BizNews BizNews Radio

JP Verster's five stocks for 2020 - products of his "quantamental" process

Loading player...
Money manager Jean Pierre Verster discovered a few years ago that local is not always lekker when it comes to making money out of shares. His Protea Capital's offshore hedge fund generated over 20% after fees in US Dollars last year. In this interview he explains the logic behind each of the five global stocks he selected in an article published in last week's Financial Mail. The five which Verster reckons will do well for investors in 2020 are Hong Kong-listed Meituan-Dianping; UK-listed Ferguson Plc; Norwegian company Salmar; Aussie-listed A2 Milk and the Toronto market's Air Canada. Fascinating stories to each of them and with South Africans now able to invest into offshore stocks with ease, the opportunity is obvious. - Alec Hogg Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Jan 2020 2AM English South Africa Investing · Business News

Other recent episodes

Andy Calitz on Eskom, the job he didn't get, and what came next

He was on the shortlist to run Eskom and lost out to André de Ruyter. Years later, Andy Calitz, who ran South Africa's transmission grid before a career that took him from Shell to Gazprom's control room and the helm of LNG Canada, still thinks about it most weeks. In…
25 Sep 3AM 55 min

Warren Wheatley breaks his silence on his FSCA debarment

Three trades, R301 in total, and a 20-year ban from the financial sector. Warren Wheatley, the chartered accountant who helped put together the Capitec empowerment deal and went on to found Altvest, now Africa Bitcoin Corporation, broke his silence to Alec Hogg days after resigning as CEO. The FSCA says…
23 Sep 12PM 54 min

Brent Bozell on the US-South Africa breakdown

Six months after warning a Hermanus room full of business leaders that Washington's patience was wearing thin, US Ambassador Brent Bozell returned to BizNews to explain what happened next. Five asks, a 15-day deadline and a six-page reply that, in his words, answered none of them. The result: visa bans…
23 Sep 10AM 40 min

Mchunu, Mrs Matlala, Maumela, Mudzinganyama - and Meyer…

In their weekly chat, Chris Steyn and political commentator Solly Moeng talk about the second seizure of of electronic devices belonging to Special Leave Police Minister Senzo Mchunu; the arrest of tenderpreneur Cat Matlala’s wife, Tskanane; the rape case against suspended Deputy National Commissioner Shadrack Sibiya; the latest testimony at…
23 Sep 6AM 24 min
All episodes