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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: May, 2022
May 25, 2022

Simon Shares


Slightly better than average is enough

Investors and traders love big winners. That 10 bagger that happens in a matter of months or maybe a few years. But by consistently hunting for those big winners we're taking larger risks.

We're better off aiming for the modest winners.

Beating your benchmark by 2% a year sees you with almost 50% more after twenty years.

A recent Planet Money Podcast, Investing in mediocrity, talks about a fund manager who only ever aimed to be in the top third of all funds. After a decade of succeeding at that, they were the top fund over ten years.


 

May 18, 2022

Simon Shares

  • 10X Investments buying CoreShares.
  • MPC, 0.5% expected.
  • Balwin (JSE code: BWN) results vs. Calgro M3 (JSE code: CGR).
  • Pick n Pay (JSE code: PIK) results vs. Shoprite* (JSE code: SHP).

* I hold ungeared positions.

May 11, 2022

Simon Shares

  • US April CPI 8.3%; Core CPI 6.2% (month-on-month core was +0.6%)
  • FOMC
  • Sibanye-Stillwater* (JSE code: SSW) update the market hated.
  • Kaap Agri (JSE code: KAL) results
  • Wandile Sihlobo on agri in SA.
  • New Satrix global healthcare ETF.
  • Thungela Resources (JSE code: TGA) could pay an R100 dividend this year, putting them on a +40% DY.

US Tech selloff continues



* I hold ungeared positions.

May 4, 2022

Simon Shares

  • Combined Motor Holdings* (JSE code: CMH) results, Best ever.
  • Renergen* (JSE code: REN) cold commissioning of phase 1 going well.
  • New global healthcare ETF coming from Satrix. Currently in IPO and listing 26 May.
  • EU unveils a proposal to ban Russian oil imports within 6 months, all refined oil products by the end of the year.
    • OPEC+ Sees Production From Non-Opec Participants in OPEC+ at 18.2 mln Bpd in May, 600,000 Bpd Lower Than Last Forecast
  • Lyft (Nasdaq code: LYFT) shares fall 26% on disappointing forecast (earnings 75% below expectations) as they say they'll pay drivers more.
  • Intel says chip storage till 2024 at least.

Stagflation

"Stagflation is most commonly referred to as the simultaneous experience of three separate negative economic phenomena: rising inflation, rising unemployment, and the declining demand for goods and services."

The best defence is generally commodities.

* I hold ungeared positions.


 

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