Shows
JSEDirect with Simon BrownJSE in the Cross Hairs (and Proposing Changes) | Don't Fight the TrendWorldwide Markets – Episode 656 (12 November) Powered by Standard Bank Global Markets and Shyft – the global money app that puts travel, shopping, payments and investments in the palm of your hand 🌍💸 1) JSE Under Pressure 🏛️⚖️ Two issues in the spotlight: a) Competition Commission Complaint A2X alleges JSE is being anti-competitive around BDA & settlement. This could have a long regulatory process. No quick outcomes expected. b) Matengu Allegations Matengu alleges share price manipulation and claims to have emails implicating JSE directors. JSE has fired back and asked: Produce the emails. There is also a clear seller over...
2025-11-1121 min
Kaya BizCompetition Commission takes JSE to tribunal over allegations of exclusionary conduct.GUEST: Siyabulela Makunga, Competition Commission spokesperson and Kevin Brady, CEO of A2X Markets
South Africa’s financial markets are facing a high-stakes showdown. The Competition Commission has referred the Johannesburg Stock Exchange (JSE) to the Competition Tribunal, accusing it of exclusionary conduct that allegedly starved rival exchange A2X of trading volumes. The watchdog wants the JSE fined 10% of its annual turnover a potentially record-setting penalty.
At the heart of the case is whether the JSE used its dominant position to stifle cross-platform trading and limit interoperability between systems, making it harder and more costly fo...
2025-11-1023 minKaya 959Competition Commission takes JSE to tribunal over allegations of exclusionary conduct.GUEST: Siyabulela Makunga, Competition Commission spokesperson and Kevin Brady, CEO of A2X Markets
South Africa’s financial markets are facing a high-stakes showdown. The Competition Commission has referred the Johannesburg Stock Exchange (JSE) to the Competition Tribunal, accusing it of exclusionary conduct that allegedly starved rival exchange A2X of trading volumes. The watchdog wants the JSE fined 10% of its annual turnover a potentially record-setting penalty.
At the heart of the case is whether the JSE used its dominant position to stifle cross-platform trading and limit interoperability between systems, making it harder and more costly fo...
2025-11-1023 min
Nostalgia Mania054 - WCW Halloween Havoc 1997Get ready for some tricks, treats, and total chaos as Josh and Bryan step inside the squared circle for one of WCW’s wildest pay-per-views ever — Halloween Havoc 1997! From the all-time classic between Rey Mysterio Jr. and Eddie Guerrero to the overbooked madness of Hogan vs. Piper inside a cage, this event is a perfect snapshot of what made late-’90s wrestling unforgettable — both for the right and wrong reasons.The guys break down every match, relive the crowd-popping moments, and laugh through the absolute insanity that was WCW at its peak. Expect nostalgia, stats, and plenty of laughs as they...
2025-10-311h 43JSEDirect with Simon BrownOptasia, AI-enabled fintech business, listing on the JSE. Worth buying?🌍 Worldwide Markets Ep. 653 – Gold Crashes, Markets Burn, and Optasia's JSE Listing 🎙️ Hosted by Simon Brown 📅 Recorded: Tuesday, 21 October 2025 📈 Powered by Standard Bank Global Markets, Retail & Shyft – The global money app that puts travel, shopping, payments and investments in the palm of your hand. 💥 Local Markets Crushed A brutal day on the JSE as the market closed down 2.5%, with resources tumbling 7.8% despite a steady rand (R17.43). Gold miners collapsed: Implats & Sibanye -10%, Gold Fields & Harmony -9%, AngloGold* -8%. PGMs also fell hard: Northam & Impala down over 7%. Retail pain: TFG* dropped a shocking 16.6% after a poor trading...
2025-10-2219 min
Nostalgia Mania052 - Stephen King's IT (1990)This week on Nostalgia Mania, we’re heading back to Derry, Maine — where childhood fears come to life — as we take a look at the 1990 television classic, Stephen King’s IT! From Tim Curry’s unforgettable turn as Pennywise the Dancing Clown to the heartfelt bond of the Losers’ Club, this two-part miniseries terrified and inspired an entire generation.Join Josh as he dives into the making of the series, shares some behind-the-scenes stories, and breaks down what made this version of IT such a timeless cult classic. And don’t miss this week’s Retro Recast, where we reimagi...
2025-10-1858 minJSEDirect with Simon BrownJSE Large Caps with Great Dividend Yields🎙️ Worldwide Markets Ep. 652 — "Dividends, Gold, and Gearing Gone Wild" 📅 15 October 2025 | Hosted by Simon Brown | Powered by Standard Bank SHYFT 🪙 Gold Rush Continues Gold is unstoppable! 🚀 Now trading above R4,100/oz, the yellow metal has clocked eight consecutive green weeks — the longest winning streak since early 2024. Simon digs into: 📈 Historical patterns since the pandemic: jump → consolidate → jump again 🏦 Central banks as persistent buyers — but what happens if they ever stop? 🤔 With gold having doubled in three years, central banks' reserves are now worth far more — will they slow purchases? Gold weekly chart 🧬 ASP Isotopes & the Renegen* Deal 🔥 The...
2025-10-1422 minJSEDirect with Simon BrownValue on the JSE? We find the Cheapest Shares🎙️ Worldwide Markets Ep. 651 — "Value on the JSE? We Find the Cheapest Shares" (8 October 2025) 📅 Recorded Tuesday afternoon | Powered by Standard Bank & SHYFT 💡 Episode Overview This week Simon Brown digs into value on the JSE — where the cheapest shares might be hiding 👀. He also unpacks: The Purple Group* pullback 🟣 ETF returns so far in 2025 📈 (spoiler: it's been a wild year!) Upcoming Standard Bank Power Hour: Investing Like Warren Buffett 🧠 🟣 Purple Group: Pullback or Panic? After a huge rally to R2.74, Purple Group has pulled back — but no need to panic. Likely to find support around R2.10, with upside targets around R3.50...
2025-10-0725 min
BizNews RadioPiet Viljoen on latest JSE’s takeover: “SA shares not undervalued, they’re in bargain basement bin”Piet Viljoen, fund manager of the Merchant West Value Fund, shares his insights into the trend illustrated by today’s takeover offer for Metrofile, whose 30-year JSE listing looks to be coming to an end. Viljoen says many JSE-listed companies, especially those worth under R20bn, are “not undervalued….…….in the bargain basement bin” and explains why he expects the growing takeover trend to accelerate. He spoke to BizNews editor Alec Hogg
2025-09-1720 min
Nostalgia Mania047 - Remember The TitansJoin hosts “The Real” Josh Elliott and Bryan J “Bay Bay” as they dive into the iconic sports drama Remember the Titans! In this episode, we break down everything that makes this film a timeless classic. From unforgettable quotes and powerful performances to the inspirational messages about teamwork, unity, and overcoming adversity. We’ll explore the most memorable scenes, highlight the impact the movie had on sports films and pop culture, and share our own personal memories of watching it.Whether you’re a longtime fan or discovering the story for the first time, this episode is packed with...
