JSE Direct Archives - Page 7 of 8

Podcast: Still hating on active fees

Simon Brown 6 October 2016JSE Direct, Latest

Simon Shares With SABMiller exiting the JSE new weightings in the indices with Naspers (JSE code: NPN) now 19% in the Top40 and 31% in the Indi25. Rating downgrade to junk, still on the cards? Deutsche Bank and the deal on their ETFs and ETNs. Live followup reversal patterns video is online. Two events next ...

Podcast: Reviewing small cap results

Simon Brown 22 September 2016JSE Direct, Latest

Reviewing small cap results with Keith McLachlan Simon Shares Wells Fargo is the sort of stock that if I owned it, I would sell it as management totally failed and refuse to accept any blame. There is a theory that equal weight ETFs have higher costs because they have to rebalance every stock every quarter. But ...

Podcast: Where to for the Rand?

Simon Brown 18 August 2016JSE Direct, Latest

Where to for the Rand? Where to for the Rand? Simon Shares The Dow Jones, S&P500 and Nasdaq all closed at all time highs for the first time since December 1999. Dog stocks, don't mix price and fundamentals. I been buying PTXTEN after exiting my STXDIV and not being blown away by DIVTRX. If you ...

Podcast: Finding a local Berkshire Hathaway?

Simon Brown 11 August 2016JSE Direct, Latest

Finding a local Berkshire Hathaway? Simon Shares US mattresses with Steinhoff (JSE code: SNH)? Paying more than double the last traded price? MTN looks all ugly. Forget the fine, forget over a billion Rands in associated costs. Nigerian and South African markets look weak and I still say they need to transition into being a ...

Podcast: Stock Broker vs. FSP

Simon Brown 7 July 2016JSE Direct, Latest

Stock Broker vs. FSP Simon Shares So Brexit is now a thing, or is it? Mostly it is confusion. Money Expo this Friday and Saturday. My 'till death do us part' portfolio webcast in next week Thursday at 8pm. Satrix Indi has been a star ETF with the best returns over 10 years at over ...

Podcast: A simple diverse ETF portfolio

Simon Brown 26 May 2016JSE Direct, Latest

A simple diverse ETF portfolio Simon Shares Balwin (JSE code: BWN) knocked their results out of the park, but my bigger picture concerns remain. Standard & Poors downgrade or not is next Friday. I did a Twitter poll that came in split by 1 vote. So nobody knows. Twitter poll on SP downgrade Complexity of ...

Podcast: Doing risk right

Simon Brown 19 May 2016JSE Direct, Latest

Doing risk right A very long show this week (over an hour), but totally worth every second of listening. Last week I reflected on the Sanlam i3 Summit I attend and this week I speak with Roland Rousseau (Head of Barclays Risk Strategy Group) on his presentation at the conference. Roland is looking at this whole idea ...

Podcast: How do we get smarter?

Simon Brown 12 May 2016JSE Direct, Latest

How do we get smarter? How do we get smarter? Simon Shares Calgro M3 (JSE code: CGR) results were great. We're seeing operational leverage coming through and a lot of projects seem to have only added a modest amount in this year with more coming in the new financial year and the memorial parks look ...

Podcast: Master class in investing

Simon Brown 5 May 2016JSE Direct, Latest

Master class in investing Simon Shares This week we look at a bond ETF, ASHINF. We're doing a webcast of the lazy trading system on the 12th at 8pm. Hlelo Giyose – First Avenue Investment Management Hlelo talks stocks but the conversation goes into much more than just some of his current preferred stocks. He ...

Podcast: An investment check list

Simon Brown 21 April 2016JSE Direct, Latest

An investment check list Simon Shares Everybody is freaking out on the Capital&Counties (JSE code: CCO) sell-off, some 50% off the highs of January. Really driven by three things: it had been flying, stronger ZAR against Sterling and concerns about Brexit. Long term not an issue, so if you love the stock nows your chance ...