The Money Show’s Bruce Whitfield interviewed Thato Mashigo (Portfolio Manager at Mvunonala Asset Management), Caroline Cremen (Portfolio Manager at Adviceworx), Nadir Thokan (Investment Analyst at 27Four) and Gary Booysen (Director at Rand Swiss).
These four investment experts shared what they believe should be the hottest stocks of the year:
Listen to the interview in the audio below for more detail (and/or scroll down for quotes from it).
Sanlam is a high quality business with very conservative accounting... it is well capitalised...— Thato Mashigo
Sirius Property gets a lot of government support... it borrows at very low interest rates...— Thato Mashigo
Old Mutual and AVI have consistent cash flows and strong management.— Caroline Cremen
Mediclinic has a large margin of safety.— Gary Booysen
At this price you’ve got to buy it [Woolworths].— Gary Booysen
Standard Bank has reported very good earnings numbers.— Nadir Thokan
Steinhoff has ambitions to be the world’s fifth largest discount retailer.— Nadir Thokan
Enter your email address in the form below to receive a newsletter containing the most-read articles of the week from Bruce Whitfield’s The Money Show every Friday morning in your inbox.
Think you’re good with money? You may want to read this first…
Looking for a hot tip to end the year on a rich note? Look no further than these three behemoths…
Fund Manager Matthew Auerbach shares his stock picks of the week, just in time for a prosperous the Silly Season.
Make some money, buy these three stocks, says portfolio manager Dino Voulakis.
Want to make money in your sleep? Consider buying these three stocks, says Portfolio Manager Samantha Pauwels.
Porfolio Manager Charl Botha reckons you need not look further than these three stocks right now.
Prof Neil Armitage talks about the advantages and disadvantages of desalination, saying it is a very costly exercise.
John Maytham interviews Kaveen Jimmy; who says he has damning evidence against Ford.
What does Citadel’s famed disciple of contrarian, deep-value investing Dr Adrian Saville hope for (and fear) about money?