JSE Direct with Simon Brown

Podcast: MultiChoice lists, now what?

Simon BrownJSE Direct, Latest

Simon Shares Greenest start to a year since the 1960's, Top40 is 6.9% up year-to-date. MultiChoice (JSE code: MCG) has unbundled out of Naspers (JSE code: NPN) with MultiChoice closing at R106 and Naspers off R125 on the back of Tencent weakness over night in Hong Kong. So no value unlock and with fair values ...
JSE Direct with Simon Brown

Podcast: Equal weight needs your vote to be SMART

Simon BrownJSE Direct, Latest

Making the CSEW40 SMART The CoreShares Equal Weight Top40 ETF (JSE code: CSEW40) has long been a favourite of mine, but now CoreShares want to change the ETF to a multi factor ETF under the code SMART. Those factors are; Value (portfolios of cheap shares outperform portfolios of expensive shares) Momentum (portfolios of recent share ...
JSE Direct with Simon Brown

Podcast: Managing managed accounts

Simon BrownJSE Direct, Latest

Simon Shares Eskom is "technically insolvent" and load shedding is back, why are we surprised? This was promised us when we had some in December. Bottom line it's a mess, costly to the economy and fixing Eskom is critical and very difficult. Watch the budget next week. EOH woes continue as the stock lost over ...
JSE Direct with Simon Brown

Podcast: Where’s the liquidity?

Simon BrownJSE Direct, Latest

Simon Shares A green January with financials the winners but 2019 is going to be a wild ride, especially in the lead up to the elections expected in May. Tax-free year end is end February, don't leave it for the last minute if you want money in this tax year ending 28 February. Budget on ...
JSE Direct with Simon Brown

Podcast: Where’s Safcoin?

Simon BrownJSE Direct, Latest

Simon Shares Retailers, woe is worrid. Aside from Foschini (JSE code; TFG) and Lewis (JSE code: LEW) they have ranged from horrid to truly astoundingly horrid. Shoprite* (JSE code: SHP) has also put out a trading update to follow on from the so-so sales update and aside from some internal issues and Angolan hyperinflation the ...
JSE Direct with Simon Brown

Podcast: Know your S12J

Simon BrownJSE Direct, Latest

Simon Shares The rule of 72 (how long until your money doubles in value). Upcoming events Tax-free investing review, who ate the returns? Know your S12J Simon chats with Dino Zuccollo & Jonti Osher from Westbrooke Alternative Asset Management to really get to understand S12J. The rules, risks, benefits, what to look out for and more. ...
JSE Direct with Simon Brown

Podcast: 2019 predictions show

Simon BrownJSE Direct, Latest

Simon Shares Learn to love a lazy market Upcoming events Tax-free investing review, who ate the returns? 2019 predictions show Every year Marc Ashton, Keith McLachlan and Simon Brown do a predictions show. Three wild and wooly predictions for the markets followed by a call on the Top40 and ZAR. Each year starts with a review of the ...
JSE Direct with Simon Brown

Podcast: End of year portfolio review

Simon BrownJSE Direct, Latest

This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider. Simon Shares Somebody capitulated on Metrofile* (JSE code: MFL) this morning. The stocks hit 160c, then 239c and is now 1c up at 220c and I picked up a few on a DY of ...
JSE Direct with Simon Brown

Podcast: Everything is falling

Simon BrownJSE Direct, Latest

This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider. Simon Shares Load shedding is back and reports are it's going to be around until maybe 2025 as Eskom needs R200billion. This hurts, we got our of recession yesterday with QonQ GDP growth at ...
JSE Direct with Simon Brown

Podcast: Smashed coin

Simon BrownJSE Direct, Latest

This JSE Direct is proudly brought to you by IG, the specialists in CFD trading and a registered financial services provider. Simon Shares Taste (JSE code: TAS), nasty results and they’re running out of money and still not profitable. I think a delisting is likely. Another Viceroy research report just landed, this time targeting NEPI …