Q&A with Tshepo Modiba, Head of Equities at Seriti Asset Management Top down vs. bottom up investing Benchmarking Discounted Cash Flow Investment themes Investing into Africa We Get Mail John I share your enthusiasm for ETFs and have noted your liking for the BBET40 fund. I am however puzzled as to why this has performed …
Podcast: Onelogix, Metair, Consolidated Infrastructure and market corrections
Victor von Reiche Senior Investment Manager Cannon Asset Managers (On Twitter @victorvonreiche) Onelogix The share has pulled back from 650c to sub 500c and is looking attractive and having bought a refrigerated logistics company and opened a new facility in KZN. Metair More than just a battery company their international operations really are the future. Consolidated Infrastructure ...
Podcast: Anglo, Steinhoff, Timber & Sugar stocks
Graeme Korner Director Korner Perspective picks his Three Stocks Steinhoff (SHF), Anglo American (AGL) and York Timber (YRK). We get mail from Riaan I have been looking at Illovo (code ILV) as a position to invest in for dividends. Right now the spot price is very close to the 12-month low. Technicals look positive, but ...
Podcast: Trade to Trade Well, Capitec and banking stocks
A show with a difference this week as Simon is traveling and unable to record any interviews. So we recorded his Trade to Trade Well presentation he did in Cape Town on Tuesday evening and have included the first 40 minutes of that presentation in the podcast. Part two of the presentation is here. He ...
Podcast: Mia Kruger on healthcare stocks
Mia Kruger: Director and Equity Analyst & Portfolio Manager - Kruger International Asset & Wealth Management Health Care Stocks the theme this week as Mia picks; Aspen, Discovery and Mediclinic. Follow Mia on Twitter. Download the audio file here or subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes. ...
Podcast: Maya on Money, SNV vs. GND and DSY
Simon Brown thoughts and portfolio restructuring Selling OML, buying SNV and DSY. the why’s and why nots (especially why not GND). Find the portfolio here. Maya Fisher-French – Personal Finance Columnist Author of best selling Maya on Money, implement your money plan. She also runs the website MayaOnMoney.co.za Download the audio file here or subscriber to our ...
Podcast: Q&A with Garth Mackenzie
Gerbrand Smit Chief Investment Officer NeFG Fund Management We chat his three preferred stocks to invest in right now; Anglo American, Anglo Platinum and Clover. Q&A with Garth Mackenzie This interview is taken from an earlier webcast. Just One Lap founder Simon Brown spends thirty minutes with Garth as he answers questions around trading, returns, portfolio ...
Podcast: Stock picking and local results season
Nic Norman-Smith Chief Investment Officer Lentus Asset Management We are stock picking with Nic Norman-Smith in this episode of JSEDirect. He likes IBM (NYSE), Sainsbury (LSE) and Grindrod (JSE). Alec Abraham Senior Equity Analyst Sasfin Wealth Talking results season, focusing on retail and quick service restaurants. Download the audio file here. Subscriber to our feed here or sign ...
Podcast: Commodity and construction aren’t bottom-drawer stocks
Why commodity and construction stocks are never bottom drawer stocks We get sucked in due to their cheapness, we hold them through the cycles. But do they deliver? And what of BHP Billiton? Is it the exception, Simon has for years said it is, but is it? Should he sell it? Bookends with Keith McLalchlan ...
Podcast: Jean Pierre Verster stocks and Mining Indaba
Jean Pierre Verster Analyst 36One Asset Management Coronation Naspers Fortress B Short Net 1 Peter Major Mining specialist Cadiz Corporate Solutions What’s the mood at the Cape Town Mining Indaba? How Will Private Equity Impact the Mining Sector? Download the audio file here. Subscriber to our feed here or sign up for email alerts as ...