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JSE Direct with Simon Brown

Weekly podcast hosted by Simon Brown covering the JSE and listed companies.
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Now displaying: 2015
Dec 8, 2015

Every year we end the JSE Power Hour series with a presentation from Simon Brown of Just One Lap in which he looks at his predictions for 2016 and how to position your portfolio accordingly. The video is below but we have included the audio only into this weeks JSEDirect.

Included in the presentation is;

Reviewing the 2015 predictions

  • Top stock picks for 2016
  • The South African economy (GDP growth, drought, recession?)
  • State of commodities, mining and when to buy them
  • Elections, unions and Eskom
  • US, EU and China
  • Bloodhound
  • and more

The PDF of the presentation is here and if you'd rather watch the video is here.

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Dec 3, 2015

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 hang on, you can't have it both ways. Either you include and compare or you don't. This is why I always only use diluted HEPS, none of this normalised HEPS nonsense. That all said I hold the stock and am happy.
  • The indices will be adjusting on 21 December with AngloGold Ashanti (JSE code: ANG) exiting the Top40 and that means no gold stocks left in the index for the first time ever. The gold industry is dying locally and has been for a while and this really just confirms that slow death spiral.
  • MTN (JSE code: MTN) has seen their fine reduced to USD3.2billion. A good reduction but still a massive number. The company also announced a series of "new operating structure and senior management changes" to prevent another fine happen. Frankly too late and also not as easy as just shifting some managers, this is about culture and that's deep rooted. I remain a happy non shareholder having sold when the news first broke.
  • We updated the momentum portfolio ad are proposing some changes. Check the video out here and give us your feedback on the changes.
  • Join us on 7 December for the last JSE Power Hour of the year at the JSE. Topic is 'positioning your portfolio for 2016' and being the last function of the year we'll have drinks afterward and we've invited all the speakers from the year so you can mingle and ask questions of them.


Year end portfolio review

  • Do your trading systems need tweaking?
  • What have your returns been?
  • What stocks are you keeping or looking to add?
  • Has your portfolio seen any style drift?

We Get Mail

  • Derek
    • Please could you let me know which two ETFs you chose for your initial investment and also which online investment platform you used?
  • Eben
    • Please explain how exchange rate fluctuations affect the DBX-Trackers ETFs that I buy/sell on the JSE.

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Nov 25, 2015

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.
  • Balwin (JSE code: BWN) published their first set of results as a listed company, for the six months ending August. Really strong numbers but one confusing comment from management was that the second half of the year is seasonally stronger than the first. yet this is over the Christmas holidays when builders shut down and surely people are not buying houses while also buying Christmas presents?
  • Pioneer (JSE code: PFG) results were confusing with the company trumpeting adjusted HEPS growth of 23%. But adjusted for what? I always use the simple diluted HEPS which was up 12% and I know exactly what it means.
  • Join us on 7 December for the last JSE Power Hour of the year at the JSE. Topic is 'positioning your portfolio for 2016' and being the last function of the year we'll have drinks afterward and we've invited all the speakers from the year so you can mingle and ask questions of them.

Keith Mclachlan fund manager at Alpha Wealth

How does one become a fund manager? What are the exams and where does one start? We also sneak in a question on the Balwin results.

We Get Mail

  • Matt (via Twitter)
    • Can you please explain 'pre-market moves' and 'after hours trading' in US stock markets?
  • Franz
    • I bought Steinhoff shares about a year ago and they have done really well. However, I am a bit confused now regarding the delisting from the JSE and the listing on the FSE. Does this mean I have to sell my shares? What happens if I don't sell them before they delist from the JSE? I see the deadline is 27 November.
  • Stephan
    • I've had it twice now that I've been offered shares in lieu of a cash dividend (most recently on Steinhoff). Is this a case by case decision or is there a general rule of thumb to follow? If it is case by case, is there a simple analysis process to follow for a decision?

