MoneywebNOW

23 Feb - Dividends are back for the banks

RMB's Matete Thulare talks Sasol and its improved balance sheet. Peter Mountford, Super Group CEO, unpacks the company's results. Petri Redelinghuys of Herenya Capital talks Jubilee Metals and once in a lifetime opportunities.

23 Feb 2021 12AM 20 min

[TOP STORY] Australia’s losing battle against online giants

The news outlets ... [have] failed to adapt, and that's why this has happened: Henry Biddlecombe from Anchor Capital

22 Feb 2021 2AM 8 min

22 Feb - Stock weakness after financial results: cause for concern?

Sanlam Private Wealth's Nick Kunze takes a look at markets as Sibanye and Truworths trade weaker after their results. Henry Biddlecombe from Anchor Capital talks tech news and the war between Australia and Facebook/Google.

21 Feb 2021 11PM 19 min

[TOP STORY] A glimmer of hope for the budget

The fiscal situation is ‘less horrible now, but in the end our budget deficit is probably going to be a little bit smaller’: Wikus Furstenberg from Futuregrowth Asset Management.

19 Feb 2021 3AM 5 min

19 Feb - Truworths results and the shrinking JSE

Sasfin's Nesan Nair talks Truworths results and the shrinking JSE as another stock delists. Wikus Furstenberg from Futuregrowth Asset Management says it's not all doom and gloom for Finance Minister Tito Mboweni's budget speech next week. OneLogix CEO, Ian Lourens, unpacks their results and how they have diversified the company…

19 Feb 2021 12AM 19 min

[TOP STORY] Dis-Chem issues ‘good set of numbers’

Gary Booysen of Rand Swiss expresses concern as to whether the pharmacy retailer is going to need such a huge bricks-and-mortar footprint in a digital world.

18 Feb 2021 2AM 5 min

18 Feb - Opportunity in the S&P500 value index

Gary Booysen from Rand Swiss on the Dis-Chem update and healthcare stocks. 10X Investment's Michael Rossouw talks the real impact and costs of early retirement withdrawals. Investec’s Brian McMillan on their new SP500 structured product.

17 Feb 2021 11PM 19 min

[TOP STORY] The annuitisation of provident fundamentals after March 1 explained

‘People who have already emigrated through the SA Reserve Bank are able to access their funds’: Faeeza Khan – senior specialist, legal marketing, Liberty

17 Feb 2021 2AM 7 min

17 Feb - Record mining dividends

Wayne McCurrie from FNB Wealth and Investments talks mining results, BHP and Glencore, Liberty's Faeeza Khan unpacks the retirement reforms coming March 1. Pan African Resources CEO Cobus Loots on reinventing the miner in the midst of a challenging environment.

17 Feb 2021 12AM 20 min

[TOP STORY] Are preference shares worth a look if you want yield?

Small-cap analyst Keith McLacklan calls preference shares ‘quite a unique asset class...somewhere between equity and debt’.

16 Feb 2021 2AM 7 min

Steinhoff risky, but worth it?

Anchor's Deryck Janse van Rensburg talks about Shoprite being a low-value, high-margin stock which has fared well. Asset manager Piet Viljoen looks at Steinhoff's investability factor, and Keith McLachlan discusses using listed preference shares in the search for yield.

16 Feb 2021 12AM 20 min

[TOP STORY] What’s driving the rand post Sona?

Anchor Capital estimates that ‘Minister Mboweni has just under a R100 billion more than he necessarily was expecting to have in the coffers. That buys him flexibility’: Co-CIO Nolan Wapenaar.

15 Feb 2021 2AM 5 min

Bullish markets and the rand set for more gains

Petri Redelinghuys from Herenya Capital on the top 40 trend looking up and Aspen on its channel range, Anchor Capital's Nolan Wapenaar talks markets as the rand powers stronger. FNB's Chantal Robertson on tax loop structures and relaxed regulations.

15 Feb 2021 12AM 20 min

[TOP STORY] In 5, 10 years could Bitcoin go mainstream?

‘We can see companies are beginning to look at this as a serious option for themselves’: Moneyweb crypto commentator Ciaran Ryan.

12 Feb 2021 3AM 4 min

12 Feb - Farmers boosts Kaap Agri

Deryck Janse van Rensburg from Anchor Capital discusses Italtile's results and the Kaap Agri update, Moneyweb's Ciaran Ryan talks Tesla putting $1.5bn into Bitcoin and ARB Holdings's Billy Neasham on strong results to end December.

12 Feb 2021 12AM 20 min

[TOP STORY] Investing in China vs the US today

Once one starts start earning over $10 000, the likes of these branded technology stocks really explode: Charlie Dutton, fund manager at Ninety One Asia Pacific Franchise.

11 Feb 2021 2AM 6 min

11 Feb - British American Tobacco offering value

FNB's Chantal Marx talks the state of retailers and BAT ... its cheap, are you buying? Charlie Dutton of Ninety One on investing into China and Viv Govender from Rand Swiss on oil; what’s driving the price higher and will it hurt the global recovery?

11 Feb 2021 12AM 19 min

[TOP STORY] Has the Naspers/Prosus value unlock unlocked value?

‘The short answer to that is definitely no value unlocking. It's not a market for holdcos’: Schalk Louw, portfolio manager at PSG Old Oak.

10 Feb 2021 2AM 6 min

10 Feb - China won 2020, is the country an emerging investment risk?

Mia Kruger of Kruger International talks company results as more positive updates hit the JSE. PSG's Schalk Louw on the Naspers/Prosus value unlock, has it worked? Izak Odendaal of Old Mutual Wealth on markets being predictably unpredictable.

10 Feb 2021 12AM 20 min

[TOP STORY] How much is gold still something to have in one's portfolio?

‘One holds gold because the world is getting worse and you want a safe haven’: Small- and mid-cap analyst Keith McLachlan.

9 Feb 2021 2AM 7 min