2025-09-061h 00
Heart to HeartJSE Expands SME Rise Capital Matching.Sibongile Mofokeng welcomes Cleola Kunene, Executive Head of Small Business at the Johannesburg Stock Exchange (JSE), to the studio. They discuss the role of a Business Development Agent and how Cleola supports small and medium enterprises through growth, funding, and market access. Cleola shares insights on business coaching, capital readiness, and strategies for scaling businesses. Their conversation highlights the importance of empowering entrepreneurs to succeed in competitive markets. Cleola’s work at the JSE includes leading Africa’s most successful SME accelerator program, helping hundreds of companies thrive. Heart to Heart
2025-08-2617 min
Nostalgia Mania045 - Teen Wolf (1985)Get ready to hit the hardwood, because Josh and Bryan are diving headfirst into Teen Wolf! In this episode, we take a nostalgic trip back to 1985 and celebrate what was an absolutely incredible year for Michael J. Fox, who not only gave us Back to the Future but also this cult favorite that blends comedy, high school drama, and, of course, a little lycanthropy.We’ll break down the best scenes that made Teen Wolf unforgettable—from the hilarious moments that still hold up, to the iconic “wolf-out” transformations, to the basketball games where Scott Howard (in full wolf mode) du...
2025-08-2254 min
POWER TalkIn conversation with JSE CEO- Dr. Leila FourieDr Leila Fourie has been the CEO of the Johannesburg Stock Exchange (JSE) for five years, and her tenure should finally see headwinds turn into tailwinds. Fourie has roughly three decades of experience and was appointed as the CEO of the JSE on 1 October 2019. Leading the JSE is a massive task, with the JSE’s all-share market cap currently standing at close to R20 trillion. Mbuyiseni Ndlozi is in conversation with JSE CEO, Dr, Lelia Fourie.See omnystudio.com/listener for privacy information.
2025-08-2042 min
The best of POWER TalkIn conversation with JSE CEO- Dr. Leila FourieDr Leila Fourie has been the CEO of the Johannesburg Stock Exchange (JSE) for five years, and her tenure should finally see headwinds turn into tailwinds. Fourie has roughly three decades of experience and was appointed as the CEO of the JSE on 1 October 2019. Leading the JSE is a massive task, with the JSE’s all-share market cap currently standing at close to R20 trillion. Mbuyiseni Ndlozi is in conversation with JSE CEO, Dr, Lelia Fourie.See omnystudio.com/listener for privacy information.
2025-08-2042 min
Nostalgia Mania044 - Without a PaddleThis week on Nostalgia Mania, host Josh Elliott and co-host Bryan J grab their canoes, pack their gear, and head straight into the hilarious chaos of Without a Paddle. This 2004 buddy comedy is one that Josh swears might be in his personal Top 5 of all time comedies — and after this conversation, you might just agree.From Seth Green’s legendary “fetal position” moment to Dax Shepard delivering the classic “putting Jabba back in his hut” line, we’re revisiting every laugh, awkward moment, and wild misadventure that made this movie such a blast. We’ll talk about the unforgettable cast, the ridicu...
2025-08-1454 min
David Anderson - Talking Market DataMark Randall (JSE) - Episode 34We discuss the nature of operating an exchange in an emerging market – specifically within the wider context of the African continent. Mark has a great passion for ‘Analytics’ which are part of the JSE data offering. https://www.linkedin.com/in/mark-randall-91008b8/https://www.jse.co.za/DAVID ANDERSON -- https://www.linkedin.com/in/atradia/
2025-08-121h 02
Nostalgia Mania043 - The GooniesGrab your treasure maps and join Josh Elliott and Bryan J as they set sail into one of the most beloved adventures of the ’80s — The Goonies. From the unforgettable rallying cry of “Goonies never say die!” to the hilarious “Hey you guys!” moment, we revisit the magic, the laughs, and the heart that made this movie a timeless classic. We also dive into Sloth’s impact on the story and why his character still holds a special place in fans’ hearts today.Follow us on all social media platforms at JSE Studios for more nostalgia-filled fun, and explore our...
2025-08-0853 min
Nostalgia Mania042 - WCW Bash At The Beach 1996In this week's episode of Nostalgia Mania, Josh Elliott and Bryan J are stepping back into one of the most iconic nights in professional wrestling history — WCW Bash at the Beach 1996. This is the show where the landscape of wrestling shifted forever, thanks to one of the most shocking heel turns of all time. That’s right… we’re talking about Hulk Hogan joining the nWo.We break down the entire main event — the atmosphere, the commentary, the mystery surrounding the “third man,” and the nuclear reaction when Hogan walked down that aisle and dropped the leg on Randy Savag...
2025-07-311h 32
Kaya BizWhy The JSE Top 40 Isn’t Telling The Whole StoryThe JSE Top 40 may be having a stellar year on paper, but dig deeper and the shine starts to fade, especially if you're looking for signs of real, on-the-ground wealth creation in South Africa.
We speak to The Finance Ghost, a respected retail analyst, to separate index illusion from investment reality. Yes, the JSE Top 40 ETF is up nearly 19% this year—but nearly a third of that performance can be attributed to just a handful of stocks like Naspers, Prosus, and gold miners riding global tailwinds. So what does that really tell us about the South African economy? Ka...
2025-07-2814 min
The Money ShowJSE All Share smashes 100,000 mark as civil society slams labour law changesStephen Grootes sits down with Dr Leila Fourie, CEO of the JSE, to unpack the significance of the all share index breaking through the historic 100,000-point mark. They explore what this milestone means for investor confidence, the health of South Africa’s capital markets, and how it reflects broader economic trends both locally and globally. David Shapiro, Veteran Stockbroker and Chief Global Equity Strategist at Sasfin on JSE all share smashing through 100,000-point barrier. In other interviews, labour analyst Andrew Levy from Andrew Levy & Associates, chats about the backlash from civil society over propo...
2025-07-231h 16Kaya BizJSE Hits Historic 100,000 Points MilestoneGuest – Mark Randall, Director of Information Services at the JSE
The Johannesburg Stock Exchange (JSE) today marks a historic milestone as the FTSE/JSE All Share Index (ALSI) hit 100,000 points – 1,000 times higher than its starting value of 100 points in January 1960. Over its 65-year journey, the ALSI has delivered annualised returns of over 11%, reflecting the resilience and growth of South Africa’s capital markets. 2025 has positioned the JSE among the best performing markets in the world in Dollar and Rand terms. Kaya 959 · Kaya FM
2025-07-2308 min
The Investor's Chair With Ivyn SamboS2E9: Why does the JSE Matter for Your InvestmentSend us a textIn this episode, I unpack the growing trend of South African investors going all-in on the New York Stock Exchange often at the expense of the Johannesburg Stock Exchange (JSE). Is the JSE being unfairly sidelined, or is this a rational response to global market dynamics? I explore the implications of this shift, the risks of abandoning local markets, and why the JSE still plays a crucial role in South Africa’s economic ecosystem. Whether you're a seasoned investor or just curious about where your money goes, this conversation will challenge your perspective on...
2025-07-1808 min
Nostalgia Mania036 - The Blues BrothersWe're on a mission from God… and this week, it's to revisit one of the most iconic cult classics of all time: The Blues Brothers! In Episode 36, Josh and Bryan dive headfirst into the 1980 musical comedy that delivered unforgettable moments, legendary cameos, and a soundtrack that still hits hard decades later.We break down all the epic scenes—from mall car chases to soul-saving concerts—and highlight appearances from music legends like Ray Charles, Aretha Franklin, and James Brown. Whether you're a longtime fan or watching for the first time, this one's packed with rhythm, laughs, and pure n...
