Simon Brown Archives - Page 7 of 15

Podcast: Does COVID-19 just delay spending?

Simon Brown 20 February 2020JSE Direct, Latest

Simon Shares I bought Sibanye Stillwater* (new JSE code: SSW) last week, average price 3950c. You want to own single commodity miners when price has already boomed and underlying commodities are flying. We have both here and if prices hold they'll print money for the rest of this financial year ending June. I'll add on ...

Podcast: Don’t shoot the messenger

Simon Brown 13 February 2020JSE Direct, Latest

Simon Shares Ecsponent (JSE code: ECS) have announced they will default on their March preference share dividends. This is a mess and preference shareholders are in a real bind. If you hold any, contact your lawyer. AngloGold Ashanti (JSE code: ANG) confirms the sale of their Mponeng to Harmony (JSE code: HAR) for US$300million meaning ...

Podcast: The law of large numbers

Simon Brown 6 February 2020JSE Direct, Latest

Simon Shares Tesla (Nasdaq code: TSLA), epic short squeeze. Steinhoff (JSE code: SNH), epic short squeeze. Coronavirus continues to spread, fast, with almost 25,000 confirmed cases. People are recovering and we now have two deaths outside China. Tongaat (JSE code: TON) results are out and the suspension has been lifted. The results were a horror ...

Podcast: Restructuring my portfolio

Simon Brown 30 January 2020JSE Direct, Latest

Simon Shares Correction, last week I said Naspers got some R100billion from selling Prosus shares. It was more like R22billion. Apple (NYSE code: AAPL) results knocked it out the park, again. Profits up 11% to US$22.2billion, EPS up 19% to US$4.99 and revenues up 9% to US$91.8billion (US$1billion revenue for each trading day in the ...

Podcast: Updates and discounts

Simon Brown 23 January 2020JSE Direct, Latest

Simon Shares Deutsche Bank has redeemed three of their ETNs. DBCHIN, DBEMER & DBAFRI. As ETNs they would have expired anyway, but that was due to happen next June. Holders of these ETNs last week will receive cash at net asset value (NAV) for the ETNs and it also means Deutsche Bank is no longer ...

Podcast: Predictions 2020

Simon Brown 16 January 2020JSE Direct, Latest

2020 predictions show Every year Marc Ashton, Keith McLachlan and Simon Brown do a predictions show. Three wild and wooly predictions for the markets followed by a call on the Top40 and ZAR for the year ahead. Importantly we start each show with a review of the previous years predictions and you’ll find the 2019 ...

Podcast: FTSE 100 structured product

Simon Brown 19 December 2019JSE Direct, Latest

FTSE 100 structured product In the last show for 2019 Simon chats to Viv Govender and Gary Booysen from Rand Swiss on their latest structured product. This time it is an auto call over the FTSE100 in US$. We also chat a bit about Brexit and what it actually means; good, bad or ugly. Download ...

Podcast: Understanding a risk parity portfolio

Simon Brown 12 December 2019JSE Direct, Latest

This podcast brought to you by Absa CIB Len Jordaan, Index and Structured Solutions, Absa CIB Simon and Len delve into understanding risk and how it applies to your Exchange Traded Fund (ETF) selection, both as a basket of different ETFs you put together but also as to which individual ETF you may be buying ...

Podcast: The economy is broken

Simon Brown 5 December 2019JSE Direct, Latest

Upcoming events; 05 December ~ Position your portfolio for 2020 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 Third quarter GDP came in at -0.6% making the fourth negative GDP in the last seven quarters (since Jan 2018). ...

Podcast: It’s not ok to just be your best

Simon Brown 28 November 2019JSE Direct, Latest

Simon Shares Woolies* (JSE code: WHL) update is same old same old. Local food doing great, fashion okay and Australia still under pressure with the refurbishments due to end March 2020. Brait (JSE code: BAT) announces a large recapitalisation with a cR5.5billion rights issue at a 27% discount to the share price and about 60% ...