Jsedirect With Simon Brown

Simon Shares By this time net week we'll know the results of the 2019 elections. It's been a quieter election season than I'd expected - which is great. Coronation* (JSE code: CML) update. Assets under management (AUM) flat and spot on what I expected but average AUM was 8% lower for the period. HEPS 20%-30% lower worse than the 15%-20% down I expected on the back of average AUM being 8% lower even though it was flat start to finish. I hold and am happy with some cheeky bids in lower if anybody wants to sell to me at discount? I have been buying some Barloworld* (JSE code: BAW) in this pull back as per my Graham value webcast from a few weeks ago after missing my initial entry when it ran to +R130. Still have some bids in lower down. Up coming events; * I hold ungeared positions. Subscriber to our feed here Subscribe or review us in iTunes Shares or cash for dividends? A great question in my inbox, why do some companies issues shares instead of cash for dividends and which should we take? The why is sim