JSEDirect with Simon Brown

Simon shares MPC no change on rates, 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? I would take the money and run. How many shares should one have in a portfolio? We Get Mail Chat forum My Aveng...

Thoughts from Simon Mark Douglas has passed away, sad day for traders and perhaps an important reminder that there's more to life than just trading and markets? Mr Price (MPC) has been sluggish ever since that nasty trading update, seems maybe it coming alive again? Truworths maybe going into the shoe business in the UK. Tough market, not an exciting acquisition. SABMiller, finally Anheuser-Busch...

Thoughts from Simon Sibanye (SGL) buying Anglo Platinum (AMS) unwanted mines for R4.5bn. This is R1.5bn up front and a further minimum payment of R3bn based on free cash flow generated. Good for AMS but for SGL we'll see. Can Neal Froneman (CEO of SGL) make profits where others couldn't? Certainly that is his reputation but this is not going to be easy. Also SGL shareholders now have a gold/platin...

Thoughts from Simon Markets still wild, I still not concerned. Not because I saying it not going down, but because I love my portfolio. Check out this video we did last week on managing your portfolio in turbulent markets. MrPrice (MPC) has spooked the market sending the stock down 13% n the day. The update was that horrid but when you're a high flying stock you have to do better. Mr price is one...

Thoughts from Simon Wild markets, make sure you're have a SWAN portfolio (Sleep Well At Night) Week lazy system has moved 100% into cash for the first time since the 2008/9 crisis. Johann Erasmus Head of Global Structuring Standard Bank Group Chatting about their commodity Exchange Trades Funds (ETFs) and Exchange Traded Notes (ETNs) as well as the African ETN (SBAEI) and African Commodity ETN (SB...

Viv Govender Senior analyst Lehumo Capital Concerns about China make Kumba Iron Ore (KIO) the stock Viv dislikes while Europe is looking better after another Greek crisis being resolved. To this end Stienhoff (SHF) is the stock Viv does like. Warren Ingram Executive Director, Galileo Capital We chat differences between Exchange Traded Funds (ETF's) and Unit Trusts and also Tax Free Investing vs. R...

Gary McNamara Portfolio Manager Sanlam Private Wealth Like JSE (JSE) Tiger Brands (TBS) Dislike Lonmin (LON) Mark Humphreys Standard Online Share Trading We chat Tax Free Investments. How are they doing, are they real and worth it and what's the Standard Bank offering. We Get Mail Dominic As I know it; we need to pay the required level of Income Tax on profit made from the sale of shares over the...

Q&A with Satrix CEO, Helena Conradie Questions included; Unit trusts vs. Exchange Traded Funds (ETFs) Costs Platforms Exotic ETFs New products coming Tracking errors and more We Get Mail Aubrey Do u know any ETF/Index that I can buy so that I can get exposure of Facebook? Keith (twitter) Bought Satrix Rafi Feb13 for +-9.49, peaked at +-R12.67 since then, but now +-R11.35.  Would u buy, hold or sel...

Nerina Visser ETF consultant Chatting property as an investment and using one of the three Exchange Traded Funds (ETFs). She also touched on bond ETFs, the new CoreTop50 and Tax Free Accounts. We get mail Clive Your boot camp was appreciated yesterday however it has raised a query in my mind. I own DSY, which  is 25% owned by RMI which I own, which is owned 30% by REM which I own. On that basis do...

Wayne Dennehy Head of ETF’s and Passive Absa Capital Their RAFI Exchange Traded Funds (ETFs) converted to S&P GIVI ETFs. We dig in what GIVI is all about. Chris Botha director Imara Asset Management Like Mondi PLC  EOH Not like Anglo American Sasol We Get Mail Johnny I know that you say this might be different for everyone, but I would like to have some idea of where to start in “deciding” what a...

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...