JSEDirect on MaudeStreet.com with Simon Brown

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

www.MaudeStreet.com — Wed, 12 Jun 2013 23:34:42 PDT

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

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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 102 - Numbers behind bars and the best Buffett book

www.MaudeStreet.com — Thu, 06 Jun 2013 02:31:24 PDT

This week Simon chats the FinWeek cover (Numbers behind bars by James-Brent Styan), Bookends with Alec Hogg (Tap Dancing To Work: Warren Buffett on Practically Everything), saving the Rand, saving Japan the separation of analysis from trading and The Merchantec CEO Confidence Index.

Marc Ashton editor FinWeek on the cover story for 07 June

Numbers behind bars by James-Brent Styan

Book Ends with Alec Hogg - AlecHogg.com

Tap Dancing To Work: Warren Buffett on Practically Everything, 1966-2012 by Carol Loomis

Trader Talk Warren Peacock TheTradersPlace.co.za

Separation of analysis from trading.

Mohammed Nalla - Head: Strategic Research - Global Markets Nedbank Capital

If you were president for a day, how do you solve our troubles weakening Rand

Tshepo Modiba. Head: Equities - Seriti Asset Management

Japan, what's happening to the world's third largest economy?

Malcolm Riley of Merchantec Capital

The Merchantec CEO Confidence Index Q2 2013. Large drop but still above the all important 50 while concerns seem to centre around unsecured lending.

Link for the week

If You Only Know 5 Things About Investing, Make It These

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JSEDirect 101 - Electric Vehicles can they fly and trader discipline

www.MaudeStreet.com — Thu, 30 May 2013 00:37:28 PDT

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

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JSEDirect 100 - 5 ways you should have more money and the most important aspect of trading

www.MaudeStreet.com — Thu, 23 May 2013 03:26:19 PDT

For the 100th show Simon chats FinWeek cover (5 ways you should have more money 12 months from now), asks five traders " What's the single most important requirement to being a successful trader?", results from taste Holdings and Protech Khuthele and where to find value? Bookends this week is The most important thing by Howard Marks.

Marc Ashton editor Finweek on the cover story for 24 May

5 ways you should have more money 12 months from now by Marc Ashton

Trader Talk - What's the single most important requirement to being a successful trader?

Garth Mackenzie TradersCorner.co.za

Lavan Gopaul 28e Capital

Travis Robson IG South Africa

Keith Mclachlan SmallCaps.co.za

Warren Peacock TheTradersPlace.co.za

Carlo Gonzaga CEO of Taste Holdings

Good set of results that include the Fish and Chips co. and great results from NWJ. Central distribution is working well now they have over 500 stores and opening a new one every 3 days.

Antony Page (CEO) Robert Magbulla (CFO) of Protech Khuthele

A tough period but a turnaround is evident with strong cash generation. They are seeing some pick up in construction work, especially in public sector work with a target of 30% for this sector.

Charl Bester - Kruger International

Market has been hitting highs but Charl suggests looking internationally for value.

Book Ends with Tshepo Modiba

The most important thing by Howard Marks

"This is that rarity, a useful book."--Warren Buffett

Link for the week

Bernard Baruch’s 10 Rules of Investing

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

www.MaudeStreet.com — Thu, 16 May 2013 02:59:02 PDT

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

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JSEDirect 98 - The World of Luxury Repo's and Unsecured Lending Bubble or Bust

www.MaudeStreet.com — Thu, 09 May 2013 00:08:10 PDT

This week Simon chats the FinWeek cover (The World of Luxury Repo's), unsecured lending bubble or bust, managing the risk of low liquidity stocks, what to do when the bottom falls out of your share and investing into venture capital.

Marc Ashton editor Finweek on the cover story for 10 May
The World of Luxury Repo's by Mandy de Waal and Jonathan H Pienaar

Trader Talk with Simon Brown
What to do when the bottom falls out of share you own?

Dirk Greeff, Head of Banking at Global Credit Rating
The African Bank update has spooked the market, but are we really heading for a massive bubble bursting in the unsecured lending space?

Keith Mclachlan of Thebe Stockbroking and SmallCaps.co.za
Managing liquidity in small caps

Jeff Miller Director Grovest
Venture capital a huge industry in other parts of the world but relatively new to SA and Grovest are setting up funds to enable the smaller investor gets access to this higher risk/reward sector.

Link for the week
Where are your assets?

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JSEô - 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 97 - What Eskom isn't telling you and tourism stocks on the JSE

www.MaudeStreet.com — Thu, 02 May 2013 03:26:35 PDT

This week Simon chats the FinWeek cover (What Eskom isn't telling you), stocks that will benefit from the great tourism numbers for South Africa, a new Platinum ETF from ABSA, trading in the moment and unconsciously competently. The last instalment in our Brics interviews is India.

Marc Ashton editor Finweek on the cover story for 3 May

What Eskom isn't telling you by James-Brent Styan

Byron Lotter of Vesact (@Byron_vestact)

South African tourism numbers were really good with over 9million visitors to the country in 2012 as foreign visitors grew buy 7.5% from Africa and 15.1% from the rest of the world. Byron picks three JSE listed stocks that will benefit from increasing tourists; City Lodge, Famous Brands and Holdsport.

Vladimir Nedeljkovic, Head of Investments at Absa’s Corporate and Investment Banking Division

Absa has issued a new Platinum ETF (code is NGPLT). They already had a Platinum ETN but this new ET is exactly like NewGold (GLD) but with Platinum rather than gold as the underlying.

