Jsedirect With Simon Brown

#256: Rand protection for your portfolio

Informações:

Sinopsis

Simon Shares Capitec* (JSE code: CPI) through results got everybody talking about the "arrears coverage ratio" dropping to 208% vs. 223% previously and vs. 196% in 2015. This got all the attention last time as well, I not concerned and my 'aggressive' buy price is now around R719. I have some USD expenses due in the next week or so and have taken a hedge using NEWUSD* just in case. Anchor Capital results showed a serious slowing of growth but still a stock with a great looking future and at around 600c very attractive. I have bene trying to add to my very very small Sea Harvest* holding but I don't want to chase the stock as I think we may see some weakness in the weeks ahead. 1275c would be my ideal entry. It traded 1270c last week, but I wasn't paying attention and missed them. UK has triggered Brexit and now Scotland wants out of the UK. A really excellent post by Kristia on bond ETFs. Upcoming events JSE Power Hour: Listed property instead or buy-to-let * I hold ungeared positions. Protecting yourse