Armitage’s Astoria is the most popular pick for 2016

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

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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!

4 Log in to Reply

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.

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…