|
Portfolio Challenge - 06 October 2008 |
|
Not Playing? |
THIS WEEK
Don't miss the final episode of the The Portfolio Challenge! Over the last three months Erika van der Merwe has interviewed eight professional portfolio managers who've all constructed and managed a virtual portfolio worth R1million, and have shared their investing insights with us throughout the series. We'll also reveal this month's winner of the viewer competition plus the overall winner.
Proudly sponsored by
|
|
ABOUT THE SHOW
Join Erika van der Merwe as she speaks to eight expert participants on Summit's brand new investing series. If you would like to learn how to manage a portfolio just like the professionals, then tune in, as over the next three months, the participants compete against one another as they manage a virtual portfolio worth R1million. Each week they will appear in studio in pairs to talk to Erika about their investment decisions.
TIPS
Greg Katzenellenbogen, SPI - "Impala: the bad news regarding global auto sales is by now a known factor. The Implats share price has fallen accordingly and looks to be close to a bottom. On top of that, there is potential for a share price rerating relative to AngloPlatinum."
Craig Massey, SPI - "Remgro: corporate action at the company will see Reinet being spun off. This is a private equity company run by Johan Rupert himself. As he has pointed out, the global market turmoil has taken the prices of many good companies to fire-sale levels."
THE PORTFOLIO MANAGERS ARE:
Dr Clive Roffey; Dave Shapiro (Sasfin Frankel Pollak); Wayne McCurrie (Momentum); Lavan Gopaul (Cortex Securities); Craig Massey (Sanlam Private Investments); Greg Katzenellenbogen (Sanlam Investment Managers); Chris Gilmour (Absa); Ursula Maritz (Sanlam Multi Manager International)
BROADCAST TIMES
Wednesdays at 20:30
Thursdays at 21:30
SEND QUESTIONS AND COMMENTS TO: portfoliochallenge@summit.co.za |
MORE VIDEOS
Face 2 Face
Roffey Review
Stock Pick
Stock Watch
You and Your Money
Summit Investor
Summit Survey
Intellectual Property
CSI: The Bottom Line
Health Watch
Tax Issues
Sake Met Summit
Op Die Keper
|
|
|
|
|
Summit Television, a division of the African Business Channel (Pty) Limited, disclaims all liability for any loss,
damage, injury or expense however caused, arising from the use of or reliance upon, in any manner,
the information provided through this service and does not warrant the truth,
accuracy or
completeness of the information provided. � Summit Television 2009.
Use of our web site material in any form is prohibited without writtten permission. Usage requests: webadmin@summit.co.za |
Home