WorldWide Markets - Page 51 of 55

Podcast: How to become a fund manager

Simon Brown 26 November 2015Latest, 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 Admin 19 November 2015Latest, 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: New Astoria listing from Anchor Capital

Web Admin 12 November 2015Latest, WorldWide Markets

Simon Shares Lonmin (JSE code: LON) a disaster of a storey. Back in July 2008 Xstrata offered GBP33 a share valuing he company at around R100billion at the time. It was rejected as under valuing the company. Stock has traded over R600 in 2007, now under 200c and a massive (seriously massive) rights issue at ...

Podcast: How to price a share

Web Admin 5 November 2015Latest, 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 ...

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 ...