than R22 billion on behalf of clients since inception, Future Forex has recently been approved as one of South Africa’s first CASPs (crypto asset service providers), giving further legitimacy to their crypto arbitrage investment’s exceptional track record.

The allowance to invest capital offshore is available to all South Africans every year, yet very few take advantage of the full R11 million available. Crypto arbitrage is an incredibly helpful way to boost your portfolio returns each year, which is why Harry believes that every South African individual should strongly consider this low-risk, high-return opportunity.

Future Forex SA (Pty) Ltd is a registered financial services provider, FSP number 51884.

Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment.

Accenture and FactSet are great examples of US-listed companies that service a global client base. In the case of Accenture in particular, that client base is immense. FactSet is far more focused, with a product that will be familiar to those working in financial markets.

Both companies have had a disappointing start to the year, falling victim to a market slowdown. Having covered these groups before in Magic Markets Premium, we felt that a relook based on latest numbers was appropriate.

The Finance Ghost dealt with Accenture, a core long in his portfolio. With a strategy built around both organic and inorganic growth, the company is using a dip in client demand as a good time to ramp up bolt-on acquisitions in the market. This is building a stronger group for the next upswing.

Mohammed Nalla covered FactSet, where the group has been transitioning towards annual subscriptions. There’s some concerning growth guidance there, although margins have at least been sustained for now. And of course, there are AI-related initiatives underway as well!

Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment.

FedEx and Lululemon have both been covered and recapped on Magic Markets Premium before. We love circling back and revisiting companies that we’ve researched before, as the feedback loop is so important when testing how an investment thesis played out.

The Finance Ghost tackled Lululemon, one of the very best apparel stories on the market. Even the market darlings can take a knock though, with a slowdown in US sales driving a nasty drop in the share price. Is the business broken, or is this just a short-term wobbly?

Mohammed Nalla covered FedEx, starting with how the technical indicators played out vs. what we indicated in our research. He then worked through the segmental performance to bring us up to date on company performance.

Magic Markets is your ticket to understanding the global stock opportunities available to you. If our free shows pique your interest, the deep dives and a vast library of research into international companies in Magic Markets Premium will do wonders for your knowledge of the markets. Subscribe for just R99/month at this link with no minimum monthly commitment.