Jsedirect With Simon Brown

Gary McNamara Portfolio Manager Sanlam Private Wealth Like JSE (JSE) Tiger Brands (TBS) Dislike Lonmin (LON) Mark Humphreys Standard Online Share Trading We chat Tax Free Investments. How are they doing, are they real and worth it and what's the Standard Bank offering. We Get Mail Dominic As I know it; we need to pay the required level of Income Tax on profit made from the sale of shares over the R30 000 limit. With that said how is the R30 000 tax free limit calculated? 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.

Q&A with Satrix CEO, Helena Conradie Questions included; Unit trusts vs. Exchange Traded Funds (ETFs) Costs Platforms Exotic ETFs New products coming Tracking errors and more We Get Mail Aubrey Do u know any ETF/Index that I can buy so that I can get exposure of Facebook? Keith (twitter) Bought Satrix Rafi Feb13 for +-9.49, peaked at +-R12.67 since then, but now +-R11.35.  Would u buy, hold or sell.Thanks

Nerina Visser ETF consultant Chatting property as an investment and using one of the three Exchange Traded Funds (ETFs). She also touched on bond ETFs, the new CoreTop50 and Tax Free Accounts. We get mail Clive Your boot camp was appreciated yesterday however it has raised a query in my mind. I own DSY, which  is 25% owned by RMI which I own, which is owned 30% by REM which I own. On that basis do you think that my focus is too concentrated in terms of correlation? Ridwaan Moolla ABSA Stockbrokers Likes; MTN Taste Dislike; Gold and resource stocks 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.

Wayne Dennehy Head of ETF’s and Passive Absa Capital Their RAFI Exchange Traded Funds (ETFs) converted to S&P GIVI ETFs. We dig in what GIVI is all about. Chris Botha director Imara Asset Management Like Mondi PLC  EOH Not like Anglo American Sasol We Get Mail Johnny I know that you say this might be different for everyone, but I would like to have some idea of where to start in “deciding” what a price is that I like. An example that you have often used before is Discovery, you mentioned that often or every time the share price drops to ~R120, you would add to your portfolio. My question is, let’s assume that the share price has since moved up to R200 over a year or three, what would be your new buying price? The odds of it dropping to R120 again becomes smaller and smaller every year. 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

Keith McLachlan Fund manager Alpha Wealth Like Santova (SNV) Master Drilling (MDI) Don't like Rhodes Foods (RFG) Gareth Stobie Head of CoreShares The new CoreShares Top50 ETF (CTOP50). 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.

Q&A with Gary Booysen RandSwiss.com Talking strategy, exiting, shorting and a while lot 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.

Mohammed Nalla Head of Strategic Research Nedbank Capital To help us understand what is happening in Greece, did they default on Tuesday midnight? What's teh referendum all about and is there any easy solution? We Get Mail Sandile What does YOUR trading platform consists of – “hardware-wise”? How I'd love for it to be as simple as the one belonging to the guy in those IG ads; I'm learning to sleep with the fact you probably don't solely use your Mac though. Hoping it also isn't as complex as eight screens in your office. If possible, please enlighten me. 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.

Anthea Gardner Managing Partner Cartesian Capital RMI Naspers (NPN) Tongaat (TON) We get Mail Anon Please help me, is XYZ stock a good buy? Luıs Hi Simon, are there any SA commodities/Res funds that have offshore exposure? 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.

Drikus Combrinck  Portfolio Manager CapiCraft Investments Masterdrill  (JSE:MDI) Grindrod (JSE:GND) Markel Corporation (NYSE:MKL) We Get Mail Helen Which charting software is best for investing? JC  Just watched your JSE power hour on TFSA accounts on JustOneLap. What service provider are you using as I am using XXX securities and I cannot buy DBX just do it through their funds… I want a little more flexibility. 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.

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 Clicks (CLS) Discovery (DSY) Mediclinic (MDC) We Get Mail Malibongwe I am looking for best ways to save for my child's tertiary education. I can only afford R500 a month debit orders. Which products can offer me better growth. My child is 3 years old. Are education plans from service providers like Old Mutual, Momentum, Liberty Life, Sanlam, etc good in terms of saving for this purpose?  Charmaine Everybody says cash is best right now 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 thi

Nerina Visser on Exchange Traded Funds (ETFs) A a thirty minute Q&A session answering questions and talking about; Tracking errors Inflation linked bonds The new S&P Givi ETFs (Global Intrinsic Value Index)  Active ETFs  And more, much more We get Mail Alwyn Please explain The Foschini Group (TFG) crip or cash dividend option? was that a sneaky rights issue? thanks for the great show. Anees The scenario is I know what share to buy but at present I don't have money for all of them. So I'm building capital as I go along. My dilemma is with the amount of money I have do I get a little now while the share attractive and low and bulk up as the capital becomes available.(my preferred choice) Or do I wait till I have the desired amount of capital and then go in and taking into account by that time the share might have appreciated. I am definitely investing for the long term. 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

Chris Gilmour Investment Analyst Absa Wealth & Investment Management Stienhoff Rhodes Food Group Famous Brands We Get Mail @JP_Jordaan @SimonPB Please tell me there is going to be a podcast this week Rob I have tried to research what shares are effected in a positive way and which are effected in a negative way when the interest rates rise. can you point me in the right direction or give me some indication on how to get some information on this? Prevan I want to start trading. I know we need software for that, and I would appreciate some recommendations. 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.

Byron Lotter Vestact Asset Management Three strong themes with his stocks picks; health, quality management and globally diversified. Aspen (APN) Discovery (DSY) Brait (BAT) We get mail Jaco I would like to know what course can someone do to better understand the impact/effect of SENS announcements? Should I look into a course in economics or just fundamental analysis? I use technical analysis for my trading decisions, but sometimes company results or a SENS announcement comes out that impacts the share prices. Musa Here is my question we are a group of 5 friends we want to start at stokvel. The contributions will be R1500 per month . What kind of investment would u recommend for our money to grow quicker ?Are there any banks that offers good interest rates. Q&A with Igor Marinkovic (AKA @ALSITrader) Topics covered included; Managing risk Trading time frames FX or ALSI or both Where to start  Subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTune

Simon’s Stocks Selections Every week we chat to an exert and get their preferred stocks and we’ve been getting requests that somebody interview Simon and get his stocks. So here Simon interviews himself on his two stocks; Discovery & Richemont.  We get mail Faure Really enjoyed the trade to trade well mini series! Motivated me to actually take the plunge and start trading. On the podcast you (/Simon) talked about his trading systems that one can use. Are they available to the public? If se where to I find them? Looking forward to doing some eyeball trades. Bing Could you please cover what stocks and/or ETF's to buy that gives the investor easy exposure to India. Aarti Takoordeen CFO JSE The CEO always gets all the attention, but what of the CFO? What do they do, is it just watching the money role in? Surely not? 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 indepe

Simon is holidaying this week so we include part 2 of his Trade to Trade Well presentation he gave in Cape Town last month. Part one is here. 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.

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.