MoneywebNOW

[TOP STORY] The annuitisation of provident fundamentals after March 1 explained

‘People who have already emigrated through the SA Reserve Bank are able to access their funds’: Faeeza Khan – senior specialist, legal marketing, Liberty

17 Feb 2021 2AM 7 min

17 Feb - Record mining dividends

Wayne McCurrie from FNB Wealth and Investments talks mining results, BHP and Glencore, Liberty's Faeeza Khan unpacks the retirement reforms coming March 1. Pan African Resources CEO Cobus Loots on reinventing the miner in the midst of a challenging environment.

17 Feb 2021 12AM 20 min

[TOP STORY] Are preference shares worth a look if you want yield?

Small-cap analyst Keith McLacklan calls preference shares ‘quite a unique asset class...somewhere between equity and debt’.

16 Feb 2021 2AM 7 min

Steinhoff risky, but worth it?

Anchor's Deryck Janse van Rensburg talks about Shoprite being a low-value, high-margin stock which has fared well. Asset manager Piet Viljoen looks at Steinhoff's investability factor, and Keith McLachlan discusses using listed preference shares in the search for yield.

16 Feb 2021 12AM 20 min

[TOP STORY] What’s driving the rand post Sona?

Anchor Capital estimates that ‘Minister Mboweni has just under a R100 billion more than he necessarily was expecting to have in the coffers. That buys him flexibility’: Co-CIO Nolan Wapenaar.

15 Feb 2021 2AM 5 min

Bullish markets and the rand set for more gains

Petri Redelinghuys from Herenya Capital on the top 40 trend looking up and Aspen on its channel range, Anchor Capital's Nolan Wapenaar talks markets as the rand powers stronger. FNB's Chantal Robertson on tax loop structures and relaxed regulations.

15 Feb 2021 12AM 20 min

[TOP STORY] In 5, 10 years could Bitcoin go mainstream?

‘We can see companies are beginning to look at this as a serious option for themselves’: Moneyweb crypto commentator Ciaran Ryan.

12 Feb 2021 3AM 4 min

12 Feb - Farmers boosts Kaap Agri

Deryck Janse van Rensburg from Anchor Capital discusses Italtile's results and the Kaap Agri update, Moneyweb's Ciaran Ryan talks Tesla putting $1.5bn into Bitcoin and ARB Holdings's Billy Neasham on strong results to end December.

12 Feb 2021 12AM 20 min

[TOP STORY] Investing in China vs the US today

Once one starts start earning over $10 000, the likes of these branded technology stocks really explode: Charlie Dutton, fund manager at Ninety One Asia Pacific Franchise.

11 Feb 2021 2AM 6 min

11 Feb - British American Tobacco offering value

FNB's Chantal Marx talks the state of retailers and BAT ... its cheap, are you buying? Charlie Dutton of Ninety One on investing into China and Viv Govender from Rand Swiss on oil; what’s driving the price higher and will it hurt the global recovery?

11 Feb 2021 12AM 19 min

[TOP STORY] Has the Naspers/Prosus value unlock unlocked value?

‘The short answer to that is definitely no value unlocking. It's not a market for holdcos’: Schalk Louw, portfolio manager at PSG Old Oak.

10 Feb 2021 2AM 6 min

10 Feb - China won 2020, is the country an emerging investment risk?

Mia Kruger of Kruger International talks company results as more positive updates hit the JSE. PSG's Schalk Louw on the Naspers/Prosus value unlock, has it worked? Izak Odendaal of Old Mutual Wealth on markets being predictably unpredictable.

10 Feb 2021 12AM 20 min

[TOP STORY] How much is gold still something to have in one's portfolio?

‘One holds gold because the world is getting worse and you want a safe haven’: Small- and mid-cap analyst Keith McLachlan.

9 Feb 2021 2AM 7 min

09 Feb - Opportunities in SA stocks, Section 12J options

Nesan Nair talks the Telkom update boosting the share 10% and Keith McLachlan looks at Pan African Resources and gold stocks: should they still be part of your portfolio? Leor Atie from Lucid Ventures on their new retirement village Section 12J offering.

9 Feb 2021 12AM 20 min

[TOP STORY] Are we in the middle of a bubble?

‘The market is not the economy; they are different. They operate differently.” – Nishlen Govender from Citadel.

8 Feb 2021 3AM 5 min

8 Feb - Markets, oil and bubbles

Nick Kunze of Sanlam Private Wealth on oil as it edges towards $60 a barrel, Nishlen Govender from Citadel talks markets and bubbles .... Allan Gray's Tim Acker on why he’s still buying shares and not hoarding cash

8 Feb 2021 12AM 19 min

[TOP STORY] Is bricks and mortar dead?

‘We are probably in the future going to see a lot more...retailers using their shops to target their closest target markets’: Vuso Majija, executive director of Fortress Reit.

5 Feb 2021 1AM 8 min

5 Feb - Huge Group makes R800m offer for AdaptIT

Gary Booysen of Rand Swiss talks the Telkom share price and Huge Group's bid to take over AdaptIT. Fortress's Vuso Majija on the true future of brick and mortar retail.

4 Feb 2021 11PM 19 min

[TOP STORY] Orion Minerals secures option on new copper project outside Springbok

CEO Errol Smart says 65 000 tonnes of copper a year previously came out of the O’Kiep district, and his company is excitedly relooking at the area.

4 Feb 2021 2AM 9 min

4 Feb - Revamped Sasol looking good as oil rises

Anchor's Deryck Janse van Rensburg looks at solid SA Inc trading updates from Super Group and Distell. Errol Smart, Orion Minerals CEO, talks junior mining and the company's new copper project in Springbok.

3 Feb 2021 11PM 20 min