2025-06-201h 02
LimitlessJamaica Stock Exchange (JSE) Decoded: The Hidden Profit Machine?In this episode of the Limitless podcast, Matthew & Thaon analyze Jamaica Stock Exchange (JSE), breaking down how this fascinating company makes money from three key revenue streams! 📈 Is the JSE positioned for a bull market, and could the stock hit $15 within a year? 🤔We explore JSE's business model, recent financial performance, and future strategies—analyzing trading volume trends, revenue diversification through JCSD and trustee services, and the impact of the junior market capital increase to $750 million. Plus, how will interest rates, upcoming IPOs, and international partnerships shape the exchange's future? 🏢💰Is now the time to invest...
2025-06-141h 35LimitlessWe Built a $100,000 JSE Stock Portfolio (Here's Exactly What We Bought)In this episode of the Limitless Podcast, we reveal how we would build a $100K portfolio on the Jamaica Stock Exchange with a target of 30% returns by year-end! 📈Which high-potential JSE stocks made our shortlist and why? We analyze market opportunities—breaking down potential upside, timeline for growth, dividend strategies, and critical risk factors for each pick. Get insider perspectives on which catalysts could drive these investments higher in 2025! 🏗️💰Would you go all-in on one high-conviction pick or spread your risk across multiple stocks? Tune in to discover our final portfolio allocations and the strategy behind them...
2025-05-241h 18
Nostalgia Mania032 - Super Mario Bros 1993 MovieThis week on Nostalgia Mania, we’re warping back to 1993 to dive headfirst into one of the most bizarre and fascinating adaptations of all time — Super Mario Bros. the movie! Join your host The Real Josh Elliott as he explores the cult classic that baffled critics, confused fans, and yet somehow managed to earn a permanent 1-Up in nostalgic hearts across the globe.We cover everything from the film’s chaotic production history — including the constant script rewrites, the tension between Bob Hoskins and John Leguizamo, and the wild creative direction that turned the Mushroom Kingdom into a dystop...
2025-05-2127 minLimitlessWe Built a $100 Million JSE Stock Portfolio (Here's Exactly What We Bought)In this episode of Limitless, Matthew Preston & Thaon Simms tackle the $100 Million Portfolio Challenge! 📈 If we had $100M to invest on the Jamaica Stock Exchange, where exactly would we put it? We reveal our complete strategy for building the ultimate JSE portfolio from scratch!Watch as we meticulously analyze our top picks with real-time market data, explaining why each company deserves a spot in our high-value portfolio. From market leaders to hidden gems with explosive potential, we break down the growth prospects, dividend yields, and possible liquidity events that shaped our decisions. 🏆💰The episode features detailed discussions on alloca...
2025-04-191h 01
JSE Offices SingaporeBusiness Registration SingaporeBusiness Registration Singapore: Need Business Registration in Singapore? JSE Offices provides hassle-free business incorporation services, helping entrepreneurs and companies register their businesses quickly and efficiently. Whether you're a startup, SME, or foreign entity, we ensure a smooth registration process with expert guidance. Secure a prestigious business address, compliance support, and essential office services all in one place. Start your business journey with confidence and professionalism. Contact +65 9800 5898 today and let JSE Offices simplify your business registration in Singapore!
2025-03-1000 minJSE Offices SingaporeVirtual Office SingaporeVirtual Office Singapore: Looking for a Virtual Office in Singapore? JSE Offices offers premium virtual office solutions with a prestigious business address, mail handling, and professional call answering services. Ideal for startups, freelancers, and businesses seeking a cost-effective presence in Singapore. Enhance your corporate image while enjoying flexibility and convenience. Our services provide the perfect balance between professionalism and affordability. Contact us today at +65 9800 5898 to establish your business with a credible address and essential office support. Elevate your business with JSE Offices' trusted virtual office solutions!
2025-03-1000 minJSE Offices SingaporeVirtual OfficeVirtual Office: Looking for a Virtual Office in Singapore? JSE Offices offers a prestigious business address, mail handling, and professional office services to enhance your corporate presence. Perfect for startups, entrepreneurs, and international businesses, our virtual office solutions provide flexibility and credibility without the high costs of a physical space. Enjoy seamless business operations with our prime Singapore location and dedicated support. Get started today with JSE Offices! Call us at +65 9800 5898 or visit JSE Offices for more details.
2025-03-1000 minJSE Offices SingaporeVirtual Office Address SingaporeVirtual Office Address Singapore: Looking for a Virtual Office Address in Singapore? JSE Offices provides a prestigious business address, professional mail handling, and essential office services to enhance your corporate presence. Ideal for startups, freelancers, and international businesses, our virtual office solutions offer credibility and flexibility without the cost of a physical space. Benefit from a prime Singapore location and reliable customer support. Establish your business effortlessly with JSE Offices. Contact us today at +65 9800 5898 to get started on your virtual office setup! Visit JSE Offices for more details.
2025-03-1000 minJSE Offices SingaporeTaxation Service SingaporeTaxation Service Singapore: Looking for professional Taxation Service in Singapore? JSE Offices provides expert tax solutions, ensuring your business complies with IRAS regulations. From corporate tax filing and GST reporting to tax planning and advisory, our experienced team helps you minimize tax liabilities while staying compliant. We simplify tax processes, helping businesses of all sizes navigate Singapore’s tax system with ease. Let us handle your tax matters efficiently and accurately. Contact JSE Offices at +65 9800 5898 or visit JSE Offices for reliable taxation services today!
2025-03-1000 minJSE Offices SingaporeGST RegistrationGST Registration: Need GST Registration in Singapore? JSE Offices offers hassle-free GST registration services to help your business comply with IRAS regulations. Whether you're registering voluntarily or due to mandatory requirements, our experts guide you through the entire process, ensuring a smooth and efficient application. Stay tax-compliant and avoid penalties with our professional support. Let us handle the paperwork while you focus on growing your business. Contact JSE Offices at +65 9800 5898 or visit JSE Offices to get started today!
2025-03-1000 minJSE Offices SingaporeCorporate SecretaryCorporate Secretary: Looking for a trusted Corporate Secretary in Singapore? JSE Offices provides expert corporate secretarial services to ensure your business remains compliant with ACRA regulations. From company incorporation to statutory filings and governance support, our dedicated team simplifies administrative processes, allowing you to focus on business growth. We handle directorship changes, AGM filings, and regulatory compliance efficiently. Let us take care of your corporate secretarial needs with professionalism and reliability. Contact JSE Offices at +65 9800 5898 or visit JSE Offices for more details.
2025-03-1000 minJSE Offices SingaporeCorporate Secretary ServiceCorporate Secretary Service: Looking for reliable Corporate Secretary Service in Singapore? JSE Offices offers professional corporate secretarial solutions to ensure your business stays compliant with ACRA regulations. From company incorporation to annual filing and governance support, our expert team provides seamless and hassle-free services tailored to your needs. Trust us to handle statutory obligations, directorship changes, and compliance matters efficiently. Contact JSE Offices today at +65 9800 5898 for expert corporate secretarial services that help your business grow with confidence. Visit JSE Offices for more details.
