The budget and your investments

Podcast: The budget and your investments

Simon BrownLatest, WorldWide Markets

The budget and your investments Simon Shares Murray & Roberts (JSE code: MUR) mystery buyer is out, ATM Holding, Munich with now almost 25% stake in MUR. So now what, surely they don't want just 25%? Shoprite* (JSE code: SHP) merger is off and their results were excellent. I am a double happy shareholder. Adcock ...

Podcast: Tax-free trading

Simon BrownLatest, WorldWide Markets

Tax-free trading Simon Shares ZAR X and 4AX exchanges are coming. But do they have any listings we care about and are we able to trade them with our current brokers. Kumba Iron Ore (JSE code: KIO) very impressive and cost per tonne is well down from over $40 to $29, but no dividend. Brait* ...
Markets with Jean Pierre Verster

Podcast: Markets with Jean Pierre Verster

Simon BrownLatest, WorldWide Markets

Markets with Jean Pierre Verster Simon Shares Now Sea Harvest coming to market mid March hot on the heels of Premier Fishing. Spar (JSE code: SPP) another weak retailer trading update, BuildIt very weak, local weak, Ireland alright but hurt but currency and Switzerland also poor. MTN (JSE code: MTN) reports they will have a ...

Podcast: Investment clubs

Simon BrownLatest, WorldWide Markets

Investment clubs Simon Shares African Phoenix (JSE code: AXL) is back and trading around 55c after a trading update suggesting around 3c HEPS for the first half. With a potential for maybe 8c-10c HEPS for the FY17 that's a PE of around 5x. Local markets gained 4.8% in January, this time last year after a ...

Podcast: Abils back

Simon BrownLatest, WorldWide Markets

Abils back Abils back Simon Shares African Bank (Abil) returns to the JSE on Wednesday as African Phoenix Investments (JSE code: AXL). I never expected that, a busted bank survives, albeit this is not the banking assets, just insurance. Top40 index at highs for the year, ya I know it early days and as Stuart ...

Podcast: Too much stuff, sell it all

Simon BrownLatest, WorldWide Markets

Too much stuff, sell it all Too much stuff, sell it all Simon Shares Local retail sales updates thus far are poor with negative like for like sales after inflation the norm across the board (mostly). Standouts; Mr Price (JSE code: MRP) still getting their lunch handed to them, Shoprite* (JSE code: SHP) is a ...

Podcast: The 2017 predictions show

Simon BrownLatest, WorldWide Markets

The 2017 predictions show The 2017 predictions show Every year the first JSE Direct of the year is our annual predictions show. Marc Ashton, GM at Moneyweb, Keith McLachlan, Small/Midcap fund manager at Alpha Wealth and Just One Lap founder Simon Brown review their predictions from the previous year and make their top three predictions for ...
JSE Direct with Simon Brown

Podcast: Reviewing my portfolio for 2016

Simon BrownLatest, WorldWide Markets

Simon Shares Standard & Poor's left offshore debt as is (one notch above junk) and dropped the ZAR debt to two notches above junk and on a negative outlook. Standard & Poor's have to decide on junk or not by end 2017 or change the negative outlook to stable, so another anxious 2017 awaits us. ...

Podcast: We get questions

Simon BrownLatest, WorldWide Markets

We get questions Simon Shares Metrofile* (JSE code: MFL) seller in market, use it to pick up some at great price / yield. Sygnia (JSE code: SYG) results see diluted HEPS at 54.16c (vs. 60.40 previous year) and dividend at 52c. I like the business but it is very expensive for a low margin operation ...

Podcast: Are we Brazilian?

Simon BrownLatest, WorldWide Markets

Are we Brazilian? Simon Shares Metrofile* (JSE code: MFL) 1million shares on offer at 500c. Subtle? Dis-Chem (JSE code: DCP), like everybody else I did not get in the private placement and I am not looking to buy in the open market. Santova* (JSE code: SNV) getting hit. I hold and continue to hold, not ...