Simon Shares PPC (JSE code: PPC) results. The $150million debt in the DRC is the problem. If they solve that they'll do a rights issue. If not they're bankrupt. The president's speech on Thursday should give them some hope as he likely promises lots of energy and infrastructure spending. Balwin (JSE code: BWN) results. Not ...
ETF: How to buy the whole world
In this episode of The Fat Wallet Show, Simon and I discussed the merits of a single ETF strategy based on this Lars Kroijer video. By the end of the episode I land on an ETF investment strategy that is simple and easy to implement. I want exposure to all the world’s markets, weighted by ...
Retire: Two-stage FIRE spreadsheet
Over the last few months, we've been discussing what early retirement would look like to those who have Regulation 28-compliant pension funds or other retirement products. Our friend Kris Naidoo came up with a strategy that would help him utilise the funds he amassed during his working life to fund an early retirement, even though ...
Podcast: How to spot a con
I find it odd that so many people fear the stock market and then get lured into financial scams. Inspired by James, who is trying to keep his clan from being conned, we help you figure out when something is just not right. Here are some tips to get you going: Find out if the ...
Podcast: Where’s the cash?
Simon Shares How to fix the JSE, some great ideas by Keith McLachlan. SARB buys R39.4billion of local government bonds in the secondary market in September. French Canal+ takes 6.5% stake in Multichoice (JSE code: MCG). Shoprite* (JSE code: SHP) says their loyalty program is a huge part of them gaining R4billion in market share? ...
ETF: A place for new ETFs in your portfolio
While ETFs started out as broad-market products weighted by capitalisation, local ETF issuers have also ventured into more complex index methodologies to offer something for every taste. Here we explain more about these ETFs so you can decide if they have a place in your portfolio.
Retire: Two-stage FIRE (part 3)
In this third part of our two-stage FIRE series, Just One Lapper Kris Naidoo shares three considerations to keep in mind if you want to become part of the FIRE cohort. Next week we'll wrap up the series by sharing a do-it-yourself worksheet to run your own numbers. As a quick recap - the first ...
Podcast: The jargon buster episode
Much of what makes investing confusing is that we use different terms to talk about the same thing. This is so frustrating for beginners. This week, we tackle jargon head-on. Not only do we tell you which terms are used interchangeably, but also what they mean. Here are the terms we discussed: Stocks, equities, shares. ...
Podcast: Presidential markets
Simon Shares Day 188 of lockdown. August CPI 3.1%. Everybody now suddenly knows about the expanded unemployment rate? Capitec* (JSE code: CPI) results were as always solid. Hit hard by the pandemic, but resilient. Valuations are rich, as always. Alviva (JSE code: AVV). Remember old Pinnacle, once a darling and then hit by claims of ...
Tax Tuesday: Retirement need-to-know
The tax consequences associated with retirement and key opportunities to consider when planning your retirement.