JSEDirect with Simon Brown

by www.JustOneLap.com

JSEDirect with Simon Brown
  • Language: eng
  • Episodes: 109
  • Last: 7 Mar 2018
Weekly roundup of what's happening on the JSE in South Africa hosted by Simon Brown. Focusing on stocks outside the Top40 index it includes; company results, updates, market moves, week ahead, trading tips/products and book reviews. Published Thursday every week.

Episodes (109)

  • #299: Dealing with fallen angels
    #299: Dealing with fallen angels
    Play
    Published: 7 Mar 2018 Duration: 21:23
    “Brought to you by Absa ETFs” Simon Shares 2017 GDP was 1.3%, better than the expected 1% and hopefully means that the treasury 2020 GDP expectation of 2.1% is wildly low. Bleak trading update from Sasfin (JSE code: SFN). But still trading... Read more →
    “Brought to you by Absa ETFs” Simon Shares 2017 GDP was 1.3%, better than the expected 1% and hopefully means that the treasury 2020 GDP expectation of 2.1% is wildly low. Bleak trading update from Sasfin (JSE code: SFN). But still trading... Read more →

  • #298: Leverage your portfolio
    #298: Leverage your portfolio
    Play
    Published: 28 Feb 2018 Duration: 20:55
    “Brought to you by Absa ETFs” Simon Shares The new cabinet is of course a compromise, that's the nature of our political system. But the important departments are markedly better hands (SOEs, treasury & mining). New tax-free year kicks off... Read more →
    “Brought to you by Absa ETFs” Simon Shares The new cabinet is of course a compromise, that's the nature of our political system. But the important departments are markedly better hands (SOEs, treasury & mining). New tax-free year kicks off... Read more →

  • #297: Budget 2018 and your investents
    #297: Budget 2018 and your investents
    Play
    Published: 21 Feb 2018 Duration: 20:01
    “Brought to you by Absa ETFs”  Simon Shares Discovery* (JSE code: DSY) results were top notch and complicated as they always are. I own this stock as the business model really works, but as I have mentioned before the complexity adds risk.... Read more →
    “Brought to you by Absa ETFs”  Simon Shares Discovery* (JSE code: DSY) results were top notch and complicated as they always are. I own this stock as the business model really works, but as I have mentioned before the complexity adds risk.... Read more →

  • #296: Avoiding the big losers
    #296: Avoiding the big losers
    Play
    Published: 14 Feb 2018 Duration: 20:09
    Simon Shares Market continues to wait for president Zuma to go. It is taking time but ejecting a leader usually does take time and markets are patient and way more interested in what is happen in the US with inflation data out after I have... Read more →
    Simon Shares Market continues to wait for president Zuma to go. It is taking time but ejecting a leader usually does take time and markets are patient and way more interested in what is happen in the US with inflation data out after I have... Read more →

  • #295: Is S12J the real deal?
    #295: Is S12J the real deal?
    Play
    Published: 7 Feb 2018 Duration: 20:18
    Simon Shares Dual CEOs at Investec (JSE codes: INL / INP)? Market sells off and rebounds (a bit) and we're in correction territory (down 10%). The falling property stocks of Resilient, Nepi Rockcastle, ForstressB & Greenbay (JSE codes: RES... Read more →
    Simon Shares Dual CEOs at Investec (JSE codes: INL / INP)? Market sells off and rebounds (a bit) and we're in correction territory (down 10%). The falling property stocks of Resilient, Nepi Rockcastle, ForstressB & Greenbay (JSE codes: RES... Read more →

  • #294: Viceroy charges Capitec
    #294: Viceroy charges Capitec
    Play
    Published: 31 Jan 2018 Duration: 19:43
    Viceroy charges into Capitec* I think we're missing a point with this latest Viceroy report on Capitec. Sure we're proud of the business and if you're a shareholder you've made amazing returns. But we seem to be circling the wagons and shoo... Read more →
    Viceroy charges into Capitec* I think we're missing a point with this latest Viceroy report on Capitec. Sure we're proud of the business and if you're a shareholder you've made amazing returns. But we seem to be circling the wagons and shoo... Read more →

