WorldWide Markets - Page 51 of 56

Podcast: Budget 2016 and your investments

Simon Brown 25 February 2016Latest, WorldWide Markets

Budget 2016 and your investments Simon Shares Woolies (JSE code: WHL) offering script of cash for dividend. Default is cash, I'm taking new shares. Standard Bank (JSE code: SBK) trading update looks great, HEPS some 30% higher. But what of the R1,6bn write down for lost aluminium in China the previous year? The stock initially ...

Podcast: Trader or investor?

Simon Brown 18 February 2016Latest, WorldWide Markets

Trader or Investor? Simon Shares Minister Gordhan delivers his budget speech next Wednesday, what can we expect in terms of new or higher taxes? STT, DWT and CGT? Remember, remember. The end of February is end of the tax year and you have until then to fill in your R30k limit for TFSA. If you ...

Podcast: Where to park cash

Simon Brown 11 February 2016Latest, WorldWide Markets

JSE Direct 201: Where to park cash? Simon Shares Grindrod (JSE code: GND) just hit multi-year lows trading just above 900c with a net asset value (NAV) of over 2200c. Don't fight the trend, especially on cyclical stocks. RBA (JSE code: RBA) went bust on Tuesday. Of the three; RBA, Seakay and Calgro M3 (JSE ...

Podcast: Superforecasting and venture capital investing

Simon Brown 4 February 2016Latest, WorldWide Markets

Simon Shares Where's the party? Review: Superforecasting: The Art and Science of Prediction by Philip E. Tetlock & Dan Gardner Great Davos 2016 report back presentation with Nicky Newton-King (JSE CEO) and Bronwyn Nielsen (CNBC Africa). Next week Thursday we have another JSE Power Hour on Tax Free Savings Accounts (TFSA). Our new Exchange Traded ...

Podcast: How to invest in this market

Simon Brown 28 January 2016Latest, WorldWide Markets

Simon Shares I am buying Metrofile (JSE code: MFL). Good solid business that has solid earnings and currently on a dividend yield of just over 4%. Why is low oil causing such concerns on global markets? One would think it is good for consumers and hence good for economies? Davos 2016 report back presentation with ...

Podcast: How much money offshore?

Simon Brown 21 January 2016Latest, WorldWide Markets

Simon Shares AB Inbev (JSE code: ANB) has arrived on the JSE as the largest stock by a mile. But I am not excited nor am I buying. The market is looking just weak, but this does not smell like 2008. How many people saying that actually were in the markets in 2008? That said ...

Podcast: The 2016 market predictions show

Web Admin 14 January 2016Latest, WorldWide Markets

The 2016 market predictions show We’re back! It’s 2016. Wowzer! This week is our 2016 market predictions show with Marc Ashton, GM at Moneyweb, Keith McLachlan, Small/Midcap fund manager at Alpha Wealth and Just One Lap founder Simon Brown. We did our first predictions show in January 2014 and and the second a year later ...

Podcast: Position your portfolio for 2016

Simon Brown 9 December 2015WorldWide Markets

Every year we end the JSE Power Hour series with a presentation from Just One Lap founder Simon Brown. In these annual presentations, Simon reviews his predictions for the previous year and talks about what he expects for the year ahead. Find out how to position your portfolio for 2016 based on what is expected of ...

Podcast: Year-end portfolio and trading review

Simon Brown 3 December 2015WorldWide Markets

Simon Shares Santova (JSE code: SNV) released results that had some dodge workings with the results. Last year they had some abnormal items in their HEPS that they were more than happy to accept. This year they’re saying, no take those out to compare against this year as we didn’t have the abnormal profits. Well ...

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 ...