The Real Network The Money Shot

The Money Shot

Find out where the money’s going, who’s got the money, how you can make more of the money and who’s making decisions about the money. Every Monday on The Gareth Cliff Show we get an update on what’s happening in the world of finance from various experts in the field.
Weekly English South Africa Business · Investing
228 Episodes
172 – 192

Anthea Gardner - The Money Shot 26.09.16

Markets were slightly higher on Friday as the Rand weakened. Ferdi Schenk joins us in studio to talk through Pension Funds and Risk Analysis of investing. We also look at the Allianz Wealth Report.
26 Sep 2016 14 min

Anthea Gardner - The Money Shot 19.09.16

$2.7bn worth of shares exchanged hands on Friday, while the index slid into negative territory. Comer was up 6% on the back of news that they are now an approved supplier to government... and the banks fell after Deutsche was fined $14bn for residential mortgage-backed securities.
19 Sep 2016 14 min

Anthea Gardner - The Money Shot 12.09.16

The Rand had a sudden blowout on Friday on the back of Fed comments. Looks like we need to be a bit patient with Discovery, while FirstRand remains Anthea’s top pick in the sector. SAA gets approval for the R5bn loan guarantee.
12 Sep 2016 14 min

Anthea Gardner - The Money Shot 05.09.16

The markets caught a bid on Friday with NPN hitting a new high of R2491. Bids have dried up for Barclays Africa Group, and the Samsung Note7 recall will cost the company a “heartbreaking” amount of money.
5 Sep 2016 7 min

Anthea Gardner - The Money Shot 29.08.16

If you'd invested R100,000 in the JSE 20 years ago, today you'd have R1.6m. Anthea reviews the Jackson Hole central banks symposium and wonders why Christo Wiese is buying a diamond company.
29 Aug 2016 19 min

Anthea Gardner - The Money Shot 22.08.16

Anthea points out that there is money in sports companies as the Ironman brand, owned by China’s richest man, has bought the ABSA Cape Epic mountain bike race. Oil continues to rally but the local equity market is under a bit of pressure. It's a mixed bag of trading updates…
22 Aug 2016 13 min

Anthea Gardner - The Money Shot 15.08.16

Positive Manufacturing Output is giving us hope that the economy is showing a glimmer of hope. On the back of this and a weaker Rand, industrial stocks caught a bid, helping our market to close just over 1% higher on Friday. Aveng was up another 18% to close the week…
15 Aug 2016 19 min

Anthea Gardner - The Money Shot 08.08.16

The local market are under pressure as MTN reports shocking results and that they paid R1.3bn in legal fees. Megatron, a subsidiary of Ellies has filed for business rescue. US non-farm payrolls printed at 255k vs the expected 185k. And Steinhoff are buying Mattress Firm to become the world’s largest…
8 Aug 2016 18 min

Anthea Gardner - The Money Shot 01.08.16

The Rand has broken through 14 against the US dollar level and is now the strongest it has been since November. Italtile listed in 1992 and is up 13,350% - Anthea talks us through the history of the company and the competition commission's recent prohibition of the buyout of Ceramic…
1 Aug 2016 23 min

Anthea Gardner - The Money Shot 25.07.16

Markets were a bit slow on Friday, but expect a busy week, with lots of companies reporting. Telkom was up 3% on Friday, after kicking off an aggressive mobile data price war to grow their market share beyond 2.5%. A look at the listed schools sector, where Anthea still prefers…
25 Jul 2016 20 min

Anthea Gardner - The Money Shot 18.07.16

The JSE continued to rally on Friday on the back of good Chinese GDP growth numbers, while Europe and the US were less convincing. Anthea looks at our local retailers that outshone the market, but remains worried about Richemont and SAA. It might be time to add some gold to…
18 Jul 2016 17 min

Anthea Gardner - The Money Shot 11.07.16

The markets feel like they’re selling down ahead of global central banks meetings, and the expectation that BoE will cut the Repo rate to 0.25%. Italian banks are still under pressure, and the JSE moves to T+3 settlement today.
11 Jul 2016 18 min

Anthea Gardner - The Money Shot 04.07.16

The All Share Index closed in positive territory for the fourth straight day on Friday, while the Rand continues to trade firmer. Expect another petrol price increase this week. Barclays Africa Group has a new Deputy CEO in Peter Matlare, and Nike reported last week.
4 Jul 2016 20 min

Anthea Gardner - The Money Shot 27.06.16

The markets got obliterated on Friday, with £125bn off UK markets and $2trn off global markets. A 10% weaker Stirling to the Dollar is likely to cause inflation. The All Share (Alsi) was down 3.6% on the day with the Rand 7.5% weaker. Investors ran to safe haven assets such…
27 Jun 2016 22 min

Anthea Gardner - The Money Shot 20.06.16

Brexit is the hottest topic right now, with the decision being a toss of a coin. Ellie’s is up 8%, while PPC is down 9%. Nike shares are the thing to buy because of their new marketing strategy, ability to improve margins, increase revenue and share buy-back. Anthea also looks…
20 Jun 2016 25 min

Anthea Gardner - The Money Shot 13.06.16

MTN was up as much as 21% after it was announced that the Nigerian fine will be $1.67bn. Anthea discusses rogue traders after Jerome Kerviel was awarded €450,000 in damages. If you had invested $5,000 in Amazon at IPO it would be worth $2m today.
13 Jun 2016 22 min

Anthea Gardner - The Money Shot 06.06.16

S&P ratings agency did not downgrade South Africa on Friday, but we’re not out of the woods yet. The Rand strengthened to 15.10/$, helped by disappointing US non-farm payrolls. The Old Mutual CEO is set to get a R200m bonus for breaking up the company... and we analyse Brexit or…
6 Jun 2016 24 min

Anthea Gardner - The Money Shot 30.05.16

The JSE is reaching close to all time highs again - does this mean stocks are expensive? Jaspers closed at R2,270 on Friday, possibly an opportunity to take profits. Banks are under pressure as Moody’s revises the outlook from Stable to Negative. The Reinet (REI) NAV update is disappointing at…
30 May 2016 21 min

Anthea Gardner - The Money Shot 23.05.16

While the markets are positive, companies hitting the headlines is negative. Richmond reported a terrible set of results with the share falling 5.3% on Friday. Tongaat put out a trading statement saying HEPS would decline 18%. And Transaction Capital, who own SA Taxi, are looking to consolidate the taxi industry.
23 May 2016 14 min

Anthea Gardner - The Money Shot 16.05.16

What can we expect from the Rand after reports of Pravin Gordhan’s imminent arrest? The bidders are coming out of the woodwork for Barclays Africa Group. It's time to buy Sun International... and finally, Anthea consolidates a listener’s portfolio.
16 May 2016 22 min
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