  • #293: Global Dividend Aristocrats
    #293: Global Dividend Aristocrats
    Play
    Published: 24 Jan 2018 Duration: 24:01
    Global Dividend Aristocrats ETF This week Simon chats to Chris Rule from CoreShares on their soon to be listed Global Dividend Aristocrats ETF. It uses dividends as a quality metric rather then searching for yield and much like the MSCI Wo... Read more →
    Global Dividend Aristocrats ETF This week Simon chats to Chris Rule from CoreShares on their soon to be listed Global Dividend Aristocrats ETF. It uses dividends as a quality metric rather then searching for yield and much like the MSCI Wo... Read more →

  • #292: Investor 2018 new year resolutions
    #292: Investor 2018 new year resolutions
    Play
    Published: 17 Jan 2018 Duration: 20:41
    Simon Shares Aspen (JSE code: APN) being vice squeezed. Woolies* (JSE code: WHL) trading update, "impact of a potential re-assessment of the carrying value of the David Jones assets". Watch out for the "goodwill write downs are not cash", ... Read more →
    Simon Shares Aspen (JSE code: APN) being vice squeezed. Woolies* (JSE code: WHL) trading update, "impact of a potential re-assessment of the carrying value of the David Jones assets". Watch out for the "goodwill write downs are not cash", ... Read more →

  • #291: The 2018 market predictions show
    #291: The 2018 market predictions show
    Play
    Published: 10 Jan 2018 Duration: 32:33
    Every year the first JSE Direct of the year is our annual predictions show. Marc Ashton, Keith McLachlan, Small/Midcap fund manager at Alpha Wealth and Just One Lap founder Simon Brown review their predictions from the previous year and mak... Read more →
    Every year the first JSE Direct of the year is our annual predictions show. Marc Ashton, Keith McLachlan, Small/Midcap fund manager at Alpha Wealth and Just One Lap founder Simon Brown review their predictions from the previous year and mak... Read more →

  • #290: Refusing to learn from Steinhoff
    #290: Refusing to learn from Steinhoff
    Play
    Published: 13 Dec 2017 Duration: 17:14
    Simon Shares EOH (JSE code: EOH), so the collapse was because of directors margin calls that forced them to sell? This is an epic disaster, if it was my board I would fire them. A share price collapse has real consequences, especially for ... Read more →
    Simon Shares EOH (JSE code: EOH), so the collapse was because of directors margin calls that forced them to sell? This is an epic disaster, if it was my board I would fire them. A share price collapse has real consequences, especially for ... Read more →

  • Special: Position your portfolio for 2018
    Special: Position your portfolio for 2018
    Play
    Published: 8 Dec 2017 Duration: 01:01:01
    Our signature yearend JSE Power Hour presented by Just One Lap founder, Simon Brown. Simon looks at what he predicted last year before embarking on his 2018 predictions that include; Steinhoff (JSE code: SNH) Naspers (JSE code: NPN) Bitco... Read more →
    Our signature yearend JSE Power Hour presented by Just One Lap founder, Simon Brown. Simon looks at what he predicted last year before embarking on his 2018 predictions that include; Steinhoff (JSE code: SNH) Naspers (JSE code: NPN) Bitco... Read more →

  • #289: Steinhoff, where there's smoke
    #289: Steinhoff, where there's smoke
    Play
    Published: 6 Dec 2017 Duration: 16:54
    Simon Shares Twitter poll for tonight's JSE Power Hour presentation ~ What's your expectation for the Top40 in 2018? Time for my annual poll .. What's your expectation for the Top40 in 2018 ?#JSE — Simon Brown (@SimonPB) December 4, 2017 ... Read more →
    Simon Shares Twitter poll for tonight's JSE Power Hour presentation ~ What's your expectation for the Top40 in 2018? Time for my annual poll .. What's your expectation for the Top40 in 2018 ?#JSE — Simon Brown (@SimonPB) December 4, 2017 ... Read more →

  • #280: Trading buddies
    #280: Trading buddies
    Play
    Published: 29 Nov 2017 Duration: 20:16
    Simon Shares More downgrades as S&P Globals makes our local debt junk as well to go with Fitch. Moody's gave us 90 days which takes us to just after the February budget and if they drop us then we full on 100% junk, AKA Brazilian. The Rand... Read more →
    Simon Shares More downgrades as S&P Globals makes our local debt junk as well to go with Fitch. Moody's gave us 90 days which takes us to just after the February budget and if they drop us then we full on 100% junk, AKA Brazilian. The Rand... Read more →

