Talker, investor, trader, photographer, writer, chocolate eater, wine drinker.

Top40 closes on a high, JSE results and prescribed assets vs impact investing

6 Aug 2020 /  Simon Brown   
Deryck Janse van Rensburg of Anchor Capital gives a market update after the Top40 closes at a 2020 high. JSE CEO Dr Leila Fourie on the company's results as revenue shoots up 22%. Impact investing versus prescribed assets with Alexander Forbes Investments's Janina Slawski.

Pick n Pay’s trading update, logistics property and Trump’s TikTok vendetta

5 Aug 2020 /  Simon Brown  
Chantal Marx of FNB Wealth and Investment on the Cashbuild deal and Pick n Pay's trading update. Steven Brown, CEO of Fortress, talks the resilience of the logistics property space. Dean McCoubrey, founder of MySociaLife, on US threats to close or force the sale of TikTok, real risk or trade war talk?

The falling rand, PMI data and SA’s new online school offering

4 Aug 2020 /  Simon Brown  
Matete Thulare of RMB on the rand falling almost 100c in a matter of days. Absa's Miyelani Maluleke talks July PMI data. Evolve MD Chris van Niekerk unpacks ADvTECH's new online school.

Aspen, online retail and the increase in brick demand

3 Aug 2020 /  Simon Brown  
Petri Redelinghuys of Herenya Capital talks the Top40 and takes a look at Aspen. Cotton On's Phil Marais on the logistics of online retail and how it can benefit brick and mortar stores. Brikor CEO Garnett Parkin on having the company's JSE suspension lifted and why bricks are flying out of its factories.

US GDP data, JSE revamps HR policies and dividends as a quality metric

31 Jul 2020 /  Simon Brown  
Gary Booysen from Rand Swiss on US GDP data and jobless claims remaining above 1m a week. Donald Khumalo from the JSE talks the company's new maternity leave policy. Coreshares's Gareth Stobie looks at dividends as a quality metric in the Dividend Aristocrat ETF.

The latest in Sasol’s asset sales, avoiding the herd when investing and the beleaguered cruise industry

30 Jul 2020 /  Simon Brown  
Alex Duys of Umthombo Wealth on the Fed keeping rates unchanged, Sasol selling assets and a look at EOH. Tlotliso Phakisi from Cannon Asset Managers on avoiding the herd when investing and V&A Waterfront CEO David Green on the cruise industry as liners remain docked.

Sasol LCCP stake sale, the investment case for Europe and red flags in fixed income funds

29 Jul 2020 /  Simon Brown  
Deryck Janse van Rensburg from Anchor Capital on Kumba's results, the Sasol LCCP stake sale and when to exit gold stocks. Karim Chedid, investment strategist at BlackRock on the investment case for Europe and Nolan Wapenaar, Anchor CIO on red flags to look for when investing in fixed income funds.

SA’s IMF loan, ransomware attacks and the local mortgage market

28 Jul 2020 /  Simon Brown  
Chantal Marx of FNB Wealth and Investment on the R70bn IMF loan and Steinhoff's settlement plan. Brian Pinnock from Mimecast on ransomware attacks and the responsibility of corporates to avoid them. Tim Akinnusi, founder of MortgageMarket on the state of the local home loan sector.

The rise of e-commerce, Master Drilling sets a world record and Jubilee Metals trading higher

27 Jul 2020 /  Simon Brown  
Matete Thulare of RMB talks the Woolies and MTN trading updates, Danie Pretorius, CEO of Master Drilling, discusses drilling the deepest hole ever. Petri Redelinghuys of Herenya Capital Advisors on trailing miner Jubilee Metals as it trades through 100c, suggesting a long-term trend change.

The latest rate cut, banking stocks and horse racing behind closed doors

24 Jul 2020 /  Simon Brown  
Mia Kruger from Kruger International on the Sasol and Spur updates. Tim Acker of Allan Gray on valuations of local banking stocks and his preferred picks. Stephen Marshall from Gold Circle talks the Durban July running Covid-style.

TFG rights issue, the dividend kings and data assets

23 Jul 2020 /  Simon Brown  
Nesan Nair of Sasfin Securities on Shoprite and the TFG rights issue. Charl Bester of Kruger International on the dividend kings such as Johnson & Johnson. Africa Nkosi from Khonology on harnessing big data for improved profits.

Rand on the up, Datatec’s update and tech stocks rally

22 Jul 2020 /  Simon Brown  
Deryck Janse van Rensburg from Anchor Capital talks markets as the rand powers through 16.40 and gold hits 1 858/oz. Keith McLachlan from AlphaWealth on the strong Datatec update. Henry Biddlecombe, fund manager at Anchor Capital, on the decade-long tech rally and whether it will continue.

Nasdaq hits new highs, PSG 3.0 and Outvest’s endowment policy

21 Jul 2020 /  Simon Brown   
Gary Booysen from Rand Swiss on the Nasdaq hitting new all-time highs. Small-caps analyst Anthony Clark helps us understand PSG 3.0 after its AGM and looks at Invicta selling assets to shore up its balance sheet. Grant Locke of OutVest on using an endowment policy to find yield in a low-yield world.

MTN, gold and changes to tax deadlines

20 Jul 2020 /  Simon Brown   
Nick Kunze of Sanlam Private Wealth talks MTN, gold and US bank results so far. Ettiene Retief, chairman of national tax and Sars committee for Saipa on the new deadlines for Sars e-filing and auto-assessment.

Richemont update, proposed best execution rule and investing in the gaming sector

17 Jul 2020 /  Simon Brown  
Wayne McCurrie on Richemont's trading update and Foschini and Sun International's rights issues. Kevin Brady, CEO of A2X, discusses how the proposed best execution rule is set to become law in SA and benefit investors. Glenn Gillis CEO at Sea Monster on raising funding and using gaming as an educational tool.

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