Q&A with Tshepo Modiba, Head of Equities at Seriti Asset Management

• Top down vs. bottom up investing
• Benchmarking
• Discounted Cash Flow
• Investment themes
• Investing into Africa

We Get Mail

• John
  • I share your enthusiasm for ETFs and have noted your liking for the BBET40 fund. I am however puzzled as to why this has performed relatively poorly in comparison to the ALSH, TOPI and SATRIX 40 particularly from the middle of 2012 until late 2014. Can you shed any light as to why this has been the case?
• Morne
  • I've been reading up on the TFSA accounts and investment possibilities. In the recent Finweek you also comment on the TFSA and your choice of ETF selection being DBXWLD, PROPTRAX10 and BBET40. After consideration I definitely also want to invest in those three but nowhere can I seem to find a provider where I can select those three choices.

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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.

Victor von Reiche Senior Investment Manager Cannon Asset Managers (On Twitter @victorvonreiche)

• Onelogix
  • The share has pulled back from 650c to sub 500c and is looking attractive and having bought a refrigerated logistics company and opened a new facility in KZN.
• Metair
  • More than just a battery company their international operations really are the future.
• Consolidated Infrastructure Group
  • Another stock tat has pulled back and is offering value. Results due in a few weeks should indicate how the AES in Angola is doing with the lower oil price. We'll check the results and if we like will be buying.

We get mail

• Matthew
  • Another friend of mine said best is to take all funds out the market and put into cash and quite a bit into commodities like gold. JSE is not doing well and I should be looking to hedge, problem is I'm new to this game and unsure what I should really push for in markets as volatile as this.
• Andre
  • What could be the effect if; 1.The Chinese Yuan replaces the US $ as the quoted price for oil. 2.The US $ depreciates to half its current value. 3.US interest rates increase by 5 percentage points.

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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.

Graeme Korner Director Korner Perspective picks his Three Stocks

Steinhoff (SHF), Anglo American (AGL) and York Timber (YRK).

We get mail from Riaan

I have been looking at Illovo (code ILV) as a position to invest in for dividends. Right now the spot price is very close to the 12-month low. Technicals look positive, but I have difficulty with the fundamentals. Can you perhaps assist me with some advice?

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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.

A show with a difference this week as Simon is traveling and unable to record any interviews. So we recorded his Trade to Trade Well presentation he did in Cape Town on Tuesday evening and have included the first 40 minutes of that presentation in the podcast.

He also has a quick comment on Capitec results and banking stocks in general.

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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.

Mia Kruger- Director and Equity Analyst & Portfolio Manager Kruger International Asset & Wealth Management
Health Care Stocks the theme this week as Mia picks; Aspen, Discovery and Medi Clinic

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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.

Simon Brown thoughts and portfolio restructuring

Selling OML, buying SNV and DSY. the why's and why nots (especially why not GND). Find the portfolio here.

Maya Fisher-French - Personal Finance Columnist

Author of best selling Maya on Money, implement your money plan. She also runs the website MayaOnMoney.co.za

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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.

Gerbrand Smit Chief Investment Officer NeFG Fund Management

We chat his three preferred stocks to invest in right now; Anglo American, Anglo Platinum and Clover.

Q&A with Garth Mackenzie

taken from the webcast earlier in the week. Thirty minutes with Garth as he answers questions around trading; returns, portfolio size, stops and more.

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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.

Nic Norman-Smith Chief Investment Officer Lentus Asset Management

Chatting his preferred stocks; IBM (NYSE), Sainsbury (LSE) and Grindrod (JSE).

Alec Abraham Senior Equity Analyst Sasfin Wealth

Talking results season, focusing on retail and quick service restaurants.

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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.

Why commodity and construction stocks are never bottom draw stocks

We get sucked in due to their cheapness, we hold them through the cycles. But do they deliver. And what of BHP Billiton? Is it the exception, Simon has for years said it is, but is it? Should he sell it?

Bookends with Keith McHalchlan

One Up on Wall Street by Peter Lynch

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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.

Jean Pierre Verster Analyst 36One Asset Management

• Coronation
• Naspers
• Fortress B
• Short Net 1

Peter Major Mining specialist Cadiz Corporate Solutions

What's the mood at the Cape Town Mining Indaba?

How Will Private Equity Impact the Mining Sector? 

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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.

Nerina Visser ETF strategist at ETFSA.co.za
We discuss building an Exchange Traded Fund (ETF) portfolio with either; R300 monthly, R1,000 monthly or a larger lump sum. The end of the conversation is also around tax and in particular the R30,000 tax free CGT and how one can make use of it.

ETFs and ETNs covered include; BBET40, DBXWD, PTXTEN, RMBINF, STXDIV, DIVTRX, LVLTRX and SBAEI.

Q&A with Keith MaCachlan of Alpha Wealth and SmallCaps.co.za
A half session with listener driven questions. We cover different investment models, risk free rate, small cap liquidity risk, management, investing as an art or a science and more.

Link for the week
A Dozen Things I’ve Learned from Joel Greenblatt about Value Investing

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Link for the week

What Is a "Strong" Balance Sheet?

Anthony Clark Analyst Vunani Securities

His five small/midcap picks for 2015; Anchor Capital (ACG), Consolidated Infrastructure Group (CIL), Quantum Foods (QFH), Curro (COH) and Torre (TOR).

We’re back! After a six month sabbatical JSEDirect is back and running from JustOneLap coming to you every Thursday. We’re making some changes that we’ll detail in the weeks ahead.

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 promised to revisit our predictions a year later (find that show here) and here we are marking our 2014 predictions and also making our 2015 predictions.

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