JOHANNESBURG – The most popular stock pick for 2016 is Astoria, an AltX-listed company with focus on offshore investments. The choice confirms Peter Armitage’s status as one of the country’s favourite fund managers. Astoria is managed by Armitage’s Anchor Capital, a division of JSE-listed Anchor Group.
Last year, it was Anchor Capital that was the most popular choice (see: Anchor Group is the most popular stock pick). Popularity is no guarantee of good results, but the stock increased 92% last year. The performance of all of last year’s picks can be viewed here.
The competition offers the Moneyweb community a chance to show off their stock-picking skills (and luck). It is an informal competition, with no prizes other than bragging rights. At the beginning of the year, each entrant chooses one JSE-listed company. The best performer for the year wins. Entries for the competition are now closed.
The full list of entries is below.
Radio market commentators
|
Name |
Company |
Price Jan 17 2016 |
|
Wayne McCurrie |
FirstRand |
39,00 |
|
Magnus Heystek |
Kumba Iron Ore |
26,40 |
|
Simon Brown |
Santova |
4,09 |
|
Theo Vorster |
Standard Bank |
99,21 |
|
Amelia Morgenrood |
Onelogix |
3,12 |
|
Charl Bester |
Coronation |
49,80 |
|
Martin Strauss |
Reinet |
31,44 |
|
Pierre van der Walt |
Mediclinic |
117,25 |
|
Maudi Lentsoane |
Mediclinic |
117,25 |
|
David Shapiro |
DBX EU |
54,20 |
|
Chris Gilmour |
DBX USA |
137,84 |
|
Marzel Swart |
Steinhoff |
71,25 |
Listeners/readers
|
Name |
Company |
Price Jan 17 2016 |
|
Aubrey Khwela |
AB Inbev |
1 944,00 |
|
Shu’ayb Mohamed |
AB Inbev |
1 944,00 |
|
Helene Vogel |
Adapt IT |
13,45 |
|
Thato Ntseare |
Adapt IT |
13,45 |
|
James Howard |
ADEO |
4,00 |
|
Alex Winterburn |
Advtech |
13,68 |
|
Petrus Meyer |
Advtech |
13,68 |
|
Eduardo Silveira |
African Equity |
2,50 |
|
Kevin Reddie |
African Equity |
2,50 |
|
Robbie Costa |
African Rainbow |
36,40 |
|
Shams Sayed |
Afrimat |
25,26 |
|
Ylana Haarhoff |
Alaris |
1,60 |
|
Martin Bekker |
Amecor |
2,95 |
|
Neani Mulaudzi |
Anchor Capital |
15,85 |
|
Rob Barclay |
Anglo American |
57,04 |
|
John Nimmo |
Anglo Platinum |
175,00 |
|
Joe Beavers |
Ansys |
0,83 |
|
Kobus Lourens |
Aquarius Platinum |
2,87 |
|
Tshepo Lesuthu |
ArcelorMittalSA |
5,37 |
|
Pravesh Maharaj |
ArcelorMittalSA |
5,37 |
|
Graham Katz |
Aspen |
263,50 |
|
IG du Plessis |
Aspen |
263,50 |
|
Derrick Peel |
Astoria |
17,00 |
|
Zac Blazic |
Astoria |
17,00 |
|
Bennie Scheepers |
Astoria |
17,00 |
|
Sarah Shaw |
Astoria |
17,00 |
|
Charles Hopkins |
Astoria |
17,00 |
|
George Matthee |
Astoria |
17,00 |
|
H Mouton |
Astoria |
17,00 |
|
Prenassen Naidoo |
Astoria |
17,00 |
|
Anthony Schwartz |
Astoria |
17,00 |
|
Wessel Badenhorst |
Astoria |
17,00 |
|
Jordan Weir |
Astoria |
17,00 |
|
Kenneth Mudau |
Astoria |
17,00 |
|
Anton Mitchell |
Astoria |
17,00 |
|
Shanti Jogi |
Astoria |
17,00 |
|
Ian Stiglingh |
