Jsedirect With Simon Brown

Ricus Reeders Portfolio Manager at PSG Wealth We're talking Bidvest, boring but dependable especially in uncertain markets. Kap who seem to be on a strong track and Peregrine who are rocking and well worth a look in a hot sector (asset management). We get mail Craig I have a question regarding ETNs, in particular Oil (SBAOIL) that I can find no definitive answer on. If I purchase SBAOIL today for eg. R12.50 and hold it for 2 years in which time the oil price goes up from today's circa $50 per barrel to $100 per barrel and I then sell it, would the value of the ETN have doubled ? Are commodity ETNs a viable long-term investment in this regard ? Johan Can you perhaps tell me where one buy a Tax-free ETF? On etfsa website is a lot of ETF's but no mention of tax-free accounts. Satrix again mention tax-free accounts but the db x-trackers MSCI World Index ETF is not there. Phoning etfsa one are referred to ComputerShares whom only offer combinations of ETF's.   Fatima Essop Mohamed from Standard Bank Webtr

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. 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 Limite

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

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? ======================= 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.

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. ======================= 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.

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

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 ======================= 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.

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. ======================= 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.

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. ======================= 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.

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 ======================= 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.  

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?  ======================================= 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.zaWe 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.zaA 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 weekA Dozen Things I’ve Learned from Joel Greenblatt about Value Investing Subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes.

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. Subscriber to our feed here.