Podcast: Simon Brown stock picks

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Simon Brown stock picks Every week we chat to an exert and get their preferred stocks and we’ve been getting requests that somebody interview Simon and get his stocks. So here Simon interviews himself on his two stocks; Discovery & Richemont. We get mail Faure Really enjoyed the trade to trade well mini series! Motivated ...

Podcast: Trade to Trade Well Part II

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Simon is holidaying this week so we include part 2 of his Trade to Trade Well presentation he gave in Cape Town last month. Part one is here. Download the audio file here or subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes. JSE – The JSE is a registered ...

Podcast: Iron Ore Wars & Q&A with Tshepo Modiba

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Q&A with Tshepo Modiba, Head of Equities at Seriti Asset Management Top down vs. bottom up investing Benchmarking Discounted Cash Flow Investment themes Investing into Africa We Get Mail John I share your enthusiasm for ETFs and have noted your liking for the CSEW40 fund. I am however puzzled as to why this has performed ...

Podcast: Onelogix, Metair, Consolidated Infrastructure and market corrections

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Victor von Reiche Senior Investment Manager Cannon Asset Managers (On Twitter @victorvonreiche) Onelogix The share has pulled back from 650c to sub 500c and is looking attractive and having bought a refrigerated logistics company and opened a new facility in KZN. Metair More than just a battery company their international operations really are the future. Consolidated Infrastructure ...

Podcast: Mia Kruger on healthcare stocks

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Mia Kruger: Director and Equity Analyst & Portfolio Manager - Kruger International Asset & Wealth Management Health Care Stocks the theme this week as Mia picks; Aspen, Discovery and Mediclinic. Follow Mia on Twitter. Download the audio file here or subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes.   ...

Podcast: Maya on Money, SNV vs. GND and DSY

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Simon Brown thoughts and portfolio restructuring Selling OML, buying SNV and DSY. the why’s and why nots (especially why not GND). Find the portfolio here. Maya Fisher-French – Personal Finance Columnist Author of best selling Maya on Money, implement your money plan. She also runs the website MayaOnMoney.co.za Download the audio file here or subscriber to our ...

Podcast: Q&A with Garth Mackenzie

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Gerbrand Smit Chief Investment Officer NeFG Fund Management We chat his three preferred stocks to invest in right now; Anglo American, Anglo Platinum and Clover. Q&A with Garth Mackenzie This interview is taken from an earlier webcast. Just One Lap founder Simon Brown spends thirty minutes with Garth as he answers questions around trading, returns, portfolio ...

Podcast: Stock picking and local results season

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Nic Norman-Smith Chief Investment Officer Lentus Asset Management We are stock picking with Nic Norman-Smith in this episode of JSEDirect. He likes IBM (NYSE), Sainsbury (LSE) and Grindrod (JSE). Alec Abraham Senior Equity Analyst Sasfin Wealth Talking results season, focusing on retail and quick service restaurants. Download the audio file here. Subscriber to our feed here or sign ...