preference shares

Podcast: ETFs or unit trusts and preference shares

Web AdminJSE Direct

Viv Govender Senior analyst Lehumo Capital Concerns about China make Kumba Iron Ore (KIO) the stock Viv dislikes while Europe is looking better after another Greek crisis being resolved. To this end Steinhoff (SHF) is the stock Viv does like. Warren Ingram Executive Director, Galileo Capital We chat differences between Exchange Traded Funds (ETFs) and Unit…

JSE Direct with Simon Brown

Podcast: Goals, processes and habits

Simon BrownJSE Direct, Latest

Simon Shares October was a decent month for the Top40, adding almost 3% and now 9.5% year-to-date excluding dividends. Moody’s makes us negative but not junk and the ZAR soars. Finance minister, Tito Mboweni, says government ‘not considering’ the idea of prescribed assets. https://www.businesslive.co.za/bd/national/2019-11-05-treasury-not-considering-prescribed-assets-mboweni-says/ The Shoprite* (JSE code: SHP) update what was way more interesting…

Do fees still matter?

Podcast: Do fees still matter?

Simon BrownJSE Direct, Latest

Do fees still matter? Simon Shares Finally, 5 weeks after moving my FTTH has been installed so I am going to Periscope each recording as it happens which is typically Wednesday afternoon. https://www.pscp.tv/SimonPB/ Retail trading updates coming in and as expected they are mostly bleak, but we are seeing the impact of the rains mostly…

Market loving clothing retailers and is Spar finally good for you?

Market loving clothing retailers, we’ve got buying levels and is Spar finally good for you?

Simon BrownJSE Direct, Latest

…close 12 June 2024 TFG | Weekly close 12 June 2024 Truworths | Weekly close 12 June 2024 Interesting Stock: Contemporary Amperex Technology Company Limited (CATL): Sector: Battery technology for EVs and corporate solutions. Market Performance: Positive analyst ratings, promising future prospects. Renergen*: Helium Production: Helium is flowing, but further testing is required. Challenges: Significant…

JSE Power Hour: REITs remain cheap and unloved, so where's the opportunity

REITs remain cheap and unloved, so where’s the opportunity

Simon BrownLatest, Power Hour, Video, Video Invest

Ahmed Motara ~ SANLIB Listed property (REITs) have had another tough year both locally and offshore as they struggle to get out from under the pandemic woes. But the reality is that loan-to-value (LTVs) rates have come down, distributions are stable and rising in many cases and occupancies are improving. Yet the all important discount…

Renergen

Renergen, now what?

Simon BrownJSE Direct, Latest

…announcement. Paid research. Ultimately all research is paid for. Sometimes it is paid for by the company and here the issue is disclosure. I think the bigger issue is a complete lack of disclosure in our industry. By FinTwit or the fancy analysts, (albeit assume the fancy analyst is always talking their book, which is…

Anthony Clark

Small caps with Anthony Clark

Simon BrownLatest, Power Hour, Video Invest, Webinar and Video

Anthony Clark is in conversation with Simon Brown talking small caps; stocks to watch and trends that matter. Anthony is an independent analyst focusing on small and mid-cap stocks listed on the JSE with over twenty years of experience in the local market. He is opinionated and well informed and he’s in conversation with Simon…