…Some listed companies seem to use it as marketing (witness the Sibanye proudly announcing their inclusion into the Top40 later this month and CarTrack announcing 550k subscribers) while other publish the bare bones (Comiar and Master Drilling just giving numbers in previous years). Others like Steinhoff seem to have moved onto Europe forgotten about us…
Video: Wealth creation 101 (back to basics)
…path to wealth creation. You can download a PDF of the presentation here. View more in our JSE Power Hour series Meet the Just One Lap team at these free live events Click here to meet the Just One Lap team at one of our live, free events. Subscribe to Just One Lap Email Address…
ETF: Understanding the NewFunds NewSA ETF
This week, we feature South Africa’s only broad-based black economic empowerment (B-BBEE) ETF. The NewFunds NewSA ETF invests in South African companies based on their B-BBEE compliance ratings. The product allows investors to back companies that are committed to transformative, ethical business practices that benefit the South African economy. Building wealth requires rational decision-making. Too…
Podcast: Reviewing results
…trading update shows increased comparable sales growth, but after inflation they’re going backwards. I never been a fan of this business albeit the share is up some 100% in the last five years, around 15% a year which is nice, but average? But then add a chunky dividend that currently yields 5%, can they hold…
Podcast: Reviewing small cap results
…mid cap listed companies. Simon chats to Keith about recent results from; Afrocentric (JSE code: ACT) Rolfes (JSE code: RLF) Acendis Health (JSE code: ACS) Master Drilling (JSE code: MDI) We Get Mail Sarel SAB Options. Any strong opinions regarding these two options? Download the audio file here or subscribe to our feed here or sign up for email alerts as…
Podcast: Still hating on active fees
…I want to short shares when they go down, must I buy it and then sell or do I sell something and later buy it back. Myron Difference between book and intrinsic value? Download the audio file here or subscribe to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes. JSE –…
Podcast: Are my investments making me poor?
…investment. I understood why I had to invest. I understood compounding, wealth creation, setting goals and the 4% rule. What I didn’t anticipate, however, was that my investments would flatline for two-and-a-half years. The drama with Deutsche Bank over the past three weeks gave me pause. Many Just One Lap users have been asking us…
Podcast: Hello junk
Simon Shares Fees feedback. Seems some active managers are getting serious about fees. But still not 100% in favour of client who pays the fees and some have done odd things. But nobody came back and said my ideas of last week were truly horrid, nor eve slightly horrid. Just last week I was commenting…
Video: Investing in listed property
…for opportunity. Locally we’ve seen property stocks slow their massive growth we’d seen in recent years yet we still seeing a number of new listings in the space. He further compares the South African property sector to international alternatives to contextualise the investment case for South African property. Lastly, he identifies a few key property…
Podcast: Dischem, CellC & Calgro
Simon Shares Pick n Pay (JSE code: PIK) results. Everybody loves them but I am not wowed. Operating margin of 1.5% up from 1.3% is tiny. By comparison Shoprite (JSE code: SHP) is 5.6% and Spar (JSE code: SPP) is 2.8%. Like for like constant currency turnover grew 3.8% against selling price inflation of 5.5%,…