WorldWide Markets - Page 41 of 49

Podcast: Trump wins, now what?

Simon Brown 10 November 2016Latest, WorldWide Markets

Trump wins, now what? Simon Shares Astoria (JSE code: ARA) backs down from its incentive scheme that could have seen up to 25% of new shares issued to directors. Shoprite (JSE code: SHP) = very good. Spar (JSE code: SPP) update = good. Massmart (JSE code: MSM) = poor. Truworths (JSE code: TRU) = horrid. ...

Podcast: I hate my life, teach me to trade

Simon Brown 3 November 2016Latest, WorldWide Markets

I hate my life, teach me to trade Simon Shares Dis-Chem, I will likely apply and stag them on listing. Whitey Basson quitting as Shoprite (JSE code: SHP) CEO at end of year. Buying Tongaat (JSE code: TON). Finance minister Gordhan charges dropped, good for junk threat? Trading Master Class - Trend lines video is ...

Podcast: A letter for when you’re dead

Simon Brown 27 October 2016Latest, WorldWide Markets

Simon Shares Still on holiday. Up coming events; IG Trading Master Class: Tuesday at 6pm - Trend lines, break outs and Turtle trading. JSE Power Hour: Thursday at 5.30pm - Offshore investing. The how. A letter for when you're dead When we die hopefully we have a will that'll deal with our estate. But if ...

Podcast: Dischem, CellC & Calgro

Simon Brown 20 October 2016Latest, WorldWide Markets

Simon Shares Pick n Pay (JSE code: PIK) results. Everybody loves them but I am not wowed. Operating margin of 1.5% up from 1.3% is tiny. By comparison Shoprite (JSE code: SHP) is 5.6% and Spar (JSE code: SPP) is 2.8%. Like for like constant currency turnover grew 3.8% against selling price inflation of 5.5%, ...

Podcast: Hello junk

Simon Brown 13 October 2016Latest, WorldWide Markets

Simon Shares Fees feedback. Seems some active managers are getting serious about fees. But still not 100% in favour of client who pays the fees and some have done odd things. But nobody came back and said my ideas of last week were truly horrid, nor eve slightly horrid. Just last week I was commenting ...

Podcast: Still hating on active fees

Simon Brown 6 October 2016Latest, WorldWide Markets

Simon Shares With SABMiller exiting the JSE new weightings in the indices with Naspers (JSE code: NPN) now 19% in the Top40 and 31% in the Indi25. Rating downgrade to junk, still on the cards? Deutsche Bank and the deal on their ETFs and ETNs. Live followup reversal patterns video is online. Two events next ...

Podcast: Can we trust Capitec?

Simon Brown 29 September 2016Latest, WorldWide Markets

Simon Shares Thursday 29 September is the last day for SABMiller (JSE code: SAB). Shareholders approved the take over and it will be suspended and delisted from close on 29th. It has been listed on the JSE since 1897 Index changes; IMP into Top40, AVI into Indi25 & FFA/B into Findi. There is a chart ...

Podcast: Reviewing small cap results

Simon Brown 22 September 2016Latest, WorldWide Markets

Reviewing small cap results with Keith McLachlan Simon Shares Wells Fargo is the sort of stock that if I owned it, I would sell it as management totally failed and refuse to accept any blame. There is a theory that equal weight ETFs have higher costs because they have to rebalance every stock every quarter. But ...

Podcast: Reviewing results

Simon Brown 15 September 2016Latest, WorldWide Markets

Reviewing results Simon Shares Feedback on making sense of SENS AVI (JSE code: AVI) results show good numbers in a tough market. People tend to look to Pioneer (JSE code: PFG) or TigerBrands (JSE code: TBS) but this is the real gem in the space with a dividend yield of 4%. Holdsport (JSE code: HSP) ...

Podcast: Making sense of SENS

Simon Brown 8 September 2016Latest, WorldWide Markets

Making sense of SENS Simon Shares Local GDP came in better then expected and importantly positive, so no technical recession. Manufacturing and mining were the strong sectors but we need a lot more very strong quarters to get out of the bad spot we find ourselves in and a down grade is still very much ...