Estienne de Klerk Chairman of the SA REIT Association www.reits.co.za

Real Estate Investment Trust (REITS) are now a reality for South African property stocks. What are they and why do we have them?

Trader Talk with Simon Brown

Can you trade from the beach? Can you trade in a meeting? A trader needs to be unconsciously competent whilst being in the moment. We need to limit distraction and enable ourselves to be disciplined and unconsciously competent. Sure one can be a day trader, but being a day trader is absolute and full time, not part time.

Virendra Gupta the High Commissioner of India in South Africa

India is the third largest economy after US and China and has the second largest population after China with GDP averaging over 7% for the last 15 years it is already a power house.

Link for the week

Economics in One Lesson

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JSEDirect 96 - SA's Secret Economy and day trading

www.MaudeStreet.com — Thu, 25 Apr 2013 02:48:35 PDT

Simon chats the FinWeek cover (SA's Secret Economy), so you want to be a day trader and what's happening to iron ore and gold. Russia is our BRICS focus this week and in Bookends the book is Open Society by George Soros.

Marc Ashton editor Finweek on the cover story for 26 April

SA's Secret Economy by Buhle Ndweni

Trader Talk with Simon Brown

So you want to be a day trader? Really? Why not rather be a lazy trader?

Bevan Jones of General Manager SA office London Commodity Brokers

Iron ore has been under pressure to a degree on the back of concerns round China, where is the price likely to settle and what of gold?

Book Ends with Kevin Algeo, Head of IG Markets SA

Open Society by George Soros

Russia - Chris Hart Investment Solutions

Spanning 9 time zones Russia is the world's 7th largest economy driven mostly by energy. We chat with Chris Hart from Investment Solutions about the country.

Link for the week

Brown’s Investing Rule #76

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JSEDirect 95 - Diamonds are Forevermark while gold is crashing

www.MaudeStreet.com — Wed, 17 Apr 2013 23:37:58 PDT

In this week's show Simon chats the FinWeek cover (Forevermark by David McKay), results from Purple Capital and Phumelela, Raubex solves their bitumen problem and gold crashes - where to next and what of the gold stocks. He also covers Brazil in the continuing Brics specials and new Quanto Futures on cotton, coffee, sugar, coco and more.

Tandisizwe Mahlutshana deputy editor Finweek on the cover story for 19 April

Forevermark by David McKay

Trader Talk Moxima Gama - TheMoneyHub.co.za

Gold is in a bear trend and is testing the lower slope of the bear channel but is very over so should bounce from here. US$1,555 is critical with US$1,300 the major support. ANG is testing a support trend line dating back to 1998 with R204 the important upside level. HAR has breached support (from 1998).

Charles Savage, CEO of Purple Capital

Results for the 6 months ending February show a decline in profit but the company is cutting costs and GT247 is well positioned while Voltbet is still early days. Emperor Asset Management may be the jewel albeit still a small one.

Rian Du Plessis, CEO of Phumelela

Results for the 6 months ending January, the future for this horse racing company seems to be sports betting.

Rudolf Fourie, CEO of Raubex

Raubex has acquired 100% of Tosas for a purchase price of R120 million and this will go a long way to resolving the supply problems they have been having with bitumen.

Chris Stugess, Director: Commodity Derivatives at the JSE

A new issue of Quanto Futures (these futures trade with NO Rand impact) and the new range is vastly different from what we have access to on the JSE previously with; sugar, coco, coffee, heating oil and more.

Brazil - Stanley Subramoney, PwC Strategy Leader for South Market Area

Brazil is one of the top 10 fastest growing economies in the world the largest economy in Latin America and will host the Soccer World Cup in 2014 and then the Olympics in 2016.

Link for the week

25 Important Things to Remember As an Investor

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JSEDirect 94 - The business of religion and managing choppy markets

www.MaudeStreet.com — Thu, 11 Apr 2013 00:36:48 PDT

Simon chats the FinWeek cover (The business of religion by Mandy de Waal and Jonathan H. Pienaar), understanding the M&A process, Brics - Africa, seasonality in the local market and how traders deal with it and the new Derivatives Market Default Fund. Bookends this week is One Up On Wall Street by Peter Lynch.

Marc Ashton editor Finweek on the cover story for 12 April

The business of religion by Mandy de Waal and Jonathan H. Pienaar

Africa - Anthony Thunstrom, COO for KPMG’s Global Africa Practice

Continent of 1billion people but needs to be viewed as 54 independent countries? What are the challenges

Stephen Kennedy-Good director in Norton Rose’s M&A department

The Adcock take over by Bidvest has raised many question abut how these take overs actually work, so we got an expert to help us understand the process and the rights of minority share holders.

Trader Talk - Garth Mackenzie - TradersCorner.co.za

Seasonality in the local market. We're seeing choppy nowhere markets again this year, is this the new normal and how does a trader respond?

Book Ends with Keith McLachlan Thebe Stockbrokering and SmallCaps.co.za

One Up On Wall Street : How To Use What You Already Know To Make Money In The Market- Peter Lynch.

Leila Fourie, Director of Post Trade Services at the JSE

New rules launched for a new Derivatives Market Default Fund essentially adding an extra layer of protection for the market overall. What is it about and does it impact traders?

Link for the week

How to Help Your Portfolio in the Next Market Crash

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