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#223: Rating the results

#223: Rating the results

WorldWide Markets with Simon Brown · JustOneLap.com

July 13, 201626m 30s

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Show Notes

Simon Shares 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.

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