Everybody loves dividends, of course we do. But there is a problem and that is tax. We pay a 20% Dividend Withholding Tax (DWT). This drags down our return and is higher than any Capital Gains Tax (CGT) we may pay in time.
Understanding and valuing JSE listed holding companies
Keith McLachlan of Integral Asset Management goes deep into understanding JSE listed holding companies giving details on discounts and holdings.
Is the spread important when buying an ETF?
When buying an ETF investors know to check the Total expense Ratio (TER) as this is the ongoing cost. But does the spread matter when buying?
Transaction Capital, is there value?
is there value in Transaction Capital now that some of the dust has settled? Steinhoff is over as shareholders vote against restructure and what of the global banking crisis/
Miss market expectations and get crushed
Markets are punishing stocks that miss expectations; Transaction Capital, Mutlichoice, MTN & Absa. Simon exits City Lodge to add to Sun International.
Load shedding impact revealed by weaker GDP
The latest GDP data shows just how much load shedding is hurting the economy. And lots of results from banks and Grindrod picking up the slack from a failing Transnet.
City Lodge and the stale bulls
Results from City Lodge were a bit light, but stale bulls are keeping a lid on the price. Also Spur results, looking better than Famous Brands.
Absa ETFs rebranded as Satrix
Satrix has completed the take over of most Absa ETFs and effective 1 March 2023 they’ll have new JSE codes. We have the full list.
Why “Solar as a Service” makes smart money sense
Eskom continues to struggle providing power and going off-grid is now a must for households and businesses. In this video we look into the options, costs, questions to consider and more.
Budget 2023, the good, the bad and the worrisome
The 2023 budget held no real shocks, but certainly carried some risks. Simon hosted a panel with Tony Leon, Pieter Janse van Rensburg and Lesego Majatladi as they unpack what they did see and what was missing.