WorldWide Markets - Page 31 of 54

Podcast: Restructuring my portfolio

Simon Brown 30 January 2020Latest, WorldWide Markets

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 2020Latest, WorldWide Markets

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 2020Latest, WorldWide Markets

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 2019Latest, WorldWide Markets

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 2019Latest, WorldWide Markets

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 2019Latest, WorldWide Markets

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 2019Latest, WorldWide Markets

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% ...

Podcast: Ironman your trading

Simon Brown 21 November 2019Latest, WorldWide Markets

Upcoming events; 21 November ~ Creating a portfolio at the market highs 05 December ~ Position your portfolio for 2020 Ironman your trading This is an hour long recording of a live event I presented in Cape Town on Tuesday. The PDF is here. JSE – The JSE is a registered trademark of the JSE ...

Podcast: Short squeezes (long ones too)

Simon Brown 14 November 2019Latest, WorldWide Markets

Simon Shares SAA retrenchments, a test for the bigger Eskom process? Telkom (JSE code; TKG) to buy CellC? R1 would seem a fair price and would benefit both Blue Label (JSE code: BLU) and Telkom. Rumours that MTN (JSE code: MTN) is also in the running to buy CellC, but I can't see the competition ...

Podcast: Goals, processes and habits

Simon Brown 7 November 2019Latest, 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 ...