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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: January, 2023
Jan 25, 2023

Simon Shares

  • Renergen* (JSE code: REN) finally gets phase 1 helium flowing.
  • ArcelorMittal (JSE code: ACL) update, everything they warned about went wrong.
  • MPC Thursday (26 January) and FOMC Wednesday (1 February). Raising 0.25% each.

Stocks making money from load shedding

 


@simonbrown_za ArcelorMittal SA horror update as the second half was loss making #investing #share #jse ♬ original sound - SimonBrown

 


* I hold ungeared positions.

 

Jan 19, 2023

Simon Shares


Which food retailer offers the best value?

Food inflation is still high, 12.7% YonY for December.

But likely peaked (good rains, diesel lower and reducing input costs)

Preferred food retailer?

  • Always Shoprite* (JSE code: SHP). But expensive, forward PE 19.5x
  • Pick n Pay (JSE code: PIK). Forward PE 20.5x and not as good as Shoprite.
  • Woolies* (JSE code: WHL). Exited disaster that is Australia. Forward PE 15x and if they can also fix clothing, real winner.
  • Spar (JSE code: SPP). CEO and chair exiting after bad press recently. Poland issues but forward PE 10x.

* I hold ungeared positions.


 

Jan 12, 2023

Now for the tenth year in a row, we kick off the new year with a prediction show.

Marc AshtonKeith McLachlan and Simon Brown put their heads on the block with three wild and woolly predictions for the markets for 2023 followed by a call on the Top40 and ZAR for the year ahead.

Importantly we start each show with a review of the previous year’s predictions and you’ll find the 2022 predictions show here.


 

Jan 10, 2023

I've been buying some Zeda on the JSE.

- Here's why

- A bit about the business

- Risks

- Possible target price

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