Simon Brown Archives - Page 9 of 15

Podcast: Stale bulls

Simon Brown 7 June 2018JSE Direct, Latest

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 Wildest story of the year. Imbalie (JSE code: ILE) is ditching beauty to become a miner via a reverse listing! Local GDP for Q1 2018 was a shocker at -2.2%. ...

Podcast: Global Dividend Aristocrats

Simon Brown 25 January 2018JSE Direct, Latest

Global Dividend Aristocrats ETF This week Simon chats to Chris Rule from CoreShares on their soon to be listed Global Dividend Aristocrats ETF. It uses dividends as a quality metric rather then searching for yield and much like the MSCI World ETFs we have locally it is concentrated in the US at 53% with Europe making ...

Podcast: CoreShares three investment disciplines

Simon Brown 18 May 2017JSE Direct, Latest

CoreShares three investment disciplines Simon Shares Blitz round of result comments; Richemont* (JSE code: CFR) Calgro M3* (JSE code: CGR) Lonmin (JSE code: LON) Astral (JSE code: ARL) Vodacom (JSE code: VOD) Balwin (JSE code: BWN) * I hold ungeared positions. Upcoming events; CoreShares investment disciplines & transactional website JSE Power Hour: Investing while junk ...

Podcast: Rand protection for your portfolio

Simon Brown 30 March 2017JSE Direct, Latest

Rand protection for your portfolio Simon Shares Capitec* (JSE code: CPI) through results got everybody talking about the "arrears coverage ratio" dropping to 208% vs. 223% previously and vs. 196% in 2015. This got all the attention last time as well, I not concerned and my 'aggressive' buy price is now around R719. I have ...

Podcast: Becoming a trader

Simon Brown 2 March 2017JSE Direct, Latest

Becoming a Trader Simon Shares New tax year and I have already loaded another R33k into my tax-free account and will be buying as per our high risk model portfolio. The annual Buffett letter was published last weekend. Always good reading, I especially like his comments on buying assets with shares (and hence paying a ...

Podcast: A letter for when you’re dead

Simon Brown 27 October 2016JSE Direct, Latest

Simon Shares Still on holiday. Up coming events; IG Trading Master Class: Tuesday at 6pm - Trend lines, break outs and Turtle trading. JSE Power Hour: Thursday at 5.30pm - Offshore investing. The how. A letter for when you're dead When we die hopefully we have a will that'll deal with our estate. But if ...

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 ...

Momentum portfolio update end September 2016

Simon Brown 2 October 2016Latest, Learn Trading, Portfolio update

Momentum portfolio update end September 2016 Momentum Portfolio update Update for the period ending 30 September 2016. Find the portfolio details, methodology and previous returns here. For the seven months ending September (remember we enter the new portfolio on 1 March) the return is -0.1% including all costs and dividends receive. Below is a screenshot of ...

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 ...

Video: Wealth creation 101 (back to basics)

Simon Brown 9 September 2016Learn Investing, Power Hour, Webinar and Video

Wealth creation 101 (back to basics) Wealth creation 101 (back to basics) At its heart wealth creation 101 is easy. We buy assets (shares or ETFs) and hold them long term and watch as they increase in value and pay us while we hold them (dividends). But life and debt gets in the way and ...