WorldWide Markets - Page 49 of 56

Podcast: Rating the results

Simon Brown 14 July 2016Latest, WorldWide Markets

Rating the results Simon Shares A lot of people worried abut DBXWD post Brexit, but the issue is it is global so the UK makes up only about 8% while EU is about 13%. I hold the ETF and continue to buy every month. The Just One La team has a monster busy week next ...

Podcast: Stock Broker vs. FSP

Simon Brown 7 July 2016Latest, WorldWide Markets

Stock Broker vs. FSP Simon Shares So Brexit is now a thing, or is it? Mostly it is confusion. Money Expo this Friday and Saturday. My 'till death do us part' portfolio webcast in next week Thursday at 8pm. Satrix Indi has been a star ETF with the best returns over 10 years at over ...

Podcast: Simon’s till death us part portfolio

Simon Brown 30 June 2016Latest, WorldWide Markets

Simon's till death us part portfolio Simon Shares In last weeks show I covered Porter's Five Forces for selecting awesome shares worthy of investing in. This week I delve into my personal 'til death do us part' portfolio explaining why I hold each share. Then we did a webcast where you can interrogate my selection and ...

Podcast: Finding awesome stocks to invest in

Simon Brown 23 June 2016Latest, WorldWide Markets

Porter's Five Forces Finding awesome stocks to invest in Simon Shares I am traveling and then on leave, so this week I look at Porter's Five Forces and in next weeks podcast I follow this up by running my 'death do us part' portfolio of stocks through the process. Then a video whereby you asked questions ...

Podcast: Hedge funds for everybody

Simon Brown 16 June 2016Latest, WorldWide Markets

Hedge funds for everybody Simon Shares MTN have concluded the Nigerian fine at around a third of the initially proposed fine. A good deal for the company but they should never have found themsleves in the position in the first place an I still do not like management and am not a buyer. Pick n ...

Podcast: Getting to grips with fees

Simon Brown 9 June 2016Latest, WorldWide Markets

Getting to grips with fees Simon Shares New logo for JSE Direct to bring it inline with the new Just One Lap branding. S&P is negative but not junk, Fitch says we stable, GDP says we half way to a recession. GIVISA, the cheapest ETF on the JSE. But is it any good? Kristia goes ...

Podcast: Can DIY investing beat the market?

Simon Brown 2 June 2016Latest, WorldWide Markets

Can DIY investing beat the market? Simon Shares PPC in real trouble. Management have let the company down by not spending up capex locally, not hedging their USD debt and now they need a massive rights issue. Will they survive? Are local markets pricing in a downgrade? Nobody knows either what Standard & Poors will ...

Podcast: A simple diverse ETF portfolio

Simon Brown 26 May 2016Latest, WorldWide Markets

A simple diverse ETF portfolio Simon Shares Balwin (JSE code: BWN) knocked their results out of the park, but my bigger picture concerns remain. Standard & Poors downgrade or not is next Friday. I did a Twitter poll that came in split by 1 vote. So nobody knows. Twitter poll on SP downgrade Complexity of ...

Podcast: Doing risk right

Simon Brown 19 May 2016Latest, WorldWide Markets

Doing risk right A very long show this week (over an hour), but totally worth every second of listening. Last week I reflected on the Sanlam i3 Summit I attend and this week I speak with Roland Rousseau (Head of Barclays Risk Strategy Group) on his presentation at the conference. Roland is looking at this whole idea ...

Podcast: How do we get smarter?

Simon Brown 12 May 2016Latest, WorldWide Markets

How do we get smarter? How do we get smarter? Simon Shares Calgro M3 (JSE code: CGR) results were great. We're seeing operational leverage coming through and a lot of projects seem to have only added a modest amount in this year with more coming in the new financial year and the memorial parks look ...