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
212 – 228

Anthea Gardner – The Money Shot 23.11.15

The Rand finally strengthened below R15.00 to the Euro, which proves that the MPC rate hike was successful. The team speculates about where Peter Maltase (CEO of TigerBrands) is going to reappear as the share continues to rally. They discuss Lonmin falling another 85% and the rights issue and debt…
22 Nov 2015 15 min

Anthea Gardner – The Money Shot 16.11.15

Markets had a shocking week, falling 3.3% in 5 trading days. Mr Price (MRP) bucked the trend (+6%) after releasing high level earnings ahead of Wednesday's results. Gareth is horrified that a company selling corned meat can do so well on the exchange. Discovery Insure was fined R100,000 because they…
15 Nov 2015 16 min

Anthea Gardner – The Money Shot 09.11.15

Friday saw the ALSI fall over 2% mostly dragged lower by resources and indiscriminate selling after the US non-farm payrolls number printed at 271,000. Analysts are now predicting that the US will raise interest rates on 16th Dec, which pushed the Rand to record lows. Richemont (CFR) reported a disappointing…
9 Nov 2015 16 min

Anthea Gardner – The Money Shot 02.11.15

Listen to our behavioural finance analysis on Friday or Monday trading. The MTN ex Finance Minister was kidnapped in September and the kidnappers used an unregistered MTN sim card, is that why the Nigerian government is clamping down on MTN? Standard Bank also got fined $5m. With Africa risk becoming…
1 Nov 2015 13 min

Anthea Gardner – The Money Shot 26.10.15

Anthea explains fractional share ownership through the use of CFDs. Naspers is now trading above R2000 per share, and Google reported a good set of results. Anthea has taken a liking to local tech shares, of which EOH is one of her top picks. Hear about Stellar Capital's R1bn capital…
26 Oct 2015 14 min

Anthea Gardner – The Money Shot 19.10.15

ALSI closed flat on Friday, but Net1 UEPS was up 11% - the company has been in the news for both good and bad recently. Capital Appreciation listed at R1 per share and traded up to R1.08, but Anthea thinks this share will trade sideways, and possibly down, until they…
19 Oct 2015 18 min

Anthea Gardner – The Money Shot 12.10.15

Anthea says no to wealth tax; instead, let’s offer tax incentives to the world’s wealthy to attract them to SA. As it is, 5% of the labour force pay more than 50% of the country’s income tax and we need to increase the tax base. The market has been strong…
12 Oct 2015 13 min

Anthea Gardner – The Money Shot 5.10.15

Market was stronger on Friday up 87 basis points, but Pick ’n Pay put out a trading statement that disappointed the market and saw the share fall 8%. Sovereign Foods put out a cautionary that did not indicate direction, but the share was up 9.5%. Brait has now completely disposed…
5 Oct 2015 13 min

Anthea Gardner – The Money Shot 28.9.15

Anthea returns from Ethiopia, where GDP growth is currently at 10.3%, but on the ground it’s an impoverished state. The MPC left rates unchanged last week but did the Fed miss a trick a couple of weeks ago? The ALSI was down 10bps on Friday as banks took a back…
28 Sep 2015 14 min

Sarah Shaw - The Money Shot 21.9.15

On this edition of The Money Shot Sarah Shaw discusses Koos Bekker’s $1.5 billion payout, and how he took Naspers market cap from R5.6 billion to R700 billion in less than 20 years. Sarah also talks about South Africa’s biggest potential deal between SAB and AB InBev, as well as…
21 Sep 2015 10 min

Martin Smith – The Money Shot 14.9.15

Martin Smith provides an update on volatile markets, previews the Fed’s meeting and its implications for South Africa, looks at FirstRand and Brait, as well as what company results to look out for.
14 Sep 2015 12 min

Anthea Gardner – The Money Shot 7.9.15

Volatility remains the name of the game with the ALSI down 2.6% on Friday and mining stocks down over 5.5%, Anthea recommends we swop out our PSG shares for Capitec shares after they released an earnings guidance. No one really knows why Fitch has requested that SA break affiliation with…
7 Sep 2015 14 min

Anthea Gardner – The Money Shot 31.8.15

The VIX (Volatility Index), which normally trades at 20, reached the 40 level last week, is there a change in sentiment in the markets? Oil spiked by 10% on Thursday, the biggest one day move in 9 years, is the market being driven by sentiment, fear, greed and herd mentality…
31 Aug 2015 19 min

Anthea Gardner – The Money Shot 24.8.15

Markets under pressure as China data points disappoint, the All Share down >4% last week, but year to date the index is only down 1%, however, since January 2008, the ALSI is still up 67%. Warren Buffet lost $3.6bn on Friday, but is still worth $63.4bn. Finally, what is Social…
24 Aug 2015 15 min

Anthea Gardner – The Money Shot 17.8.15

It's worrying that the official Chinese GDP is 6.3% - but is that the real number? Not to mention that SA has increased its foreign reserve levels in the Yuan. The local economy seems to be faltering as we look for sectors to invest, and even banking ROEs are disappointing,…
17 Aug 2015 17 min

Anthea Gardner – The Money Shot 3.8.15

Anthea brings research analyst Sara Shaw to discuss what she does, particularly in the apparel retail and food sections. What’s happening with Edcon? Sara gives her first stock tip on Zeder (ZED) and it creates a bit of an argument. Sara also pitches a brave trading idea about Lewis (LEW)…
3 Aug 2015 15 min
212 – 228