MoneywebNOW

[TOP STORY] Benefiting from delistings

‘Bad companies tend not to be delisted, because no one wants them, so the delistings tend to be good companies with good cash flows’: Keith McLachlan from Integral Asset Management.

21 Feb 2022 2AM 6 min

Steinhoff sells down Pepkor stake to Christo Wiese

Deryck Janse van Rensburg from Anchor Capital talks Steinhoff's reduction of its Pepkor stake and MTN's results. Keith McLachlan from Integral Asset Management discusses profiting from delistings. Old Mutual's Michelle Acton, on their call to Minister Godongwana to greenlight pension fund reforms.

20 Feb 2022 11PM 20 min

[TOP STORY] Facebook and PayPal in massive selloff

‘It's very exciting for people who are prepared to...hold these businesses for the long term’, reckons Kyle Wales from Flagship Asset Management.

18 Feb 2022 2AM 8 min

Is there an investment case for gold right now?

Rand Swiss's Viv Govender on whether there's an investment case for gold miners, as the metal breaks higher. Kyle Wales of Flagship Asset Management talks growth vs value and whether Facebook and Paypal still offer growth potential. Simon gives his thoughts on tax-free products and RAs, given the upcoming tax…

17 Feb 2022 11PM 21 min

[TOP STORY] How will the Russia-Ukraine-US ‘cold war’ game of poker play out?

‘Geopolitical risk is something we always have to have on the radar, particularly with regard to the Ukraine and Russia’: Mohammed Nalla of Mow-Knows.com

17 Feb 2022 1AM 9 min

Spar halves dividend to save on debt

FNB's Wayne McCurrie on the Tiger Brands update and latest inflation data. Cobus Loots, Pan African CEO, talks results that saw record production. Mohammed Nalla from Magic Markets chats the market risks from the Ukraine/Russia standoff.

17 Feb 2022 12AM 22 min

[TOP STORY] Nedbank update promises good earnings

Carmen Mpelwane from Absa Asset Management also looks at how Spar, Capitec, FirstRand and British American Tobacco are faring.

16 Feb 2022 1AM 4 min

Residential property market showing signs of green shoots

Absa's Carmen Mpelwane chats the Nedbank and Spar trading updates. CEO Myles Kritzinger on results for residential Reit Transcend Residential Property Fund. RMB's Matete Thulare explains why the rand is holding ground even as the dollar strengthens.

16 Feb 2022 12AM 19 min

[TOP STORY] Oil stocks are winking

Kea Nonyana of ThinkMarkets says: ‘If I had to choose any two stocks around the world, I’d choose Shell PLC and Sinopec in Hong Kong’

15 Feb 2022 1AM 5 min

Aveng and Dis-Chem updates disappoint the market

Independent analyst Jimmy Moyaha chats the Dis-Chem and Aveng updates. Kea Nonyana from ThinkMarkets on what’s driving energy markets and investment options. Futuregrowth's Sithembiso Garane talks the rebound in the credit market.

15 Feb 2022 12AM 20 min

[TOP STORY] How far will the commodity run go?

While investors wait for resources’ divvy payments, Disney is a great story with more likely to come: Nick Kunze from Sanlam Private Wealth.

14 Feb 2022 1AM 4 min

With investing it pays to be positive

Sanlam's Nick Kunze unpacks the latest commodity miner updates. Rudolf Fourie, CEO of Raubex, chats the company's attempt to buy out minorities in Bauba Resources. David Crosoer from PPS Multi-Managers takes a look at investment themes for 2022.

13 Feb 2022 11PM 19 min

[TOP STORY] Reflections on the February 2022 Sona

‘The saving grace for me is the crowding in of private-sector investment...and recognition that jobs are created by the private sector and not the public sector’: Deloitte director Gaba Tabane.

11 Feb 2022 1AM 7 min

How should investors respond to rampant US inflation?

Kruger International's Mia Kruger talks markets as US inflation hits 7.5%. Gaba Tabane of Deloitte looks back at last night's Sona and ahead to the budget. Simon's thoughts: finding winners in 2022 is going to be harder.

11 Feb 2022 12AM 20 min

[TOP STORY] Glowing results from L’Oréal

The key for L’Oréal is how well diversified the business is. The key performer from a segment perspective was Active Cosmetics, the products recommended by dermatologists: Victor Mupunga of Old Mutual Wealth.

10 Feb 2022 1AM 5 min

Great Sappi results, but debt remains a concern

Lonwabo Maqubela, portfolio manager at Perpetua Investment Managers, talks Sappi results and what that tells us about other packaging firms. Victor Mupunga of Old Mutual Wealth unpacks the L’Oréal results. STANLIB's Victor Mphaphuli on fixed income in a rising interest rate and high inflation environment.

10 Feb 2022 12AM 22 min

Stanlib - Fixed income in a rising interest rate and high inflation environment.

Victor Mphaphuli - Head of Fixed Income, Stanlib

10 Feb 2022 12AM 8 min

[TOP STORY] Resources still driving JSE and Top 40 higher

Chantal Marx from FNB Wealth and Investments has a finger hovering over the sell button for Sasol, while celebrating that ‘we barely have any tech exposure on the JSE. It's all about the miners

9 Feb 2022 1AM 4 min

How knowing your financial ratios can make you money.

Chantal Marx on the Sasol update as the JSE almost hits a new all-time high. Sean Sanders of Revix on crypto's recovery and Bitcoin's waning influence compared with new altcoins. Steven Beattie Tuition's founder on using financial ratios from the balance sheet

8 Feb 2022 11PM 20 min

[TOP STORY] The impact of inflation on Reits

‘It’s a global phenomenon that the Reits of today are not the Reits of 2008. They have dealt with their debt issues’: Garreth Elston from Reitway Global.

8 Feb 2022 1AM 4 min