JSEDirect with Simon Brown

Keith McLachlan Fund manager Alpha Wealth Like Santova (SNV) Master Drilling (MDI) Don't like Rhodes Foods (RFG) Gareth Stobie Head of CoreShares The new CoreShares Top50 ETF (CTOP50). Subscriber to our feed  here  or  sign up for email alerts  as a new show goes live or subscribe in  iTunes . JSE – The JSE is a registered trademark of the JSE Limited. JSEDirect is an independent broadcast and is...

Q&A with Gary Booysen RandSwiss.com Talking strategy, exiting, shorting and a while lot more. Subscriber to our feed  here  or  sign up for email alerts  as a new show goes live or subscribe in  iTunes . JSE – The JSE is a registered trademark of the JSE Limited. JSEDirect is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE L...

Mohammed Nalla Head of Strategic Research Nedbank Capital To help us understand what is happening in Greece, did they default on Tuesday midnight? What's teh referendum all about and is there any easy solution? We Get Mail Sandile What does YOUR trading platform consists of – “hardware-wise”? How I'd love for it to be as simple as the one belonging to the guy in those IG ads; I'm learning to sleep...

Anthea Gardner Managing Partner Cartesian Capital RMI Naspers (NPN) Tongaat (TON) We get Mail Anon Please help me, is XYZ stock a good buy? Luıs Hi Simon, are there any SA commodities/Res funds that have offshore exposure? Subscriber to our feed  here  or  sign up for email alerts  as a new show goes live or subscribe in  iTunes . JSE – The JSE is a registered trademark of the JSE Limited. JSEDire...

Drikus Combrinck  Portfolio Manager CapiCraft Investments Masterdrill  (JSE:MDI) Grindrod (JSE:GND) Markel Corporation (NYSE:MKL) We Get Mail Helen Which charting software is best for investing? JC  Just watched your JSE power hour on TFSA accounts on JustOneLap. What service provider are you using as I am using XXX securities and I cannot buy DBX just do it through their funds… I want a little mo...

Hlelo Giyose - First Avenue Investment Management Hlelo talks stocks but the conversation goes into much more than just some of his current preferred stocks. He delves into what makes great companies, how to spot them and when to buy them Clicks (CLS) Discovery (DSY) Mediclinic (MDC) We Get Mail Malibongwe I am looking for best ways to save for my child's tertiary education. I can only afford R500...

Nerina Visser on Exchange Traded Funds (ETFs) A a thirty minute Q&A session answering questions and talking about; Tracking errors Inflation linked bonds The new S&P Givi ETFs (Global Intrinsic Value Index)  Active ETFs  And more, much more We get Mail Alwyn Please explain The Foschini Group (TFG) crip or cash dividend option? was that a sneaky rights issue? thanks for the great show. Anees The sc...

Chris Gilmour Investment Analyst Absa Wealth & Investment Management Stienhoff Rhodes Food Group Famous Brands We Get Mail @JP_Jordaan @SimonPB Please tell me there is going to be a podcast this week Rob I have tried to research what shares are effected in a positive way and which are effected in a negative way when the interest rates rise. can you point me in the right direction or give me some i...

Byron Lotter Vestact Asset Management Three strong themes with his stocks picks; health, quality management and globally diversified. Aspen (APN) Discovery (DSY) Brait (BAT) We get mail Jaco I would like to know what course can someone do to better understand the impact/effect of SENS announcements? Should I look into a course in economics or just fundamental analysis? I use technical analysis for...

Simon’s Stocks Selections Every week we chat to an exert and get their preferred stocks and we’ve been getting requests that somebody interview Simon and get his stocks. So here Simon interviews himself on his two stocks; Discovery & Richemont.  We get mail Faure Really enjoyed the trade to trade well mini series! Motivated me to actually take the plunge and start trading. On the podcast you (/Sim...

Simon is holidaying this week so we include part 2 of his Trade to Trade Well presentation he gave in Cape Town last month. Part one is here . Subscriber to our feed  here  or  sign up for email alerts  as a new show goes live or subscribe in  iTunes . JSE – The JSE is a registered trademark of the JSE Limited. JSEDirect is an independent broadcast and is not endorsed or affiliated with, nor has i...

Ricus Reeders Portfolio Manager at PSG Wealth We're talking Bidvest, boring but dependable especially in uncertain markets. Kap who seem to be on a strong track and Peregrine who are rocking and well worth a look in a hot sector (asset management). We get mail Craig I have a question regarding ETNs, in particular Oil (SBAOIL) that I can find no definitive answer on. If I purchase SBAOIL today for...

