MoneywebNOW

31 August - Discovery's update, Northam Platinum results and global fixed income

Nick Kunze of Sanlam Private Wealth on Discovery's update and Apple and Tesla's stock splits. Northam Platinum's Paul Dunne talks results and buying back its Zambezi pref share. Satrix's Kingsley Williams discusses the pursuit of global fixed income.

31 Aug 2020 1AM 20 min

28 August - Alcohol ban sees Distell earnings plummet and what toilet paper can teach us about investor behaviour

FNB's Chantal Marx on Distell and Sibanye Stillwater's results, Jan Meintjes of Denker Capital takes a look at the bank results out so far. Old Mutual Wealth's Sharon Moller on investor behaviour during lockdown.

28 Aug 2020 12AM 20 min

27 August - PSG 3.0, M&R reports a loss and ARC acquires stake in Linebooker

Mia Kruger of Kruger International on Stadio's results and the new PSG 3.0. Henry Laas, Murray and Roberts CEO, on the pandemic pushing the company into a loss. Linebooker CEO, Naude Rademan, talks ARC taking a stake in the business.

27 Aug 2020 12AM 21 min

26 August - Lewis's share buybacks, Master Drilling results and what to look for in an annuity product

FNB's Wayne McCurrie on Lewis share buybacks, Italtile results and changes to the Dow Jones. Keith McLachlan from Alpha Asset Management on Master Drilling's results and strong cash flows in USD. Just SA's Bjorn Ladewig discusses choosing an annuity product at retirement.

26 Aug 2020 1AM 20 min

25 August - Absa results, Telkom shuts off ADSL and the importance of income protection

Nesan Nair of Sasfin Securities on Absa results, the Aspen cautionary and Redefine's R400m rental arrears problem. Futurist Pieter Geldenhuys talks the end of an era for Telkom's ADSL offering. FMI's Leza Wells on income protection.

25 Aug 2020 1AM 20 min

24 August - Banking results expected this week and ARB foresees tough recovery

Nick Kunze of Sanlam Private Wealth talks Nedbank and Absa results out this week. ARB CEO, Billy Neasham, discusses the company's financial results and a tough 2-3 years ahead.

24 Aug 2020 12AM 18 min

Investec's new USD S&P 500 Autocall and why caution is key when dealing with your data

Mia Kruger on Standard Bank results and the surprisingly good ADvTech trading update, Investec's Brian McMillan talks the USD S&P 500 Autocall listing next month. Heino Gevers, cybersecurity expert at Mimecast, on the Experian SA data breach.

21 Aug 2020 1AM 21 min

20 August - Curro; Metair results, Level 2 stock opportunities and an update on how restaurants are faring

Chantal Marx of FNB Wealth and Investments on the markets reviewing Curro; Metair and Stadio results. Ocean Basket CEO Grace Harding talks restaurants under lockdown Level 2 and Keith McLachlan looks at stocks that could benefit from the latest relaxed regulations.

20 Aug 2020 12AM 21 min

19 August - S&P 500 at all time highs; PSG and its Capitec unbundling; Afrimat's new acquisition

Travis Robson of IG Markets SA on the S&P 500 trading at all-time highs. Nesan Nair of Sasfin Securities on the potential for a value unlock as PSG unbundles Capitec. Afrimat CEO Andries van Heerden on its iron ore acquisition and if there are signs of infrastructure spend.

19 Aug 2020 1AM 20 min

18 August - Sasol's huge headline loss, the tech rally and why residential property might not be the best buy

Umthombo Wealth's Alex Duys on Sasol's results and Afrimat buying another iron ore mine. Henry Biddlecombe of Anchor Capital on the sustainability of the forces driving the tech rally. Erwin Rode looks at why we should exercise caution before buying residential property.

