Sasha Naryshkine: BHP, Hulamin, Netcare, Pioneer
Monday means Sasha Naryshkine, Director at Vestact, joining us on CNBC’s Powerlunch to chat about today’s market stories.
Mediclinic
How to achieve outperformance without taking on crazy risk
By Craig Martin Considering both the global and local economic landscape investors in the JSE would be forgiven for being somewhat cautious. The dilemma is that if the US economic recovery continues, and Europe continues to pump money into the markets, then equities might continue their run. Is it therefore possible to seek outperformance without … Read more
Was the platinum strike actually worth it? Shapiro talks about the big picture
The realities of South Africa’s platinum strike place the appeal of the country as an investment haven for foreign direct investment in stark light. The union and the miners have settled, but one can’t help but feel that the juice was not worth the squeeze for the striking miners. The truth of the matter at … Read more
David Shapiro on Taste Holdings, Advanced Health, and his current favourite counters
Results season continues in full swing, and David Shapiro has plenty to say about the latest numbers from Taste Holdings, a company that he likes although he regrets that it’s too small for big asset managers to get a meaningful slice of it. Shapiro also gives his 2c-worth on Advanced Healthcare, a company that continues … Read more
Mediclinic – HEPS to increase by 40%
From SENS Shareholders of Mediclinic have been advised that the Company’s basic earnings per share (“EPS”) and basic headline earnings per share (“HEPS”) for the year ended 31 March 2014 are expected to be between 375% and 385% higher than the restated results reported for the previous corresponding reporting period as released on SENS on 6 November 2013 (“the EPS … Read more