When to go offshore? Simon Shares Famous Brands* (JSE code: FBR) results were decent enough with the UK acquisition only adding a small bit to the bottom line. I have been buying in the low R130's. An article on Moneyweb that strips out the top five expensive and heavy weighted stocks in the Top40 shows ...

Trading with unconscious competence Unconscious Competence Maslow's theory of how we progress and ultimately become unconscious but competent traders. Unconscious Incompetence Conscious Incompetence Conscious Competence Unconscious Competence Download the audio file here Subscriber to our feed here Sign up for email alerts as a new show goes live Subscribe or review us in iTunes. JSE ...

Trusting your trading system Simon Shares Shoprite* (JSE code: SHP) announced that former CEO Basson would be exercising a put option to company forcing it to buy back some R1.8billion of Shoprite shares. No problem, except did we know about this put structure? They say it was part of his December 2003 employment contract, but ...

How much money do you need to start? Simon Shares You know Apple results were truly average when even the fan boys say it was just okay. But that pile of cash, over a quarter trillion US$! MTN update looks decent for South Africa and Nigeria. Still tough in both but at least revenue is ...

Managing multiple trading systems Simon Shares Purple (JSE code: PPE) who own Easy Equities had a very rough set results and as they comment in the commentary they need a capital injection. What does this mean for the business and clients? @csavagegt247 @Richards_Karin @Caro1Graham @gary_dyk @EasyEquities Some more comforting news regarding EE's nominee First World ...

Being a contented traderBeing a contented trader Simon Shares UK snap election for 8 June and French first round presidential elections this Sunday. Pick n Pay (JSE code: PIK) results looking decent but stock remains expensive. Combined Motor Holdings (JSE code: CMH), amazing results in a tough space. Top management and solid balance sheet. World Bank ...

The risks for Capitec Simon Shares Our banks are now being downgraded by S&P and Fitch, this is to be expected. Tongaat*, I have been buying and now have full allocation. Still my preferred second tier portfolio pick. Taste selling jewelry and doubling down on international food brands with another rights issue coming. Japan, worth ...

Down we go Standard and Poors downgraded our offshore foreign debt, not ZAR debt. This is about 10% of total SA debt. Technically we're not junk as that requires two agencies to rate us junk. But all said this is bad and expected and our portfolios should have been ready and waiting. It took countries ...