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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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JSE Direct with Simon Brown
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Now displaying: February, 2015
Feb 26, 2015

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.

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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.

Feb 19, 2015

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

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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.

 

Feb 12, 2015

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? 

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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.

Feb 5, 2015

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 Keith MaCachlan of Alpha Wealth and SmallCaps.co.za
A half session with listener driven questions. We cover different investment models, risk free rate, small cap liquidity risk, management, investing as an art or a science and more.

Link for the week
A Dozen Things I’ve Learned from Joel Greenblatt about Value Investing

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