JSE Direct with Simon Brown

Podcast: Price leads narrative

Simon BrownLatest, WorldWide Markets

“Brought to you by Absa ETFs” JSE Direct with Simon Brown Simon Shares EOH (JSE code: EOH) under pressure again trading at 5 year lows. The company claims it is because of false allegations published on some news website. CPI in March was 3.8%, a great number but April has both VAT and petrol tax ...
JSE Direct with Simon Brown

Podcast: Managing liquidity risk

Simon BrownLatest, WorldWide Markets

“Brought to you by Absa ETFs” JSE Direct with Simon Brown Simon Shares SARS announces tax must be paid on Bitcoin profits - why is anybody surprised? Sagarmatha (JSE code: SGT) listing on Friday, if they tick all the boxes. Some saying they should not be allowed to list but this fails to understand the ...
JSE Direct with Simon Brown

Podcast: Spot the losers

Simon BrownLatest, WorldWide Markets

“Brought to you by Absa ETFs” JSE Direct with Simon Brown Simon Shares I mentioned last week it had been a negative first quarter for the Top40 and it just continues weaker with the current theory being trade wars. Looking at the charts of the main indices it looks ugly and we're now some 15% ...
Can we pick winning funds?

Podcast: Can we pick winning funds?

Simon BrownLatest, WorldWide Markets

“Brought to you by Absa ETFs” Can we pick winning funds? Simon Shares Back from holiday and with lots of ideas around what you do and don't like for JSE Direct. That said main comment was not to really change except maybe some experts occasionally on broad topics. Markets falling and Top40 is down some ...
JSE Direct with Simon Brown

Podcast: 300 shows

Simon BrownLatest, WorldWide Markets

“Brought to you by Absa ETFs” 300 shows, I haven't been making a fuss because it just feels old, very old. Add to that almost three years as a live radio show on Classic FM, starting from 8 July 2008. It's almost ten years of a weekly (albeit changing) show. We started life focusing outside ...
Fallen angels

Podcast: Dealing with fallen angels

Simon BrownLatest, WorldWide Markets

“Brought to you by Absa ETFs” Fallen angels Simon Shares 2017 GDP was 1.3%, better than the expected 1% and hopefully means that the treasury 2020 GDP expectation of 2.1% is wildly low. Bleak trading update from Sasfin (JSE code: SFN). But still trading at tangible net asset value (TNAV) levels. MMI drop their dividend ...
Leveraging your investment portfolio

Podcast: Leveraging your investment portfolio

Simon BrownLatest, WorldWide Markets

“Brought to you by Absa ETFs” Leveraging your investment portfolio Simon Shares The new cabinet is of course a compromise, that's the nature of our political system. But the important departments are markedly better hands (SOEs, treasury & mining). New tax-free year kicks off today. R33,000 per year and transfer are now also possible. Up ...
Budget 2018 and your investments

Podcast: Budget 2018 and your investments

Simon BrownLatest, WorldWide Markets

“Brought to you by Absa ETFs” Budget 2018 and your investments Simon Shares Discovery* (JSE code: DSY) results were top notch and complicated as they always are. I own this stock as the business model really works, but as I have mentioned before the complexity adds risk. Risk I am happy with as most stocks ...
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 ...