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.

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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.

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 eg. R12.50 and hold it for 2 years in which time the oil price goes up from today's circa $50 per barrel to $100 per barrel and I then sell it, would the value of the ETN have doubled ? Are commodity ETNs a viable long-term investment in this regard ?
• Johan
  • Can you perhaps tell me where one buy a Tax-free ETF? On etfsa website is a lot of ETF's but no mention of tax-free accounts. Satrix again mention tax-free accounts but the db x-trackers MSCI World Index ETF is not there. Phoning etfsa one are referred to ComputerShares whom only offer combinations of ETF's.

Fatima Essop Mohamed from Standard Bank Webtrader

Win $10,000 in the Webtrader challenge

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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.

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 from the middle of 2012 until late 2014. Can you shed any light as to why this has been the case?
• Morne
  • I've been reading up on the TFSA accounts and investment possibilities. In the recent Finweek you also comment on the TFSA and your choice of ETF selection being DBXWLD, PROPTRAX10 and BBET40. After consideration I definitely also want to invest in those three but nowhere can I seem to find a provider where I can select those three choices.

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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.

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
  • Another stock tat has pulled back and is offering value. Results due in a few weeks should indicate how the AES in Angola is doing with the lower oil price. We'll check the results and if we like will be buying.

We get mail

• Matthew
  • Another friend of mine said best is to take all funds out the market and put into cash and quite a bit into commodities like gold. JSE is not doing well and I should be looking to hedge, problem is I'm new to this game and unsure what I should really push for in markets as volatile as this.
• Andre
  • What could be the effect if; 1.The Chinese Yuan replaces the US $ as the quoted price for oil. 2.The US $ depreciates to half its current value. 3.US interest rates increase by 5 percentage points.

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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.

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 advice?

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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.