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
200 – 220

Anthea Gardner – The Money Shot 29.02.16

Having a decent run and now trading in the green for the year after Friday’s 2.2% bounce, are resources at the bottom of the cycle? Y-t-D Anglo American up 53%, Sibanye Gold up 128% and Amplest +84%. Warren Buffet released his annual letter to shareholders on Saturday, mostly defending his…
28 Feb 2016 16 min

Anthea Gardner – The Money Shot 22.02.16

MTN fell 18% on Friday after saying that HEPS (Headline Earnings Per Share) would decline by 20% versus consensus 13%. Swiss watch exports fell 8.1% in January, and HYT said they had not sold a single watch at an outlet in Paris since the attacks last year. They’re also seeing…
21 Feb 2016 21 min

Anthea Gardner – The Money Shot 15.02.16

Despite the stronger Rand, resources bounce >5% on Friday with Arcelor Mittal (ACL) spiking 24%. ACL released full year results on Friday, saying that steel sales were down 11% for the year and they printed a headline loss of R5.3bn. Pioneer foods released a trading update saying that gap T/O…
14 Feb 2016 16 min

Anthea Gardner – The Money Shot 08.02.16

JSE was up 36bps on Friday, despite global markets falling on the back of US non-farm payrolls number disappointing (151,000 jobs were created vs expected 190,000) Nene resigned in December, but it was only made official on Friday evening. African Bank is given B+ status (four notches below junk status),…
7 Feb 2016 21 min

Anthea Gardner – The Money Shot 01.02.16

Markets here, Share Indexes there, recession and trends all can get a little confusing. Anthea Gardner joins Gareth Cliff and his team to talk you through where you money is best positioned to grow. Taking the confusion out of financial talk, Anthea simplifies what you need to know, leaving all…
31 Jan 2016 12 min

Anthea Gardner – The Money Shot 25.01.16

Markets had a strong 3.4% bounce on Friday, with resources up 5% but gold lagging. Since 4th Nov the Alsi is down 13%, is this a bear market or just a correction? SARB warned asset managers that they had breached the prudential offshore allocation limit, how is this good for…
24 Jan 2016 20 min

Sarah Shaw – The Money Shot 18.01.16

Sarah Shaw stands in for Anthea Gardner and discusses Mr Price's disappointing set of results, the constrained consumer is coming through in the majority of the SA retailer's numbers. AB InBev listed on on the JSE recently and is one of the biggest inward listings to date, with a market…
17 Jan 2016 11 min

Sarah Shaw – The Money Shot 11.01.15

Sarah Shaw discusses the volatile Rand trading session experience in Singapore on Sunday night, where we saw a 9% drop in the Rand against the US Dollar. She also breaks down what a “currency peg” is, and how it affects the economy. The current drought faced by our country is…
10 Jan 2016 12 min

Anthea Gardner – The Money Shot 21.12.15

Friday saw a retracement of Thursday's gains and Lonmin did a 98:1 share consolidation, but the share was still lower. ISIS pharmaceuticals changed their name to Ionis Pharma on the Nasdaq, and Disney broke previous box office records. Anthea considers Bitcoin to be an innovation, not a currency; and a…
20 Dec 2015 18 min

Anthea Gardner – The Money Shot 14.12.15

Watching the Rand with bated breath as President Zuma reappoints Pravin Gordhan to the position of Finance Minister... good news, because he is the man who steered us through the first recession in 17 years. The Rand has strengthened a bit this morning, but long term, Anthea says it is…
13 Dec 2015 25 min

Anthea Gardner – The Money Shot 07.12.15

The Top40 had the worst week in four years last week as a perfect storm formed: Fitch downgraded SA inc. to BBB-, the Rand traded down to 14.37 vs US Dollar and 15.61 against the Euro.The average wage is R16,796 vs the record low of R6,742 in 2005; while productivity…
6 Dec 2015 18 min

Anthea Gardner – The Money Shot 30.11.15

Black Friday wasn't nearly as big as everyone thought it was going to be. US retail sales were only $12.1bn vs last year's $12.3bn. The Alsi (-1.13%) was dragged down by Naspers which fell 3.7% after reporting results and announcing that they were doing a capital raise $2.5bn and expanding…
29 Nov 2015 17 min

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
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