Podcast: Year-end portfolio and trading review

Simon BrownWorldWide Markets

Simon Shares Santova (JSE code: SNV) released results that had some dodge workings with the results. Last year they had some abnormal items in their HEPS that they were more than happy to accept. This year they’re saying, no take those out to compare against this year as we didn’t have the abnormal profits. Well ...

Podcast: How to become a fund manager

Simon BrownLatest, WorldWide Markets

Simon Shares Astoria (JSE code: ARA) listed yesterday and traded pretty much inline with net asset value (NAV) of USD1.00. I hold and like it very much. But it could be a tough year for the stock if Rand strengthens and US markets slow. we have an interview with Astoria from two weeks ago, find ...

Podcast: Book reviews for investors and traders

Web AdminLatest, WorldWide Markets

Simon Shares MTN (JSE code: MTN) continues to fall as the latest rumour says the fine will not be reduced but that it could be paid off in instalments. However MTN has as it there way not issued any SENS on this so the market remains blind with only rumours to speculate on. I consent ...

Podcast: How to price a share

Web AdminLatest, WorldWide Markets

Simon Shares MTN (JSE code: MTN) really is making a mess of a bad situation and I have sold my holding as I can no longer trust management. Capitec (JSE code: CPI) has boomed through R600. Nothing can hold this stock back. We Get Mail Arin My question relates to the previous podcast when you ...
Where to invest offshore?

Podcast: Managing current markets

Web AdminLatest, WorldWide Markets

Simon Shares The Balwin (JSE code: BWN) listing has been modest – very modest. The stock trades around 1020c after listing at 988c and the first trade at 1100c. Lonmin (JSE code: LON) announces a massive rights issue to deal with their debt maturing in the second quarter of 2016. There was a massive spike ...

Podcast: Is Balwin worth buying?

Web AdminLatest, WorldWide Markets

Simon Shares Sygnia (JSE code: SYG), I got 3.85% allocation which was far from thrilling and have sold my holding. Pick n Pay (JSE code: PIK) results looking good. Margins still tight with trading margin 1.3% vs. 1.2% and share still expensive but turn around is happening. Mediclinic (JSE code: MDC) becoming Al Noor via ...
listing boom

Podcast: Should we worry about the listing boom?

Web AdminLatest, WorldWide Markets

Lots of new listings hitting the JSE. Here’s my 5 words on each and at the bottom of the post we have a video on finding ten baggers. Sygnia – have applied and will sell (we featured Sygnia in JSEDirect 185 & 187, use player below to listen). Balwin – also applied and will hold. ...