Podcast: Rating the results

Simon BrownJSE Direct, Latest

Rating the results

Rating the results

Simon Shares

Drikus Combrink – Capicraft Investment Partners

Locally earnings season has come to an end and markets are at or near all time highs. Are these valuations justified by the earnings we’ve seen? Good, bad, ugly and any stand outs. Drikus touches on some concerns (SABMiller & Richemont) and suggests really focusing on the core numbers rather than top line numbers that could be skewed by currency moves, mergers or new stores. His major concern remains QE and how that unravels.

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