JSE Direct with Simon Brown

Podcast: Bombastic billionaires

Simon Brown JSE Direct, Latest

Simon Shares US elections, everybody knows who won except the orange one and the GOP. Vaccine news from Pfizer and BioNTech has changed market behaviour. Banks and consumer stocks now the rage while tech and gold is falling. Locally banks are flying. Fini15 daily chart Interesting to see the JSE All Share up circa 14.4% ...
JSE Direct with Simon Brown

Podcast: Finding infrastructure stocks

Simon Brown JSE Direct, Latest

Simon Shares US Election results pretty much playing as expected. Trump doing well in early counting but some important states still to come but he has declared victory and is heading for the courts. Upcoming events; 05 November ~ JSE Power Hour: Searching for income 19 November ~ JSE Power Hour: Twenty years of ETFs Download ...
JSE Direct with Simon Brown

Podcast: A robust strategy

Simon Brown JSE Direct, Latest

Simon Shares Distell Group (JSE code: DHG) issued a solid update albeit short on numbers with one exception. They reduced net debt by some R1.7billion which is a massive number. Pick n Pay (JSE code: PIK) is heading into Nigeria and the market is worried as Nigeria is littered with the bodies of corporate South ...
ETF blog logo

ETF: Satrix offers ethical ETFs

Simon Brown ETF Blog, Latest

Environmental, social & governance (ESG) has become the investing buzz phrase in 2020 as the new theme for investors. Environmental metrics cover climate risks, natural resources scarcity, pollution and waste, and environmental opportunities. Social metrics include labour issues and product liability, risks such as data security, and stakeholder opposition. Governance refers to items relating to ...