36one asset management Videos

Tags: Hot Stoxx  Daniel Isaacs  36One Asset Management  Paul Theron  Vestact  Cashbuild 

(www.abndigital.com) Cashbuild is the largest regional retailer of building materials, selling directly to cash-paying customers through its 191 stores in Southern Africa. Cashbuild has been listed on the JSE since it was unbundled from Pepkor in 1986 and has a market cap of R3.3 billion and a price to earnings ratio of 12. It has shown steady growth in earnings in recent years. Daniel Isaacs from 36One Asset Management and our resident expert Paul Theron from Vestact decide whether Cashbuild is hot or not.

Tags: Hot Stoxx  Daniel Isaacs  36One Asset Management  Paul Theron  Vestact  Italtile 

(www.abndigital.com) Italtile is South Africa's leading retailer of imported and local ceramic tiles, sanitary ware, bathroom accessories and other related products and is controlled by the Ravazotti family. The group retail brands are Italtile, CTM and TopT. Italtile has a price to earnings ratio of 14 and a market cap of R5.7 billion. Daniel Isaacs from 36One Asset Management and our resident expert Paul Theron from Vestact decide whether Italtile is hot or not.

Tags: Hot Stoxx  Daniel Isaacs  36One Asset Management  Paul Theron  Vestact  Ceramic 

(www.abndigital.com) Ceramic Industries Group is also controlled by the Ravazotti family, and manufactures ceramic tiles and vitreous China sanitary ware for sale to Italtile and other retailers. Its earnings have been patchy in recent years, and a subsidiary in Australia has also battled in the face of cheap imports. Ceramic has a price to earnings ratio of nearly 18 and a market cap of R2.2 billion. Daniel Isaacs from 36One Asset Management and our resident expert Paul Theron from Vestact decide whether Ceramic is hot or not.

Tags: Hot Stoxx  Daniel Isaacs  36One Asset Management  Paul Theron  Vestact  Iliad Africa 

(www.abndigital.com) Iliad Africa also focuses on sourcing, distributing, wholesaling and retailing general and specialised building materials. The Group has a market cap of R760 million. It operated at a loss in 2011. Iliad has 93 stores, some of which are being rebranded as Buco, and a trading division. Daniel Isaacs from 36One Asset Management and our resident expert Paul Theron from Vestact decide whether Iliad is hot or not.

Tags: Hot Stoxx  Paul Theron  Vestact  Daniel Isaacs  36One Asset Management  Hardware Warehouse 

(www.abndigital.com) Established in 1996 in King Williams Town, Hardware Warehouse is a retailer of low cost building materials and associated products, selling directly to predominately cash paying customers from 17 stores mostly in the Eastern Cape. Hardware Warehouse has a market cap of R43.6 million and price earnings of 66. Daniel Isaacs from 36One Asset Management and our resident expert Paul Theron from Vestact decide whether Hardware Warehouse is hot or not.

Tags: Investment 360  Domestic  Flexible  Environment  36One Asset Management  Cy Jacobs 

(www.abndigital.com) 36One Asset Management was established in 2004 with the aim of creating portfolios that strike a balance between diversification and classification. Now to talk on the domestic flexible environment, ABN's Bronwyn Nielsen caught up with co-founder of 36One Asset management Cy Jacobs and asked him as to what they are doing differently compared to their competitors.

Tags: South Africa  Markets Wrap  Jean Pierre Verster  36One Asset Management 

(www.abndigital.com) ABN's Eleni Giokos speaks with Jean Pierre Verster, Equity Analyst at 36One Asset Management, looking at the latest financial news driving equity markets.

Tags: South Africa  Markets Wrap  Jean Pierre Verster  36one Asset Management 

(www.abndigital.com) ABN's Eleni Giokos speaks with Jean Pierre Verster, Equity Analyst at 36one Asset Management, looking at the latest financial news driving equity markets.