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Nov 18, 2015

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 to stay away and will continue to do so.
  • Balwin, Stor-Age, Trellidor, M-FiTech (JSE codes: BWN, SSS, TRL & MFI). What's the common link? All recent listings currently trading below listing price. Not a good sign for a listing boom.
  • Join us on 7 December for the last JSE Power Hour of the year at the JSE. Topic is 'positioning your portfolio for 2016' and being the last function of the year we'll have drinks afterward and we've invited all the speakers from the year so you can mingle and ask questions of them.

Books

  • Trading
    • Trading in the Zone - Mark Douglas
    • Trend Following - Michael Covel
    • Reminiscences of a Stock Operator - Edwin Lefevre
  • Investing
    • One up on Wall Street - Peter Lynch
    • Common Stocks and Uncommon Profits – Phil Fisher
    • Effective Investor - Franco Busetti
    • Intelligent Investor - Benjamin Graham

We Get Mail

  • Vusi
    • What's the difference between issued and authorised shares? I see it all the time with JSE stocks.
  • Heather
    • Can I invest in America with the JSE? I want to buy Apple shares.
  • Via Twitter
    • I don't like MTN (moral thing) but I'd be fool to not buy it long-term Recovery insight?

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Nov 11, 2015

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 21.4c.
  • This national drought is getting very real with all sorts of implications for local companies, and none of them good.

Bryan Rudd CIO Anchor Capital Maurtrius
Astoria is being listed by Anchor Capital and will invest in a portfolio of global equities and private equity businesses. 60% equity 20% niche 20% alternative and private equity fund. USD based and traded on the JSE.

We Get Mail

  • Several people asking
    • Am I buying Lonmin?
  • Several people asking
    • Am I buying MTN?
  • Manro (via twitter)
    • What price will SA investors get on JSE for SABMiller (JSE code: SAB) after the £44 offer from AB Inbev? How much of that is cash? Do I hold or sell?

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Nov 5, 2015

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
  • Robert
    • My understanding is that SARS will distinguish between amounts invested, on the one hand, and PROFITS MADE as a result of the deposits. Can I therefore withdraw my PROFIT at will, without lowering my lifetime cap? Can I replace my withdrawn profit in the next tax year? If the distinction between PROFIT and deposits are not made, and the withdrawal of ANY amount affects the lifetime limit, then TFSA accounts are only beneficial when the lifetime limit is reached and a single bulk withdrawal is made.
  • Marcus
    • I have bought some shares of a certain company,the fund has grown and i have made a profit. Please advise if its wise to cash out the profit and leave the original investment intact? Do you think it is wise to re-invest the gain on the same stock again once the price goes lower again?
  • July
    • I wish to invest in shares and would like get more information in this regard.i wish to contribute a thousand rand monthly.
  • Robert
    • Should we as part of our budget keep hard cash at home in a safe? If so how much? If one kept say, R 20 000 in a safe, or any significant amount, one would lose money not invested. In this age of debit cards surely that amount of money is better off in a Capitec savings account earning at least 4,50 percent interest. A family member seriously suggested cash in safe in case of a "run on the banks".

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Oct 22, 2015

Simon Shares

  • Balwin (JSE code: BWN) listing has been modest very modest as 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. Initially a massive spike (short squeeze) before it settled down.
  • Famous Brands (JSE code: FBR) were not bad. But top line growth did not translate into bottom line growth as margins got squeezed.

Patrick Barker - Wealth Tap
We chatting current state of the markets and how to position a long-term portfolio in this market.

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Oct 14, 2015

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 a reverse take over. They will have 73 hospitals with around 10,200 beds and 35 clinics, and nearly 32,000 employees across Middle east, UK and SA.

Keith McLachlan Small and Mid Cap fund manager at Alpha Wealth
Balwin (JSE code: BWN) are listing on the JSE today as a residential development company. We chat to Keith about his views on the stock and whether he thinks it's worth an investment?

We Get Mail

  • Sbu
    • I want to keep my SABMiller shares, how do I do that?
  • Helen
    • My broker says I was silly to buy in a TFSA and should rather buy individual shares as they'll do better. Now I am confused.

