WorldWide Markets - Page 45 of 48

Podcast: Managing current markets

Web Admin 22 October 2015Latest, 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 Admin 15 October 2015Latest, 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 ...

Podcast: Should we worry about the listing boom?

Web Admin 8 October 2015Latest, 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. ...

Podcast: Jean Pierre Verster on resource investment woes

Web Admin 1 October 2015Latest, WorldWide Markets

Capitec (CPI)* results, as a shareholder I liked them a lot, HEPS +25% on PE os 21x. Loan duration and size down that shows their ability to turn the taps on / off at will. Cost to income edges another 1% higher while they continue to grow clients and deposits. Tigerbrands (TBS) CEO steps down. ...

Podcast: How many shares in an ideal portfolio?

Web Admin 24 September 2015Latest, WorldWide Markets

Simon shares There's no change in MPC rates. It seems increases will be very gradual. Maybe only 1 or 2 increases in 2016. Taste (TAS) hit 525c on the back of the Starbucks announcement. It now down at 400c, what’s happening? Buy on rumour, sell on fact. What to do with your SABMiller (SAB) shares? ...

Podcast: Sygnia listing and the small cap market

Web Admin 17 September 2015WorldWide Markets

Thoughts from Simon Mark Douglas has passed away. It's a sad day for traders and perhaps an important reminder that there’s more to life than just trading and markets. We reviewed his book, Trading in the Zone, here. Truworths maybe going into the shoe business in the UK. Tough market, not an exciting acquisition. Mr Price ...

Podcast: Q&A with Warren Peacock

Web Admin 10 September 2015WorldWide Markets

Thoughts from Simon Sibanye (SGL) is buying unwanted Anglo Platinum (AMS) mines for R4.5bn. This is R1.5bn up front and a further minimum payment of R3bn based on free cash flow generated. This is good for AMS, but we’ll have to see if it’s good for SGL. Can Neal Froneman (CEO of SGL) make profits ...

Podcast: Retirement annuity or tax-free investing?

Web Admin 3 September 2015WorldWide Markets

Simon Shares Markets are still wild and I’m still not concerned. I’m not saying it’s not going down, but I love my portfolio. Check out this video we did last week on managing your portfolio in turbulent markets. Mr Price (MPC) has spooked the market, sending the stock down 13% on the day. The update ...

Podcast: Health stocks and African Commodity Index

Web Admin 27 August 2015WorldWide Markets

Thoughts from Simon Wild markets, make sure you’re have a SWAN portfolio (Sleep Well At Night) Weekly lazy system has moved 100% into cash for the first time since the 2008/9 crisis. Johann Erasmus Head of Global Structuring Standard Bank Group Chatting about their commodity Exchange Trades Funds (ETFs) and Exchange Traded Notes (ETNs) as ...

Podcast: ETFs or unit trusts and preference shares

Web Admin 20 August 2015WorldWide Markets

Viv Govender Senior analyst Lehumo Capital Concerns about China make Kumba Iron Ore (KIO) the stock Viv dislikes while Europe is looking better after another Greek crisis being resolved. To this end Steinhoff (SHF) is the stock Viv does like. Warren Ingram Executive Director, Galileo Capital We chat differences between Exchange Traded Funds (ETFs) and Unit ...