Jsedirect With Simon Brown

Simon Shares Interesting titbit from TigerBrands (JSE code: TBS) update "It is too early to conclude whether the lower consumer demand levels evident in the month of January reflect an even more challenging environment than what was experienced over the past year." Upcoming events; Weekly, Wednesday at 5.30pm ~ Follow the Trader 18 February ~ Everything ETFs and tax-free investing 04 March ~ Things I wish I knew: the beginner trader Subscribe to our feed here Subscribe or review us in iTunes BHP* (JSE code: BHP) results were good, the cash flow was excellent with the dividend up 55% and payout ratio 85%. This is the benefit of commodity prices at higher levels but also due to low debt levels an almost zero capex requirements from most commodity miners. This raises three questions; Are we in a commodity supercycle? I think not, sure prices are at best levels in about five years. But that's off a low base rather than a super cycle. sure demand has picked up and global infrastructure spend is rising in res