Info

JSE Direct with Simon Brown

Weekly podcast hosted by Simon Brown covering the JSE and listed companies.
RSS Feed Subscribe in Apple Podcasts
JSE Direct with Simon Brown
2021
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February
January


All Episodes
Archives
Now displaying: February, 2017
Feb 22, 2017
The budget and your investments
The budget and your investments

Simon Shares

  • Murray & Roberts (JSE code: MUR) mystery buyer is out, ATM Holding, Munich with now almost 25% stake in MUR. So now what, surely they don't want just 25%?
  • Shoprite* (JSE code: SHP) merger is off and their results were excellent. I am a double happy shareholder.
  • Adcock Ingram (JSE code: AIP) results show turn around happening but share price seems to be pricing this in already on PE of over 20x.
  • Mediclinic (JSE code: MEI), Al Noor a less than rosy acquisition for the company. Why do these big deals always seem to go wrong?
  • Upcoming events

* I hold ungeared positions.

Budget 2017 and your investments

Key highlights and how they'll impact various investments;

  • Tax-free - annual limit increased to R33,000 a year. Effective 1 March 2017, NOT this tax year.
  • Dividend Withholding Tax (DWT) up from 15% to 20%.
  • Capital gains tax (CGT), company tax & VAT - no change.
  • New top tax bracket at 45% for those earning over R1.5million.
  • Sugar - still on the cards.
  • Petrol - +39c.
  • Relief will be provided in the threshold above which transfer duty is paid from R750 000 to R900 000.
  • Social grants;
    • The old age grant will increase R1600 for pensioners over the age of 60, and R1620 for those over 75. The disability and care grants increase to R1600. Foster care grants increase to R920.The child support grant increases R380.

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 15, 2017

Simon Shares

* Simon holds ungeared positions.

Trading tax-free accounts

In last weeks JSE Power Hour on tax-free investing Simon mentioned trading a tax-free account. This got many excited thinking about derivatives and shares, but no. The restrictions for tax-free accounts remain but Simon has ways we can still trade without gearing and enhance returns (or losses).

We Get Mail

  • Eric
    • Honestly, it's never been easier or this cheap to bulletproof your Rand wealth through diversified products covering the globe.
  • Janus
    • I'm heavily invested in STXIND. Obviously not happy with the performance at the moment. I would like to stay with Satrix but was thinking of selling all STXIND and buy STXRES. Good or bad plan? Perhaps go 50/50?
  • Many people
    • I want to buy an unlisted share, is it a good idea?

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 8, 2017

Simon Shares

Jean Pierre Verster Portfolio Manager - Fairtree Capital

Chatting market fears and opportunities specifically; Hudaco (JSE code: HDC), Naspers (JSE code: NPN), MTN and Invicta (JSE code: IVT).

We Get Mail

  • Anton
    • Do you know why I am paying double the share price to purchase a share at my broker? Is it brokerage fee?
  • Hendrik
    • At which point do we have to outsource the investment club to protect the alliance. Each member's share is now quite substantial.

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 1, 2017

Simon Shares

Investment clubs

A few requests on investment clubs; how to set them up, manage them, regulations etc. So here's my views, ideas and suggestion for getting your own investment club off the ground.


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.

1