Anchor Capital: Essential market review, 9 January
Anchor Capital provides a comprehensive market review covering everything you need to know about local and global markets.
Old Mutual
Naspers – Sasha Naryshkine’s # 1 stock pick for 2015 (video)
Top market commentator and Vestact Director Sasha Naryshkine popped over to the Biznews.com studio today and in this short video offers his perspective on the London Sunday Times selecting Old Mutual as one of the best stocks to buy in 2015; offered his thoughts on a possible Sasol price recovery – and shared his number … Read more
Justice for J Arthur Brown: Revisiting Feb 2007 story that broke news of Fidentia Scandal
Yesterday the Appeal Court imposed justice on Fidentia mastermind J Arthur Brown. Instead of paying a fine, he will now be going to jail for 15 years.
Simon Raubenheimer: Why Allan Gray loves Standard Bank
Simon Raubenheimer is one Allan Gray’s four portfolio managers responsible for billions of savings rands. Among the areas covered were his favourite stocks.
Ketso Gordhan: PPC’s wanna-be-back CEO is supported where it matters
The former PPC CEO Ketso Gordhan has spent the recent weeks lobbying PPC shareholders, three of whom – Foord, Visio, Old Mutual – have requisitioned an SGM.
Jan van Niekerk: Ellerines, PPC and RECM’s 23% stake in Cadiz
Today’s market commentator is Jan van Niekerk from RE:CM who comments on ‘real business being a messy thing’. Noteworthy to the conversation is the African Bank knock-on effect on Ellerines, the goings-on at PPC and RECM’s own portfolio exposure to Cadiz.
Nedbank Q3 loan income up 8.4%
South Africa’s fourth-largest lender, Nedbank, posted an 8.4 percent rise in loan income for the first three quarters of the year after writing more loans to companies, the bank said on Monday.
SA Midday Report with Leigh Riley
The JSE all-share index is trading up 0.19% with gains across financials and industrials. Resources however are weaker, trading down 0.39%. In company news, Cashbuild for its first quarter update for the financial year of 2015 indicated that revenue was up by 10%, transactions through tills were up 7% with new stores increasing by 7% … Read more
Kokkie Kooyman: Use the slump to grab bargains. Like Citigroup.
Kokkie Kooyman explains the current trade-off between quality financial stocks & those trading at obvious discounts but where quality may be less.
Move over Zuckerberg – meet Liebmann and Rorke!
Millennials are not dreamers, they’re thinkers and do-ers. And they’re neither interested nor stymied by red tape and governance. Jonathan Liebmann, founder of Propertuity and Raelene Rorke, WEF Global Shaper, Co-Founder of Spingage are the quintessential manifestation of these ‘new wave’ virtues.