MoneywebNOW

Education stocks offer strong potential

Independent analyst Carmen Mpelwane unpacks Sasol's six-month trading update. Keith Mclachlan from Integral Asset Management on local education stocks; AdvTech, Curro and Stadio. What’s the Curro write down about, and which is his preferred? Anchor's Casey Sprake on slowing growth in China: is the economy at a crossroads?

12 Feb 2024 12AM 20 min

[TOP STORY] Demystifying structured products – What you need to know

These allow you to invest in complex markets and give you access to complex investment instruments – but in a controlled fashion: Samukelo Zwane at FNB Wealth and Investments.

9 Feb 2024 2AM 8 min

'Canal+ must make mandatory offer; bypass MultiChoice board'

Nick Kunze from Sanlam Private Wealth unpacks the latest updates from British American Tobacco, Anglo, Kumba and Amplats. Samukelo Zwane from FNB Wealth and Investments does some myth-busting around structured products. Simon's thoughts on MultiChoice and Canal+, mandatory offers and possible changes to the Electronic Communications Act of 2005.

9 Feb 2024 12AM 20 min

[TOP STORY] Hopes for the Mining Indaba

The engagement provides a crucial opportunity for all stakeholders together to charter a course towards a more inclusive and sustainable mining industry: Jaco Meyer – Cliffe Dekker Hofmeyr.

8 Feb 2024 2AM 5 min

Disney vs Netflix

Gary Booysen from Rand Swiss unpacks Disney's results … is Netflix the better alternative? Cliffe Dekker Hofmeyr's Jaco Meyer on 30 years of the Mining Indaba and the hopes for this year's event. Johann Els from Old Mutual talks Sona, will we see detailed plans to repair electricity and logistic challenges?

7 Feb 2024 11PM 19 min

[TOP STORY] Making use of Section 18A of the donations tax code

Aspirant donors need to get smart around the ramifications of making donations of R100 000 and more.

7 Feb 2024 2AM 8 min

Get great dividends from these Reits

Faheema Adia from Momentum Securities talks Fortress as the Reit is finally set to remove the dual share structure. What’s the change and is there value here? Neill Hobbs from Hobbs Sinclair Advisory on how donations to schools or other PBOs can offer tax relief under Section 18A.

7 Feb 2024 12AM 16 min

[TOP STORY] The Cristal Challenge is on for 2024

David Shapiro of Sasfin explains that 364 entrants have so far individually selected the five stocks they expect to outperform over the next 10 months.

6 Feb 2024 2AM 5 min

Exploring the world of global lithium mining ETFs

Aside from uranium, where else is Petri Redelinghuys of Herenya Capital Advisors finding opportunities in the mining sector as the Mining Indaba begins in Cape Town? David Shapiro from Sasfin talks the Cristal Challenge. What have been the most popular stocks selected by contestants? Craig Ivy of Futuregrowth highlights last…

5 Feb 2024 11PM 20 min

[TOP STORY] Navigating frontier market investing

Allan Gray's Rory Kutisker-Jacobson weighs up their returns and how to spot a winning stock.

5 Feb 2024 2AM 7 min

Hudaco delivers despite tough conditions

Chantal Marx from FNB Wealth and Investments unpacks a solid set of results from Hudaco. Kingsley Williams from Satrix on a new ETF they’re listing that will use global free-float metrics, offering higher exposure to dual-listed companies. Allan Gray's Rory Kutisker-Jacobson on returns from frontier markets and how to spot…

5 Feb 2024 12AM 22 min

[TOP STORY] Forecasting is hard, as perhaps evidenced by 2023

Flagship Asset Management’s Kyle Wales notes that in the US over the past year ‘we saw very strong economic growth but the markets rallied far ahead of that’.

2 Feb 2024 2AM 7 min

In IMF growth forecasts SA loses while the rest win

Schalk Louw from PSG Old Oak offers his views on the Canal+ offer for MultiChoice. Kyle Wales from Flagship Asset Management talks his offshore sector and stock picks for the challenging year ahead. Simon offers his thoughts on income investing … great yields, but is there more we should know?

2 Feb 2024 12AM 20 min

[TOP STORY] Cash no longer king?

Yoco's Yusuf Shaikh reflects on the trend of going cashless, as well as the benefits and possible drawbacks for small businesses.

1 Feb 2024 2AM 5 min

Hyprop reports strong festive season sales

RMB's Matete Thulare talks Hyprop's trading update which shows a strong festive season of trading. Yoco's Yusuf Shaikh on the trend of going cashless and the debate around stores that are cash-only. Denys Hobson from Investec on South Africa’s trade outlook for 2024 in a world of stagnant growth.

1 Feb 2024 12AM 20 min

[TOP STORY] Gold production in 2023 just short of 2018 record

World Gold Council 2023 report shows central bankers kept on buying, with technology and AI boosting demand – Senior analyst Krishan Gopaul.

31 Jan 2024 2AM 6 min

Retail cash sales hurting

Alex Duys from Umthombo Wealth unpacks Shoprite's latest update, as the retailer now boasts 58 straight months of market share gains. Krishan Gopaul from the World Gold Council on their 2023 gold report as central bankers kept on buying, and AI boosted demand. Tobie van Heerden from 10X Investments on…

31 Jan 2024 12AM 21 min

[TOP STORY] Navigating the impact of JSE delistings on your investment portfolio

‘We think in South Africa you have a universe that's especially cheap at this point in time’: Sean Neethling, head of investments at Morningstar SA.

30 Jan 2024 2AM 5 min

A quick analysis of 2024's retail stock updates

Odwa Magwentshu from Trive South Africa on Truworths's update and his big-picture view on retail updates so far. Evan Robins from Old Mutual Investment Group talks property as Reits had a decent 2023. What are the prospects for 2024? Sean Neethling from Morningstar South Africa on how JSE de-listings impact…

30 Jan 2024 12AM 21 min

[TOP STORY] ‘Bonds are a bit like a fruit tree, where equities are like a forest tree’

Listing this week is an active income ETF with current gross yields around 11.8%: PortfolioMetrix head of investments Philip Bradford.

29 Jan 2024 1AM 6 min