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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: October, 2015
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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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.

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