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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: January, 2016
Jan 28, 2016

Simon Shares

  • Markets are volatile, but is the bear dead?
  • I am buying Metrofile (JSE code: MFL). Good solid business that has solid earnings and currently on a dividend yield of just over 4%.
  • Why is low oil causing such concerns on global markets? One would think it is good for consumers and hence good for economies?
  • Davos 2016 report back presentation with Nicky Newton-King (JSE CEO) and Bronwyn Nielsen (CNBC Africa).
  • MPC coming to an interest rate increase ear you. Today is likely to be the first of many, reduce debt.

Jean Pierre Verster 36One Asset Management
What's the big picture, world economy soft or markets just jittery? What about China and oil and how is the US and EU economies doing?

We Get Mail

  • Casey
  • With the end of the tax year looming I want to make sure my TFSA is in good standing. Can you tell me; Is my 30k limit based on cost (the amount of money I spent buying shares throughout the year) or current share value? If I go over my annual threshold can I simply sell some shares so my balance bought minus sold is worth R30k?
  • Mary-Anne
  • Looking at ETNs I compared the performance of BNPEUR at 47.47 to DBXEU 26.58 in past year, and BNPUSA at 45.61 to DBXUS at 37.46 in past year. What is the downside to these investment? They are not mentioned or recommended. DBXJapan also at 45.59 over the past twelve months, is this likely to perform well in future?
Jan 20, 2016

Simon Shares

  • AB Inbev (JSE code: ANB) has arrived on the JSE as the largest stock by a mile. But I am not excited nor am I buying.
  • The market is looking just weak, but this does not smell like 2008. How many people saying that actually were in the markets in 2008? That said more downside likely, under 40,000 on the Top40 seems certain. 35,000 anybody?

Drikus Combrinck Capicraft
How much money should we have in an off-shore account? This question was posed on Twitter and we get an expert view as well as other sage advice about investing off-shore (like maybe even bring some money back into Rands?).

We Get Mail

  • Sipho
    • The TFSA is R30k a year. Is this calendar year so I can add another R30k now in
      January?
  • Clayton
    • Is DBX World (JSE code: DBXWD) and Astoria (JSE code: ARA) about as good as having money offshore? Should one monthly add more to these in these circumstances instead of buying more BBET40 and other ETF's?
  • Gerrit
    • Is it really necessary to have stop loss orders with regards to ETF's e.g. DBX-trackers, Satrix Indi etc.

Tweet or Facebook us your questions.

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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.

Jan 13, 2016

We’re back! It's 2016, wowzer.

This week’s show is our annual predictions show with Marc Ashton, GM at Moneyweb, Keith McLachlan, Small/Midcap fund manager at Alpha Wealth and Simon Brown from JustOneLap.

We did our first predictions show in January 2014 and and the second a year later and this is now our third show. Find 2014 here and 2015 here. We promised to revisit our predictions a year later and here we are marking our 2015 predictions and also making our 2016 predictions.

Tweet or Facebook us your predictions.

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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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