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Plugged In is a monthly podcast offering personal and professional insights from guests with hands-on involvement in the life of adolescents and expertise in education and related fields. Our goal is to partner with parents and adults involved in the formation of young men and women by inviting them to tune into ongoing and engaging conversations that offer insight into the lives, habits, culture, gifts, and challenges of the current generation of adolescents. We hope these insights will ena ...
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Jmenuji se Michal Král, jsem Holistic Nutrition Coach a tvůrce online low carb programu, pořadatel low carb a paleo kurzů, tvůrce low carb jídelníčků na míru a majitel webu www.jsemlowcarb.cz. Kontaktovat mě můžete na e-mailu michal@jsemlowcarb.cz. Najdete mě i na Instagramu @jsemlowcarb. Moje služby si můžete zakoupit na webu www.jsemlowcarb.cz.
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We started our journey in 2018 as a one-stop serviced office provider, for individuals and small businesses to kick start and grow their businesses. We are the solution to “business made simple” as we strive our best to provide a conducive environment where clients can entirely focus on their business growth.
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Elite Bloggers Podcasts

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Začalo to vyprávěním mých zážitků a historek, u kterých jsem si často opakovala " Když nejde o život, jde o ho****". Z tohohle proštěného světa, kdy jsem se například nechala potetovat o půlnoci v no name salonu nebo šla na depilaci (poprvé a naposled), jsem se najednou ocitla ve světě mateřství. No a řeknu vám, to je teprve jízda... Kontaktovat mě můžete na e-mailu: podcast@elitebloggers.cz
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Jsem PAŘÍK a RADIM: už od roku 2003 lidem a firmám, jak dosahovat lepších výsledků. Lepších, než si kdy mysleli. A teď budu radit i z podcastu. Někdy já, někdy moji hosté. A vám RADIM: pusťte si to. Nebojím se totiž zeptat fakt na tělo. Jedině tak zjistíte, jak skutečně přemýšlí ti nejlepší ve svém oboru.
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Share buybacks and stock compensation, the bad and the ugly Share buybacks are good right? The company uses their free cash to buyback shares which reduces the number of remaining shares such that each share has a higher claim over future profits which adds to their value. Further they're tax efficient in that paying dividends results in dividend t…
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The problem with telcos I have long said that telcos such as MTN (JSE code: MTN) and Vodacom (JSE code: VOD) is that they are essentially utilities and should be priced as such. But actually that statement is wrong. Sure voice (who still calls using voice?) and data are utilities like water and electricity. BUT the telcos have a problem, capex. Yes…
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In this first episode in our series on “Parents as Primary Educators,” former JSerra teacher and personal counselor, Cara Morales, LMFT, explains why that is more than an overused cliché. Cara attests that God has chosen all moms and dads as the ones he has specifically ordained to raise the children he has given them. And she assures them that He …
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Updating minister Gordhan's portfolio Public Enterprises Minister Pravin Gordhan has declared his holdings, we reviewed his portfolio last time in April and there are some interesting changes, he is fairly active in buying and selling. Most notable is the total value is up almost R2million? Simon Shares Purple Group* (JSE code: PPE) have introduce …
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Living small, an update Back in 2017 Simon and his wife down scaled into a small (relative) apartment and also got rid of one of their cars again. As they now move again Simon updates in their experience of living small. Simon Shares Famous Brands (JSE code: FBR) results. Revenue up and HEPS lower. TigerBrands (JSE code: TBS) loses their CEO and po…
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hh Renergen* (JSE code: REN), now what? Late September the price started breaking down and end September a Tweeter started posting about them. I'm not going to defend every point raised, that's the job of the company and after an initial poor response, Monday saw a more detailed SENS. Paid research. Ultimately all research is paid for. Sometimes it…
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There are bold traders. here are old traders. There are no bold and old traders.Bold traders What is a bold trader and why do they die out? Wild swings for the fence No position size management Stop loss for losers Enter outside of system and process Simon Shares Famous Brands (JSE code: FBR) trading update, Spur (JSE code: SUR) really has taken th…
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US 10-year yields highest since 2007 Bad news all round (unless you buying). Almost 40% of US government debt expires in the next four years and will be re-issued at markedly higher rates, 9x higher in some cases. Money flowing into US bonds for yield. This sees less money entering the stock market Sees a stronger US$ (check DXY strength, all currn…
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Simon Shares Shoprite* (JSE code: SHP) results "2023 was extraordinary". Chart by Koyfin 15% discount for first 2 years Richemont (JSE code: CFR) getting interesting, let's see if support holds. [caption id="attachment_40005" align="aligncenter" width="849"] Richemont weekly ~ 07Sep23[/caption]Nampak (JSE code: NPK) nil paid letters are trading, co…
