…Nicky Newton-King (JSE CEO) and Bronwyn Nielsen (CNBC Africa). MPC coming to an interest rate increase near you. Today is likely to be the another of many, reduce debt. Jean Pierre Verster 36One Asset Management What’s the big picture, world economy soft or markets just jittery? What about China and oil and how is the US…
Podcast: Superforecasting and venture capital investing
…Fund (ETF) section kicked off with CSEW40 and comments from Warren Ingram. Clive Butkow, GroTech A venture capital company one can invest in and receive a tax break thanks to the SARS section 12J clause. They then invest into disruptive internet-based companies with the strategy buy, build, flip. Download the audio file here or subscriber to our…
Podcast: Where to park cash
…Discovery and the three form Investec. We Get Mail Thando Jean Pierre Verster mentions that hedge funds will be available to us mini-me retail investors this year. What was that about? Sandra What will the TFSA be increased for next year? Chris How does one protect cash? Download the audio file here or subscriber to our feed here or sign…
Podcast: Trader or investor?
…Latter will not be easy and former would put serious pressure on the KIO share price if the almost 70% AGL holds hit the market. ARB Holdings (JSE code: ARB) remains ungeared with R190,9m net cash on hand. I first discovered this company in about 2008 when they had some R300m. They’ve been spending it…
Podcast: Budget 2016 and your investments
…slashing to avoid a downgrade later this year? Bottom line, can he stop the junk status looming over SA? We Get Mail Marcia Are you selling your Woolies after the results? Stef I see the PLD and PLT ETFs have ‘partial delisting’. What’s this about? Should I worry if I hold them? Download the audio…
Podcast: Moody Moody’s and investing for income
…The issue I have is that I don’t have any pure property ETFs or unit trusts (except for the odd property companies within my ETFs/unit trusts). I am aware that the ProptraxTen is more of a income yielding portfolio which may be good for the TFSA, where as CSEW40 may be more of a growth portfolio…
Podcast: Investing in education, AdvTech
…McLachlan Alpha Wealth small/mid cap fund manager AdvTech (JSE code: ADH) results were really good after years of frankly uninspiring results (Revenue +40%, operating profit+75% & HEPS +27%). Tertiary was especially strong, acquisitions doing very well they finally seem to have found their mojo. Download the audio file here or subscriber to our feed here or sign up for email…
Podcast: When to sell?
…before buying equities in my investment portfolio. Patrick How often should I rebalance my portfolio? 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. JSE – The JSE is a registered trademark of the JSE Limited. JSEDirect is an independent broadcast and is not…
Podcast: Testing markets with JP Verster
…hedge funds and came across Ray Dalio. He adheres to the all weather portfolio. Basically he says that its all in asset allocation. -55% bonds -30% shares -7.5% gold -7.5% commodities. Marion I understand the idea behind an emergency cash fund. But where do I park it? Pieter I have been contemplating opening an offshore…
Podcast: Hating on unit trusts
…if I made a mistake opening an non TFSA account? Should I close that account and open a TFSA, or keep both? I don’t want to incur extra costs. 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. JSE – The JSE is a…