2025-03-1000 minJSE Offices SingaporeAccounting ServiceAccounting Service: Looking for a reliable Accounting Service in Singapore? JSE Offices offers professional accounting solutions tailored to your business needs. From bookkeeping and financial reporting to tax compliance, our expert team ensures accuracy and efficiency. Whether you’re a startup or an established company, we help streamline your financial processes, so you can focus on growth. Trust JSE Offices for hassle-free accounting services with transparent pricing. Contact us today at +65 9800 5898 to discuss how we can support your business with top-notch accounting solutions. Visit JSE Offices now!
2025-03-1000 minJSE Offices SingaporeAccounting Service SingaporeAccounting Service Singapore: Looking for professional Accounting Service Singapore? JSE Offices provides comprehensive accounting solutions, including bookkeeping, tax filing, and financial reporting. Our experienced team ensures compliance with local regulations while optimizing your business finances. Whether you're a startup or an established company, we deliver accurate and efficient accounting services tailored to your needs. Let us handle your financial records so you can focus on growing your business. Contact JSE Offices today at +65 9800 5898 for expert accounting support. Visit JSE Offices to learn more!
2025-03-1000 minLimitlessDr. Marlene Street Forrest on Building the JSE & Market Resilience 🌍🌟 Dive into an exclusive conversation with Dr. Marlene Street Forrest, the Managing Director of the Jamaica Stock Exchange (JSE), as she shares insights on the evolution and resilience of Jamaica’s financial markets! Hosted by Dr. Matthew Preston and Dr. Thaon Simms, this episode takes you through Dr. Street Forrest's inspiring journey from her entrepreneurial roots to leading one of the Caribbean’s top stock exchanges. Learn about the transformative power of the JSE, how it supports wealth creation for all Jamaicans, and what’s next in their drive for sustainable development.0:00 - 0:37 | 🎉 Introduction & Investment Basics0:38 - 1:54 | 🎙️...
2024-12-0753 min
Fresh Thinking by Snowden Optiro76 - Mineral resource & reserve reporting for JSE-listed companiesIn this episode, Vincent Agnello, Principal Consultant, and Shepherd Kadzviti, Head of Advisory - EMEA, discuss key aspects of mineral resource and reserve reporting for JSE-listed companies, including compliance with section 12.13, annual reporting requirements, and ensuring adherence to JSE regulations. This podcast episode at a glance: 00:10 Introduction 01:30 Overview of public reporting for JSE-listed companies 02:00 Discussion about section 12.13 02:27 Compliance requirements 03:00 Additional compliance obligations 03:30 Key aspects of annual reporting 04:40 Required brief summaries in the report 05:45 Further details required in the report 07:10 Supporting documents for the report 07:40 Post-submission process 08:00...
2024-09-0910 min
Foord Asset ManagementFoord Insights | How Foord Is Positioned For A Shrinking JSEIn this episode, investment professional Linda Eedes sits down with Nick Balkin, Chief Investment Officer in South Africa, to discuss the shrinking JSE and how Foord is adapting its position accordingly.
(00:43) - Shrinking number of companies listed on the JSE
(01:40) - The structural and cyclical elements to the shrinking JSE
(02:30) - Impact on Foord’s multi-asset portfolio construction
(04:40) - Liquidity issues from a smaller opportunity set
(05:33) - Allocation of research responsibilities within the team
2024-06-1907 min
Dr. Samantha T. Cooper PodcastJSE and Lakes Counseling Collaboration - A Summer of HealingIn this episode, our team is joined by Rachel and Ruth from Lakes Counseling, making it a packed house! Together, Jen, Samantha, Emma, Rachel, and Ruth delve into Rachel's journey into counseling, swap heartwarming stories, share laughs, and cap it off with a thrilling announcement! Brace yourselves for "A Summer of Healing" as the team collaborates, brainstorming, and prepares for an inspiring video series that will grace screens throughout the season. Tune in for profound insights on nurturing connections with both your inner self and the world at large.
Resources from this episode:
Lakes Counseling Webs...
2024-05-1422 min
Honest MoneyFrom Dow Jones to JSE Top 40: A Deep Dive into the World of Index InvestingJoin Warren Ingram and Romelon Chetty, a quantitative analyst at Prescient, as we explore the world of index investing, from the Dow Jones to the JSE Top 40. We'll delve into how these indices shape market performance and fund management, and the crucial role of discipline and delayed gratification in personal finance. Get ready for insightful revelations that connect the dots between global financial trends and individual decision-making.Topics/ Questions:Exploring the history and impact of index investing.Deep dive into indices: From Dow Jones to JSE Top 40 Index.Understanding the role of indices in...
2023-12-0220 minThe Investor's Chair With Ivyn SamboS1E55: What to do when the Markets are down - Strategies for Success in the JSE and NYSESend us a textIn this episode, Ivyn navigates through the stormy seas of the Johannesburg Stock Exchange (JSE) and the New York Stock Market, exploring real-life examples and statistics to guide you through downturns.Discover how to maintain composure when markets dip, uncover the power of diversification in the South African context, and gain insights into strategic opportunities during volatile times. Ivyn sheds light on defensive stock tactics and identifies resilient companies in both the JSE and NYSE. Learn how seasoned investors approach market downturns, find opportunities amidst chaos, and adapt their strategies for...
2023-11-2016 min
ETM's Markets MagnifiedJSE delisting dilemmaDelistings plague the JSE with an average of 15 companies dropping the stock exchange every year since 2015. The repercussions are extensive, is the JSE in trouble?
Galileo Capital CEO, Theo Vorster shares his insights.
2023-11-1415 min
Thou Shall Prosper!!The world of Active ETFs on the JSE Streets.Hi everyone. In this episode, we will discuss Active ETFs and how they are structured compared to passive ETFs. We
will also discuss the
CoreShares Income Actively Managed ETF, the first on the Johannesburg Stock Exchange. This ETF offers investors an easily accessible, comprehensive strategic income solution that can be bought and sold like any other ETF on the JSE and included in your tax-free account. With a management fee of 0.38% (+vat), this fund is designed to provide attractive bond-like yields (±9.5% at listing) with lower risks and costs. Tune in to learn more about this exciting new inves...
2023-06-0710 minThe Investor's Chair With Ivyn SamboS1E30: Investing into Penny Stocks on the JSE - High Risks, High RewardsSend us a textIn this exciting episode of The Student Investor podcast, host Ivyn Sambo delves into the captivating world of penny stocks on the Johannesburg Stock Exchange (JSE) in South Africa. Join us as we explore what penny stocks are, their unique characteristics, and the key factors to consider before investing in them.Discover the allure of these low-priced stocks and the potential opportunities they present, but also uncover the inherent risks associated with them. Ivyn provides valuable insights on the volatility, lack of information, liquidity challenges, and higher risk involved in penny...
2023-06-0514 min
The Jamaica Stock Exchange & YouA One on One with the JSE’s 100th Listed CompanyIt's The Jamaica Stock Exchange & You Podcast, and I am your host, Heneka Watkis-Porter. One on One Educational Services is the Caribbean's most prominent education technology (edtech) company. Its award-winning Learning Management System (LMS) delivers personalized online, on-demand, and leading-edge learning solutions.
