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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Jean Pierre Verster Analyst 36One Asset Management
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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