WorldWide Markets - Page 43 of 48

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 ...

Podcast: Superforecasting and venture capital investing

Simon Brown 4 February 2016Latest, WorldWide Markets

Simon Shares Where's the party? Review: Superforecasting: The Art and Science of Prediction by Philip E. Tetlock & Dan Gardner Great Davos 2016 report back presentation with Nicky Newton-King (JSE CEO) and Bronwyn Nielsen (CNBC Africa). Next week Thursday we have another JSE Power Hour on Tax Free Savings Accounts (TFSA). Our new Exchange Traded ...

Podcast: How to invest in this market

Simon Brown 28 January 2016Latest, WorldWide Markets

Simon Shares I am buying Metrofile (JSE code: MFL). Good solid business that has solid earnings and currently on a dividend yield of just over 4%. Why is low oil causing such concerns on global markets? One would think it is good for consumers and hence good for economies? Davos 2016 report back presentation with ...

Podcast: How much money offshore?

Simon Brown 21 January 2016Latest, WorldWide Markets

Simon Shares AB Inbev (JSE code: ANB) has arrived on the JSE as the largest stock by a mile. But I am not excited nor am I buying. The market is looking just weak, but this does not smell like 2008. How many people saying that actually were in the markets in 2008? That said ...

Podcast: The 2016 market predictions show

Web Admin 14 January 2016Latest, WorldWide Markets

The 2016 market predictions show We’re back! It’s 2016. Wowzer! This week is our 2016 market predictions show with Marc Ashton, GM at Moneyweb, Keith McLachlan, Small/Midcap fund manager at Alpha Wealth and Just One Lap founder Simon Brown. We did our first predictions show in January 2014 and and the second a year later ...