MoneywebNOW

10 September - Aspen, Mustek results and the ins and outs of systematic investing

Anchor Capital's Deryck Janse van Rensburg on SA Inc shares and Aspen's results. Mustek CEO David Kan talks results and the business post lockdown. Bastian Teichgreeber from Prescient discusses a systematic investment approach.

10 Sep 2020 12AM 20 min

9 September - GDP horror show, Luxe Holdings's renewed focus and protecting your side hustle

Travis Robson of IG Markets on the US markets as the sell off continues, Shoprite results and horror GDP data. Duncan Crosson, CEO of Luxe Holdings, talks results as it exits food to focus on jewellery. Elmarie Samuel from FMI on protecting your gig economy income.

9 Sep 2020 12AM 20 min

8 September - Spur's share price plunge, understanding GDP and a look at securities backed lending

FNB's Chantal Marx on AVI results and Spur's share price plunge. Dawie Roodt of Efficient explains the ins and outs of Q-on-Q seasonally adjusted annualised GDP. FNB's Hayden Giger on securities backed lending.

8 Sep 2020 12AM 19 min

7 September - S&P 500, Fortress's dividend collapse and how Covid has changed the financial advice landscape

Petri Redelinghuys of Herenya Capital takes a look at the S&P 500 and gold and gold miners. Steven Brown, Fortress CEO, on results as its dividend collapses and loan-to-value rises to 38.5%. Steven Nathan, CEO at 10X, on how Covid-19 has reshaped the landscape of providing advice and what clients…

7 Sep 2020 1AM 20 min

4 September - Nasdaq down, Truworths results and the JSE's new meeting policy

Mia Kruger of Kruger International on markets and company results as the US markets sell off overnight. Michael Mark, Truworths CEO, on results, managing the pandemic and changing customer shopping patterns. The JSE's Donald Khumalo on no-meeting Wednesdays at the JSE.

4 Sep 2020 12AM 20 min

3 September - Hammerson rights issue, US healthcare Reits and a K-shaped economic recovery

Nesan Nair of Sasfin Securities on Hammerson starting its dilutive rights issue. Garreth Elston from Reitway Global on US healthcare Reits as a property investment option. Dave Mohr of Old Mutual Wealth on the K-shaped recovery locally and globally, and how to invest in this environment.

3 Sep 2020 12AM 20 min

2 September - Strong PMI data, Brimstone results and the Zambezi preference share

Matete Thulare of RMB on Cashbuild and Old Mutual results and the latest PMI data. Brimstone's CEO Mustaq Brey on the company's results. Drikus Combrinck of CapiCrapft on the Zambezi preference share as it accrues interest at prime +3.5% until expiry in 2025

2 Sep 2020 1AM 22 min

1 September - Sun International at lowest levels since '91 and how to structure a recovery portfolio outside of tech sto

Deryck Janse van Rensburg takes a look at AdvTech, Sun International and RCL results. Sea Harvest CEO Felix Ratheb on delivering strong results despite produce demand shifts. Anchor Capital's Henry Biddlecombe on opportunities in the non-tech part of the S&P 500

1 Sep 2020 12AM 20 min

31 August - Discovery's update, Northam Platinum results and global fixed income

Nick Kunze of Sanlam Private Wealth on Discovery's update and Apple and Tesla's stock splits. Northam Platinum's Paul Dunne talks results and buying back its Zambezi pref share. Satrix's Kingsley Williams discusses the pursuit of global fixed income.

31 Aug 2020 1AM 20 min

28 August - Alcohol ban sees Distell earnings plummet and what toilet paper can teach us about investor behaviour

FNB's Chantal Marx on Distell and Sibanye Stillwater's results, Jan Meintjes of Denker Capital takes a look at the bank results out so far. Old Mutual Wealth's Sharon Moller on investor behaviour during lockdown.

28 Aug 2020 12AM 20 min

27 August - PSG 3.0, M&R reports a loss and ARC acquires stake in Linebooker

Mia Kruger of Kruger International on Stadio's results and the new PSG 3.0. Henry Laas, Murray and Roberts CEO, on the pandemic pushing the company into a loss. Linebooker CEO, Naude Rademan, talks ARC taking a stake in the business.

27 Aug 2020 12AM 21 min

26 August - Lewis's share buybacks, Master Drilling results and what to look for in an annuity product

FNB's Wayne McCurrie on Lewis share buybacks, Italtile results and changes to the Dow Jones. Keith McLachlan from Alpha Asset Management on Master Drilling's results and strong cash flows in USD. Just SA's Bjorn Ladewig discusses choosing an annuity product at retirement.

26 Aug 2020 1AM 20 min

25 August - Absa results, Telkom shuts off ADSL and the importance of income protection

Nesan Nair of Sasfin Securities on Absa results, the Aspen cautionary and Redefine's R400m rental arrears problem. Futurist Pieter Geldenhuys talks the end of an era for Telkom's ADSL offering. FMI's Leza Wells on income protection.

25 Aug 2020 1AM 20 min

24 August - Banking results expected this week and ARB foresees tough recovery

Nick Kunze of Sanlam Private Wealth talks Nedbank and Absa results out this week. ARB CEO, Billy Neasham, discusses the company's financial results and a tough 2-3 years ahead.

24 Aug 2020 12AM 18 min

Investec's new USD S&P 500 Autocall and why caution is key when dealing with your data

Mia Kruger on Standard Bank results and the surprisingly good ADvTech trading update, Investec's Brian McMillan talks the USD S&P 500 Autocall listing next month. Heino Gevers, cybersecurity expert at Mimecast, on the Experian SA data breach.

21 Aug 2020 1AM 21 min

20 August - Curro; Metair results, Level 2 stock opportunities and an update on how restaurants are faring

Chantal Marx of FNB Wealth and Investments on the markets reviewing Curro; Metair and Stadio results. Ocean Basket CEO Grace Harding talks restaurants under lockdown Level 2 and Keith McLachlan looks at stocks that could benefit from the latest relaxed regulations.

20 Aug 2020 12AM 21 min

19 August - S&P 500 at all time highs; PSG and its Capitec unbundling; Afrimat's new acquisition

Travis Robson of IG Markets SA on the S&P 500 trading at all-time highs. Nesan Nair of Sasfin Securities on the potential for a value unlock as PSG unbundles Capitec. Afrimat CEO Andries van Heerden on its iron ore acquisition and if there are signs of infrastructure spend.

19 Aug 2020 1AM 20 min

18 August - Sasol's huge headline loss, the tech rally and why residential property might not be the best buy

Umthombo Wealth's Alex Duys on Sasol's results and Afrimat buying another iron ore mine. Henry Biddlecombe of Anchor Capital on the sustainability of the forces driving the tech rally. Erwin Rode looks at why we should exercise caution before buying residential property.

18 Aug 2020 12AM 20 min

17 August - The rise of zombie stocks and the investment case for African sovereign bonds

Nick Kunze of Sanlam Private Wealth on stocks to look out for in Level 2, the Richemont loyalty warrant and Discovery edging higher. Cannon Asset Managers CEO Adrian Saville talks the rise, and risks, of zombie stocks. JP du Plessis of Laurium Capital discusses investing in African sovereign bonds.

17 Aug 2020 1AM 22 min

14 August - Exxaro results, trade wars and LAWtrust sees growth

Nesan Nair of Sasfin Securities on Exxaro results, telco stocks and banks ahead of their results. Viv Govender of Rand Swiss on the US/China trade war, and TikTok and WeChat bans - and how China responds. Maeson Maherry of LAWtrust on doubling revenue and profits as digital becomes main stream.

14 Aug 2020 12AM 20 min