Podcast: New listings in hot sectors

Simon BrownLatest, WorldWide Markets

New listings in hot sectors Simon Shares New Satrix ETFs; S&P500, MSCI World Index and MSCI Emerging Markets Investable Markets and at low 'target' TERs. A price war in the local ETF offerings? Wednesday was exactly ten years since the UK had an interest rate increase from the BoE? Calgro M3* (JSE code: CGR) issued ...
How long is long-term?

Podcast: How long is long-term?

Simon BrownLatest, WorldWide Markets

How long is long-term? Simon Shares Taste (JSE code: TAS) couldn't get the public to take up all of the 120million new shares, but a new shareholder of note did and it good news for the company. Naspers (JSE code: NPN) results talk of core HEPS. Now sure they tell us what 'core' means but ...
What do you trade? Why?

Podcast: What do you trade? Why?

Simon BrownLatest, WorldWide Markets

What do you trade? Why? Simon Shares Woolies* (JSE code: WHL) share price is under pressure hitting 12 month lows on Monday. Recession is hurting them as high LSM consumers shop down and even Australia is struggling economically. The winner here will be Shoprite* (JSE code: SHP) as they cater for mid/low LSM consumers and ...
Now we're in recession

Podcast: An now we’re in recession

Simon BrownLatest, WorldWide Markets

Now we're in recession Simon Shares Finally moving so at the pointy end of going small. Move date is next Wednesday which is also my recording day, so frankly not sure what the plan is re JSE Direct for next week. Will try make a plan, maybe a rebroadcast. PPC (JSE code: PPC), HEPS down ...
When to go offshore?

Podcast: When to go offshore, bitcoin and fear

Simon BrownLatest, WorldWide Markets

When to go offshore? Simon Shares Famous Brands* (JSE code: FBR) results were decent enough with the UK acquisition only adding a small bit to the bottom line. I have been buying in the low R130's. An article on Moneyweb that strips out the top five expensive and heavy weighted stocks in the Top40 shows ...
Trading with unconscious competence

Podcast: Trading with unconscious competence

Simon BrownLatest, WorldWide Markets

Trading with unconscious competence Unconscious Competence Maslow's theory of how we progress and ultimately become unconscious but competent traders. Unconscious Incompetence Conscious Incompetence Conscious Competence Unconscious Competence 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 ...

Podcast: CoreShares three investment disciplines

Simon BrownLatest, WorldWide Markets

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 ...
Trusting your trading system

Podcast: Trusting your trading system

Simon BrownLatest, WorldWide Markets

Trusting your trading system Simon Shares Shoprite* (JSE code: SHP) announced that former CEO Basson would be exercising a put option to company forcing it to buy back some R1.8billion of Shoprite shares. No problem, except did we know about this put structure? They say it was part of his December 2003 employment contract, but ...
How much money do you need to start?

Podcast: How much money do you need to start?

Simon BrownLatest, WorldWide Markets

How much money do you need to start? Simon Shares You know Apple results were truly average when even the fan boys say it was just okay. But that pile of cash, over a quarter trillion US$! MTN update looks decent for South Africa and Nigeria. Still tough in both but at least revenue is ...
Managing multiple trading systems

Podcast: Managing multiple trading systems

Simon BrownLatest, WorldWide Markets

Managing multiple trading systems Simon Shares Purple (JSE code: PPE) who own Easy Equities had a very rough set results and as they comment in the commentary they need a capital injection. What does this mean for the business and clients? @csavagegt247 @Richards_Karin @Caro1Graham @gary_dyk @EasyEquities Some more comforting news regarding EE's nominee First World ...