Where to invest offshore?

Podcast: Managing current markets

Web AdminJSE Direct, Latest

Simon Shares The Balwin (JSE code: BWN) listing has been modest – very modest. The stock trades around 1020c after listing at 988c and the first trade at 1100c. Lonmin (JSE code: LON) announces a massive rights issue to deal with their debt maturing in the second quarter of 2016. There was a massive spike ...

Do you remember Black Monday?

Web AdminInfographic, Latest

Do you remember Black Monday? Or as I called it at the time, “Overcast Monday”? It was 24 August 2015. Almost everybody was in a panic back then. At the time I posted a column here that said we shouldn’t worry. (Check the link for the most important chart for any long-term investor). My point ...

Podcast: Is Balwin worth buying?

Web AdminJSE Direct, Latest

Simon Shares Sygnia (JSE code: SYG), I got 3.85% allocation which was far from thrilling and have sold my holding. Pick n Pay (JSE code: PIK) results looking good. Margins still tight with trading margin 1.3% vs. 1.2% and share still expensive but turn around is happening. Mediclinic (JSE code: MDC) becoming Al Noor via ...
listing boom

Podcast: Should we worry about the listing boom?

Web AdminJSE Direct, Latest

Lots of new listings hitting the JSE. Here’s my 5 words on each and at the bottom of the post we have a video on finding ten baggers. Sygnia – have applied and will sell (we featured Sygnia in JSEDirect 185 & 187, use player below to listen). Balwin – also applied and will hold. ...
resource investment

Podcast: Jean Pierre Verster on resource investment woes

Web AdminJSE Direct, Latest

Capitec (CPI)* results, as a shareholder I liked them a lot, HEPS +25% on PE os 21x. Loan duration and size down that shows their ability to turn the taps on / off at will. Cost to income edges another 1% higher while they continue to grow clients and deposits. Tigerbrands (TBS) CEO steps down. ...