JSE Direct with Simon Brown

Podcast: Fear and loathing on the JSE

Simon BrownJSE Direct, Latest

…Fear that a ‘great’ company may actually be smoke and mirrors and investors have no idea which is the next Steinhoff. So rather then be caught out they just sell, and sell. This fear is real. Steinhoff was generally considered to be a top quality company that we now know to be built on fraud…

Definitive Guide to Investment Costs

Video: Definitive Guide to Investment Costs

Simon BrownLearn Investing, Power Hour, Video Invest, Webinar and Video

…and which we can negotiate. Download the PDF here View JSE Power Hour series Satrix is Listing a MSCI World Islamic ETF 25 September 2024 Standard Bank Power Hour: Psychology of Markets; Mastering your Emotions 19 September 2024 What’s an asset light business and why’s it a great investment 18 September 2024 Nvidia, Eli Lilly,…

JSE Direct with Simon Brown

Podcast: Unlisted shares

Simon BrownJSE Direct, Latest

Simon Shares So Christo Wiese wants to sell his non economic but voting Shoprite* (JSE code: SHP) shares back to the company for some R3.6billion? I thinks not, albeit seems I am in a minority here. Afrimat (JSE code: AFT) has made a non-binding offer to buy a Universal Coal (an Australian company mining in…

JSE Direct with Simon Brown

Podcast: Shares or cash for dividend?

Simon BrownJSE Direct, Latest

…to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes Shares or cash for dividends? A great question in my inbox, why do some companies issues shares instead of cash for dividends and which should we take? The why is simple enough, the company wants to pay…

Elections and markets

Podcast: Elections and markets

Simon BrownJSE Direct, Latest

…23 May ~ JSE Power Hour: Mastering stop losses with Trader Petri 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 Elections and markets Recording this on Wednesday afternoon, so voting is still on-going and I have no idea what the results…

JSE Direct with Simon Brown

Podcast: Trade wars

Simon BrownJSE Direct, Latest

Simon Shares Long4Life* (JSE code: L4L) results. Good and lots of cash to spend. Calgro M3 (JSE code: CGR) results. Horror show. Upcoming events; 23 May ~ JSE Power Hour: Mastering stop losses with Trader Petri 30 May ~ JSE Power hour: Hard question. Better Answers * I hold ungeared positions. Download the audio file here Subscriber…

JSE Direct with Simon Brown

Podcast: Stock and thoughts

Simon BrownJSE Direct, Latest

…products. We’ve seen this trend with TigerBrands and AVI and it is likely to continue. The question is for how long? Consumers are shopping down to store brands and while they’re often made by these same companies, the margins are much lower. Buffett (at the Berkshire Hathaway AGM) was commenting that this tension between retailer…

Debt: I’ve been handed over

Kristia van HeerdenDebt, Latest

Download this series as a free eBook here. The COVID-19 lockdown has cost many South Africans their income. Without an income it’s impossible to meet debt obligations. While many banks and companies offered COVID-specific payment breaks, it may not be enough to help you get back on your feet. Finding out you’ve been handed over…

JSE Direct with Simon Brown

Podcast: The GDP horror

Simon BrownJSE Direct, Latest

Simon Shares US Fed has now promised a rate cut. This boomed markets but under lying the statement is the acceptance that trade wars are hurting the US economy. Horror Q1 GDP number at -3.2%. We knew it would be bad, thanks to aggressive load shedding during the period. But nobody expected this bad. The…

JSE Direct with Simon Brown

Podcast: Suspended, now what?

Simon BrownJSE Direct, Latest

…I want to talk of the warnings signs, why they get suspended and what hope is there for the future. The why? Business rescue Breach f JSE listing rules, such as late results Request from the company Sensitive information leaked into the market Now what? Depends on the why, many do eventually come back but…