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
140 – 160

Anthea Gardner - The Money Shot 29.5.17

The local market closed flat to negative, which was pretty much the picture across the globe. The Foschini Group are venturing into Australia, announcing that they bought Retail Apparel Group for AUD302.5m. Steinhoff announced they’re buying a majority stake in Sherwood Bedding. TigerBrands reported results and Massmart put out a…
29 May 2017 13 min

Anthea Gardner - The Money Shot 22.5.17

Markets holding up well despite global geopolitical concerns (especially in Emerging Markets). SNH up 9.5% in two days post the announcement of a spin-off of the African assets. Tongaat, Nedbank, Dis-Chem and Investec all reported. We discuss the fall of Stuttafords.
22 May 2017 11 min

Anthea Gardner - The Money Shot 15.5.17

Our market ended lower on Friday, but higher for the week (Naspers closed over R2700 per share). Richemont reported results. Life Healthcare and Telkom put out a trading update. Europe ended the week stronger as Germany released GDP growth numbers. In the US earnings reporting season is now 91% complete…
15 May 2017 8 min

Anthea Gardner - The Money Shot 8.5.17

Commodities are still volatile with oil now trading at levels before the big OPEC agreement to cut production last year. The Rand is slightly weaker and market slightly stronger. Net1 UEPS (the holding company for Cash Paymaster Services, the company embroiled in the SASSA grants saga) reported on Friday. US…
8 May 2017 9 min

Anthea Gardner - The Money Shot 24.4.17

The global asset prices are still under pressure, with oil now trading closer to $50/bbl – is the trump trade faltering? Pioneer food group put out a trading statement on Friday and the share fell 4½% - is this a sign of things to come for the SA consumer? Recently…
24 Apr 2017 13 min

Anthea Gardner - The Money Shot 10.4.17

Global markets are still nervous with all the attacks (Syria, Sweden and now Egypt). Our local market spent most of the day in negative territory, but was relatively busy considering the marches. Datatec closed the day 7% higher after announcing that they are selling Westcon-Comstar. Capital & Counties was also…
10 Apr 2017 12 min

Anthea Gardner - The Money Shot 3.4.17

As Friday’s market traded on the cabinet reshuffle, it looks like there was a lot of repositioning of portfolios both selling and opportunistic buying as $2.9bn was traded. The market was tough, so much so that the JSE reported technical difficulties as shares went into volatility auction. Amongst the chaos,…
3 Apr 2017 14 min

Anthea Gardner - The Money Shot 27.3.17

The global markets remain cautious. We discuss Advtech's results, Capitec buying an international online lender, Anthea has found an interesting Nasdaq-listed tech company Impinj that looks attractive, and things are looking a bit nervy for Nike.
27 Mar 2017 14 min

Anthea Gardner - The Money Shot 23.3.17

We catch up with Charles Pettit, CEO of Stellar Capital, to hear what plans he has for the listed investment holding company. Gareth and Anthea want to know if they should still be holding onto their SCP shares, and which part of the business he would like to see the…
23 Mar 2017 13 min

Anthea Gardner - The Money Shot 20.3.17

Another big day on the market on Friday - $2.3bn traded, but markets consolidated and the All Share gave back half a percent. Remgro reported a disappointing set of interim results. We also speak about US Activist shareholder, Bill Ackman, who crystallised a $2.8bn loss on the sale of Valeant.
20 Mar 2017 12 min

Anthea Gardner - The Money Shot 13.3.17

The markets bounced on Friday despite the stronger Rand. Anthea takes an in-depth look at Aspen Pharma and gives us a view on the Tongaat trading update. US non-farm payrolls came in at 235k vs market expectations of 200k - and Trump has taken credit even though during his campaign…
13 Mar 2017 13 min

Anthea Gardner - The Money Shot 6.3.17

Have you heard of Animal Spirits? US markets continue higher while our market takes a breather. We speculate on the outcome of the China Political Consultative Conference. What the Rand is so strong despite a muted SA PMI number; and we take a look at results from Choppies, Growthpoint, Brimstone…
5 Mar 2017 12 min

Anthea Gardner - The Money Shot 27.2.17

The markets are under pressure as the All Share index fell 1.2% on Friday, with resources being the biggest detractor - while Bidcorp continued to rally (+4.4%). Lots of companies reporting and we identify retailers and insurers moving into Africa. We talk #Retire and the tax benefits of being invested…
26 Feb 2017 17 min

Anthea Gardner - The Money Shot 20.2.17

The markets were under pressure last week as the Trump trade dissipates. We find out that French government bonds are called OATs (Obligations Assimilables du Tresor). Kraft Heinz withdraws their bid for Unilever, which was up 13% on Friday... and Tempur Sealy implements a "poison pill".
19 Feb 2017 14 min

Anthea Gardner - The Money Shot 13.2.17

The markets are generally bouyant after the release of decent global economic data and Trump promising cuts in corporate tax rates. Dis-chem, Arcelor Mittal and Italtile put out data last week with mixed reactions. We explain the difference between three investment styles.
12 Feb 2017 13 min

Anthea Gardner - The Money Shot 6.2.17

The global market was higher on Friday, but SA closed lower - dragged lower by resource shares. Gordon Stuart calls in to give us a heads up on the Budget Speech and tax expectations. Deon Viljoen is leaving Alexander Forbes for Discovery. Watch out for comments coming from the Mining…
5 Feb 2017 18 min

Anthea Gardner - The Money Shot 30.1.17

The market was down ¾ of a percent (but at least it was still higher for the week by 80bps). The biggest story of the day was the Rand which completely buckled after a story came out that two senior NEC members have spoken to Bloomberg anonymously saying that President…
29 Jan 2017 11 min

Anthea Gardner - The Money Shot 23.1.17

Last week the JSE lost 0.6%, but at least we're still 3.8% higher since the beginning of the year. Anthea tells us that Graff diamond jewellers made Euro580m in sales, of which 40% was to 20 individuals. Chinese economic growth came in at 6.8% year on year for Q4, with…
22 Jan 2017 11 min

Anthea Gardner - The Money Shot 16.1.17

The markets are having a super run, and retailers ended the week on fire after the Truworths trading update. Anthea also discusses the ins and outs of the ABSA Apartheid-era bailout and the Moody’s fine of $846m.
15 Jan 2017 11 min

Anthea Gardner - The Money Shot 9.1.17

The JSE started the year off slowly, with not a single $1bn trading day, but at least we were up 0.4% for the first week. Mostly markets are being driven by macro data and PEOTUS tweets, Toyota being the latest victim. Disney has just been upgraded by one of the…
8 Jan 2017 8 min
140 – 160