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‘Buy the dip’: Is it still a winning strategy?

Sanlam Private Wealth’s Nick Kunze on US markets being back at all-time highs, is ‘buying the dip’ back in play? Helena Conradie, outgoing Satrix CEO, on her part in the local ETF story.

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Contrary to some Analysts from BD tv I would be wary of the Financials and hotels and entertainment stocks as some of them have been keen on (City Lodge seems to have been showing some interest of late).

The big old banks will face a lot of bad debt and insurers will face big life insurance payouts, so we are back at the beginning of Covid-19.

No alcohol sales for two weeks, I wonder what that will do to ABDEV and Distel.

Iron ore, coal and PGM(s) will not do too badly in my opinion.

End of comments.

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