Markets are punishing stocks that miss expectations; Transaction Capital, Mutlichoice, MTN & Absa. Simon exits City Lodge to add to Sun International.

The latest GDP data shows just how much load shedding is hurting the economy. And lots of results from banks and Grindrod picking up the slack from a failing Transnet.

Results from City Lodge were a bit light, but stale bulls are keeping a lid on the price. Also Spur results, looking better than Famous Brands.

The 2023 budget held no real shocks, but certainly carried some risks. Simon hosted a panel with Tony Leon, Pieter Janse van Rensburg and Lesego Majatladi as they unpack what they did see and what was missing.

The news that SARS had won their appeal against Coronation sent the stock down 10% and a probably skipped dividend. We look into the numbers and possibility of a recovery.

A paradigm shift is happening in AI and while it is still early days we know it is a game changer. How can we use it in our investing and trading?

Load shedding is hurting the economy and exactly how much we saw in the Shoprite update as they spent R560million. A ±10% hit to operating profit.

With load shedding now a permanent feature in our lives, can we profit from listed shares making money from this disaster? There are a few, some direct and some less so.

People are always going to eat and this makes food retailers relatively defensive. But which of the four (Shoprite, Woolies, Pick n Pay & Spar) offers the best value?

Now in its tenth year; predictions from Marc Ashton, Keith McLachlan and Simon Brown. Three predictions each and a call on Top40 and ZAR. Importantly first we mark last year’s calls.