The invitation for a subscription of 380,000,000 ordinary shares in One on One Educational Services Limited opened and closed on the same day, August 12, 2022. The company brought in $3B for its IPO. One on One's listing makes it the 100th active company to be listed on the JSE in its 53-year history.
It will...
2022-09-1930 min
The Jamaica Stock Exchange & YouThe JSE's Caribbean Business ExchangeThe Jamaica Stock Exchange and You is brought to you by CUMAX Wealth Management, "making more possible."
Cable television is a system of delivering television programming to viewers via radio frequency signals transmitted through electrical cables; in more recent systems, light pulses through fibre-optic cables.
You might be wondering why I am opening up with this information about cable TV on the JSE's podcast. I have a good cause. The JSE's mission is to contribute to the growth and development of the territories where they conduct business, by facilitating the mobilization, exchange, and expansion of...
2022-08-2921 min
FABWORKJSE#22 - Cargos de Liderança: Poder e Responsabilidade com Daniela Siaulys VP de Desenvolvimento Econômico InternacionalPrimeiro podcast Juntos Somos Exponenciais 2022 no ar!
Ainda estamos impactados por essa conversa, que vem especial para quem está em posição de liderança ou a tem como objetivo de carreira. A convidada da vez foi a Daniela Siaulys, VP de Desenvolvimento Econômico Internacional, pioneira no movimento Empresa Júnior e dona de uma trajetória quase impossível de resumir em apenas um post.
Daniela atuou e atua em grandes empresas no Brasil e no mundo, a exemplo da Conair Corporation, Detecon Alemanha, Fórum Econômico de Davos, Harvard Business School Publishing...
2022-03-0157 min
Thou Shall Prosper!!Investing in Small to Medium Caps on the JSE (PART 3)In this episode, we are joined by Anthony Clark, JSE Equity Analyst with over 27 years experience and Thamsanqa Netha, the founder of the investment company, Shiloh Capital. They both share their experiences, pearls of wisdom on how to discover and invest in Small-to Medium caps on the JSE.
2021-11-0117 min
Thou Shall Prosper!!Investing in Small to Medium Caps on the JSE (PART 2)In this episode, we are joined by Anthony Clark, JSE Equity Analyst with over 27 years experience and Thamsanqa Netha, the founder of the investment company, Shiloh Capital. They both share their experiences, pearls of wisdom on how to discover and invest in Small-to Medium caps on the JSE.
2021-11-011h 06
Thou Shall Prosper!!Investing in Small to Medium Caps on the JSE (PART 1)In this episode, we are joined by Anthony Clark, JSE Equity Analyst with over 27 years experience and Thamsanqa Netha, the founder of the investment company, Shiloh Capital. They both share their experiences, pearls of wisdom on how to discover and invest in Small-to Medium caps on the JSE.
2021-10-3134 min
JSEDirect with Simon BrownThe JSE is down, literally (#457)Simon Shares JSE is broken. 100 MW gazetted. Renergen* (JSE code: REN) update. South Africa inflation lower at 4.6% in July 2021. Tencent (Hong Kong code: 700) results. Resource stocks ex-div. But still lots of pain. Super BHP Group* (JSE code: BHP) results. New Clean energy and water ETNs listed. * I hold ungeared positions. Upcoming events; 19 August ~ JSE Power Hour: BEE shares and the JSE 02 September ~ JSE Power Hour: Picking the next winning stock 14 October ~ Investment Fundamentals with Keith McLachlan
2021-08-1917 min
The Jamaica Stock Exchange & YouWhy Your Investment Plan Should Include the JSE eCampusWe interviewed Samuel Parkes, Principal, Jamaica Stock Exchange eCampus.
In this episode, we cover Why Your Investment Plan Should Include the JSE eCampus. Some of what we looked at were:
The eCampus started in 2010, what is the role of this facility?
Why is professional certification/ continuous learning important?
What are some of the course offerings available at the eCampus?
Who does it cater to? Academic qualification/requirement to take courses?
And lots more including our audience question from Ramon Leachman who asked, “I note this is an accredited programme with the UC...
2021-05-1718 min
JSEDirect with Simon BrownHow the JSE protects investors (#444)Simon Shares Revego* (JSE code: RVG) was supposed to list today but has delayed their listing. I applied for allocation as I like the business model of renewable energy with guaranteed inflation-linked off-take agreements. They invest into operational renewable asset and are targeting a 8%-10% dividend yield, based off the 1000c listing price. * I hold ungeared positions. Total world ETF from CoreShares Cache This: Gadget insurance Upcoming events; 06 March ~ JSE Power Hour: Finding income in JSE listings Subscribe to our feed here Subscribe or review us in iTunes JSE protections With th...
2021-04-2919 min
The Jamaica Stock Exchange & YouThe Role Of The JSE Private Market Platform In Unlocking Capital And Providing EfficienciesWe interviewed Steven Gooden, President, Jamaica Securities Dealers Association & CEO, NCB Capital Markets In this episode, we cover The Role of the JSE Private Market in Unlocking Capital and Providing Efficiencies.
Some of what we looked at were:
What is the JSE Private Market platform?
What are the general and listing requirements of the platform?
How does it provide efficiencies for the access of capital?
And lots more!
Connect with Steven Gooden on LinkedIn.
NCB Capital Markets; Telephone: 1-876-960-7108 Jamaica Securities Dealers Association; Telephone: 876-927-6238
Thanks for listening to The Ja...
2021-02-0820 min
Womanity - Women in UnityFormer CEO Johannesburg Stock Exchange (JSE) – Nicky Newton-KingThis week on Womanity-Women in Unity, Dr. Amaleya Goneos-Malka talks to Nicky Newton-King, who is the former CEO of the Johannesburg Stock Exchange and spent over two decades with the JSE in various positions. She played prominent roles in the transformation and modernisation of the Exchange with respect to gender, race and technology. Diversity should be treated as a competitive advantage, not a scorecard tick. She championed the idea of businesses being socially responsible entities, driving a new consciousness about corporates and how they do business to move towards more conscious capitalism. Leadership brings immense responsibility but also opportunity to...
2021-02-0445 min
Womanity - Women in UnityFormer CEO Johannesburg Stock Exchange (JSE) – Nicky Newton-KingThis week on Womanity-Women in Unity, Dr. Amaleya Goneos-Malka talks to Nicky Newton-King, who is the former CEO of the Johannesburg Stock Exchange and spent over two decades with the JSE in various positions. She played prominent roles in the transformation and modernisation of the Exchange with respect to gender, race and technology. Diversity should be treated as a competitive advantage, not a scorecard tick. She championed the idea of businesses being socially responsible entities, driving a new consciousness about corporates and how they do business to move towards more conscious capitalism. Leadership brings immense responsibility but also opportunity to...
2021-02-0445 min
Womanity - Women in UnityFormer CEO Johannesburg Stock Exchange (JSE) – Nicky Newton-KingThis week on Womanity-Women in Unity, Dr. Amaleya Goneos-Malka talks to Nicky Newton-King, who is the former CEO of the Johannesburg Stock Exchange and spent over two decades with the JSE in various positions. She played prominent roles in the transformation and modernisation of the Exchange with respect to gender, race and technology. Diversity should be treated as a competitive advantage, not a scorecard tick. She championed the idea of businesses being socially responsible entities, driving a new consciousness about corporates and how they do business to move towards more conscious capitalism. Leadership brings immense responsibility but also opportunity to...
