MoneywebNOW

[TOP INTERVIEW] Looking back on market opportunities in 2020

Know what businesses you want to invest in as opposed to what shares are going to go up or down: Nesan Nair, Sasfin.

18 Dec 2020 2AM 9 min

17 Dec - Tech rallied in 2020 while hard lockdown jolted other sectors

Chantal Marx of FNB on the year that was, as many listed companies saw revenue drop to zero during the hard lockdown. Henry Biddlecombe from Anchor Capital discusses how 2020 was an excellent year for tech stocks as the Nasdaq recorded one of its best years yet.

17 Dec 2020 4AM 23 min

[TOP INTERVIEW] How big tech stocks performed in 2020

The Chinese tech growth story is ‘a big position for me next year’: Henry Biddlecombe from Anchor Capital.

17 Dec 2020 2AM 11 min

[TOP INTERVIEW] The worst appears over for SA banks

I think that a lack of visibility of growth is probably going to play on the ratings of the banks for a while’: Jan Meintjes, Denker Capital.

15 Dec 2020 3AM 6 min

15 Dec - Anglo vs BHP: Which one to add to your portfolio?

A look at markets with FNB's Wayne McCurrie as a crazy year draws to a close. Jan Meintjes of Denker Capital talks banks in 2021, when will the dividends return? Sanlam's Greg Katzenellenbogen on Anglo American vs BHP as a diverse commodity investment for 2021.

14 Dec 2020 11PM 19 min

[TOP INTERVIEW] Virtual AGMs and the question process, and banks’ funding of environmental policies.

Just Share director Tracey Davies answers Simon’s questions emanating from previous discussions.

14 Dec 2020 2AM 5 min

14 Dec - Are virtual AGMs really that bad?

Petri Redelinghuys of Herenya Capital on markets looking bullish. Absa's Justin Schmidt on the unexpected uptick in manufacturing demand in Q4. Just Share's Tracey Davies looks at the success of virtual AGMs and whether banks are really dropping coal.

13 Dec 2020 11PM 20 min

[TOP INTERVIEW] Timing your market exits

‘A good exit starts with a good entry’: Keith McLachlan, AlphaWealth.

11 Dec 2020 2AM 10 min

11 Dec - Profit or loss: knowing when to sell shares

Matete Thulare of RMB on markets, as the current account surplus hits a four-decade high and US jobless claims rise. Keith Mclachlan of AlphaWealth on how to know when to sell a stock.

10 Dec 2020 11PM 20 min

[TOP INTERVIEW] Bytes UK comes to the JSE Monday December 14

‘The earnings are not accounting earnings; they are cashflow earnings,’ points out Cannon Asset Managers CEO Adrian Saville.

10 Dec 2020 2AM 7 min

10 Dec - The future of the office and what's left of Altron?

FNB's Chantal Marx talks Tongaat's sale of its starch business. Cannon Asset Managers' Adrian Saville looks at the Bytes UK listing. Linda Trim from Giant Leap talks about the future of the office.

9 Dec 2020 11PM 20 min

[TOP INTERVIEW] Sygnia sees increased impact from trading income

David Hufton, joint CEO of Sygnia Financial Services, reflects on year-end results.

9 Dec 2020 1AM 9 min

9 Dec - Hello Santa rally!

Mia Kruger of Kruger International on promising GDP numbers, albeit off a low base. A look at markets with multiple shares hitting 52-week highs and an overview of Sygnia's annual results with joint-CEO David Hufton.

9 Dec 2020 12AM 20 min

[TOP INTERVIEW] Airbnb comes to market

‘This is probably one that you can sit on the sidelines and watch,’ reckons Henry Biddlecombe from Anchor Capital.

8 Dec 2020 2AM 5 min

8 Dec - All you need to know about AirBnb's IPO and the Brexit deadline looms

Sasfin's Nesan Nair on Coronation and Bytes UK's listing next week. Anchor Capital's Henry Biddlecombe talks the Airbnb IPO and Rand Swiss's Viv Govender gives the latest on Brexit as D-Day fast approaches.

7 Dec 2020 11PM 19 min

[TOP INTERVIEW] Reit Fortress’s tenants have generally proved to be in good health

‘It’s been a brutal year, though, for the company’ – CEO Steven Brown.

7 Dec 2020 12AM 10 min

7 Dec - 2020 a horror show for listed property and the JSE teeters on the brink of all-time highs

Sanlam's Nick Kunze talks markets, with the JSE at near all-time highs and oil on the rise; and we take a deep dive into listed property with Steven Brown, CEO of Fortress Reit after a dismal 2020 for the sector.

7 Dec 2020 12AM 20 min

4 Dec - The importance of offshore investments in your portfolio and a Q3 GDP forecast

Wayne McCurrie of FNB on markets closing the week at all-time highs and what to expect from Q3 GDP data next week. etfSA's Nerina Visser talks about offshore investments and structuring one's portfolio.

3 Dec 2020 11PM 20 min

[TOP INTERVIEW] Providing communities with more affordable retail, employment and economic growth

The Futuregrowth Community Property Composite has proved to be a very viable and defensive investment strategy: fund manager Smital Rambhai.

3 Dec 2020 12AM 8 min

3 Dec - The war on cash and investing in township malls

Umthombo Wealth's Alex Duys takes a look at Barloworld and Anglo American. Capital Appreciation's Alan Salomon talks the war on cash. Smital Rambhai of Futuregrowth on the investment case for township malls.

3 Dec 2020 12AM 21 min