WorldWide Markets - Page 44 of 54

Podcast: Buying Bitcoin

Simon Brown 23 March 2017Latest, WorldWide Markets

Buying Bitcoin Simon Shares Capitec* (JSE code: CPI) through R800. This is why I don't try time exits on long-term investments. Things can get crazy. Pembury is listing their schools division and it will likely do well on listing but I am not convinced and am not applying for allocation. Has the Trump rally hit ...

Podcast: Simon thinks on things

Simon Brown 16 March 2017Latest, WorldWide Markets

JSE Direct with Simon Brown Simon Shares Anchor Capital (JSE code: ACG) been getting pounded, after almost 2000c in late 2015 now around 600c. HomeChoice International (JSE code: HIL) is an online machine at making money, but liquidity is zero. Four trades this months and a spread of 1400c / 3540c. So just avoid. Oil ...

Podcast: Is Buffett still value?

Simon Brown 9 March 2017Latest, WorldWide Markets

Is Buffett still value? Simon Shares Metrofile* (JSE code: MFL) results were modest but the dividend was up 18% at 13c and core operations also increased 18%. You can now buy shares in the South African Reserve Bank! But should you? Sea Harvest (JSE code: SHG) will be listing later this month. I will apply ...

Podcast: Becoming a trader

Simon Brown 2 March 2017Latest, WorldWide Markets

Becoming a Trader Simon Shares New tax year and I have already loaded another R33k into my tax-free account and will be buying as per our high risk model portfolio. The annual Buffett letter was published last weekend. Always good reading, I especially like his comments on buying assets with shares (and hence paying a ...

Podcast: The budget and your investments

Simon Brown 23 February 2017Latest, WorldWide Markets

The budget and your investments Simon Shares Murray & Roberts (JSE code: MUR) mystery buyer is out, ATM Holding, Munich with now almost 25% stake in MUR. So now what, surely they don't want just 25%? Shoprite* (JSE code: SHP) merger is off and their results were excellent. I am a double happy shareholder. Adcock ...

Podcast: Tax-free trading

Simon Brown 16 February 2017Latest, WorldWide Markets

Tax-free trading Simon Shares ZAR X and 4AX exchanges are coming. But do they have any listings we care about and are we able to trade them with our current brokers. Kumba Iron Ore (JSE code: KIO) very impressive and cost per tonne is well down from over $40 to $29, but no dividend. Brait* ...

Podcast: Markets with Jean Pierre Verster

Simon Brown 9 February 2017Latest, WorldWide Markets

Markets with Jean Pierre Verster Simon Shares Now Sea Harvest coming to market mid March hot on the heels of Premier Fishing. Spar (JSE code: SPP) another weak retailer trading update, BuildIt very weak, local weak, Ireland alright but hurt but currency and Switzerland also poor. MTN (JSE code: MTN) reports they will have a ...

Podcast: Investment clubs

Simon Brown 2 February 2017Latest, WorldWide Markets

Investment clubs Simon Shares African Phoenix (JSE code: AXL) is back and trading around 55c after a trading update suggesting around 3c HEPS for the first half. With a potential for maybe 8c-10c HEPS for the FY17 that's a PE of around 5x. Local markets gained 4.8% in January, this time last year after a ...

Podcast: Abils back

Simon Brown 26 January 2017Latest, WorldWide Markets

Abils back Abils back Simon Shares African Bank (Abil) returns to the JSE on Wednesday as African Phoenix Investments (JSE code: AXL). I never expected that, a busted bank survives, albeit this is not the banking assets, just insurance. Top40 index at highs for the year, ya I know it early days and as Stuart ...

Podcast: Too much stuff, sell it all

Simon Brown 19 January 2017Latest, WorldWide Markets

Too much stuff, sell it all Too much stuff, sell it all Simon Shares Local retail sales updates thus far are poor with negative like for like sales after inflation the norm across the board (mostly). Standouts; Mr Price (JSE code: MRP) still getting their lunch handed to them, Shoprite* (JSE code: SHP) is a ...