JSE Direct with Simon Brown

Podcast: Delistings & inside Easy Equity users

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 Simon Shares JSE Direct is ten years old. Started 8 July 2008 on Classic FM. Aton out smartens Aveng (JSE code: AEG) and Murray and Roberts (JSE code: MUR) with a 25.4% ...
JSE Direct with Simon Brown

Podcast: Stale bulls

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. Simon Shares Wildest story of the year. Imbalie (JSE code: ILE) is ditching beauty to become a miner via a reverse listing! Local GDP for Q1 2018 was a shocker at -2.2%. ...
JSE Direct with Simon Brown

Podcast: Getting to grips with S12J

Simon BrownJSE Direct, Latest

Simon Shares Dual CEOs at Investec (JSE codes: INL / INP)? Market sells off and rebounds (a bit) and we're in correction territory (down 10%). The falling property stocks of Resilient, Nepi Rockcastle, ForstressB & Greenbay (JSE codes: RES, NRP, FFB & GRB) continue to trade down at the low levels they hit when Viceroy ...
JSE Direct with Simon Brown

Podcast: Global Dividend Aristocrats

Simon BrownJSE Direct, Latest

Global Dividend Aristocrats ETF This week Simon chats to Chris Rule from CoreShares on their soon to be listed Global Dividend Aristocrats ETF. It uses dividends as a quality metric rather then searching for yield and much like the MSCI World ETFs we have locally it is concentrated in the US at 53% with Europe making ...
JSE Direct with Simon Brown

Podcast: The 2018 market predictions show

Simon BrownJSE Direct, Latest

Every year the first JSE Direct of the year is our annual predictions show. Marc Ashton from Decusatio, Keith McLachlan, Small/Midcap fund manager at Alpha Wealth and Just One Lap founder Simon Brown review their predictions from the previous year and make their top three predictions for 2018. They then also make a call on ...

Podcast: CoreShares three investment disciplines

Simon BrownJSE Direct, Latest

CoreShares three investment disciplines Simon Shares Blitz round of result comments; Richemont* (JSE code: CFR) Calgro M3* (JSE code: CGR) Lonmin (JSE code: LON) Astral (JSE code: ARL) Vodacom (JSE code: VOD) Balwin (JSE code: BWN) * I hold ungeared positions. Upcoming events; CoreShares investment disciplines & transactional website JSE Power Hour: Investing while junk ...
Rand protection for your portfolio

Podcast: Rand protection for your portfolio

Simon BrownJSE Direct, Latest

Rand protection for your portfolio Simon Shares Capitec* (JSE code: CPI) through results got everybody talking about the "arrears coverage ratio" dropping to 208% vs. 223% previously and vs. 196% in 2015. This got all the attention last time as well, I not concerned and my 'aggressive' buy price is now around R719. I have ...

Podcast: The 2017 predictions show

Simon BrownJSE Direct, Latest

The 2017 predictions show The 2017 predictions show Every year the first JSE Direct of the year is our annual predictions show. Marc Ashton, GM at Moneyweb, Keith McLachlan, Small/Midcap fund manager at Alpha Wealth and Just One Lap founder Simon Brown review their predictions from the previous year and make their top three predictions for ...