Q&A with Tshepo Modiba, Head of Equities at Seriti Asset Management Top down vs. bottom up investing Benchmarking Discounted Cash Flow Investment themes Investing into Africa We Get Mail John I share your enthusiasm for ETFs and have noted your liking for the BBET40 fund. I am however puzzled as to why this has performed relatively poorly in comparison to the ALSH, TOPI and SATRIX 40 particularly...

Victor von Reiche Senior Investment Manager Cannon Asset Managers (On Twitter  @ victorvonreiche ) Onelogix The share has pulled back from 650c to sub 500c and is looking attractive and having bought a refrigerated logistics company and opened a new facility in KZN. Metair More than just a battery company their international operations really are the future. Consolidated Infrastructure Group Anoth...

Graeme Korner Director Korner Perspective picks his Three Stocks Steinhoff (SHF), Anglo American (AGL) and York Timber (YRK). We get mail from Riaan I have been looking at Illovo (code ILV) as a position to invest in for dividends. Right now the spot price is very close to the 12-month low. Technicals look positive, but I have difficulty with the fundamentals. Can you perhaps assist me with some a...

A show with a difference this week as Simon is traveling and unable to record any interviews. So we recorded his Trade to Trade Well presentation he did in Cape Town on Tuesday evening and have included the first 40 minutes of that presentation in the podcast. He also has a quick comment on Capitec results and banking stocks in general. ======================= Subscriber to our feed  here  or  sig...

Mia Kruger- Director and Equity Analyst & Portfolio Manager Kruger International Asset & Wealth Management Health Care Stocks the theme this week as Mia picks; Aspen, Discovery and Medi Clinic ======================= Subscriber to our feed  here  or  sign up for email alerts  as a new show goes live or subscribe in  iTunes . JSE – The JSE is a registered trademark of the JSE Limited. JSEDirect is...

Simon Brown thoughts and portfolio restructuring Selling OML, buying SNV and DSY. the why's and why nots (especially why not GND). Find the portfolio  here . Maya Fisher-French - Personal Finance Columnist Author of best selling Maya on Money, implement your money plan. She also runs the website  MayaOnMoney.co.za ======================= Subscriber to our feed  here  or  sign up for email alerts  ...

Gerbrand Smit Chief Investment Officer NeFG Fund Management We chat his three preferred stocks to invest in right now; Anglo American, Anglo Platinum and Clover. Q&A with Garth Mackenzie taken from the webcast  earlier  in the week. Thirty minutes with Garth as he answers questions around trading; returns, portfolio size, stops and more. ======================= Subscriber to our feed  here  or  si...

Nic Norman-Smith Chief Investment Officer Lentus Asset Management Chatting his preferred stocks; IBM (NYSE), Sainsbury (LSE) and Grindrod (JSE).   Alec Abraham Senior Equity Analyst Sasfin Wealth Talking results season, focusing on retail and quick service restaurants. ======================= Subscriber to our feed  here  or  sign up for email alerts  as a new show goes live or subscribe in  iTune...

Why commodity and construction stocks are never bottom draw stocks We get sucked in due to their cheapness, we hold them through the cycles. But do they deliver. And what of BHP Billiton? Is it the exception, Simon has for years said it is, but is it? Should he sell it? Bookends with Keith McHalchlan One Up on Wall Street by Peter Lynch ======================= Subscriber to our feed  here  or  sig...

Jean Pierre Verster Analyst 36One Asset Management Coronation Naspers Fortress B Short Net 1 Peter Major Mining specialist Cadiz Corporate Solutions What's the mood at the Cape Town Mining Indaba? How Will Private Equity Impact the Mining Sector?  ======================================= Subscriber to our feed here  or sign up for email alerts  as a new show goes live or subscribe in iTunes .   JSE...

Nerina Visser ETF strategist at  ETFSA.co.za We discuss building an Exchange Traded Fund (ETF) portfolio with either; R300 monthly, R1,000 monthly or a larger lump sum. The end of the conversation is also around tax and in particular the R30,000 tax free CGT and how one can make use of it. ETFs and ETNs covered include; BBET40, DBXWD, PTXTEN, RMBINF, STXDIV, DIVTRX, LVLTRX and SBAEI. Q&A with Keit...

Link for the week What Is a "Strong" Balance Sheet? Anthony Clark Analyst Vunani Securities His five small/midcap picks for 2015; Anchor Capital (ACG), Consolidated Infrastructure Group (CIL), Quantum Foods (QFH), Curro (COH) and Torre (TOR).

We’re back! After a six month sabbatical JSEDirect is back and running from JustOneLap coming to you every Thursday. We’re making some changes that we’ll detail in the weeks ahead. This week’s show is our annual predictions show with Marc Ashton, GM at Moneyweb, Keith Mclachlan, Small/Midcap fund manager at Alpha Wealth and Simon Brown from JustOneLap. We did our first predictions show in January...