Budget 2018 and your investments

Podcast: Budget 2018 and your investments

Simon BrownJSE Direct, Latest

“Brought to you by Absa ETFs” Budget 2018 and your investments Simon Shares Discovery* (JSE code: DSY) results were top notch and complicated as they always are. I own this stock as the business model really works, but as I have mentioned before the complexity adds risk. Risk I am happy with as most stocks…

Leveraging your investment portfolio

Podcast: Leveraging your investment portfolio

Simon BrownJSE Direct, Latest

coming events; ABSA NewFunds ETF seminars (DBN, CPT, JHB and webcast) Leverage your investment portfolio Borrowing money to increase your portfolio is something most investors ponder at some point, but two questions come up. How and what are the risks? The theory is easy, over the long-term equity markets do better than the cost of…

Fallen angels

Podcast: Dealing with fallen angels

Simon BrownJSE Direct, Latest

Download the audio file here Subscriber 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. JSEDirect is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved…

JSE Direct with Simon Brown

Podcast: 300 shows

Simon BrownJSE Direct, Latest

…the Top40 as the other shows seldom ever did anything in the small and mid cap space – then everybody did. So we have evolved over time. The question is where to next? Another ten years (truthfully that scares me). Send me your ideas on what we should or should not be doing. Download the…

Can we pick winning funds?

Podcast: Can we pick winning funds?

Simon BrownJSE Direct, Latest

“Brought to you by Absa ETFs” Can we pick winning funds? Simon Shares Back from holiday and with lots of ideas around what you do and don’t like for JSE Direct. That said main comment was not to really change except maybe some experts occasionally on broad topics. Markets falling and Top40 is down some…

JSE Direct with Simon Brown

Podcast: Spot the losers

Simon BrownJSE Direct, Latest

…levels. Ascendis Health (JSE code: ASC) is trading below its 2013 listing price and just off all-time lows at 938c. You spot the problem? Middling quality companies expanding and the wheels come off. Now sure there are likely many examples of other companies that did not lose their wheels. But as investors we have to…

JSE Direct with Simon Brown

Podcast: Managing liquidity risk

Simon BrownJSE Direct, Latest

…all times. So while the ETF may not be trading it has the capacity to trade in larger volumes if required. Download the audio file here Subscriber 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…

JSE Direct with Simon Brown

Podcast: Price leads narrative

Simon BrownJSE Direct, Latest

“Brought to you by Absa ETFs” JSE Direct with Simon Brown Simon Shares EOH (JSE code: EOH) under pressure again trading at 5 year lows. The company claims it is because of false allegations published on some news website. CPI in March was 3.8%, a great number but April has both VAT and petrol tax…

JSE Direct with Simon Brown

Podcast: Auditors, it’s complicated

Simon BrownJSE Direct, Latest

…lots bad happening their and the company has declared a R800million pre listing dividend – while raising R1.5billion? Consol has pulled their JSE listing citing “challenging market conditions”. Have the market conditions really changed that much in the last few weeks or was the market just not excited by the listing? Auditing – it’s complicated…

Responsibility of knowledge

Podcast: Responsibility of knowledge

Simon BrownJSE Direct, Latest

Download the audio file here Subscriber to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes. Responsibility of knowledge Simon Shares Apple (Nasdaq code: AAPL) results show a maturing company as iPhone sales have decidedly slow. But they’re far from down and out with app store sales, accessories…