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
Saica to launch KPMG probe (not so fast, says IRBA)

Saica to launch KPMG probe (not so fast, says IRBA)

The Money Show’s Bruce Whitfield interviews newly appointed KPMG SA CEO Nhlamu Dlomu and IRBA CEO Bernard Agulhas.

Sarb leaves interest rates unchanged. Because politics...

Sarb leaves interest rates unchanged. Because politics...

The Money Show’s Bruce Whitfield interviews Liberty SA Retail Consumer Economist Tendani Mantshimuli.

KPMG International's meeting with Pravin Gordhan

KPMG International's meeting with Pravin Gordhan

The Money Show’s Bruce Whitfield interviews Pauli van Wyk, a journalist with Scorpio at Daily Maverick.

How to make your business more innovative (and what that actually means)

How to make your business more innovative (and what that actually means)

The Money Show’s Bruce Whitfield interviews Aurik Business Accelerator’s Pavlo Phitidis.

Where to invest money you intend to leave to your kids

Where to invest money you intend to leave to your kids

The Money Show’s Bruce Whitfield interviews Galileo Capital Personal Financial Advisor Warren Ingram.

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
Why the PAC wants South Africa renamed Azania

Why the PAC wants South Africa renamed Azania

Pan Africanist Congress's Narius Moloto explains why it supports the name Azania, a word which he says has Arabic origins.

Opinion:  Bishop Lekganyane is right

Opinion: Bishop Lekganyane is right

Stephen Grootes weighs in on comments made by the Zion Christian Church Bishop at the weekend.

Getting to know MP, Dr Makhosi Khoza

Getting to know MP, Dr Makhosi Khoza

Dr Khoza is admired by South Africans for her role in the SABC inquiry as a ANC member of parliament.

Who is Advocate Tembeka Ngcukaitobi?

Who is Advocate Tembeka Ngcukaitobi?

The EFF lawyer stole the show during the state capture report court battle.

How to make your first million

How to make your first million

Warren Ingram discusses his new book in which he shares practical ways for ordinary people to achieve financial freedom.

Meet the founder of Capitec Bank, named ‘Best Bank on Earth and Cheapest in SA’

Meet the founder of Capitec Bank, named ‘Best Bank on Earth and Cheapest in SA’

Michiel le Roux speaks about the fascinating story behind the little bank that has the Big 4 shaking in their boots.

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?