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Podcast: WorldWide Markets with Simon Brown
Episode: JSEDirect 204: Hasty exits and construction valuations
Description: 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...