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Oct 7, 2015

Simon Shares

  • Lots of new listings hitting the JSE. Here's my 5 words on each.
    • Sygnia - have applied and will sell
    • Balwin - also applied and will hold
    • Waco - bad sector, stay far away
    • Trellidor - why owners selling if great?
    • Capital Appreciation - SPACS not my investment style
    • Capital and Regional - prefer property via an ETF
  • Platinum stocks are all over the place, Lonmin (JSE Code: LON) has doubled since low of 29 September 2015. Aquarius Platinum (JSE code: AQP) is being bought by Sibanye Gold (JSE code: SGL) and Implats (JSE Code: IMP) has raised their R4billion just below current share price. But sector remains tough. The bounce is in part from very over sold and rumours of more deals.

Craig Gradidge, Investment and Retirement Planning Specialist at Gradidge Mahura Investments
A question from Sharon (below) asked the question, how much to save for retirement? The immediate answer seems easy, the often touted 15%. But is that true? Surely as we're all different we all need different answers? So Craig helps us unpack it all.

We Get Mail

  • Sharon
    • How do I calculate how much money I need to invest monthly in order to retire? Also how to optimise the capital growth of one's ETF portfolio? I have been listening to your webinars since 2011. It has been such a help. In 2011 we had 2 bonds to pay off and a car. Since 2014 we are debt free. By learning from your webinars I find you can focus where your money goes ! and make the necessary sacrifices/changes. My problem is that I am so busy squirrelling the money away that I do not set enough fun money aside for my husband and I to do things we could enjoy doing together.
  • Robert
    • Satrix Divi+ (JSE code: STXDIV). This ETF selling for under R2.00. My ETF time horizon is long term. The price is so low, I want to buy but think there may be something wrong with this ETF. Would you recommend buying? Is this asking price "normal"?
  • George
    • Today I shorted my first ever position based the news that SAB Miller have rejected the AB Inbev offer. When the news about the initial offer broke, there was that sharp increase in the price. So my (fairly inexperienced) expectation was that with this offer falling through, that the share price would drop down to where it was a month or so ago. This however has not happened, what is the factor that I have not considered? I am not saying that the JSE is broken. But right now, that's what it feels like.

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Sep 30, 2015

Simon Shares

  • 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. Has not been a happy period for him; Nigeria, Kenya, losing market share at home.
  • Glencore (GLN) Goldman Sachs and Investec both issued reports that their debt levels are too high and shareholder equity could erode down to nothing. Right now being a mining company with debt is bad news, hence Implats (IMP) doing a rights issue and Lonmin (LON) looking very ill with large debt burden due in 2016. "Peak prices in gold and silver are four years old". How much longer can this commodity sell off continue? Likely longer than anybody expects.

Jean Pierre Verster - 36One Asset Management

  • China and the impact on commodity prices and what of Chinese consumers and Naspers (NPN) and Richemont (CFR). We also chat VW, how to manage this sort of crisis if one was a shareholder, the long term impact on platinum and finally a quick word on Sygnia as an investment.

We Get Mail

  • Albert
    • Say AB Inbev buys SAB and de-lists them from the JSE, what happens to my SAB shares in my Satrix Indi ETF? What if they offer AB Inbev shares for SAB shares and I want to swap them for AB Inbev shares? This seems to be a downside to ETFs/Unit Trusts that I have not experienced until now. Same with rights offers, etc, on shares in ETF indexes. Please advise.

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Sep 23, 2015

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 (AEG) position is off 71%, what should I do? Buy more, hold or sell?
  • Tariq
    • When trading the Alsi, what time frame is the best when looking at the charts? is the 1 minute chart just noise? In your experience, which indicator has produced the best results for the Alsi?

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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Sep 16, 2015

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 InBev has arrived. Maybe. 

Keith McLachlan Small and Mid Cap fund manager at Alpha Wealth

We chat the soon to be listed Sygnia, ARB valuation, Santova (SNV) cautionary and the general state of the Mid and Small cap indices.

