Simon Shares * Coronation (JSE code: CML) grows assets, fees and dividends. * PPC (JSE code: PPC) results look good. * Purple Group (JSE code: PPE) price action looking weak. * PGMs fading again. * Hospital group stocks; Life Healthcare JSE code: LHC) and Netcare (JSE code: NTC) both had fair results as they get better at managing the pandemic. * Shoprite (JSE code: SHP) launched their banking account, under pinned by Grindrod Bank (JSE code: GND) who also stand to benefit from the MTBPS last week whereby the minister said they'd allow independent traffic on the Transnet rail network by end of 2022. * Turkish lira collapse. This is what happens when your central bank is not independent. * Two stocks that made a real difference to my portfolio over the last two decades, Capitec (JSE code: CPI) and Shoprite* (JSE code: SHP).
Twenty years of food retailers on the #JSE pic.twitter.com/BDKeOPU11t
— Simon Brown (@SimonPB) November 23, 2021
Twenty years of local banks .. only really one bank in it as the other 4 battle along the bottom as Capitec does 46% CAGR over the two decades ..#JSE pic.twitter.com/yMx0NSDYrV
— Simon Brown (@SimonPB) November 24, 2021