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…
Podcast: Goals, processes and habits
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…
Podcast: The car show
…with 4-5 seats. I must’ve used the bells, whistles and ‘Voice commands’ 3 or 4 times, after that it was just a car. That was when I made the decision to sell the car. I’ve taken a hell of a financial knock. I’m now looking for a second hand two-seater bakkie to do my DIY…
Podcast: Do fees still matter?
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, we’ve got buying levels and is Spar finally good for you?
…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…
REITs remain cheap and unloved, so where’s the opportunity
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, now what?
…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…
Small caps with Anthony Clark
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…
Video: Opportunities in local and global property
…18 00 – 19 00 Forming the foundation of your portfolio using one ETF with Gareth Stobie ETFSA, a focused ETF specialist and investment manager, has launched the JSE’s first […] More Info Reaching your Investment Goals using ETFs (Durban) 8 October 18 00 – 19 00 Forming the foundation of your portfolio using one…
Review: One up on Wall Street
…At its heart the book assures us that investing is not rocket science and that anybody can do it. Using various analogies he shows us: The power of common knowledge (take advantage of what you already know). You don’t need to be a Wall Street analyst to uncover great investment opportunities. You are not disadvantaged…