Tags: South Africa  Markets Wrap  Jean Pierre Vester  36One Asset Management 

(www.abndigital.com) ABN's Eleni Giokos speaks with Jean Pierre Vester, Equity Analyst at 36One Asset Management, looking at the latest financial news driving equity markets.

Tags: Hot Stoxx  Daniel Kraus  Stockalert.co.za  Daniel Isaacs  36One Asset Management  Paul Theron  Vestact  Rolfes 

(www.abndigital.com) Last month, Rolfes Technology Holdings reported that first -half headline earnings per share increased by 16.1% to 17.3 cents. Operating profit increased by 29% to R31million. To decide whether EOH is hot or not are Daniel Kraus from Stockalert.co.za, Daniel Isaacs from 36One Asset Management, and our resident expert Paul Theron from Vestact.

Tags: Hot Stoxx  Daniel Kraus  Stockalert.co.za  Daniel Isaacs  36One Asset Management  Paul Theron  Vestact  Amalgamated Appliance Holdings 

(www.abndigital.com) Amalgamated Appliance Holdings reported a 132% jump in diluted headline earnings per share to 29 cents for the six months ended December from 12.5 cents previously. Revenue was 16.6% higher at R526.1 million. Operating profit grew 25% to R43.7 million. The company declared an interim distribution of 7 cents per share. To decide whether AMAPS is hot or not are Daniel Kraus from Stockalert.co.za, Daniel Isaacs from 36One Asset Management, and our resident expert Paul Theron from Vestact.

Tags: Hot Stoxx  Daniel Kraus  Stockalert.co.za  Daniel Isaacs  36One Asset Management  Paul Theron  Vestact  Micromega 

(www.abndigital.com) Investment group Micromega posted a 27.2% rise in headline earnings per share to 20.94 cents from 16.46 cents a year earlier. Revenue was up 13.7% to R775.5 million while profit from continuing operations grew 61.9% to R41 million. The group said it would consider a dividend payment in its new financial year after the completion of the group's restructuring drive. To decide whether Micromega is hot or not are Daniel Kraus from Stockalert.co.za, Daniel Isaacs from 36One Asset Management, and our resident expert Paul Theron from Vestact.

Tags: Hot Stoxx  Jean Pierre Verster  36One Asset Management  Craig Martin  Aspen 

(www.abndigital.com) Aspen Pharmacare expects headline earnings per share to be between 17% and 23% higher. Earnings per share are seen at 24% and 30% higher. The growth in earnings per share has benefited from the disposal of the discontinued businesses and products. Aspen's interim results are scheduled to be published on 7 March. To decide whether Aspen is hot or not are Jean Pierre Verster from 36One Asset Management and Craig Martin an Independent Analyst.

Tags: Hot Stoxx  Jean Pierre Verster  36One Asset Management  Craig Martin  AECI 

(www.abndigital.com) AECI's full year headline earnings per share climbed 25% to 720 cents, while revenue grew by 16% to R13.3 billion. This as volumes showed growth of 7% and the group benefited from a weaker rand. The chemicals and explosives company said that it will pursue opportunities for expansion of its specialty chemicals cluster into other geographies. To decide whether AECI is hot or not are Jean Pierre Verster from 36One Asset Management and Craig Martin an Independent Analyst.

Tags: Hot Stoxx  Jean Pierre Verster  36One Asset Management  Craig Martin  Shoprite 

(www.abndigital.com) Food retailer Shoprite reported an 18.6% rise in first-half profit to 280 cents, helped by higher prices, a favourable exchange rate and above-inflation wage increases for consumers in its main South African market. Shoprite's sales for the period ticked up 13.2% to R41 billion. The company decided to defer the declaration of an interim dividend until after the 1st April 2012. To decide whether Shoprite is hot or not are Jean Pierre Verster from 36One Asset Management and Craig Martin an Independent Analyst.

