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Portfolio Challenge - 06 October 2008 |
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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.
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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 |
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