Jsedirect With Simon Brown

JSEDirect 204: Hasty exits and construction valuations

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Sinopsis

Simon Shares Clover (JSE code: CLR) has "decided to withdraw from future investments in Nigeria", seems hasty? Barclays exiting Africa selling off their ABSA (JSE code: BGA) stake, more hasty decisions? Nice boring results from Metrofile (JSE code: MFL), exactly as wanted. Big seller seems to now be gone after large transactions on Monday and stock has run hard since. New tax year, you can add another R30k into your TFSA. The Momentum portfolio update, new stocks and methodology is online here. Janine Weilbach Senior Research Analyst Thebe Stock Broking Construction stocks have had a very hard time since the 2010 World Cup in South Africa. With this in mind, how does one look at a construction company in order to make investment decisions? order books seem to be popular but often misleading, large piles of cash seem great but suddenly disappear. We speak to an expert to better understand investing in local construction. We Get Mail Matt C (via twitter) Can you, or someone in the know, please explain Dow T