Astoria |
17,00 |
|
Pierre Meyer |
Astoria |
17,00 |
|
Ros Brodie |
Astoria |
17,00 |
|
Ian Roberts |
Astoria |
17,00 |
|
Jason Jeftha |
Astoria |
17,00 |
|
Jason Chin |
Astoria |
17,00 |
|
Graeme Bosman |
Astoria |
17,00 |
|
Dylan van Wyk |
Astoria |
17,00 |
|
Johnathan Dillion |
Astoria |
17,00 |
|
Saiyesh Chotoo |
Astoria |
17,00 |
|
Guillaume Nel |
Astoria |
17,00 |
|
Kotane Lekota |
Astoria |
17,00 |
|
Leo Colarossi |
Aveng |
2,01 |
|
Kanya Pakati |
Aveng |
2,01 |
|
Tebatso Phala |
Aveng |
2,01 |
|
Mike Whelan |
Barloworld |
54,50 |
|
Meyer Hurn |
Blue Label |
11,90 |
|
Faheem Asvat |
Blue Label |
11,90 |
|
Zagryda Nicol |
Brait |
156,73 |
|
Nik Selic |
Brait |
156,73 |
|
Tyron Gopoza |
Brait |
156,73 |
|
Hein Pretorius |
Brait |
156,73 |
|
Thabelo Netsianda |
Brait |
156,73 |
|
Jock Strauss |
Brait |
156,73 |
|
Kyle Harrison |
Capital Appreciation |
1,05 |
|
Jared Abelson |
Capital Appreciation |
1,05 |
|
Frans van Rensburg |
Capital Appreciation |
1,05 |
|
Nico Dal Bianco |
Capital Appreciation |
1,05 |
|
Viloshini Pillay |
Capital Appreciation |
1,05 |
|
Bill Lance |
Coal of Africa |
0,60 |
|
Ismail Karolia |
Coal of Africa |
0,60 |
|
Junior Burger |
Coal of Africa |
0,60 |
|
Ismail |
Coal of Africa |
0,60 |
|
Amos Mtephe |
Comair |
2,50 |
|
Thomas Blamey |
Conduit Capital |
2,42 |
|
David Talpert |
Conduit Capital |
2,42 |
|
Anthony Jackson |
Conduit Capital |
2,42 |
|
Kevin Robarts |
Coronation |
49,80 |
|
Rashaad |
Coronation |
49,80 |
|
Ian Erlank |
Coronation |
49,80 |
|
Hendrik Crafford |
Coronation |
49,80 |
|
Rickus Norval |
CSG Holdings |
1,40 |
|
Ian Bredahl |
Curro |
48,40 |
|
Pieter Daneel |
Curro |
48,40 |
|
Edwin Lee Pan |
Curro |
48,40 |
|
Wayne Reddie |
Curro |
48,40 |
|
Stefan van Wyk |
Datatec |
47,82 |
|
Ben Cobbing |
Datatec |
47,82 |
|
Johann Biermann |
DBX EU |
54,20 |
|
John Archer |
DBX US |
137,84 |
|
Ollie Olwage |
DBX US |
137,84 |
|
Cheslyn Francis |
DBX US |
137,84 |
|
Grant Steppe |
DRD Gold |
3,85 |
|
Randall Williams |
Ecsponent |
0,21 |
|
James Fraser |
Ellies |
0,81 |
|
Mayur Jagjewan |
Ellies |
0,81 |
|
Martin Herbst |
EOH |
120,25 |
|
Polao Mohoto |
EOH |
120,25 |
|
Carlos Bon |
EOH |
120,25 |
|
Gavin Pike |
Eqstra Holdings |
2,00 |
|
Jason Cullabine |
Eqstra Holdings |
2,00 |
|
Fazel Mia |
Esor |
0,25 |
|
Greg Salter |
Esor |
0,25 |
|
Tony de Magalhaes |
Ferrum Crescent |
0,05 |
|
Teshediso Mohase |
Firestone |
0,06 |
|
David Zidel |
Fortress B |
30,51 |
|
Michael Theys |
Freedom Property Fund |
0,16 |
|
Manqoba Madinane |
Gold Fields |
52,51 |
|
Andrew Mackenzie |
Gold Fields |
52,51 |
|
Ebrahim Nathie |
Gold Fields |
52,51 |
|
Nimrita Bhojwani |
Gold Fields |
52,51 |
|
Jaco Oosthuizen |
Grand Parade |
3,90 |
|
Hannes Viljoen |
Grindrod |
10,40 |
|
Don Nelson |
Harmony Gold |
28,01 |
|
Menelaos Hatziandreou |
Harmony Gold |
28,01 |
|
Greg Williams |
Harmony Gold |
28,01 |
|
Mahomed Limbada |
