JSEDirect with Simon Brown

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...