WorldWide Markets - Page 43 of 49

Podcast: Doing risk right

Simon Brown 19 May 2016Latest, WorldWide Markets

Doing risk right A very long show this week (over an hour), but totally worth every second of listening. Last week I reflected on the Sanlam i3 Summit I attend and this week I speak with Roland Rousseau (Head of Barclays Risk Strategy Group) on his presentation at the conference. Roland is looking at this whole idea ...

Podcast: How do we get smarter?

Simon Brown 12 May 2016Latest, WorldWide Markets

How do we get smarter? How do we get smarter? Simon Shares Calgro M3 (JSE code: CGR) results were great. We're seeing operational leverage coming through and a lot of projects seem to have only added a modest amount in this year with more coming in the new financial year and the memorial parks look ...

Podcast: Master class in investing

Simon Brown 5 May 2016Latest, WorldWide Markets

Master class in investing Simon Shares This week we look at a bond ETF, ASHINF. We're doing a webcast of the lazy trading system on the 12th at 8pm. Hlelo Giyose – First Avenue Investment Management Hlelo talks stocks but the conversation goes into much more than just some of his current preferred stocks. He ...

Podcast: Where to invest offshore?

Simon Brown 28 April 2016Latest, WorldWide Markets

Where to invest offshore? Where to invest offshore? Simon Shares Pick n Pay (JSE code: PIK) results show the turn around is very much working albeit the stock remains very expensive. But the margins are still way to slim at 2% and less than half that of Shoprite (JSE code: SHP). This has to be ...

Podcast: An investment check list

Simon Brown 21 April 2016Latest, WorldWide Markets

An investment check list Simon Shares Everybody is freaking out on the Capital&Counties (JSE code: CCO) sell-off, some 50% off the highs of January. Really driven by three things: it had been flying, stronger ZAR against Sterling and concerns about Brexit. Long term not an issue, so if you love the stock nows your chance ...

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 ...