Simon Brown, Author at Just One Lap

Should we be trading the news?

Simon Brown 1 March 2016Latest, TraderPetri

The market is driven by traders and investors making decisions based on their unique interpretation of information. Information is the life blood of the market and is delivered in a variety of ways, most notably, the news. News can be anything from company earnings reports to a backwater website in Nigeria reporting that MTN has ...

Video: Momentum portfolio update Feb16

Simon Brown 29 February 2016Learn Trading, Portfolio update, Webinar and Video

Momentum Portfolio update Momentum portfolio update Feb16 This is our annual updating and rebalancing of the Momentum Portfolio and includes; Publishing of returns for the previous year and since inception (January 2013) New methodology for the system (see below for brief description, full details in video) Stock selection for 2016/7 (see below and full process ...

Podcast: Budget 2016 and your investments

Simon Brown 25 February 2016Latest, WorldWide Markets

Budget 2016 and your investments Simon Shares Woolies (JSE code: WHL) offering script of cash for dividend. Default is cash, I'm taking new shares. Standard Bank (JSE code: SBK) trading update looks great, HEPS some 30% higher. But what of the R1,6bn write down for lost aluminium in China the previous year? The stock initially ...

Podcast: Trader or investor?

Simon Brown 18 February 2016Latest, WorldWide Markets

Trader or Investor? Simon Shares Minister Gordhan delivers his budget speech next Wednesday, what can we expect in terms of new or higher taxes? STT, DWT and CGT? Remember, remember. The end of February is end of the tax year and you have until then to fill in your R30k limit for TFSA. If you ...

Video: Managing and trading the news (8/12)

Simon Brown 17 February 2016Boot Camp, Learn Trading, Webinar and Video

We get bombarded with literally millions of data points every day. Hundreds of hours of TV and radio and thousands of words written, all of it 'news'. Does it help or hinder the trader? The truth is that with so much news it all becomes noise as the trader tries to work it out and ...

Video: Tax-free savings accounts 2016 (TFSA)

Simon Brown 12 February 2016Learn Investing, Power Hour, Webinar and Video

Tax Free Savings Account (TFSA) Almost one year ago, Tax Free Savings Accounts (TFSA) were introduced by the Finance Minister. This was as a means of encouraging a culture of saving in South Africa. TFSAs are 100% exempt from tax and as such, are a must for every investor’s portfolio. This month’s Power Hour presented ...

Podcast: Where to park cash

Simon Brown 11 February 2016Latest, WorldWide Markets

JSE Direct 201: Where to park cash? Simon Shares Grindrod (JSE code: GND) just hit multi-year lows trading just above 900c with a net asset value (NAV) of over 2200c. Don't fight the trend, especially on cyclical stocks. RBA (JSE code: RBA) went bust on Tuesday. Of the three; RBA, Seakay and Calgro M3 (JSE ...

Podcast: Superforecasting and venture capital investing

Simon Brown 4 February 2016Latest, WorldWide Markets

Simon Shares Where's the party? Review: Superforecasting: The Art and Science of Prediction by Philip E. Tetlock & Dan Gardner Great Davos 2016 report back presentation with Nicky Newton-King (JSE CEO) and Bronwyn Nielsen (CNBC Africa). Next week Thursday we have another JSE Power Hour on Tax Free Savings Accounts (TFSA). Our new Exchange Traded ...

Video: Nicky Newton-King on Davos 2016

Simon Brown 28 January 2016Power Hour, Webinar and Video

JSE CEO Nicky Newtown-King and celebrated journalist Bronwyn Nielsen attended Davos 2016. In this hour-long conversation, Newton-King and Nielsen report back on the major global trends discussed at Davos 2016. The theme this year was "Mastering the Fourth Industrial Revolution". View JSE Power Hour series Upcoming webinars Meet the Managers | Know your Actively Managed ...

Podcast: How to invest in this market

Simon Brown 28 January 2016Latest, WorldWide Markets

Simon Shares I am buying Metrofile (JSE code: MFL). Good solid business that has solid earnings and currently on a dividend yield of just over 4%. Why is low oil causing such concerns on global markets? One would think it is good for consumers and hence good for economies? Davos 2016 report back presentation with ...