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 ...
Being a contented trader

Podcast: Be a contented trader

Simon BrownLatest, WorldWide Markets

Being a contented traderBeing a contented trader Simon Shares UK snap election for 8 June and French first round presidential elections this Sunday. Pick n Pay (JSE code: PIK) results looking decent but stock remains expensive. Combined Motor Holdings (JSE code: CMH), amazing results in a tough space. Top management and solid balance sheet. World Bank ...

Podcast: Risks for Capitec

Simon BrownLatest, WorldWide Markets

The risks for Capitec Simon Shares Our banks are now being downgraded by S&P and Fitch, this is to be expected. Tongaat*, I have been buying and now have full allocation. Still my preferred second tier portfolio pick. Taste selling jewelry and doubling down on international food brands with another rights issue coming. Japan, worth ...
Down we go

Podcast: Down we go

Simon BrownLatest, WorldWide Markets

Down we go Standard and Poors downgraded our offshore foreign debt, not ZAR debt. This is about 10% of total SA debt. Technically we're not junk as that requires two agencies to rate us junk. But all said this is bad and expected and our portfolios should have been ready and waiting. It took countries ...
Rand protection for your portfolio

Podcast: Rand protection for your portfolio

Simon BrownLatest, WorldWide Markets

Rand protection for your portfolio Simon Shares Capitec* (JSE code: CPI) through results got everybody talking about the "arrears coverage ratio" dropping to 208% vs. 223% previously and vs. 196% in 2015. This got all the attention last time as well, I not concerned and my 'aggressive' buy price is now around R719. I have ...
Buying Bitcoin

Podcast: Buying Bitcoin

Simon BrownLatest, WorldWide Markets

Buying Bitcoin Simon Shares Capitec* (JSE code: CPI) through R800. This is why I don't try time exits on long-term investments. Things can get crazy. Pembury is listing their schools division and it will likely do well on listing but I am not convinced and am not applying for allocation. Has the Trump rally hit ...
JSE Direct with Simon Brown

Podcast: Simon thinks on things

Simon BrownLatest, WorldWide Markets

JSE Direct with Simon Brown Simon Shares Anchor Capital (JSE code: ACG) been getting pounded, after almost 2000c in late 2015 now around 600c. HomeChoice International (JSE code: HIL) is an online machine at making money, but liquidity is zero. Four trades this months and a spread of 1400c / 3540c. So just avoid. Oil ...
Is Buffett still value?

Podcast: Is Buffett still value?

Simon BrownLatest, WorldWide Markets

Is Buffett still value? Simon Shares Metrofile* (JSE code: MFL) results were modest but the dividend was up 18% at 13c and core operations also increased 18%. You can now buy shares in the South African Reserve Bank! But should you? Sea Harvest (JSE code: SHG) will be listing later this month. I will apply ...