“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 ...

“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 ...

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 ...

Viceroy charges into Capitec* I think we're missing a point with this latest Viceroy report on Capitec. Sure we're proud of the business and if you're a shareholder you've made amazing returns. But we seem to be circling the wagons and shooting the messenger rather then actually discussing the merits of the report. Two important ...

Investor 2018 new year resolutions Simon Shares Aspen (JSE code: APN) being vice squeezed. Woolies* (JSE code: WHL) trading update, "impact of a potential re-assessment of the carrying value of the David Jones assets". Watch out for the "goodwill write downs are not cash", true but they were paid for with cash. Shoprite* (JSE code: ...

Refusing to learn from Steinhoff Simon Shares EOH (JSE code: EOH), so the collapse was because of directors' margin calls that forced them to sell? This is an epic disaster, if it was my board I would fire them. A share price collapse has real consequences, especially for a company like EOH that uses their ...

Simon Shares Twitter poll for tonight's JSE Power Hour presentation ~ What's your expectation for the Top40 in 2018? Time for my annual poll .. What's your expectation for the Top40 in 2018 ?#JSE — Simon Brown (@SimonPB) December 4, 2017 Steinhoff, where there's smoke Markus Jooste has also quit Stenihoff (JSE code: SNH), Star ...