Harmony Gold |
28,01 |
|
Eckart Schumann |
Hulamin |
6,10 |
|
David Garrioch |
Impala |
25,00 |
|
Hans Geyer |
Investec Australia Property |
15,43 |
|
Brian Ngobese |
ISA |
0,79 |
|
Charl White |
Jubilee Platinum |
0,77 |
|
Shawn Thaker |
Jubilee Platinum |
0,77 |
|
Rajesh Mohanlall |
Jubilee Platinum |
0,77 |
|
Naude du Toit |
Jubilee Platinum |
0,77 |
|
Rendani Thomani |
Kibo Mining |
1,20 |
|
Hanrde van Heerden |
Kumba Iron Ore |
26,40 |
|
Christopher Callaghan |
Kumba Iron Ore |
26,40 |
|
Hilton Tarrant |
Kumba Iron Ore |
26,40 |
|
Mohammed Laher |
Kumba Iron Ore |
26,40 |
|
Mike Williams |
Kumba Iron Ore |
26,40 |
|
Willie van Zyl |
Kumba Iron Ore |
26,40 |
|
Mike Cullabine |
Labat |
1,49 |
|
Alan Singer |
Labat |
1,49 |
|
Micha Essers |
Labat |
1,49 |
|
Martin Beukes |
Labat |
1,49 |
|
Eric Parker |
Lodestone LDO |
6,75 |
|
Christiaan Noelle |
Lonmin |
11,66 |
|
Sarah Mhlanga |
Lonmin |
11,66 |
|
Brendon Fiddes |
Master Drilling |
12,50 |
|
Devin Shutte |
Master Drilling |
12,50 |
|
Festus Leteane |
Mediclinic |
117,25 |
|
Juan Jubber |
Mediclinic |
117,25 |
|
Buang Lairi |
Mediclinic |
117,25 |
|
Nhlanhla Kunene |
Micro Mega |
10,01 |
|
John Brink |
MTN |
117,79 |
|
Martin Vosloo |
MTN |
117,79 |
|
Marius Badenhorst |
MTN |
117,79 |
|
Brian Cunningham |
MTN |
117,79 |
|
Maratoa Mulima |
MTN |
117,79 |
|
Derek Harris |
MTN Zakhele |
58,31 |
|
Sada Gounder |
MTN Zakhele |
58,31 |
|
Olev Taim |
Murray & Roberts |
7,93 |
|
Mike Muller |
Murray & Roberts |
7,93 |
|
Gerrie Jansen van Vuuren |
Naspers |
1 819,00 |
|
Koetsana Lesuthu |
Naspers |
1 819,00 |
|
James Winch |
Netcare |
31,36 |
|
Dylan Allison |
Northam Platinum |
30,27 |
|
Dilawar Khalfe |
Pallinghurst Resources |
2,98 |
|
Peter Kalamatas |
Pan African Resources |
2,14 |
|
Neels Bothma |
Pan African Resources |
2,14 |
|
David Nowitz |
Peregrine |
26,10 |
|
Anton van Niekerk |
Pinnacle Holdings |
10,45 |
|
Kobus Duminy |
Pioneer Foods |
133,14 |
|
Duppie du Plessis |
PSG |
178,34 |
|
Mongezi Mtshizana |
PSG Konsult |
7,20 |
|
Sebastian Pieterse |
PSV Holdings |
0,44 |
|
Sbusiso Ngubane |
Purple Group |
0,64 |
|
Gordon Harrison |
Remgro |
230,14 |
|
Nic Bradley |
Rolfes |
2,80 |
|
David Bradley |
Santova |
4,09 |
|
Trevor Muchedzi |
Santova |
4,09 |
|
Sabelo Ntuli |
Santova |
4,09 |
|
John du Preez |
Santova |
4,09 |
|
Charl van den Berg |
Sappi |
66,95 |
|
James Shepherd |
Sasol |
66,95 |
|
Albertus Botha |
Sasol |
66,95 |
|
William Barfoot |
Sasol |
66,95 |
|
Hitesh Kesa |
Sasol |
66,95 |
|
Ludwig Kruger |
Sibanye Gold |
32,70 |
|
David da Silva |
Sibanye Gold |
32,70 |
|
Walter Happenschoss |
Sirius Real Estate |
8,30 |
|
Michael Sand |
South32 |
10,58 |
|
Rob Jefferies |
South32 |
10,58 |
|
David Meades |
Standard Bank |
99,21 |
|
Reuphillan Kasselman |
Steinhoff |
71,25 |
|
Lenn Honey |
Stellar Capital |
2,12 |
|
Deon van Eck |
Stellar Capital |
2,12 |
|
Matt Powell |
Stellar Capital |
2,12 |
