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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: September, 2015
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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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.

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