2021-02-0445 min
BusinessLIVE - For Your EarJSE faces mixed Asian markets on FridayThe JSE faces mixed Asian markets on Friday morning, with trade in US markets volatile overnight as tech stocks continue to be sold off.
Tech stocks have fared well so far in 2020, and have been under pressure in September, in what some analysts said was an inevitable correction.
What the European Central Bank (ECB) on Thursday did was upbeat regarding the eurozone’s economic outlook, analysts said, but failed to fully address concerns about a stronger euro, analysts said.
The ECB was less dovish than anticipated but the single currency failed to hold onto it...
2020-09-1101 minBusinessLIVE - For Your EarJSE faces mixed Asian markets on FridayThe JSE faces mixed Asian markets on Friday morning, with trade in US markets volatile overnight as tech stocks continue to be sold off.
Tech stocks have fared well so far in 2020, and have been under pressure in September, in what some analysts said was an inevitable correction.
What the European Central Bank (ECB) on Thursday did was upbeat regarding the eurozone’s economic outlook, analysts said, but failed to fully address concerns about a stronger euro, analysts said.
The ECB was less dovish than anticipated but the single currency failed to hold onto its gains as Brexit risks...
2020-09-1101 min
General PodcastJSE will be hosting its third #JSESheInvestIn an effort to increase female representation amongst investors, the Johannesburg Stock Exchange - JSE will be hosting its third #JSESheInvest summit on Saturday the 8th to mark Women's Day. South Africa celebrated Women's Day annually on August the 9th. The JSE's annual event aims to empower, educate and support women who want to achieve financial freedom through investing on the stock market. Due to lockdown regulation, this will be a virtual event, with the digital platform providing an opportunity to expand its footprint and reach even more women from all walks of life. Each year the summit aims to...
2020-08-1305 min
JSEDirect with Simon BrownJSE wonder drug (#404)Simon Shares Here's a gem from the Herenya Capital Advisors Twitter account, albeit Remedica is up for sale and we've had lots of early hype on drugs that quickly fizzled out. Ascendis Healths subsidiary Remedica manufactures Dexamethasone which apparently helps combat severe cases and is being approved by the NHS. pic.twitter.com/XUw9VPHwdg — Herenya Capital Advisors (@HerenyaCapital) June 17, 2020 That said, Aspen (JSE code: APN) issued a SENS stating "It is confirmed that Aspen owns rights to this product and distributes both injectables and/or tablets containing dexamethasone in a number of countries." Bu...
2020-06-1819 min
Business Unusual PodcastTalking Technology & Learning - Dr Leila Fourie, CEO of JSELISTEN TO LEILA FOURIE, CEO OF JSE, TALKING TO US ABOUT OPPORTUNITIES IN AFRICA, TECHNOLOGY AND LEARNING FROM THOSE WHO CAME BEFORE US
This week on the Top Women podcast, Topco CEO, Ralf Fletcher is in conversation with Leila Fourie, who has held the position of CEO at the JSE since October 2019.
With a career that spans more than 25 years, Leila has worked in the capital markets, payment systems, consulting, investment banking and retail banking. She brings with her a wealth of knowledge not only in the realm of business but also on an interpersonal level and...
2020-06-151h 12
Top Women Business Unusual PodcastTalking Technology & Learning - Dr Leila Fourie, CEO of JSELISTEN TO LEILA FOURIE, CEO OF JSE, TALKING TO US ABOUT OPPORTUNITIES IN AFRICA, TECHNOLOGY AND LEARNING FROM THOSE WHO CAME BEFORE US
This week on the Top Women podcast, Topco CEO, Ralf Fletcher is in conversation with Leila Fourie, who has held the position of CEO at the JSE since October 2019.
With a career that spans more than 25 years, Leila has worked in the capital markets, payment systems, consulting, investment banking and retail banking. She brings with her a wealth of knowledge not only in the realm of business but also on an interpersonal level and...
2020-06-151h 12
Podcast2Satrix SA Bond ETF is the sixth local Bond ETF to list on the JSESouth Africa's Johannesburg Stock Exchange - the JSE - has welcomed the Satrix SA Bond ETF, to the main board of the JSE in its first virtual listing, and the first ETF listing in 2020. The Satrix SA Bond ETF is the sixth local Bond ETF to list on the JSE - thus opening up even wider choice for investors in search of debt exposure, in a single instrument. The JSE's Business Development and Exchange Traded Products, Adele Hatting elaborates further on this issue…That's Adele Hatting, Business Development and Exchange Traded Products at the Johannesburg Stock Exchange talking to...
2020-05-1404 min
Rational RadioRational Radio: WeWork's SA ambitions, JSE's Cannabis play; Buy on Coronavirus dip?; KFC's top gun; and moreSome bonus interviews in this week's historic episode of Rational Radio, broadcast for the first time from Biznews's new studio at WeWork in Sandton. The lineup, in order of appearance:
* David Woollam, accountant and shareholder activist gives perspective on Tongaat's R5.35bn sale of its Starch business - selling the crown jewels?
* Former Google SA boss and successful tech entrepreneur Stafford Masie explains why he decided to leave the start-up world to run WeWork SA.
* Kevin Shames of Bright Light Solar report back on the capital raise for this 12J company which closed last week - and...
2020-03-021h 41
Money MediaTAKING STOCK - 20 IPOs CONFIRMED FOR 2020! CAN JSE MANAGE? RECORD JOBS NUMBERS! AND MORE!!!Managing Director of the Jamaica Stock Exchange, Marlene Street Forrest, says so far, twenty companies have signaled their intention to list on the JSE in 2020. Is the JSE prepared to manage this level of activity?
And THE ANALYSTS, Neville Graham and Gillian Jackson, weigh in on the latest market and economic developments. Jamaica's unemployment rate hits a record low. What does this mean for business?
2020-01-2239 min
Earnings SeasonEarnings Season: Episode 10 - The New JSE Index (MDI)This week Randy (@RTRowe) and Danhai (@HDanhai) cover the latest announced Index from the $JSE.ja; the Manufacturing and Distribution Index. They cover a few other things like the TransJA IPO, $PJX.ja's results, $BPOW.ja's Lumber IPO explanation and a whole lot more. Show Notes: What's an Index? - http://bit.ly/2FXxX0b $JSE.ja's MDI Announcement - http://bit.ly/32iB8se $JSE.ja's MDI - http://bit.ly/2Bh1A9N $JSE.ja's MDI (Oct 16th, 2019) - https://imgur.com/86qEMjQ $JSE.ja'sFinancial Index Announcement - http://bit.ly/2BeSL...
2019-10-1749 min
Rational RadioDavid Shapiro: Mourning Clegg, JSE's fallen angels and finding valueSouth Africa's favourite market commentator David Shapiro broke away a little from his usual contribution to reminisce about an interview he conducted with the late musical icon Johnny Clegg who passed away yesterday. In this episode of Rational Radio, Shapiro also shares his thoughts about Impala and Aspen, two of the JSE's fallen angels, and points us towards JSE stocks he believes offer value for investors. - Alec Hogg
2019-07-1710 min
JSEDirect with Simon BrownFear and loathing on the JSE (#347)Simon Shares A strong start to the year and so far it seems to be continuing (even as the Rand trdes belw R14) - long may it last. Important to remember that Rand strength is not always the end of the world for our market as it signals foreign buying. S&P500 ETFs. Up coming events; 11 April ~ JSE Power Hour: Know your fees with Nerina Visser Fear and loathing on the JSE We're seeing a new trend on the JSE whereby stock prices are slaughtered after poor (or even just modest) results. Sure bad results...
