MyMoney Online, The Science Of ...

How accurate (or off the mark) stock pickers on The Money Show have been in 2017

Both stocks I punted have gone sideways.

Nadir Thokan, 27 Four Investments

Mediclinic hasn’t done too much.

Gary Booysen, Rand Swiss

Woolworths is probably the worst of the stock picks.

Gary Booysen, Rand Swiss

AVI really does show its quality. They always under-promise and over-deliver.

Caroline Cremen, Adviceworx

A stock pick is when, for example, a fund manager systematically analyses the stock market to conclude that a certain share will make a good investment and, therefore, should be added to her portfolio.

Stock picking is difficult.

There is no fool-proof way of predicting the movement of share prices.

However, stock picking is not merely guesswork.

In January this year, The Money Show’s Bruce Whitfield asked the following three investment analysts for their stock picks for the year:

  • Caroline Cremen (Portfolio Manager at Adviceworx, a member of Old Mutual Group)

  • Gary Booysen (Director at Rand Swiss)

  • Nadir Thokan (Investment Analyst at 27 Four Investments)

Now, more than halfway through the year, Whitfield grills them on the performance of their picks.

Listen to the interview in the audio below (and/or scroll down for more quotes from it).

Standard Bank is still enjoying very healthy margins.

Nadir Thokan, 27 Four Investments

More than 50% of Standard Bank shares are held by foreigners.

Nadir Thokan, 27 Four Investments

With a 5.5% dividend yield you’re being paid to hold Standard Bank shares.

Nadir Thokan, 27 Four Investments

Steinhoff is a long-term buy.

Nadir Thokan, 27 Four Investments

The UK and USA constitute more than 50% of Steinhoff’s earnings.

Nadir Thokan, 27 Four Investments

Pepkor still achieves strong earnings growth.

Nadir Thokan, 27 Four Investments

Steinhoff trades at a discount.

Nadir Thokan, 27 Four Investments

We’ve seen a resolution on all three issues [holding the share price back].

Gary Booysen, Rand Swiss

Mediclinic is investing for the future.

Gary Booysen, Rand Swiss

Woolworths is very well run.

Gary Booysen, Rand Swiss

Woolworths has significant upside. It’s cheap.

Gary Booysen, Rand Swiss

Old Mutual is worth holding. Unfortunately it’s down from where we picked it.

Caroline Cremen, Adviceworx

There will be enormous cost savings [from Old Mutual’s unbundling].

Caroline Cremen, Adviceworx

Old Mutual has given me so much pain and grief; I’m sticking with it!

Caroline Cremen, Adviceworx

I would not be in Old Mutual if it wasn’t for the unbundling.

Caroline Cremen, Adviceworx

Click here (then “like” the page) to follow Bruce on Facebook.

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.

Subscribe to our Business Wrap Newsletter


702 welcomes all comments that are constructive, contribute to discussions in a meaningful manner and take stories forward.

However, we will NOT condone the following:

  • Racism (including offensive comments based on ethnicity and nationality)
  • Sexism
  • Homophobia
  • Religious intolerance
  • Cyber bullying
  • Hate speech
  • Derogatory language
  • Comments inciting violence.

We ask that your comments remain relevant to the articles they appear on and do not include general banter or conversation as this dilutes the effectiveness of the comments section.

We strive to make the 702 community a safe and welcoming space for all.

702 reserves the right to: 1) remove any comments that do not follow the above guidelines; and, 2) ban users who repeatedly infringe the rules.

Should you find any comments upsetting or offensive you can also flag them and we will assess it against our guidelines.

702 is constantly reviewing its comments policy in order to create an environment conducive to constructive conversations.

Read More
‘Emmerson Mnangagwa has a terrible reputation for brutality’

‘Emmerson Mnangagwa has a terrible reputation for brutality’

The Money Show’s Bruce Whitfield interviews Trevor Ncube, Publisher at Alpha Media.

I met Tony Gupta and Salim Essa at Minister Lynne Brown’s home - Zola Tsotsi

I met Tony Gupta and Salim Essa at Minister Lynne Brown’s home - Zola Tsotsi

The Money Show’s Bruce Whitfield interviews EWN reporter Rahima Essop about how Dudu Myeni got involved in Eskom.

Cape Town – facing worst drought in 100 years – braces for bumper tourist season

Cape Town – facing worst drought in 100 years – braces for bumper tourist season

Cape Town Tourism CEO Enver Duminy on what his organisation is doing to help the tourism industry through the drought.

Meet Bongumusa Makhathini, Chairperson of the Board that has to save the SABC

Meet Bongumusa Makhathini, Chairperson of the Board that has to save the SABC

The Money Show’s Bruce Whitfield interviews Makhathini for his “ShapeShifter” feature.

Robots are coming! They're running, jumping and doing the backflip to get here

Robots are coming! They're running, jumping and doing the backflip to get here

A robot doing a single task is not new. The kind that can do tasks on their own? That can be a bit more scary.

Invest yourself rich in 2017! 4 experts share some hot stock picks for the year

Invest yourself rich in 2017! 4 experts share some hot stock picks for the year

The Money Show’s Bruce Whitfield asks four portfolio managers for hot tips on where to put your money to work this year…

Popular articles
So what exactly is radical economic transformation?

So what exactly is radical economic transformation?

Wits associate professor of economics Christopher Malikane speaks to Azania Mosaka about the term that is being bandied about.

Shop 'til you drop: The top 'Black Friday' deals this week

Shop 'til you drop: The top 'Black Friday' deals this week

Start your Christmas shopping off with a bang at these major retailers offering some impressive discounted sales for Black Friday.

Pamela Nomvete on her downfalls as actress, and 'climbing back'

Pamela Nomvete on her downfalls as actress, and 'climbing back'

This week Xolani Gwala's speaks to former Generations actor Pamela Nomvete for #WhatInTheWorldHappenedTo feature.

How Naspers paid peanuts for Tencent (China’s most valuable company)

How Naspers paid peanuts for Tencent (China’s most valuable company)

In 2001 Naspers invested $32 million in (then tiny) Tencent. Learn more about the wildly profitable Chinese behemoth...

Police hunt man who doled out drug-laced sweets to school kids

Police hunt man who doled out drug-laced sweets to school kids

60 children from three schools in south of Johannesburg were rushed to hospital after eating sweets handed out by a stranger.

'The university degree is dead'

'The university degree is dead'

Flux Trends founder Dion Chang gives five reasons why he believes getting a degree is past its sell by date.

3 easy questions could bag you R2000!

3 easy questions could bag you R2000!

WIN R2000! But only if you can prove you're a whiz of the MTN Biz Quiz by answering the following three questions...

Blesserfinder: Matching you with a sugar daddy near you

Blesserfinder: Matching you with a sugar daddy near you

Is social trend Blesserfinder, where girls are allegedly matching up with rich 'benefactors' in exchange for sex, a real thing?