#223: Rating the results

Simon Shares

• A lot of people worried abut DBXWD post Brexit, but the issue is it is global so the UK makes up only about 8% while EU is about 13%. I hold the ETF and continue to buy every month.
• The Just One La team has a monster busy week next week. Join us at;
  • Trading Master Class: Designing a trading system from scratch (Tue 19th)
  • Classic FM making wealth simple  (Wed 20th)
  • JSE Power Hour: Investors are normal, not rational  (Thu 21st)
• Kristia asks which ETF?

Drikus Combrink - Capicraft Investment Partners

Locally earnings season has come to an end and markets are at or near all time highs. Are these valuations justified by the earnings we've seen? Good, bad, ugly and any stand outs. Drikus touches on some concerns (SABMiller & Richemont) and suggests really focusing on the core numbers rather than top line numbers that could be skewed by currency moves, mergers or new stores. His major concern remains QE and how that unravels.

We Get Mail

• Ronnie
  • What is the recommended amount to start with investing on any share?
• Pierre
  • Donna wants short term savings and is using bank account. Why not the pref shares ETF - PREFTXF?

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