Daily Market Blog: Still doing it

19-DEC-14

"As you can see, phenomenal growth regardless of macro trends. And that second image which shows the dominance in women runners is very interesting and encouraging. Whether it be indoor soccer, running, touch rugby, cross fit or pushing weights, people are getting more active and Nike are the brand leaders."






To market, to market to buy a fat pig. Saying that yesterday was huge doesn't quite capture how big it was, the All share was up 4.25% and the Top 40 was up 4.79%!!! The media tells me that the Top 40's gain is the biggest since 2009, on a points basis it was the biggest day ever! The All Share is now up 6.56% for the year so the market is now just beating inflation, if you assume that there are no costs involved. On a value basis I found this image on twitter; thank you Independent securities. "Yesterday most monumental day ever on JSE in terms of value traded & was 41% higher than previous Sep '12 record". So yesterday was huge from any angle that you look at it.

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Stocks which we currently recommend

Amazon.com is the world's leading online retailer.

Apple is global leader in tablet and smartphone technology.

Aspen is a rising global star in generic pharmaceuticals.

BHP Billiton is the world's largest industrial commodity mining company.

Bidvest is a diversified services company, which may re-organise its portfolio.

Cerner provides IT solutions in the healthcare industry.

City Lodge is a growing mid-priced hotel group in urban areas of SA.

Discovery is a healthcare services administrator and life insurer.

Famous Brands is SA's largest quick-service restaurant group.

General Electric is a diversified investment holding company.

Google is the world's biggest search engine and online advertising platform.

Johnson & Johnson is the largest consumer healthcare and pharma company.

L'Oreal is a world leader in the manufacturing and sale of beauty products.

Luxottica is the world's largest branded sunglass maker and retailer.

MTN Group is an emerging markets mobile telecoms giant.

Massmart is a big-box discount retailer in Africa, now 51% owned by Wal-Mart.

Mediclinic owns hospitals in SA, the UAE and Switzerland.

Naspers is an in emerging markets company focussed on digital TV & Internet.

Nike is a global designer and retailer of sporting equipment.

Omnia is a fertiliser and explosives producer.

Richemont is a luxury brands company expanding in Asia.

Sasol is a global player in chemicals and fuels technology.

Starbucks is a roaster, marketer and retailer of coffee.

Stryker makes hip and knee joint replacements and hospital beds.

Tiger Brands is a basic and branded food producer, expanding through Africa.

Visa is a global payments technology company.

Woolworths is SA's leading organic food retailer & clothing business.

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