We Get Mail

  • Christo
    • In your podcast two weeks ago you discussed the Proptrax SAPY and the Proptrax Ten. In it you discussed how you prefer the Ten over the SAPY because GrowthPoint is too heavily weighted in the SAPY while in the Ten all companies are equally weighted and you like equal weightings. So my question is why? I can understand how it is bad when one company is too heavily weighted compared to others but surely there is a case to be made for some companies to be weighted a little more heavily than others? Especially if you want to track the index more closely?
Sep 9, 2015

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/platinum company when they initially bought a gold mining company, will that matter to shareholders?
  • Sasfin (SFN), more great results form them and they're trading on a Price to Book (P/B) of around 1.5x which for them is reasonable.
  • Santova (SNV) have issued a cautionary, no idea what it is about but I would think it is about an off shore deal rather than local. Management have been commenting that off shore if their future and they've recently surpassed half their profits coming from off shore (Hong Kong, Europe, Australia and UK).

Q&A with Warren Peacock from TheTradersPlace.co.za

  • Thirty minutes of Q&A with Warren as he answers questions on trading, specifically;
  • What to trade?
  • What time frames to use? 
  • The two different types of volatility.
  • Managing trade and portfolio risk and 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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Sep 2, 2015

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 of the stocks in our Momentum portfolio that we just updated. You can find all the details and stats (from inception) here.

Steven Nathan Founder, Chief Executive 10x Investment

With the new Tax Free Savings Accounts (TFSA) there a lot of talk about whee a Retirement Annuity (RA) fits in. So we chat to an expert about RAs, costs and performance. While we're just talking RA's a bunch a really solid investing gems get dropped into the conversation, a must listen interview.

We Get Mail

  • Brilliant
    • Say you have reached the lifetime cap of R500 000 through contributions, what would happen to the interest gained that comes with the account? Will SARS continue to tax at 40% penalty rate? Thank you.
  • Tariq
    • When trading the Alsi futures, what time frame is the best when looking at the charts? is the 1 minute chart just noise? 2. In your experience, which indicator has produced the best results for the Alsi futures?

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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Aug 27, 2015

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 (SBAFCI).

Mia Kruger Director & Fund Management Kruger International Asset & Wealth Management

How to manage these markets and what to do as an investor. We also chat health stocks Aspen / Mediclinic / Discovery and she says stay away from single commodity companies.

We Get Mail

  • Heleen
    • How safe is it to invest in the ETFSA tax free ETF savings account as they administer it through Computershare and not through ETFSA. I don't know anything about Computershare?
  • Linda
    • Markets are crazy and I am worried about my investments, should I sell and wait for things to stabilise?

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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Aug 20, 2015

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. Retirement Annuity.

We Get Mail

  • Leroma
    • How would I be able to invest in a Vanguard ETF, say Vanguard Telecommunication Services ETF (VOX) from South Africa?
  • Cheryl
    • I am thinking of buying some Brait preferences instead of adding to the Braits in my portfolio. Would this be a good idea or should I rather just add to normal Brait position on a pull back.

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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Aug 12, 2015

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 R30 000 limit. With that said how is the R30 000 tax free limit calculated?

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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Aug 6, 2015

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 sell.Thanks
Jul 29, 2015

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 you think that my focus is too concentrated in terms of correlation?

Ridwaan Moolla ABSA Stockbrokers

  • Likes;
    • MTN
    • Taste
  • Dislike;
    • Gold and resource stocks

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Jul 22, 2015

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 price is that I like. An example that you have often used before is Discovery, you mentioned that often or every time the share price drops to ~R120, you would add to your portfolio. My question is, let’s assume that the share price has since moved up to R200 over a year or three, what would be your new buying price? The odds of it dropping to R120 again becomes smaller and smaller every year.

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Jul 15, 2015

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).


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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Jul 8, 2015

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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Jul 2, 2015

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 with the fact you probably don't solely use your Mac though. Hoping it also isn't as complex as eight screens in your office. If possible, please enlighten me.

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Jun 25, 2015

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?

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

Jun 18, 2015

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 more flexibility.

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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 Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.

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