  • #287: Stop fiddling, start trading
    #287: Stop fiddling, start trading
    Play
    Published: 22 Nov 2017 Duration: 19:07
    Simon Shares I am traveling this week so recording on Monday and hence no thoughts. Naspers (JSE code: NPN) hits R4,000.00. Survey results are out. Up coming events; Position your portfolio for 2018 * I hold ungeared positions. Stop f... Read more →
    Simon Shares I am traveling this week so recording on Monday and hence no thoughts. Naspers (JSE code: NPN) hits R4,000.00. Survey results are out. Up coming events; Position your portfolio for 2018 * I hold ungeared positions. Stop f... Read more →

  • #286: When it's time to panic
    #286: When it's time to panic
    Play
    Published: 15 Nov 2017 Duration: 22:16
    Simon Shares Zimbabwean coup, or not coup or whatever. People are all asking me what's the best investment thesis here. There isn't one, a coup is not great for an economy. A democratic functioning state is what is good for investments. My... Read more →
    Simon Shares Zimbabwean coup, or not coup or whatever. People are all asking me what's the best investment thesis here. There isn't one, a coup is not great for an economy. A democratic functioning state is what is good for investments. My... Read more →

  • #285: Too big to work (AKA big deals suck)
    #285: Too big to work (AKA big deals suck)
    Play
    Published: 8 Nov 2017 Duration: 21:57
    Simon Shares More highs locally and global for markets. And of course that makes everybody worried and certain we're about to crash. Well we will most definitely crash, just nobody (and I mean nobody) knows when. So as always ignore the do... Read more →
    Simon Shares More highs locally and global for markets. And of course that makes everybody worried and certain we're about to crash. Well we will most definitely crash, just nobody (and I mean nobody) knows when. So as always ignore the do... Read more →

  • #284: How important is a trading system?
    #284: How important is a trading system?
    Play
    Published: 1 Nov 2017 Duration: 20:34
    Simon Shares Famous Brands* (JSE code: FBR) results were nasty. Local was weak but the real issue is the UK GBP purchase that cost a bunch and is not performing. Long4Life (JSE code: L4L) is now 510c as I record. Nice price and a lesson th... Read more →
    Simon Shares Famous Brands* (JSE code: FBR) results were nasty. Local was weak but the real issue is the UK GBP purchase that cost a bunch and is not performing. Long4Life (JSE code: L4L) is now 510c as I record. Nice price and a lesson th... Read more →

  • 283: Books for investors and traders
    283: Books for investors and traders
    Play
    Published: 26 Oct 2017 Duration: 10:49
    Books Trading Trading in the Zone – Mark Douglas (detailed review) Trend Following – Michael Covel (detail review) Reminiscences of a Stock Operator – Edwin Lefevre Investing One up on Wall Street – Peter Lynch (detailed review) Common... Read more →
    Books Trading Trading in the Zone – Mark Douglas (detailed review) Trend Following – Michael Covel (detail review) Reminiscences of a Stock Operator – Edwin Lefevre Investing One up on Wall Street – Peter Lynch (detailed review) Common... Read more →

  • #282: Managing dreaded drawdowns
    #282: Managing dreaded drawdowns
    Play
    Published: 18 Oct 2017 Duration: 18:03
    Simon Shares Local markets have been making new all time highs and right now the sellers look shell shocked and unable to exert any real downside pressure. Taste (JSE code: TAS) results were just a shocker and they need money fast, real fa... Read more →
    Simon Shares Local markets have been making new all time highs and right now the sellers look shell shocked and unable to exert any real downside pressure. Taste (JSE code: TAS) results were just a shocker and they need money fast, real fa... Read more →

  • #281: When to short shares
    #281: When to short shares
    Play
    Published: 11 Oct 2017 Duration: 20:22
    Simon Shares Just two weeks ago I was moaning about a sideways market going nowhere, now we have eight green days in a row with local markets joining much of the world at all time highs. Famous Brands* (JSE code: FBR) trading update was bl... Read more →
    Simon Shares Just two weeks ago I was moaning about a sideways market going nowhere, now we have eight green days in a row with local markets joining much of the world at all time highs. Famous Brands* (JSE code: FBR) trading update was bl... Read more →

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