2019-04-1122 min
Financial Mail Taking Care of BusinessTaking Care of Business | Staying alive: the JSE's next decadeFew listed companies have had it easy in the last year, let alone the stock exchange itself: the venerable JSE.
It's seen volumes shrink and companies de-list, fielded accusations that it's not done enough to protect investors (think Steinhoff, Resilient and Oakbay) and now, is witness to the gradual exit of Naspers with the planned Euronext listing for its internet assets.
How does Nicky Newton-King remain chipper? And what is the future for the exchange?
This week in Taking Care of Business, FM editor Rob Rose and BDTV anchor Giulietta Talevi sit down with...
2019-04-0841 minFinancial Mail Taking Care of BusinessTaking Care of Business | Staying alive: the JSE's next decadeMultimediaLIVE — Few listed companies have had it easy in the last year, let alone the stock exchange itself: the venerable JSE.
It's seen volumes shrink and companies de-list, fielded accusations that it's not done enough to protect investors (think Steinhoff, Resilient and Oakbay) and now, is witness to the gradual exit of Naspers with the planned Euronext listing for its internet assets.
How does Nicky Newton-King remain chipper? And what is the future for the exchange?
This week in Taking Care of Business, FM editor Rob Rose and BDTV anchor Giulietta Talevi sit down with the JSE...
2019-04-0800 min
Beyond The Stock PriceBest and Worse Stocks on the JSE for 2018Beyond The Stock Price Episode 009 - Best and Worse Performing Stocks on the JSE for 2018. The JSE Combined Index ends 2018 up 30% beating the DOW and the S&P 500.
There were 8 stocks that went up 100%. Barita Investment (JSE : $BIL) was the best performer, ending 2018 up 611%.
2019-01-0219 min
PM Live on SAfmLow investment trend among large JSE-listed firmsSAfm — A new study by the Centre for Competition, Regulation and Economic Development (CCRED) has revealed a worrying low-investment trend among large JSE-listed firms. The research shows the largest 50 companies listed on the JSE expanded their financial reserves to R1.4-trillion by the end of 2016, contradicting arguments that investment in South Africa was being undermined by a lack of savings. Tsepiso Makwetla spoke to Thando Vilakazi, senior economist at the Centre for Competition, Regulation and Economic Development
2017-08-0205 min
RSG Nuus & AktualiteitOAKBAY BELEGGINGS GAAN GLO DENOTEER BY JSEDie firma Oakbay Beleggings gaan glo by die JSE denoteer. Die maatskappy wat aan die Gupta-familie behoort, het handel in sy aandele opgeskort. Die maatskappy sê dit is net tydelik tot hulle weer 'n borg kan kry, iets wat 'n sleutelvereiste is om op die JSE te noteer.
2017-07-1101 min
JSEDirect with Simon Brown#224: Private equity coming to the JSEPrivate equity coming to the JSE Simon Shares So Trump is real and is now officially the Republican nomination for the US presidency. The point is he can win it and then the question is what will markets do? Likely pretty much like what happened after Brexit, initial panic and then they will move on. The first IG Master Class kicked off on Tuesday with a complete CFD share trading system. Nice simple and practical with a follow up webcast on 2 August at 1pm. I have added a live link to prices I am prepared to...
2016-07-2121 min
JSEDirect with Simon BrownJSE Direct 222: Stock Broker vs. FSP Stock Broker vs. FSP Stock Broker vs. FSP Simon Shares So Brexit is now a thing, or is it? Mostly it is confusion. Money Expo this Friday and Saturday. My 'till death do us part' portfolio webcast in next week Thursday at 8pm. Satrix Indi has been a star ETF with the best returns over 10 years at over 400%. Lazy System is long Indi25 and MidCap. Charles Savage, CEO Purple Capital / Easy Equities What's the difference between a traditional stock broker and a Financial Services provider (FSP)? Is a FSP risky and do I...
2016-07-0720 min
JSEDirect with Simon BrownJSE Direct 221: Simon's till death us part portfolioSimon's till death us part portfolio Simon Shares In last weeks show I covered Porter's Five Forces for selecting awesome shares worthy of investing in. This week I delve into my personal 'til death do us part' portfolio explaining why I hold each share. In two weeks (13 July, book here) we'll have a webcast where you can interrogate my selection and also propose shares of your own for inclusion into a 'til death do us part' portfolio. At the time of recording my portfolio is as below (Find my consistently updated portfolio here)
2016-06-3033 min
JSEDirect with Simon BrownJSE Direct 218:Getting to grips with feesSimon Shares New logo for JSE Direct to bring it inline with the new Just One Lap branding. S&P is negative but not junk, Fitch says we stable, GDP says we half way to a recession. GIVISA, the cheapest ETF on the JSE. But is it any good? Kristia goes on a nerdy bender digging into the details. Keith McLachlan on building a small cap portfolio. The Just One Lap team is starting to do more Periscope videos; follow us all at; DeeOnMoneyZA TraderPetri KristiaVH SimonPB Zack Bezuidenhout S&P Dow Jones Indices We...
2016-06-0928 min
JSEDirect with Simon BrownJSE Direct 217: Can DIY investing beat the market?Can DIY investing beat the market? Simon Shares PPC in real trouble. Management have let the company down by not spending up capex locally, not hedging their USD debt and now they need a massive rights issue. Will they survive? Are local markets pricing in a downgrade? Nobody knows either what Standard & Poors will say or what the market is or is not pricing in. We have a new podcast going live every week, The Fat Wallet Show. In it Just One Lap CEO Kristia van Heerden, picks a topic and asks questions until she...
2016-06-0223 min
JSEDirect with Simon BrownJSE Direct 216: A simple diverse ETF portfolioA simple diverse ETF portfolio Simon Shares Balwin (JSE code: BWN) knocked their results out of the park, but my bigger picture concerns remain. Standard & Poors down grade or not is next Friday. I did a Twitter poll that came in split by 1 vote. So nobody knows. Twitter poll on SP downgrade Complexity of costs. Come industry make it simple. Mining: Returning to the mean? Peter Major did an excellent JSE Power Hour for us, the video is here. On the ETF blog this week we look at the Pref shares ETF (JSE code: PREFTX). 2 June...
2016-05-2636 min
JSEDirect with Simon BrownJSE Direct 215: Doing risk rightDoing risk right A very long show this week (over an hour), but totally worth every second of listening. Last week I reflected on the Sanlam i3 Summit I attend and his week I speak with Roland Rousseau (Head of Barclays Risk Strategy Group) on his presentation at the conference. Roland is looking at this whole idea of asset or fund manager being outdated and suggesting we rather need risk managers. He has great insights and ideas and this wide ranging conversation on risk has got me thinking a lot more about a lo...