18 Aug 2020 12AM 20 min

17 August - The rise of zombie stocks and the investment case for African sovereign bonds

Nick Kunze of Sanlam Private Wealth on stocks to look out for in Level 2, the Richemont loyalty warrant and Discovery edging higher. Cannon Asset Managers CEO Adrian Saville talks the rise, and risks, of zombie stocks. JP du Plessis of Laurium Capital discusses investing in African sovereign bonds.

17 Aug 2020 1AM 22 min

14 August - Exxaro results, trade wars and LAWtrust sees growth

Nesan Nair of Sasfin Securities on Exxaro results, telco stocks and banks ahead of their results. Viv Govender of Rand Swiss on the US/China trade war, and TikTok and WeChat bans - and how China responds. Maeson Maherry of LAWtrust on doubling revenue and profits as digital becomes main stream.

14 Aug 2020 12AM 20 min

13 August - Clicks' trading update, Hammerson rights issue and gold price volatility

Matete Thulare from RMB on Clicks delivering, even in lockdown, while manufacturing output collapses. Garreth Elston of Reitway Global on locally-listed UK property, Capital & Counties' (CapCo) results and Hammerson's rights issue. Sanlam Private Wealth's Greg Katzenellenbogen brings a sane head to a wild gold price story as we start…

13 Aug 2020 12AM 20 min

12 August - Airbnb's possible IPO, British American Tobacco and how government bonds are faring

Mia Kruger of Kruger International talks markets as Sasol soars on horror write-downs and reports of an IPO for Airbnb. FNB's Wayne McCurrie on the case for British American Tobacco as it offers a solid sterling yield. Wikus Furstenberg from Futuregrowth on how SA's government bonds are doing

12 Aug 2020 12AM 20 min

11 August - US earning season, the ever-volatile rand and diversity in the fund management industry

Gary Booysen of Rand Swiss on US earnings season, silver and what to expect from Sasol's results. Varushka Singh of RMB helps us understand the rattlesnake rand. Victoria Reuvers from Morningstar talks the lack of diversity in the fund management industry.

11 Aug 2020 12AM 19 min

7 August - MTN exits Syria, Investec climate risk disclosures and is now the time to sell your investment property?

Alex Duys of Umthombo Wealth on the markets as MTN exits Syria and Iran to focus on being a pan-African telco. Tracey Davies from Just Share on Investec's climate risk disclosures and how online AGMs have been faring. FNB's Praven Subbramoney talks investment property sales.

7 Aug 2020 12AM 21 min

6 August - Top40 closes on a high, JSE results and prescribed assets vs impact investing

Deryck Janse van Rensburg of Anchor Capital gives a market update after the Top40 closes at a 2020 high. JSE CEO Dr Leila Fourie on the company's results as revenue shoots up 22%. Impact investing versus prescribed assets with Alexander Forbes Investments's Janina Slawski.

6 Aug 2020 1AM 19 min

5 August - Pick n Pay's trading update, logistics property and Trump's TikTok vendetta

Chantal Marx of FNB Wealth and Investment on the Cashbuild deal and Pick n Pay's trading update. Steven Brown, CEO of Fortress, talks the resilience of the logistics property space. Dean McCoubrey, founder of MySociaLife, on US threats to close or force the sale of TikTok, real risk or trade…

5 Aug 2020 1AM 21 min

4 August - The falling rand, PMI data and SA's new online school offering

Matete Thulare of RMB on the rand falling almost 100c in a matter of days. Absa's Miyelani Maluleke talks July PMI data. Evolve MD Chris van Niekerk unpacks ADvTECH's new online school.

4 Aug 2020 12AM 19 min

3 August - Aspen, online retail and the increase in brick demand

Petri Redelinghuys of Herenya Capital talks the Top40 and takes a look at Aspen. Cotton On's Phil Marais on the logistics of online retail and how it can benefit brick and mortar stores. Brikor CEO Garnett Parkin on having the company's JSE suspension lifted and why bricks are flying out…

3 Aug 2020 1AM 20 min