Ignore the fear Simon Shares Capitec* (JSE code: CPI) trading update is looking for HEPS to be 15%-18% higher. Modest for a 27x PE stock with consensus being 18.7%. The DB x-tracker ETFs will see their name change on Monday 18 September as Sygnia completes the purchase process. The new name is Sygnia Itrix and ...

Where's your stop loss? Simon Shares Telkom (JSE code: TKG) has confirmed government wants to sell their 39% stake in the company, likely to bail out SAA. Classic rookie error, exiting good trade to keep bad trades. Amazingly good results from Home Choice (JSE code: HIL), but with zero liquidity in the stock the results ...

Scams Simon Shares Shoprite* (JSE code: SHP) results were stellar, the best food retailer anywhere on this planet? Operating margin from 5.6% last year to 5.76% in the 2017 (more than double that of Pick n Pay), market share growing, rest of Africa rocking (albeit some currency pains). ADvTech (JSE code: ADH) results show tertiary ...

Buying Bitcoin Simon Shares Curro (JSE code: COH) were mixed but mostly good. The lower priced schools struggled and the tertiary are still getting off the ground and will be unbundled in September. But for a stock on a PE of some 100x HEPS growth of just 22% is way to low. Anchor Group (JSE ...

All time highs Simon Shares New all time highs locally for the All Share Index, Indi25, Top40 and ALSI futures as latter traded one contract at 50,000 for first time ever. I love all time highs. Upcoming events; JSE Power Hour: Getting trading right with Trader Petri JSE Power Hour: Disruptions or Innovation We Get ...

Trader or investor? or both? Simon Shares British American Tobacco (JSE code: BTI) is in trouble on two fronts. Firstly the US is looking at requiring nicotine be reduce to non-addictive levels. Then the UK is investigating the company bribing African governments to get favourable smoking legislation. I suspect many had though the legal issues ...

The market vs. the economy Simon Shares PPC (JSE code: PPC) announced departure of CEO and share tanks. This company in serious board room trouble. Kumba (JSE code: KIO) results were decent, dividend was wild (ahead of actual HEPS) as they compensated shareholders for missed dividends! This is odd and asks the question about dividends ...

Do fees still matter? Simon Shares Finally, 5 weeks after moving my FTTH has been installed so I am going to Periscope each recording as it happens which is typically Wednesday afternoon. https://www.pscp.tv/SimonPB/ Retail trading updates coming in and as expected they are mostly bleak, but we are seeing the impact of the rains mostly ...

ETF price wars Simon Shares Finally, 5 weeks after moving my FTTH has been installed so I am going to Periscope each recording as it happens which is typically Wednesday afternoon. Calgro M3* (JSE code: CGR) update on their missing SENS. Feeling is that the impact is marginal and will hardly hurt earnings? Time will ...

New listings in hot sectors Simon Shares New Satrix ETFs; S&P500, MSCI World Index and MSCI Emerging Markets Investable Markets and at low 'target' TERs. A price war in the local ETF offerings? Wednesday was exactly ten years since the UK had an interest rate increase from the BoE? Calgro M3* (JSE code: CGR) issued ...