Podcast: Can we trust Capitec?

Simon BrownLatest, WorldWide Markets

Simon Shares Thursday 29 September is the last day for SABMiller (JSE code: SAB). Shareholders approved the take over and it will be suspended and delisted from close on 29th. It has been listed on the JSE since 1897 Index changes; IMP into Top40, AVI into Indi25 & FFA/B into Findi. There is a chart ...

Podcast: Reviewing small cap results

Simon BrownLatest, WorldWide Markets

Reviewing small cap results with Keith McLachlan Simon Shares Wells Fargo is the sort of stock that if I owned it, I would sell it as management totally failed and refuse to accept any blame. There is a theory that equal weight ETFs have higher costs because they have to rebalance every stock every quarter. But ...

Podcast: Reviewing results

Simon BrownLatest, WorldWide Markets

Reviewing results Simon Shares Feedback on making sense of SENS AVI (JSE code: AVI) results show good numbers in a tough market. People tend to look to Pioneer (JSE code: PFG) or TigerBrands (JSE code: TBS) but this is the real gem in the space with a dividend yield of 4%. Holdsport (JSE code: HSP) ...

Podcast: Making sense of SENS

Simon BrownLatest, WorldWide Markets

Making sense of SENS Simon Shares Local GDP came in better then expected and importantly positive, so no technical recession. Manufacturing and mining were the strong sectors but we need a lot more very strong quarters to get out of the bad spot we find ourselves in and a down grade is still very much ...

Podcast: Questions, questions, questions

Simon BrownLatest, WorldWide Markets

Questions, questions, questions Simon Shares Metrofile (JSE code: MFL) results saw HEPS +4.6% (very modest) and the full year dividend 42.9% putting it on a dividend yield of some 6%. Wowness and why I own the stock, for the dividend. PPC nil paid letters (NPLs) started trading yesterday as PPCN. People are asking me what ...

Podcast: Finding a local Berkshire Hathaway?

Simon BrownLatest, WorldWide Markets

Finding a local Berkshire Hathaway? Simon Shares US mattresses with Steinhoff (JSE code: SNH)? Paying more than double the last traded price? MTN looks all ugly. Forget the fine, forget over a billion Rands in associated costs. Nigerian and South African markets look weak and I still say they need to transition into being a ...

Podcast: Short zombie stocks

Simon BrownLatest, WorldWide Markets

Short zombie stocks Short zombie stocks Simon Shares Did you sell your dogs? Keith McLachlan commented on Conduit Capital and it's not all wannabe Berkshire Hathaway. Second session in the first Trading Master Class with IG was on Tuesday. We're looking at a CFD trading plan and this session went live on the IG platform ...

Podcast: Sell the dogs (sorry dogs)

Simon BrownLatest, WorldWide Markets

Sell the dogs Sell the dogs (sorry dogs) Simon Shares Ellies (JSE code: ELI) results were as ugly as expected and the company is being kept alive by their bankers at Standard Bank. Megatron is worthless after buying it for R180million in 2008 and spending some half billion keeping it afloat. A few weeks ago ...