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On this month’s episode of Plugged In, Emily Wilson talks about the difficulties she faced as a young Catholic woman going off to an enormous public university with the goal of keeping her faith and her ideals intact. As she faced those difficulties head on and navigated those challenges, Emily found her faith and her convictions intensifying. Thos…
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Simon Shares Bidcorp - excellent AvdTech* - really good, stock at all-time highs Stadio - good student growth Motus - poor HEPS, good dividend Woolies* - not bad, but wow only got R1.1billion for David Jones Sasol - impairments galore Adcock Ingram - capacity utilisation is weak Aspen - good second half KAP - tough out there Super Group - strong nu…
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dd Spur and Calgro M3, two stocks I have been watching and both have seen their prices break higher. Calgro M3 (JSE code: CGR) builds lower income housing and after a few troube years os back on track. Latest results were for year ending February 2023. PE ±2.5% Cash on hand ±R172million, market cap is ±R440million NAV 951c (including unused land va…
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Is resilience as important as everyone is saying? According to the studies, yes, but perhaps not in the way you think. Why are so few teens unwilling to take risks? And what are the consequences for a generation that lives by the fabricated rules of “safety-ism”? How does the lack of resilience in teen boys play into their susceptibility to today’s…
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China in trouble as economic data keeps on disappointing? Chinese data keeps disappointing, every since the -7.5% export data from April. Expected was a strong rebound after they lifted zero-covid restrictions. But not happening. Just this week; Among 70 Chinese cities, 49 saw a fall in new home prices month-on-month in July from 38 cities the prev…
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Aspen looking cheap? Aspen (JSE code: APN) announces a acquisition in Latin America for US$290m on a price/sales of ±3x and PE of ±5x. This is a classic Stephen Saad sort of deal. Strong cash generation to pay down the debt. After having gone quiet when the balance sheet case under serious pressure (with debt of ±R50billion) Aspen is back? Chart lo…
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Central bakers have very few tools to achieve their mandates around inflation (and in some cases also protecting a currency and aiding GDP growth). Interest rates have a blunt lagged effect and their only other tool is what they say and we need to understand this central banker speak. Last week it was the South African Reserve Bank MPC rate announc…
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As expected Local CPI for June came in at 5.4%, lowest in twenty months and well within the 3%-6% target range from the South African Reserve Bank. Yes base effect as June last year was the first +7% inflation print of this cycle. When do we start talking rate cuts? Truthfully not yet, a pause would be nice eve as the gov always targets 4.5% not th…
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Simon Shares US inflation for June was 3.0%, expected was 3.1% and previous 4.0%. Next FOMC meeting is 25/26 July. I think they still do a 0.25% rate hike, but then maybe pause for good, well until cuts start next year. Nasdaq100 special rebalance to cut the 'Magnificent Seven' to "address over concentration in the index by redistributing the weigh…
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Two-pot system is confirmed, here all the details Starts 1 March 2024 All future reg28 and pension contributions will be split into two pots One third savings Two thirds investments You can withdraw the savings component before retirement Tax still payable Existing funds will convert automatically into the new two-pot system Of existing funds R25,0…
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SA Inc watch list. Building a list of stocks that are cheap, very cheap, and could give good return n the next year or three. Criteria; Must be profitable, so positive PE ratio Must be cheap, so PE below 8x Small as in market cap under R8billion No REITs Using Koyfin I get 46 stocks including REITs and detail them in the podcast. I'll create a watc…
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Local CPI 6.3% for May (lowest since April 2022) from 6.8% in April and vs expected 6.5%. A very good number and we should see June below 6% as June last year was the first +7% in this cycle at 7.4%. Simple base effect should put some serious pressure on inflation over the next few months. So is inflation largely over locally? Probably. Can we star…
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dd Disappearing dividends Just this week Spar (JSE code: SPP), MultiChoice (JSE code: MCG) and Telkom (JSE code:TKG) have all cut dividend to zero. We had big dividend payer Coronation (JSE code: CML) drop theirs to provision for the SARS fine and historically good dividend payer Pick n Pay (JSE code: PIK) reduce theirs. This shows the pain that co…
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Simon Shares SEC sues Binance and CEO for U.S. securities violations. SEC Charges Coinbase for Operating as an Unregistered Securities Exchange, Broker, and Clearing Agency. First quarter GDP was 0.4% and we avoid a technical recession. Pepkor (JSE code: PPH) price slide. Tigerbrands (JSE code: TBS) horror results. Oceana (JSE code: OCE) results kn…
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Simon Shares MPC raised rates by 0.5% makes prime 11.75%, highest since 2009. The aim I suspect was to protect the rand, and that totally did not work as the currency hit its worst ever levels. Where will the rand go next? Does it ever strengthen again? RSA Retail Bond rates reset this morning and I expect the 5-year fixed to potentially increase b…
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