Tags: Mitt  Romney  Ron  Paul  Barack Obama  Newt  Gingrich  Rick  Perry  Santorum  Herman  Cain  Jon  Huntsman  Michele  Bachmann 

Mitt Romney has been running his presidential campaign based on a primal instinct: kill or be killed. And so after Rick Santorum fought Romney to a virtual tie in Iowa and arrived in New Hampshire trailed by media hordes, Romney's Boston headquarters decided it was time to take the former Pennsylvania Senator down. Boston trotted out Senator John McCain, New Hampshire's favorite anti-pork crusader, who proceeded to slice Santorum sideways for years of earmark spending in Washington. "Senator Santorum and I have a strong disagreement ... [in] that he believes that earmark and pork-barrel projects were good for America," said McCain, who added, for good measure, that pork is a "gateway drug to corruption." All successful campaigns have three simple goals: to win, you must project the image you want to define you, deflect efforts by your rivals to define you on their terms and define your rivals on your terms. And this time around, Romney has been far better at defining himself and his...

Tags: Mitt  Romney  Ron  Paul  Barack Obama  Newt  Gingrich  Rick  Perry  Santorum  Herman  Cain  Jon  Huntsman  Michele  Bachmann 

Mitt Romney has been running his presidential campaign based on a primal instinct: kill or be killed. And so after Rick Santorum fought Romney to a virtual tie in Iowa and arrived in New Hampshire trailed by media hordes, Romney's Boston headquarters decided it was time to take the former Pennsylvania Senator down. Boston trotted out Senator John McCain, New Hampshire's favorite anti-pork crusader, who proceeded to slice Santorum sideways for years of earmark spending in Washington. "Senator Santorum and I have a strong disagreement ... [in] that he believes that earmark and pork-barrel projects were good for America," said McCain, who added, for good measure, that pork is a "gateway drug to corruption." All successful campaigns have three simple goals: to win, you must project the image you want to define you, deflect efforts by your rivals to define you on their terms and define your rivals on your terms. And this time around, Romney has been far better at defining himself and his...

Tags: South Africa  Markets Update  Jean Pierre Verster  36ONE Asset Management 

(www.abndigital.com) ABN's Samantha Loring speaks with Jean Pierre Verster, Equity Analyst at 36ONE Asset Management, looking at the latest financial news driving equity markets.

Tags: Stephen Liptz  36ONE Asset Management  South Africa  hedge funds  Hedge Fund  Market  Trading  Business  Stock  Stocks  Analysis  Two  Finance  Technical  News  Economy  Johannesburg  Investment  Futures  Cayman  US  Dollar  denominated  Offshore  Fund  Educational  Options  Forex  Three  Bloomberg  Four  Vlog  Five  Day  Currency  Gold  Markets  Euro  Financial 

After working for large institutions for many years, Steven Liptz and Cy Jacobs formed 36ONE Asset Management in 2004. The company is based in Johannesburg, South Africa and manages five funds in total: two local South African hedge funds, a Cayman based hedge fund and two mutual funds. Current firm AUM is US-$ 500 million. The long-short hedge funds invest largely in the South African equity market but include selected offshore exposure. The Cayman based hedge fund was established for international investors wanting exposure to the South African equity market. The fund is US Dollar denominated, a currency hedge protects the fund against currency volatility. The 36ONE Offshore Fund was launched in May 2008 and returned 17.68% in 2008, 26.67% in 2009, 15.63% in 2010 and 8.75% through October 2011 (all figures are net). The fund has over 90% profitable months, average monthly return is 1.51%, Sharpe 4.11 at an annualized volatility of 4.58%. In this Opalesque.TV interview, Co-Founder...

Tags: Markets Wrap  Jean Pierre Vester  36ONE Asset Management 

(www.abndigital.com) Eleni Giokos speaks with Jean Pierre Vester, equity analyst at 36ONE Asset Management, looking at the latest financial news driving equity markets.