JSE Direct with Simon Brown

Podcast: Goals, processes and habits

Simon BrownLatest, WorldWide Markets

Simon Shares October was a decent month for the Top40, adding almost 3% and now 9.5% year-to-date excluding dividends. Moody's makes us negative but not junk and the ZAR soars. Finance minister, Tito Mboweni, says government 'not considering' the idea of prescribed assets. https://www.businesslive.co.za/bd/national/2019-11-05-treasury-not-considering-prescribed-assets-mboweni-says/ The Shoprite* (JSE code: SHP) update what was way more interesting ...
JSE Direct with Simon Brown

Podcast: CoreShares yield focused property ETF

Simon BrownLatest, WorldWide Markets

Yield focused ETF from CoreShares (CSPROP) CoreShares has merged their PTXSPY ETF into PTXTEN and now converted it into CSPROP. CSPROP is a new property ETF that has yield as 75% of the weighting adding lower volatility, diversity and yield to the ETF. Simon chats to Chris Rule about the new ETF, why the changes ...
JSE Direct with Simon Brown

Podcast: PIK operating margins boom

Simon BrownLatest, WorldWide Markets

Simon Shares Crowd1 ~ I been digging into it. Scam, a multi level marketing gimmick with no actual product apart from getting other friends, family and fools involved. Ascendis Health (JSE code: ASC) trading updates illustrates the risks of relying too much on net asset value (NAV). They are writing down R4.2billion of "goodwill, intangible ...
JSE Direct with Simon Brown

Podcast: 2019 returns solid so far

Simon BrownLatest, WorldWide Markets

Simon Shares A late and short show this week, discussing the chart below showing return so far for 2019 (to close 17 October 2019). Surprisingly, all positive and some real good returns. 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 ...
JSE Direct with Simon Brown

Podcast: Miners catch-22

Simon BrownLatest, WorldWide Markets

Simon Shares #WhatsAppStokvel This is a scam, of course it is. You're only asking because you know it is and you're hoping somebody will give you 'permission' to go ahead anyway. Anything that requires you to recruit others in order for you to profit is always 100% a scam. Long4Life* (JSE code: L4L) upping their ...
JSE Direct with Simon Brown

Podcast: 10x Retirement Reality Report

Simon BrownLatest, WorldWide Markets

[adrotate banner="4"] Up coming events; 10 October ~ Is it time to buy listed property? 31 October ~ Live Fat Wallet Show recording 10x South African Retirement Reality Report 2019 Simon chats with 10x Investments founder and CEO Steven Nathan about their second Retirement Reality Report and a 1million give away into a retirement annuity. ...
JSE Direct with Simon Brown

Podcast: Will Trump juice the markets?

Simon BrownLatest, WorldWide Markets

Simon Shares Blue Label (JSE code: BLU) shares flying after writing down CellC to zero. Up some 30%. I guess the market is relived CellC is only going to zero. WeWork gets a new CEO as founder Adam Neumann steps aside. Makes sense, aside from a lot of crazed decisions he's made. Founders are a ...
JSE Direct with Simon Brown

Podcast: Netflix challengers

Simon BrownLatest, WorldWide Markets

Simon Shares Local inflation came in at 4.3% in August from previous of 4.0%. This a little higher than expected with food one of the main drivers. Maybe we're finally seeing food inflation that will help the retailers. MPC rate announcement on Thursday, 20 out of 25 economists say no change. If they'e right then ...
JSE Direct with Simon Brown

Podcast: Hello Prosus

Simon BrownLatest, WorldWide Markets

Simon Shares Hello Prosus (JSE code: PRX). Spun out of Nasper (JSE code: NPN) and trading on JSE and Amsterdam Euronext. I expect Prosus to be the better deal as Amsterdam is a larger market for those wanting access to Tencent and the other assets. And the local fun damager saying that Prosus will do ...
JSE Direct with Simon Brown

Podcast: US heading for recession?

Simon BrownLatest, WorldWide Markets

Simon Shares Local Q2 GDP came in at 3.1%, higher then expected but what struck me was the comment from Stats SA ~ "spurred on by a build-up of inventories and increased household expenditure". Now we have seen Woolies* (JSE code: WHL) and Shoprite* (JSE code: SHP) both comment that the second half to end ...