…investors who want to exit. They are a holding company and the price is a discount to net asset value (NAV) of about 36% when a typical discount would be 15%-20%. This book build should improve liquidity and ideally help close the discount gap, but first have a look at their underlying companies they hold…
Podcast: Keep the winners
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 Simon Shares Jacques Magliolo and Business Consultants International (BCI). Two people have recently emailed me about this gent and his company specifically about the FSB warning against him and the company in…
Podcast: Should I buy it?
…does not mean anybody else should be buying. Here’s why even shares I am buying are not always for anybody else. What’s my risk profile compared to yours? What’s my overall portfolio construct compared to yours? Our respective ages and so the list goes on. What’s my expectation and valuation compared to yours? But I…
Podcast: When do I buy more?
…(price was 90c) and dividend of 2.5c. I ask myself how easy to double that HEPS in 3-5 years? That requires growth in HEPS of some 15%-25% growth a year. For Santova, very easy. Then I ask what a fair PE should be for this sort of stock? In the case of a logistics company…
Podcast: The Zack One Lap Index
…it’s due a rebalance. If we get 17 votes to remove a company, it goes. 17 votes for a new company gets it in. The Zack One Lap Index In this episode, Zack Bezuidenhoudt compiles an index of beauty. I use the opportunity to ask almost every index question I’ve had for a year….
Podcast: SAFcoin responds
…Power Hour: Practical trading setups and rules 06 September ~ JSE Power Hour: Structuring your investment portfolio 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…
Podcast: Investing for your parents
…to find yourself in a similar situation with your parents. Nothing can be done about the late hour, we admit, but if you can find a way to speak to your parent about their situation (I haven’t yet worked this out), you might just be able to find a creative solution. Listen / download here….
Video: Practical trading setups and rules
…trading rules for the setups he’s identifying. This Power Hour will benefit not only new traders, but even seasoned traders will be able to benefit from his trading experience. Download the presentation here. Previous Power Hour events by Petri are below; Getting trading right Becoming a better trader A day in the life of a…
Podcast: Building an investment portfolio
…and affordable. If you hope to manage your own money, collecting information on the best thing to do with your money is also tricky. If you ask someone with a vested interest in a product, they are going to try to convince you it’s the best product. If you ask someone who recently over-committed to…
Podcast: Shares or cash for dividend?
Simon Shares Metrofile* (JSE code: MFL) results were a mixed bag with the reduced dividend expected but they are essentially going to almost halve the cover ratio over two years and that is more aggressive than expected. Growth was modest, but the results commentary was even ore modest. Two analysts I know spoke to management…