Saturday, May 24, 2025

Ghost Stories #21: 2023 ETF Scorecard with Siyabulela Nomoyi (Portfolio Manager at Satrix)

As we head deeper into spring, it's worth reflecting on the returns that ETFs have delivered to investors this year. To assess where the best place was to have your money, I was joined by Siyabulela Nomoyi of Satrix.

Ghost Wrap #47 (Capital Appreciation vs. PBT Group | Mustek | Bidvest | Hyprop vs. Growthpoint | Astral Foods and Quantum Foods | Trellidor...

This episode of Ghost Wrap features companies in the tech, property, industrials, food and hospitality industries. Get up to speed on local company news thanks to Mazars.

Ghost Wrap #46 (Libstar | Gemfields | FirstRand | Metair | Growthpoint)

In just six minutes, you can learn about companies in the FMCG, mining, banking, industrial and property sectors. It can only be Ghost Wrap, brought to you by Mazars.

Ghost Wrap #45 (Bell Equipment | Transaction Capital | Capitec | Caxton & CTP | City Lodge | Sun International)

Bell Equipment released strong results and Transaction Capital certainly didn't. Capitec found some love in the market. Caxton & CTP is a tale of two segments. Hospitality duo City Lodge and Sun International released numbers. Get it all in under 6 minutes in Ghost Wrap.

Ghost Wrap #44 (Bowler Metcalf | City Lodge | Shoprite | The Foschini Group | Bidvest | AVI)

There's a good spread of news in this update, including small caps and retail giants, with a sprinkling of diversified industrials for good measure.

Ghost Wrap #43 (Fortress | Truworths | Woolworths | Bidcorp | Cashbuild | KAP | Motus)

Covering a variety of sectors in this podcast, I looked at the most interesting recent news on the local market. Ghost Wrap is brought to you by Mazars.

Ghost Stories #20: Dividends – Delights and Dangers with Nico Katzke (Head of Portfolio Solutions at Satrix)

Dividends tend to get a lot of respect among investors. Is this warranted? Are they always worth celebrating, or is this just shuffling money around? In this in-depth discussion with Nico Katzke, we unpacked this topic.

Ghost Stories Ep19: The Investec USD S&P 500 Autocall

Brian McMillan joined me on this show to explain structured products and the Investec USD S&P 500 Autocall in detail, with a potential return up to 8.4% p.a. and downside protection.
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