Reviewing Minister Gordhan’s portfolio as reported to parliament. decent Capitec results, but is it ex-growth? Is it time to sell after holding for almost fifteen years?

US March inflation came in strong at 5.0% and markets rallied. Simon reviews his current open trading positions. He is long everywhere, he details the trades and the system.

Local and global markets had a strong first quarter with the Nasdaq way out in front. And, what will get quality cheap SA Inc stocks moving higher?

Everybody loves dividends, of course we do. But there is a problem and that is tax. We pay a 20% Dividend Withholding Tax (DWT). This drags down our return and is higher than any Capital Gains Tax (CGT) we may pay in time.

is there value in Transaction Capital now that some of the dust has settled? Steinhoff is over as shareholders vote against restructure and what of the global banking crisis/

Markets are punishing stocks that miss expectations; Transaction Capital, Mutlichoice, MTN & Absa. Simon exits City Lodge to add to Sun International.

The latest GDP data shows just how much load shedding is hurting the economy. And lots of results from banks and Grindrod picking up the slack from a failing Transnet.

Results from City Lodge were a bit light, but stale bulls are keeping a lid on the price. Also Spur results, looking better than Famous Brands.

The 2023 budget held no real shocks, but certainly carried some risks. Simon hosted a panel with Tony Leon, Pieter Janse van Rensburg and Lesego Majatladi as they unpack what they did see and what was missing.

The news that SARS had won their appeal against Coronation sent the stock down 10% and a probably skipped dividend. We look into the numbers and possibility of a recovery.