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
2022
May
April
March
February
January


2021
December
November
October
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: Page 1
Apr 28, 2016

Where to invest offshore?

Simon Shares

  • Pick n Pay (JSE code: PIK) results show the turn around is very much working albeit the stock remains very expensive. But the margins are still way to slim at 2% and less than half that of Shoprite (JSE code: SHP). This has to be the focus going forward if they have any hope of justifying the stretched valuation.
  • MTN is getting money out of Iran, reportedly USD1billion and this certainly helps with the Nigerian fine, but once again this comes from third party sources not from the company via SENS.
  • Steinhoff (JSE code: SNH) said it won’t raise its offer for French retailer Darty and this is a good thing because in a bidding war the only winner is the seller.
  • Berkshire Hathaway is webcasting their AGM this weekend, this Saturday 30th April 2016 at 4pm. you can view it here.
  • Kristia van Heerden looks back at a year of erratic ETF buying in our weekly ETF blog.
  • We're doing a webcast of the lazy trading system on the 12th at 8pm.

Wehmeyer Ferreira from DB X-Trackers

Where to invest offshore? US, EU, UK or Japan? What of China or maybe just the world?

We've recently covered two of the more popular ETFs from Deutsche Bank; DBXWD and DBXUS.

We Get Mail

  • Samuel
    • Should a home loan be considered as debt?
  • Tshepo
    • What is best index to use for a benchmark?

 

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.

0 Comments
Adding comments is not available at this time.