2016-05-191h 02
JSEDirect with Simon BrownJSE Direct 213: Master class in investingMaster class in investing Simon Shares This week we look at a bond ETF, ASHINF. We're doing a webcast of the lazy trading system on the 12th at 8pm. Hlelo Giyose – First Avenue Investment Management Hlelo talks stocks but the conversation goes into much more than just some of his current preferred stocks. He delves into what makes great companies, how to spot them and when to buy them. A master class in investing. JSE – The JSE is a registered trademark of the JSE Limited. JSEDirect is an independent broa...
2016-05-0535 min
JSEDirect with Simon BrownJSE Direct 212: Where to invest offshore?Where to invest offshore?
Simon Shares
Pick n Pay (JSE code: PIK) results show the turn around is very
much working albeit the stock remains very expensive. But the
margins are still way to slim at 2% and less than half that of
Shoprite (JSE code: SHP). This has to be the focus going forward if
they have any hope of justifying the stretched valuation.
MTN is getting money out of Iran, reportedly USD1billion and
this certainly helps with the Nigerian fine, but once again this
comes from third party sources not from the company via...
2016-04-2824 min
JSEDirect with Simon BrownJSE Direct 211: An investment check listAn investment check list Simon Shares Everybody is freaking out on the Capital&Counties (JSE code: CCO) sell off, some 50% off the highs of January. Really driven by three things; it had been flying, stronger ZAR against Sterling and concerns about Brexit. Long term not an issue, so if you love the stock nows your chance to get more cheaper. Kristia van Heerden (Just One Lap CEO) tweeted some thoughts from last weeks podcast where I spoke about expectations. Her comment was that managing expectations doesn't start with investing. It's also about debt, hating on your job. These need fixing...
2016-04-2125 min
JSEDirect with Simon BrownJSE Direct 210: Realistic expectations and successRealistic expectations and success
Simon Shares
The rand is back where it was when then Finance Minster Nene was fired. So everybody who was lamenting that they missed their chance to get money offshore into USD, here's your second chance.
The NewFunds ILBI (JSE code: NFILBI) is our focus ETF this week. Tracking inflation linked bonds it sounds perfectly boring but actually looks really interesting for a broad ETF portfolio.
Expectations. What are your expectations from your trading and/or investing? Are they reasonable? Are they hurting your ability to create wealth?
We Get Mail
2016-04-1419 min
JSEDirect with Simon BrownJSE Direct 209: Hating on unit trustsHating on unit trusts
Simon Shares
SPIVA results for South Africa are out and they track how many active managers fail to beat the index. Truth is that even over 1 year most do NOT beat the index. In short, buy passive or lose money? The PDF of the report is here.
Standard & Poors has downgraded SA's expected GDP for 2016 from 1.6% to 0.8% further cementing the likelihood of a downgrade to junk from the rating agency.
African Bank has relaunched, but this is not the one you have shares in. The suspended ABIL sold off good assets and...
2016-04-0721 min
JSEDirect with Simon BrownJSE Direct 208: Is 2016 the test for DIY investors?Simon Shares
Capitec (JSE code; CPI) results were solid but bad debts are rising. So is their profits but the bad debts are what we're watching at this point in the process.
Momentum portfolio doing as it says on the sticker. Good out performance on down days, modest or under performance on up days. But the gold volatility remains wild.
ZAR X, the first new stock exchange in South Africa in over a century arrives in September.
We review the Swix40 ETF for those wanting an alternative Top40.
Jean Pierre Verster 36One Asset Management
We...
2016-03-3126 min
JSEDirect with Simon BrownJSE Direct 207: When to sell?When to sell?
Simon Shares
Yesterday, 23rd March, Just One lap turned five. It's been an awesome ride which we couldn't have down without the support of our users. So you everybody, thanks. A huge thank you.
When to sell? Different answer depending if you are trading or investing.
Great video from Anthony Clark on his top 5 small cap stocks for 2016.
Divtrx ETF for those wanting dividends.
We Get Mail
Tebogo
I was wondering if it would be advisable to liquidate part of my portfolio held in ETF and use funds to buy ETFs...
2016-03-2419 min
JSEDirect with Simon BrownJSE Direct 205: Investing in education, AdvTechSimon Shares
Trading in your personal capacity or using a PTY or Trust? Which is better?
ETF changes. The MidCap ETF is now ASHMID and BBET40 is transferring to Core Shares from Nedbank.
Seriously good interview with Jack Bogle, founder of Vanguard, the issuer of the worlds first indexing mutual fund.
Keith McLachlan Alpha Wealth small/mid cap fund manager
AdvTech (JSE code: ADH) results were really good after years of frankly uninspiring results (Revenue +40%, operating profit+75% & HEPS +27%). Tertiary was especially strong, acquisitions doing very well they finally seem to have found their mojo.
2016-03-1725 min
JSEDirect with Simon BrownJSE Direct 204: Moody Moody's and investing for incomeSimon Shares
Moody's did not downgrade us, but they did put us on review for a downgrade that will put us one notch above junk status. Then we'll have all three rating agencies on the same level with Standard & Poor heading the pack as we're on a negative outlook with them.
Local bank results looking good with impairments improving (expect for Barclays Africa). On the surface they look cheap, but not if earnings weaken going forward, and earnings will weaken.
Now Old Mutual (JSE code: OML) may split itself up and return back to South Africa. But will...
2016-03-1018 min
JSEDirect with Simon BrownJSE Direct 202: Trader or investor?Simon Shares
Minister Gordhan delivers his budget speech next Wednesday, what can we expect in terms of new or higher taxes? STT, DWT and CGT?
Remember, remember. The end of February is end of the tax year and you have until then to fill in your R30k limit for TFSA. If you already have hit your limit new year starts on 1 March 2016. We have recommended portfolio and my picks here.
Anglo America (JSE code: AGL) announced their restructuring. The big, but not unsurprising was the exiting of Kumba Iron Ore (JSE code: KIO). But how? They could...
2016-02-1823 min
JSEDirect with Simon BrownJSE Direct 201: Where to park cash?Simon Shares
Grindrod (JSE code: GND) just hit multi-year lows trading just above 900c with a net asset value (NAV) of over 2200c. Don't fight the trend, especially on cyclical stocks.
RBA (JSE code: RBA) went bust on Tuesday. Of the three; RBA, Seakay and Calgro M3 (JSE code: CGR) only Calgro M3 remains. Lesson is simple. Go back five years, Calgro M3 was by far the best of the three, always buy the winners.
Volatility, lots of it. Welcome to bear markets, they move fast and trading them is tough, very tough.
Eugene Chemaly - Afrifocus...
2016-02-1123 min
JSEDirect with Simon BrownJSE Direct 200: Superforecasting and Venture Capital investingSimon Shares
Where's the party?
Review: Superforecasting: The Art and Science of Prediction by Philip E. Tetlock & Dan Gardner
Great Davos 2016 report back presentation with Nicky Newton-King (JSE CEO) and Bronwyn Nielsen (CNBC Africa). Next week Thursday we have another JSE Power Hour on Tax Free Savings Accounts (TFSA).
Clive Butkow GroTech
A Venture Capital company one can invest into and receive a tax break thanks to the SARS section 12J clause. They then invest into disruptive internet based companies with the strategy buy, build, flip.
====
JSE – The JSE is a re...
2016-02-0419 min