VectorVest SA User Group July 2013

Written and presented by David William Paul

Dow

No Distribution

Still on the way to the top line

Dow

Dow

Euro$

Pound $

1.15

Gold

Due for a bounce that’s all

$ Rand

Substantial weakness ahead. 5 wave continuation pattern is ominous

$ strength

• The story over the next few months would seem to be that of $ strength across the board.

• I told all about the trades long of the dollar against the

pound and Euro at the last two monthly meeting.

• The falling Gold price leads me to the conclusion that

deflation is more real than inflation in the world.

• The credit crunch in China adds to the headwinds and adds to the probability of downside there. That’s

knocking the miners for six.

Jse Composite

Color Guard

David's Growth Fund in 2013

David's VST and YSG in 2013

David's Big Hitters NOW

My model portfolio

• When the market gives a confirmed call Up then the following shares are

• 1. undervalued

• 2. Have good fundamentals

• 3. Are trending upwards.

• I have been very conservative over the last month by

getting into cash after the last confirmed. The shares I

was holding have done well in a down market. The

China situation really scared me. • In hindsight I would have been better to have sat and

just watched the stops.

Omnia

HCI

Pinnacle

EOH

Cashbuild

CCO

Brait

Datatec

Anglo

• I was told by a gaggle of CFA types that Anglo and Billiton could not go any lower about 6 months ago.

• These are discounting a slow down to a stop in China.

• As you can see in the next chart the VV program re

rated the share well before the fall. The same was true

for Billiton.

• This is priceless.

Anglo

Be careful