…update is surprisingly strong with HEPS expected +24%-32% for six months ending June. * I hold ungeared positions. Subscribe to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes JSE – The JSE is a registered trademark of the JSE Limited. JSE Direct is an independent broadcast…
Dividends, love them but careful
…attractive, but is it because the price has been falling? Could this be a warning of a dividend cut? Cyclical stocks (think commodity stocks) pay massive dividends sometimes, then nothing for years. Boards can change the cover ratio. This is the percentage of HEPS they pay as dividends. In tough times they can cut them….
The bear market, how much more to go?
Simon Shares Local June inflation, 7.4%, MPC tomorrow. BHP Group* (JSE code: BHG) update, they are worried. ArcelorMittal South Africa (JSE code: ACL) trading update says global growth and recessions fears “present challenges for the outlook of commodities and steel demand in the next 12 to 18 months.”. China’s holdings of U.S. debt fell below…
Pick ‘n Pay catching Shoprite, can they overtake?
…Brown’s famous JSE Direct podcast. JSE Direct started life on ClassicFM in July 2008 and became a podcast in 2011. Every week Simon chats to industry experts, answers listener question (contact him here to send your Q’s) and gives his views on the state of markets and individual shares. Reach Simon by email at simon@justonelap.com,…
There’s only one thing we control – the price we pay
Simon Shares Massmart (JSE code: MSM) update, retail margins are being squeezed, the exception is clothing retail. Thungela Resources (JSE code: TGA) very strong trading update. JSE (JSE code: JSE) results, strong. Nancy Pelosi lands in Taiwan and markets don’t really care and China will complain – but this is not leading to war. Uber…
Embrace the risk
Simon Shares Renergen* (JSE code: REN) the Central Energy Fund has successfully completed their due diligence on the R1billion, final approval is still required. Mpact (JSE code: MPT) results. US jobs data and unemployment continue to belie the recession talk. US inflation for July was 8.5%, a good number. A gallon of gas has fallen…
Is Thungela still a buy?
…Simon by email at simon@justonelap.com, or Twitter @SimonPB Just One Lap user survey highlights 27 September 2024 China to the Rescue and ZAR Powers Stronger. What’s the Target? 26 September 2024 Satrix is Listing a MSCI World Islamic ETF 25 September 2024 Standard Bank Power Hour: Psychology of Markets; Mastering your Emotions 19 September 2024…
Spur looking good and Sasol dividends
…became a podcast in 2011. Every week Simon chats to industry experts, answers listener question (contact him here to send your Q’s) and gives his views on the state of markets and individual shares. Reach Simon by email at simon@justonelap.com, or Twitter @SimonPB Just One Lap user survey highlights 27 September 2024 China to the…
Save R500k with a home loan deposit
…blog, we share our favourites and why we love them. If you are a financial Master of Efficiency, share your money tips with us by sending an email to info@justonelap.com. Just One Lap user survey highlights 27 September 2024 China to the Rescue and ZAR Powers Stronger. What’s the Target? 26 September 2024 Satrix is…
ETF closing prices are a mess, and that’s fine
@SimonPB how is sygnia green and satrix red for the same index? pic.twitter.com/GRDZOZdC64 — Hellhammrct (@layoutordie) August 18, 2022 The above tweet is a perfect example of how exchange traded funds (ETF) closing prices are a mess – and usually wrong. But first, let’s look at the fair value of an ETF There is a…