JSE Direct Archives - Page 2 of 8

Podcast: Level 2 winners

Simon Brown 3 September 2020JSE Direct, Latest

Simon Shares Day 160 of lockdown. Northam (JSE code: NHM) results had two comments that caught my attention. They are aggressively buying back their Zambezi pref shares (JSE code: ZPLP). The second was that the amount of rhodium used in a single catalytic converter was 0.3g in 2015 and will be 0.45g in 2025. A ...

Podcast: Results mania summary

Simon Brown 27 August 2020JSE Direct, Latest

Simon Shares Day 153 of lockdown and Covid-19. Pro-active passive management Investec USD SP500 Autocall Upcoming events; 03 September ~ JSE Power Hour: Under the hood of a passive robo advisor Download the audio file here Subscribe to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes Master ...

Podcast: Buy the rumour, sell the fact

Simon Brown 20 August 2020JSE Direct, Latest

Simon Shares Day 146 of lockdown and Covid-19, new cases definitely on the decline and hence we're now in level 2. S&P500 closed Tuesday at all-time highs. Sasol (JSE code: SOL) after liking the update the market does not like the results. Truworths (JSE code: TRU) has now written down GBP231million of the GBP256million they ...

Podcast: When bad news is good news

Simon Brown 13 August 2020JSE Direct, Latest

“This week’s episode of JSE Direct is courtesy of IG, our preferred supplier in trading products.” Simon Shares Day 139 of lockdown and Covid-19, new cases definitely on the decline. Clicks (JSE code: CLS) trading update again shows that this company is a machine. Revenue +10% for the 49 weeks to 9 August 2020. Residential ...

Podcast: Retail updates

Simon Brown 6 August 2020JSE Direct, Latest

“This week’s episode of JSE Direct is courtesy of Outvest, our preferred supplier in retirement products.” Simon Shares Day 132 of lockdown and Covid-19, new cases definitely on the decline. Pick 'n Pay (JSE code: PIK) update was somewhat of a horror show, but I'm not sure what the market was expecting. It is for ...

Podcast: Script lending

Simon Brown 30 July 2020JSE Direct, Latest

Simon Shares Day 126 of lockdown and Covid-19, cases may be moderating? Sasol (JSE code: SOL) sells some assets for R8.5billion and the stock is up over 12%. The sale is SA gas operations at Secunda. A sale and leaseback as Sasol only customer. But gets Sasol cash to pay down debt so good news ...

Podcast: Gold gets its wings on

Simon Brown 23 July 2020JSE Direct, Latest

Simon Shares Day 119 of lockdown and Covid-19, cases may be moderating? Monday is 4 months of lockdown. Quantum Foods (JSE code: QFH) is coming back to earth after 1157c last Friday. Tech stocks in the US are flying. Expensive? yes, but. They have solid earnings, a moat and lots of new products they can ...

Podcast: The pie price wars

Simon Brown 16 July 2020JSE Direct, Latest

Simon Shares Day 112 of lockdown and Covid-19 cases are still spiking in South Africa and no drink again. Load shedding. An economy on its knees now without power. Quantum Foods (JSE code: QFH) still booming as Astral (JSE code: ARL) buys a 6.42% stake to protect their broiler supply. Bell Equipment (JSE code: BEL) ...

Podcast: Listed property, watch the V

Simon Brown 2 July 2020JSE Direct, Latest

Simon Shares “This week’s episode of JSE Direct is courtesy of OUTvest, our preferred supplier in retirement products.” Day 98 of lockdown and Covid-19 cases are spiking in South Africa. Local GDP for the first quarter came in at -2%, helped by agriculture +27.8% For the first time since July 2019, PMI respondents expect conditions ...