WorldWide Markets - Page 43 of 48

Podcast: Realistic expectations and success

Simon Brown 14 April 2016Latest, WorldWide Markets

Realistic expectations and success Realistic expectations and success Simon Shares The rand is back where it was when then Finance Minster Nene was fired. So everybody who was lamenting that they missed their chance to get money offshore into USD, here's your second chance. The NewFunds ILBI (JSE code: NFILBI) is our focus ETF this ...

Podcast: Hating on unit trusts

Simon Brown 7 April 2016Latest, WorldWide Markets

Hating on unit trusts Simon Shares SPIVA results for South Africa are out and they track how many active managers fail to beat the index. Truth is that even over 1 year most do NOT beat the index. In short, buy passive or lose money? The PDF of the report is here. SPIV SA scorecard ...

Podcast: Testing markets with JP Verster

Simon Brown 31 March 2016Latest, WorldWide Markets

Testing markets with JP Verster Testing markets with JP Verster Simon Shares Capitec (JSE code; CPI) results were solid but bad debts are rising. So is their profits but the bad debts are what we're watching at this point in the process. Momentum portfolio doing as it says on the sticker. Good out performance on ...

Podcast: When to sell?

Simon Brown 24 March 2016Latest, WorldWide Markets

When to sell? When to sell? Simon Shares Yesterday, 23rd March, Just One lap turned five. It's been an awesome ride which we couldn't have down without the support of our users. So you everybody, thanks. A huge thank you. When to sell? Different answer depending if you are trading or investing. Great video from ...

Podcast: Investing in education, AdvTech

Simon Brown 17 March 2016Latest, WorldWide Markets

Investing in education Simon Shares Trading in your personal capacity or using a PTY or Trust? Which is better? ETF changes. The MidCap ETF is now ASHMID and BBET40 is transferring to Core Shares from Nedbank. Seriously good interview with Jack Bogle, founder of Vanguard, the issuer of the worlds first indexing mutual fund. Keith ...

Podcast: Moody Moody’s and investing for income

Simon Brown 10 March 2016Latest, WorldWide Markets

Moody Moodys and investing for income Simon Shares Moodys did not downgrade us, but they did put us on review for a downgrade that will put us one notch above junk status. Then we'll have all three rating agencies on the same level with Standard & Poor heading the pack as we're on a negative ...

Podcast: Hasty exits and construction valuations

Simon Brown 3 March 2016Latest, WorldWide Markets

Hasty exits and construction valuations Simon Shares Clover (JSE code: CLR) has "decided to withdraw from future investments in Nigeria", seems hasty? Barclays exiting Africa selling off their ABSA (JSE code: BGA) stake, more hasty decisions? Nice boring results from Metrofile (JSE code: MFL), exactly as wanted. Big seller seems to now be gone after ...

Podcast: Budget 2016 and your investments

Simon Brown 25 February 2016Latest, WorldWide Markets

Budget 2016 and your investments Simon Shares Woolies (JSE code: WHL) offering script of cash for dividend. Default is cash, I'm taking new shares. Standard Bank (JSE code: SBK) trading update looks great, HEPS some 30% higher. But what of the R1,6bn write down for lost aluminium in China the previous year? The stock initially ...

Podcast: Trader or investor?

Simon Brown 18 February 2016Latest, WorldWide Markets

Trader or Investor? Simon Shares Minister Gordhan delivers his budget speech next Wednesday, what can we expect in terms of new or higher taxes? STT, DWT and CGT? Remember, remember. The end of February is end of the tax year and you have until then to fill in your R30k limit for TFSA. If you ...

Podcast: Where to park cash

Simon Brown 11 February 2016Latest, WorldWide Markets

JSE Direct 201: Where to park cash? Simon Shares Grindrod (JSE code: GND) just hit multi-year lows trading just above 900c with a net asset value (NAV) of over 2200c. Don't fight the trend, especially on cyclical stocks. RBA (JSE code: RBA) went bust on Tuesday. Of the three; RBA, Seakay and Calgro M3 (JSE ...