JSEDirect with Simon Brown

JSEDirect 103 - Top 200 companies and would you get out of bed for 10%  play >

JSEDirect 103 - Top 200 companies and would you get out of bed for 10%

6/13/2013 | Download File - right click to download

This week Simon chats the FinWeek annual survey (The Top200: Winners and Losers), results from Invicta and Telematics. Bookends is with Adrian Saville (Applied Value Investing) we make Chris Hart president for a day and ask him how to solve our countries problems and Trader Talk is with Keith McLachlan - an excerpt from a long interview for a book due out later this year. Marc Ashton editor FinWeek on the cover story for 14 June The Top200: Winners and Losers Survey Trader Talk with Keith McLachlan Thebe Stock Brokering and SmallCaps.co.za "I wouldn't get out of bed for a 10% return on a junior gold miner" An extract from a 1 hour long format interview which will ultimately be a book later this year (a series of interviews with the trading and investing wizards of South Africa). Stefan Joselowitz CEO Mix Telematics "Really very few that can stand head to head with us in terms of our ability to service global multinationals" Strong results for the year ending March 2013 with annuity revenue now almost 60% and represented in 112 countries. Arnold Goldstone CEO of Invicta Holdings Strong results for the year ending March 2013 aided in large part by recent acquisitions which made up around half of the revenue growth. Operating margins increased as Capital Equipment Group had a very strong year in the agricultural space. Chris Hart of Investment Solutions  If you were president for a day Right to strike but also right to work. Focus on savings - stop spending more than we earn. Book Ends Adrian Saville Chief Investment Officer Cannon Asset Managers  Applied Value Investing: The Practical Application of Benjamin Graham and Warren Buffett's Valuation Principles to Acquisitions, Catastrophe Pricing and Business Execution by Joseph Colandro 2009 Link for the week 14 Simple Ways to Get Considerably More Done Subscribe to JSEDirect's feed here or email alerts here and we're in iTunes. (function() { var po = document.createElement('script'); po.type = 'text/javascript'; po.async = true; po.src = 'https://apis.google.com/js/plusone.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(po, s); })(); Tweet !function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src="http://www.maudestreet.com//platform.twitter.com/widgets.js";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","twitter-wjs"); 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.

JSEDirect 101 - Electric Vehicles can they fly and trader discipline  play >

JSEDirect 101 - Electric Vehicles can they fly and trader discipline

5/30/2013 | Download File - right click to download

This week Simon chats the FinWeek cover (Electric Vehicles can they fly by Nick van der Leek), discipline for traders - where to find it, results from Famous Brands, Verimark & Esorfranki and Sanlam Employee Benefits Benchmark Survey. The bookends are Life Lessons from the Monk Who Sold His Ferrari, Technical Analysis of Stock Trends and Challenging Beliefs: Memoirs of a Career. Marc Ashton editor Finweek on the cover story for 31 May Electric Vehicles can they fly by Nick van der Leek Trader Talk with Simon Brown Discipline, but to what? Who sets the rules? Kevin Hedderwick, CEO Famous Brands Strong results for the year ending February 2013 with 2,163 stores and still lots of room for expansion in South Africa, Africa, India and even a new Steers in the UK.  Bernie Krone, CEO Esorfranki Good numbers with Geotechnical doing especially well in sub-Saharan Africa where they have been doing business for some twenty years. Pipe lines getting some good traction and despite trading conditions still tough a construction company that is looking well positioned and profitable. Michael van Straaten, CEO of Verimark Rand weakness has been hurting and the new warehouse challenges also took shine off the numbers. 2000 stores within stores and 80 stand along stores and as retailers expand they will take Verimark with them. both locally and into Africa. Book Ends Ian Cruickshanks, Independent Analyst Life Lessons from the Monk Who Sold His Ferrari by Robin Sharma Technical Analysis of Stock Trends by Robert D. Edwards, John Magee, and W.H.C. Bassetti  Challenging Beliefs: Memoirs of a Career by Tim Noakes with Michael Vlismas Danie van Zyl, Head of Guaranteed Investments at Sanlam Structured Solutions Sanlam Employee Benefits Benchmark Survey has been conducted every year since 1982. What are the numbers telling us in terms of ability to retire and what can we do about it? Link for the week Gartman’s 16 Rules of Trading Subscribe to JSEDirect's feed here or email alerts here and we're in iTunes. (function() { var po = document.createElement('script'); po.type = 'text/javascript'; po.async = true; po.src = 'https://apis.google.com/js/plusone.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(po, s); })(); Tweet !function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src="http://www.maudestreet.com//platform.twitter.com/widgets.js";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","twitter-wjs"); 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.

JSEDirect 99 - Why education should not be compulsory and platinum stocks getting killed  play >

JSEDirect 99 - Why education should not be compulsory and platinum stocks getting killed

5/16/2013 | Download File - right click to download

This week Simon chats FinWeek cover (Why education should not be compulsory), platinum stocks getting slammed - where they heading? Also, results from Calgro M3, Afrimat and Raubex, World Economic Forum on Africa and three books (The Intelligent Investor, Screw it Let's do it and Fireside chats with FD Roosevelt). Tandisizwe Mahlutshana deputy editor FinWeek on the cover story for 17 May Why education should not be compulsory by Marc Ashton Trader Talk with Moxima Gama The Money Hub Talking platinum stocks, long term bear trends for Amplats and Implats with long term support at R187.60 and 3880c respectively while platinum could break either way with $1,520 and $1,465 the levels to watch. Moxima also offers a stock pick - Assore with R449 the target. Ben Pierre Malherbe CEO Clagro M3 Results to year end February show strong revenue growth and a construction pipeline of over R10billion (the pipeline is around six years work). Banks are lending to their clients and the Fleurhof integrated development is now operating as a proof of concept. Andries van Heerden CEO Afrimat Good revenue and profit growth but some margin shrinkage due to strike action saw profits up sower then revenue. Clinker in the numbers for the full year and doing well adding new product ranges while the Infrasors transaction was only effective post year end. This stock remains one of the preferred in the construction sector as they are typically early cycle. Rudolf Fourie CEO Raubex A better year with the Competition Commission provision for full settlement of R58,8 million causing the drop in earnings. Bitumen remains a challenge but supply wasn't interrupted and a post year end acquisition will largely solve that complication while the new Raubex Infrastructure division offers great potential as it reduces concentration on road construction taking the company into renewable energy, housing, telecommunications, rail and pipeline construction projects. Liesl Peyper FinWeek contributor The World Economic Forum (WEF) on Africa was recently held in Cape Town, was it just a talk shop or do real issues get addressed and is the future for Africa bright? Book Ends with Graeme Korner of Korner Perspective  The Intelligent Investor - Benjamin Graham Screw it Let's do it - Richard Branson Fireside chats with FD Roosevelt, The fireside chats were a series of thirty evening radio addresses given by United States President Franklin D. Roosevelt between 1933 and 1944. Link for the week Only Fools Claim To Know The Future You Don’t Need To Know The Future Subscribe to JSEDirect's feed here or email alerts here and we're in iTunes. (function() { var po = document.createElement('script'); po.type = 'text/javascript'; po.async = true; po.src = 'https://apis.google.com/js/plusone.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(po, s); })(); Tweet !function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src="http://www.maudestreet.com//platform.twitter.com/widgets.js";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","twitter-wjs"); 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. <img src="http://feeds.feedburner.com/

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