ETF collapsing

Podcast: Avoiding the big losers

Simon BrownLatest, WorldWide Markets

Avoid big losers Simon Shares Market continues to wait for president Zuma to go. It is taking time but ejecting a leader usually does take time and markets are patient and way more interested in what is happen in the US with inflation data out after I have recorded this podcast. This will likely be ...
JSE Direct with Simon Brown

Podcast: Getting to grips with S12J

Simon BrownLatest, WorldWide Markets

Simon Shares Dual CEOs at Investec (JSE codes: INL / INP)? Market sells off and rebounds (a bit) and we're in correction territory (down 10%). The falling property stocks of Resilient, Nepi Rockcastle, ForstressB & Greenbay (JSE codes: RES, NRP, FFB & GRB) continue to trade down at the low levels they hit when Viceroy ...
JSE Direct with Simon Brown

Podcast: Viceroy charge Capitec

Simon BrownLatest, WorldWide Markets

Viceroy charges into Capitec* I think we're missing a point with this latest Viceroy report on Capitec. Sure we're proud of the business and if you're a shareholder you've made amazing returns. But we seem to be circling the wagons and shooting the messenger rather then actually discussing the merits of the report. Two important ...
JSE Direct with Simon Brown

Podcast: Global Dividend Aristocrats

Simon BrownLatest, WorldWide Markets

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: Investor new year resolutions

Simon BrownLatest, WorldWide Markets

Investor 2018 new year resolutions Simon Shares Aspen (JSE code: APN) being vice squeezed. Woolies* (JSE code: WHL) trading update, "impact of a potential re-assessment of the carrying value of the David Jones assets". Watch out for the "goodwill write downs are not cash", true but they were paid for with cash. Shoprite* (JSE code: ...
Refusing to learn from Steinhoff

Podcast: Refusing to learn from Steinhoff

Simon BrownLatest, WorldWide Markets

Refusing to learn from Steinhoff Simon Shares EOH (JSE code: EOH), so the collapse was because of directors' margin calls that forced them to sell? This is an epic disaster, if it was my board I would fire them. A share price collapse has real consequences, especially for a company like EOH that uses their ...
Steinhoff, where there's smoke

Steinhoff, where there’s smoke

Simon BrownLatest, WorldWide Markets

Simon Shares Twitter poll for tonight's JSE Power Hour presentation ~ What's your expectation for the Top40 in 2018? Time for my annual poll .. What's your expectation for the Top40 in 2018 ?#JSE — Simon Brown (@SimonPB) December 4, 2017 Steinhoff, where there's smoke Markus Jooste has also quit Stenihoff (JSE code: SNH), Star ...
Trading buddies

Podcast: Trading buddies

Simon BrownLatest, WorldWide Markets

Trading buddies Simon Shares More downgrades as S&P Globals makes our local debt junk as well to go with Fitch. Moody's gave us 90 days which takes us to just after the February budget and if they drop us then we full on 100% junk, AKA Brazilian. The Rand is powering ahead trading in the ...
Stop fiddling, start trading

Podcast: Stop fiddling, start trading

Simon BrownLatest, WorldWide Markets

Stop fiddling, start trading Simon Shares I am traveling this week so recording on Monday and hence no thoughts. Naspers (JSE code: NPN) hits R4,000.00. Survey results are out. Up coming events; Position your portfolio for 2018 * I hold ungeared positions. Stop faffing, start trading I want to aim this mostly at the newbie traders. ...