Your Money
It’s the season of shedding and accumulating
With results season in full swing, there is plenty of buying and selling among both institutions and insiders
BROKERS’ NOTES: Buy Momentum, sell Sanlam
Dylan Bradfield, portfolio manager of Sharenet Local Alpha Trust, says sell Sanlam and buy Momentum
SIMON BROWN: When it comes to gold, look past the obvious
Everybody is asking me about gold. Specifically, why isn’t gold running higher?
SIMON BROWN: Many happy returns, Dow Jones
The Dow Jones Industrial Average index celebrated 130 years last month. The key idea behind it was to answer the simple question: “How did the market do today?” And for that, it was perfect
CHRISTO DE WIT: Now you can drop the Zurich broker and the safe in Sandton
Traditional ownership in gold has changed, and the case for the metal's exposure at this macro moment largely makes itself: XAUt trades continuously, 24 hours a day, seven days a week, and entry does not require buying a full ounce.
BROKERS’ NOTES: Buy Afrimat, sell listed property
Mark du Toit, portfolio manager at Oystercatcher Investments, on what the smart money is doing
All aboard the money go-round
This fortnight’s market moves show some of South Africa's top bankers putting their money where their mouths are, while others are cashing out.
BROKERS’ NOTES: Buy WeBuyCars, take profit at the diversified miners
Chantal Marx, head of investment research and content at FNB Wealth & Investments, on what the smart money is doing
SIMON BROWN: Here come the mega IPOs
Initial public offerings (IPOs) of some gigantic companies are in the offing. They won't be easy to get hold of and caution should be exercised.
BROKERS’ NOTES: Buy Tencent, sell Thungela
Rowan Williams, director of Nitrogen Fund Managers, on what the smart money is doing
SIMON BROWN: A first-rate way to save
I have a friend who is an absolute whizz at managing her money and getting the most out of it. And she’s not even picking stocks or ETFs; she’s managing what she can in terms of earning interest on cash stashed in an emergency account.
CHRISTO DE WIT: Bitcoin — there’s good news and bad news
The big question is what it takes to give bitcoin and others a lift beyond the 200-day moving average.
BROKERS’ NOTES: Buy Pepkor, sell Spar
Pepkor can be a long-term holding in any South African market portfolio. It is one of the highest-quality retail businesses in South Africa.
SIMON BROWN: Phrases go through phases
Every once in a while a new financial phrase comes across my desk — one that either I’d never heard before or had heard but never considered useful.
When CEOs plough back
As the first bite of winter settles in, the taxman is knocking. On the JSE, this usually translates into a flurry of ‘selling to settle tax obligations’ as performance shares vest and the South African Revenue Service demands its pound of flesh



























