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 ...
Refusing to learn from Steinhoff

Podcast: Refusing to learn from Steinhoff

Simon BrownJSE Direct, Latest

Refusing to learn from Steinhoff Simon Shares EOH (JSE code: EOH), so the collapse was because of directors' margin calls that forced them to sell? This is an epic disaster, if it was my board I would fire them. A share price collapse has real consequences, especially for a company like EOH that uses their ...
Steinhoff, where there's smoke

Steinhoff, where there’s smoke

Simon BrownJSE Direct, Latest

Simon Shares Twitter poll for tonight's JSE Power Hour presentation ~ What's your expectation for the Top40 in 2018? Time for my annual poll .. What's your expectation for the Top40 in 2018 ?#JSE — Simon Brown (@SimonPB) December 4, 2017 Steinhoff, where there's smoke Markus Jooste has also quit Stenihoff (JSE code: SNH), Star ...
Trading buddies

Podcast: Trading buddies

Simon BrownJSE Direct, Latest

Trading buddies Simon Shares More downgrades as S&P Globals makes our local debt junk as well to go with Fitch. Moody's gave us 90 days which takes us to just after the February budget and if they drop us then we full on 100% junk, AKA Brazilian. The Rand is powering ahead trading in the ...
Stop fiddling, start trading

Podcast: Stop fiddling, start trading

Simon BrownJSE Direct, Latest

Stop fiddling, start trading Simon Shares I am traveling this week so recording on Monday and hence no thoughts. Naspers (JSE code: NPN) hits R4,000.00. Survey results are out. Up coming events; Position your portfolio for 2018 * I hold ungeared positions. Stop faffing, start trading I want to aim this mostly at the newbie traders. ...

Podcast: When it’s time to panic

Simon BrownJSE Direct, Latest

When it's time to panic Simon Shares Zimbabwean coup, or not coup or whatever. People are all asking me what's the best investment thesis here. There isn't one, a coup is not great for an economy. A democratic functioning state is what is good for investments. My comments last week about large M&A activity seldom ...
Too big to work

Podcast: Too big to work?

Simon BrownJSE Direct, Latest

Too big to work Simon Shares More highs locally and global for markets. And of course that makes everybody worried and certain we're about to crash. Well we will most definitely crash, just nobody (and I mean nobody) knows when. So as always ignore the doomsayers. Tencent buys a 10% stake in Snap, a clever ...