Craig Antonie (@craig_72345) 's Twitter Profile
Craig Antonie

@craig_72345

Long term investor. not financial advice. long growth/dividend portfolios: Unicorns / Dividend Compounders, TITANS and the Worlds BIGGEST Brands!

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linkhttp://www.anbro.co calendar_today10-10-2013 06:07:39

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Craig Antonie (@craig_72345) 's Twitter Profile Photo

I'd caution on too much optimism around retail sales. Although up 0.6% if you take out the category that accounts for auto dealers, gas stations and building materials the rise was just 0.1% i.e. was the increase just people spending more at the pump after the surge in oil

Craig Antonie (@craig_72345) 's Twitter Profile Photo

This is going to be an interesting week! #FOMC on Wednesday is likely to give us some clues as to what the Federal Reserve are thinking about the US economy but away from that there are also Central Bank meetings in China/Japan/Switzerland/SA and the UK. Flash PMI’s could also be

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

Three of Canada's largest banks are seeing ~20% of their outstanding mortgages in negative amortization. What does this mean? Monthly payments on ~20% of mortgages at BMO, TD, and CIBC are no longer enough to cover interest expense. This means you end up owing more than your

Three of Canada's largest banks are seeing ~20% of their outstanding mortgages in negative amortization.

What does this mean?

Monthly payments on ~20% of mortgages at BMO, TD, and CIBC are no longer enough to cover interest expense.

This means you end up owing more than your
Craig Antonie (@craig_72345) 's Twitter Profile Photo

$MSFT has once again given dividend and growth investors a raise comfortably above the current rate of #inflation. The 10% raise to 75c per quarter makes the current yield a relatively low 0.9%. However, the 21 years of dividend increases coupled with stellar growth has meant

$MSFT has once again given dividend and growth investors a raise comfortably above the current rate of #inflation. The 10% raise to 75c per quarter makes the current yield a relatively low 0.9%. However, the 21 years of dividend increases coupled with stellar growth has meant
Magic Markets (@magicmarketspod) 's Twitter Profile Photo

Justine Brophy from AnBro Capital Investments (Pty) Ltd recently chatted to us about a portfolio that provides exposure to the world’s top 100 brands by brand value, ranging from Apple and Google to China Mobile and UPS. Have you got 20 minutes to learn something today? magic-markets.com/magic-markets-…

Craig Antonie (@craig_72345) 's Twitter Profile Photo

Excited to announce that the ‘AnBro Worlds Biggest Brands’ portfolio BRNDZ has listed on the #JSE today. This portfolio is truly special as it literally touches everyone’s lives #investinwhatuknow. Looking around you right now you’d likely see that you’re either using or own

Excited to announce that the ‘AnBro Worlds Biggest Brands’ portfolio BRNDZ has listed on the #JSE today. This portfolio is truly special as it literally touches everyone’s lives #investinwhatuknow. Looking around you right now you’d likely see that you’re either using or own
Craig Antonie (@craig_72345) 's Twitter Profile Photo

Yesterdays fed speak was telling in my opinion. By making some pretty significant revisions to their #GDP and #unemployment rate forecasts they have basically signalled that rates will remain higher for longer. The significance of this is that the market has pushed out its

Craig Antonie (@craig_72345) 's Twitter Profile Photo

We are live and trading! This iconic portfolio is now a reality! looking forward to seeing how #bigbrands deliver #lifetime #returns #JSE $SPY #longterm brndz.global

Craig Antonie (@craig_72345) 's Twitter Profile Photo

CIO of AnBro Capital Investments (Pty) Ltd. Long term growth at investinunicorns.com (JSE:UABCPA) / AnBro BCI Unicorn Global Growth Fund. Dividend compounding via dynamiccompounding.com (JSE:ANCOMP) and the Worlds BIGGEST Brands at BRNDZ.global (JSE: BRNDZ)

Craig Antonie (@craig_72345) 's Twitter Profile Photo

This is an incredible stat and something we need to take really seriously. Our future literally depends on it #SouthAfrica #investing

Craig Antonie (@craig_72345) 's Twitter Profile Photo

$NKE has been really strong after hours and continued that into the preopen today as Q1 profit estimates beat expectations and they provided solid guidance. Inventory also seems to have been rightsized (which has been a headache for many companies this year). The AnBro World's

$NKE has been really strong after hours and continued that into the preopen today as Q1 profit estimates beat expectations and they provided solid guidance. Inventory also seems to have been rightsized (which has been a headache for many companies this year). The AnBro World's
AnBro Capital Investments (Pty) Ltd (@anbrocapital) 's Twitter Profile Photo

Over the last quarter high dividend stocks outperformed in every region other than the US. Japan +14%, Europe +5.6%, Asia Ex Japan/EM Flat. The US fell by 6.5%. Dividends are becoming far more expensive relatively in the ROW vs USA. AnComp has been adding to its US div payers.

Craig Antonie (@craig_72345) 's Twitter Profile Photo

Yesterday quite a ‘hairy’ day again. This is how the AnBro portfolios fared AnComp + 0.05% Titans Unit Trust -1.13% Unicorn -1.93% BRNDZ -2.14% S&P -2.2% Nasdaq -3% Very good relative day!

Craig Antonie (@craig_72345) 's Twitter Profile Photo

Relatively subdued day in the end. Powell didn’t push back on the 4 cuts in 12 months view. Alluded to watching dual risks of rising inflation and slowing growth

Craig Antonie (@craig_72345) 's Twitter Profile Photo

Had a wonderful chat with The Finance Ghost Mohammed Nalla, CFA About the launch of our #TITANS portfolio on Mesh.trade magic-markets.com/magic-markets-… Magic Markets #228: Mesh.Trade and the Titans - Magic Markets #investing have a listen then check out investintitans.com

Craig Antonie (@craig_72345) 's Twitter Profile Photo

For our CORE ptf (TITANS) its not just about returns but also about the risk we take to generate them. This portfolio is meant to help you sleep well at night, espcially if you're used to ETF Tracker investing. YTD: +15.53% with a SHARP ratio of 1.205 and a SORTINO ratio of 2.39

For our CORE ptf (TITANS) its not just about returns but also about the risk we take to generate them. This portfolio is meant to help you sleep well at night, espcially if you're used to ETF Tracker investing. YTD: +15.53% with a SHARP ratio of 1.205 and a SORTINO ratio of 2.39