|
Henk Theron |
Stellar Capital |
2,12 |
|
Jan Engelbrecht |
Stellar Capital |
2,12 |
|
Farhad Paleker |
Stellar Capital |
2,12 |
|
Shaun Slabber |
Stellar Capital |
2,12 |
|
Samantha Thornhill |
Stellar Capital |
2,12 |
|
Ed Kerby |
Stellar Capital |
2,12 |
|
Hendrik Vogel |
Stenprop |
29,70 |
|
Waldo Brand |
Sygnia |
13,70 |
|
Marthinus Badenhorst |
Sygnia |
13,70 |
|
Brandon Meyer |
Sygnia |
13,70 |
|
Takatso Leburu |
Taste Holdings |
2,65 |
|
Relf Lumley |
Tiso Blackstar |
8,50 |
|
Zeeyaad Goss |
Torre |
3,70 |
|
Don Watt-Pringle |
Torre |
3,70 |
|
Andrew van der Watt |
Transaction Capital |
11,70 |
|
Derek Gabriels |
Trematon Capital |
3,55 |
|
Kai Vogl |
Trustco |
3,39 |
|
Graham Rudings |
Truworths |
89,08 |
|
Francois de Villiers |
Value Group |
2,90 |
|
Julius Cobbett |
WBHO |
108,00 |
|
Ismael Bhoja |
Wearne |
0,07 |
|
Vincent Molele |
Wescoal |
0,38 |
|
Antony Brady |
Wesizwe |
0,38 |
|
Joy Cullabine |
Winhold |
1,03 |
|
Ian Kaplan |
Zeder |
4,82 |
|
Ahad Sheikh |
Zeder |
4,82 |
Moneyweb staff
|
Name |
Company |
Price Jan 17 2016 |
|
Eleanor Seggie |
Advtech |
13,68 |
|
Blair Burmeister |
Brait |
156,73 |
|
Patrick Cairns |
Datacentrix |
4,30 |
|
Hanna Ziady |
Mediclinic |
117,25 |
|
Marc Ashton |
Moneyweb |
0,35 |
|
Nic Wilson |
Torre |
3,70 |
|
Ryk van Niekerk |
Steinhoff |
71,25 |
COMMENTS 3
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here we go again – buying rand hedges – WHY? why pay people to manage your money when you can do it yourself. speak to magnus heystek – if you need help – otherwise 30 yr us treasury bond yielding 2.8% PLUS the devaluation of the rand. over last 12 months – a south African investor would have earned 50%. why is this not discussed by planners? BECAUSE PLANNERS DONT GET COMMISSIONS!
Vote 4
Dear Robert – Why don’t you just concern yourself with your own country? Clearly you have no clue about tax – Foreign interest is taxed at your marginal rate (max 41%) – The US has withholding taxes – So then you have to appoint at tax adviser to claim your tax credits and have a US bank account for any credits (depending on te tax treaty) – Far better to hold a stable offshore share with high dividend yield (div tax 15%) – Rand hedges are not that bad – They are part of an diversified investment strategy – BY the way most 1st world stock markets have lost money in the the last 1-3 years. But of course you have all the answers.
Vote 26
One has to take and every piece of advice with a pinch of salt. Invariably those touting any products have a vested interest in those products being traded on, whether that be individual investments or the country as a whole. Those with a global perspective can certainly see no value in anything remotely associated with ZAR, but then their livelihood isn’t dependent on its inevitable demise and replacement by the Yuan…
Vote 1
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