podcast Archives - Page 4 of 5

Podcast: Moody Moody’s and investing for income

Simon Brown 10 March 2016JSE Direct, Latest

Moody Moodys and investing for income Simon Shares Moodys did not downgrade us, but they did put us on review for a downgrade that will put us one notch above junk status. Then we'll have all three rating agencies on the same level with Standard & Poor heading the pack as we're on a negative ...

Podcast: Hasty exits and construction valuations

Simon Brown 3 March 2016JSE Direct, Latest

Hasty exits and construction valuations Simon Shares Clover (JSE code: CLR) has "decided to withdraw from future investments in Nigeria", seems hasty? Barclays exiting Africa selling off their ABSA (JSE code: BGA) stake, more hasty decisions? Nice boring results from Metrofile (JSE code: MFL), exactly as wanted. Big seller seems to now be gone after ...

Podcast: Budget 2016 and your investments

Simon Brown 25 February 2016JSE Direct, Latest

Budget 2016 and your investments Simon Shares Woolies (JSE code: WHL) offering script of cash for dividend. Default is cash, I'm taking new shares. Standard Bank (JSE code: SBK) trading update looks great, HEPS some 30% higher. But what of the R1,6bn write down for lost aluminium in China the previous year? The stock initially ...

Podcast: Where to park cash

Simon Brown 11 February 2016JSE Direct, Latest

JSE Direct 201: Where to park cash? Simon Shares Grindrod (JSE code: GND) just hit multi-year lows trading just above 900c with a net asset value (NAV) of over 2200c. Don't fight the trend, especially on cyclical stocks. RBA (JSE code: RBA) went bust on Tuesday. Of the three; RBA, Seakay and Calgro M3 (JSE ...

Podcast: Superforecasting and venture capital investing

Simon Brown 4 February 2016JSE Direct, Latest

Simon Shares Where's the party? Review: Superforecasting: The Art and Science of Prediction by Philip E. Tetlock & Dan Gardner Great Davos 2016 report back presentation with Nicky Newton-King (JSE CEO) and Bronwyn Nielsen (CNBC Africa). Next week Thursday we have another JSE Power Hour on Tax Free Savings Accounts (TFSA). Our new Exchange Traded ...

Podcast: Position your portfolio for 2016

Simon Brown 9 December 2015JSE Direct

Every year we end the JSE Power Hour series with a presentation from Just One Lap founder Simon Brown. In these annual presentations, Simon reviews his predictions for the previous year and talks about what he expects for the year ahead. Find out how to position your portfolio for 2016 based on what is expected of ...

Podcast: How many shares in an ideal portfolio?

Web Admin 24 September 2015JSE Direct, Latest

Simon shares There's no change in MPC rates. It seems increases will be very gradual. Maybe only 1 or 2 increases in 2016. Taste (TAS) hit 525c on the back of the Starbucks announcement. It now down at 400c, what’s happening? Buy on rumour, sell on fact. What to do with your SABMiller (SAB) shares? ...

Podcast: Q&A with Warren Peacock

Web Admin 10 September 2015JSE Direct

Thoughts from Simon Sibanye (SGL) is buying unwanted Anglo Platinum (AMS) mines for R4.5bn. This is R1.5bn up front and a further minimum payment of R3bn based on free cash flow generated. This is good for AMS, but we’ll have to see if it’s good for SGL. Can Neal Froneman (CEO of SGL) make profits ...

Podcast: Understanding Greece and trading hardware

Web Admin 2 July 2015JSE Direct

In this episode of JSEDirect Nedbank Capital's Mohammed Nalla helps Simon Brown make sense of the Greek crisis and Simon answers a reader question about trading hardware. Mohammed Nalla: Head of Strategic Research - Nedbank Capital To help us understand what is happening in Greece, did they default on Tuesday midnight? What’s the referendum all ...

Podcast: ETFs with Nerina Visser, TFG Dividend and Top40 Changes

Web Admin 4 June 2015JSE Direct

Nerina Visser on Exchange Traded Funds (ETFs) A a thirty minute Q&A session answering questions and talking about; Tracking errors Inflation linked bonds The new S&P Givi ETFs (Global Intrinsic Value Index) Active ETFs And more, much more We get Mail Alwyn Please explain The Foschini Group (TFG) scrip or cash dividend option? was that ...