JSE Direct with Simon Brown

Podcast: 300 shows

Simon BrownJSE Direct, Latest

“Brought to you by Absa ETFs” 300 shows, I haven't been making a fuss because it just feels old, very old. Add to that almost three years as a live radio show on Classic FM, starting from 8 July 2008. It's almost ten years of a weekly (albeit changing) show. We started life focusing outside ...
Fallen angels

Podcast: Dealing with fallen angels

Simon BrownJSE Direct, Latest

“Brought to you by Absa ETFs” Fallen angels Simon Shares 2017 GDP was 1.3%, better than the expected 1% and hopefully means that the treasury 2020 GDP expectation of 2.1% is wildly low. Bleak trading update from Sasfin (JSE code: SFN). But still trading at tangible net asset value (TNAV) levels. MMI drop their dividend ...
Leveraging your investment portfolio

Podcast: Leveraging your investment portfolio

Simon BrownJSE Direct, Latest

“Brought to you by Absa ETFs” Leveraging your investment portfolio Simon Shares The new cabinet is of course a compromise, that's the nature of our political system. But the important departments are markedly better hands (SOEs, treasury & mining). New tax-free year kicks off today. R33,000 per year and transfer are now also possible. Up ...
Budget 2018 and your investments

Podcast: Budget 2018 and your investments

Simon BrownJSE Direct, Latest

“Brought to you by Absa ETFs” Budget 2018 and your investments Simon Shares Discovery* (JSE code: DSY) results were top notch and complicated as they always are. I own this stock as the business model really works, but as I have mentioned before the complexity adds risk. Risk I am happy with as most stocks ...
ETF collapsing

Podcast: Avoiding the big losers

Simon BrownJSE Direct, Latest

Avoid big losers Simon Shares Market continues to wait for president Zuma to go. It is taking time but ejecting a leader usually does take time and markets are patient and way more interested in what is happen in the US with inflation data out after I have recorded this podcast. This will likely be ...
JSE Direct with Simon Brown

Podcast: Getting to grips with S12J

Simon BrownJSE Direct, Latest

Simon Shares Dual CEOs at Investec (JSE codes: INL / INP)? Market sells off and rebounds (a bit) and we're in correction territory (down 10%). The falling property stocks of Resilient, Nepi Rockcastle, ForstressB & Greenbay (JSE codes: RES, NRP, FFB & GRB) continue to trade down at the low levels they hit when Viceroy ...
JSE Direct with Simon Brown

Podcast: Viceroy charge Capitec

Simon BrownJSE Direct, Latest

Viceroy charges into Capitec* I think we're missing a point with this latest Viceroy report on Capitec. Sure we're proud of the business and if you're a shareholder you've made amazing returns. But we seem to be circling the wagons and shooting the messenger rather then actually discussing the merits of the report. Two important ...
JSE Direct with Simon Brown

Podcast: Global Dividend Aristocrats

Simon BrownJSE Direct, Latest

Global Dividend Aristocrats ETF This week Simon chats to Chris Rule from CoreShares on their soon to be listed Global Dividend Aristocrats ETF. It uses dividends as a quality metric rather then searching for yield and much like the MSCI World ETFs we have locally it is concentrated in the US at 53% with Europe making ...

Podcast: Investor new year resolutions

Simon BrownJSE Direct, Latest

Investor 2018 new year resolutions Simon Shares Aspen (JSE code: APN) being vice squeezed. Woolies* (JSE code: WHL) trading update, "impact of a potential re-assessment of the carrying value of the David Jones assets". Watch out for the "goodwill write downs are not cash", true but they were paid for with cash. Shoprite* (JSE code: ...
JSE Direct with Simon Brown

Podcast: The 2018 market predictions show

Simon BrownJSE Direct, Latest

Every year the first JSE Direct of the year is our annual predictions show. Marc Ashton from Decusatio, Keith McLachlan, Small/Midcap fund manager at Alpha Wealth and Just One Lap founder Simon Brown review their predictions from the previous year and make their top three predictions for 2018. They then also make a call on ...