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Top PicksAUSTRALIA51
Top PicksBRAZIL76
Top PicksBRITAIN108
Top PicksCANADA67
Top PicksCHILE22
Top PicksCHINA115
Top PicksCOLOMBIA16
Top PicksDENMARK12
Top PicksFRANCE57
Top PicksGERMANY38
Top PicksHONG KONG54
Top PicksINDIA98
Top PicksINDONESIA30
Top PicksITALY17
Top PicksJAPAN110
Top PicksMALAYSIA42
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Top PicksNETHERLANDS20
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Top PicksSOUTH AFRICA51
Top PicksSOUTH KOREA115
Top PicksSPAIN25
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Top PicksSWITZERLAND36
Top PicksTAIWAN119
Top PicksTHAILAND27
Top PicksTURKEY28
Top PicksUNITED STATES563

Top SOUTH AFRICA Long Picks

TickerCompanySector1m6mYTD1yr2yr3yr4yrPE RATIO
2019
EV/EBITDA
2019
P/S
2019
P/B
2019
DIVIDEND YIELD
2019
GROSS MARGIN
2019
ROA
2019
ROE
2019
CUR RATIO
2018
QUICK RATIO
2018
INTEREST COVERAGE RATIO
2018
TOT DEBT TO TOT CAP
2018
EBITDA Margin
2019
revenue Growth
2020
Net Income Growth
2020
DPS Growth
2019
EBITDA Growth
2020
BPS Growth
2020
Capex Growth
2020
FCF Growth
2020
PEG Ratio
2019
TFG SJ zranksFoschini Group Ltd/TheConsumer Discretionary 17.44 59.74 -30.11 -1.02 -24.15 44.10 55.37 5.84.81.11.05.052.76.116.31.60.82.455.719.2-10%-80%-60%-30%50%-30%-20%0.0
REM SJ zranksRemgro LtdFinancials 12.10 -8.41 -36.60 6.20 -27.10 20.09 6.64 17.819.51.90.72.70.04.47.13.22.02.213.36.9-40%160%-60%0%40%-30%0%0.0
PIK SJ zranksPick n Pay Stores LtdConsumer Staples 6.75 6.07 -24.27 0.30 -13.90 24.64 12.96 19.27.10.48.80.819.73.639.50.80.11.885.96.8-0%-10%-80%-0%0%-10%-40%1.3
ASR SJ zranksAssore LtdMaterials #N/A N/A #N/A N/A #N/A N/A 4.62 -25.97 77.70 351.37 5.917.84.81.36.514.818.721.24.03.2137.42.225.8-20%-40%-0%-70%-30%1150%0%0.0
KIO SJ zranksKumba Iron Ore LtdMaterials 21.07 32.52 38.66 69.87 -29.00 187.08 335.17 8.24.02.03.711.259.125.045.53.82.5150.10.051.910%20%40%10%10%-0%-0%0.0
NTC SJ zranksNetcare LtdHealth Care -7.29 -10.76 -42.38 -19.16 -5.96 -9.51 9.10 39.810.41.11.90.047.91.94.21.00.86.140.114.520%180%0%50%30%30%0%0.8
NHM SJ zranksNortham Platinum LtdMaterials 22.55 83.19 43.11 194.04 -28.70 43.06 73.05 18.87.51.94.20.00.07.525.42.00.45.935.633.380%170%0%150%60%10%170%0.0
SBK SJ zranksStandard Bank Group LtdFinancials 17.80 15.55 -27.71 2.04 -17.34 50.79 59.01 9.50.01.51.65.90.01.215.10.00.00.051.10.0-50%-40%-10%0%-0%-100%0%0.0
EXX SJ zranksExxaro Resources LtdEnergy 13.33 16.96 5.38 16.04 -14.10 113.90 134.31 4.310.01.41.410.90.014.725.61.10.88.012.623.60%-10%20%20%20%-40%0%0.0
MTN SJ zranksMTN Group LtdTelecommunication Services 18.78 32.12 -16.34 0.88 -40.78 26.95 16.32 17.94.21.21.86.771.03.210.60.80.42.849.042.110%50%0%10%-0%10%70%0.0
VOD SJ zranksVodacom Group LtdTelecommunication Services 7.32 9.91 3.47 -3.98 -16.77 11.73 18.68 12.46.82.22.37.264.79.318.81.00.87.728.440.50%10%-0%0%30%0%-30%0.8
NED SJ zranksNedbank Group LtdFinancials 28.04 8.87 -43.12 -14.90 -2.76 26.24 50.92 8.20.01.31.16.60.01.213.20.00.00.060.20.0-50%-60%-10%0%-10%0%0%0.0
RLO SJ zranksReunert LtdIndustrials 20.50 3.92 -44.82 12.96 -9.68 25.10 19.88 24.99.61.00.89.00.00.50.72.11.623.14.96.80%0%-60%0%0%-100%0%0.0
RMH SJ zranksRMB Holdings LtdFinancials 21.48 37.13 -13.11 10.12 -10.09 39.28 41.62 0.417.30.00.50.00.0111.8120.15.00.8-0.70.00.00%0%0%0%0%0%0%0.0
FSR SJ zranksFirstRand LtdFinancials 27.74 16.94 -25.87 3.14 -12.38 47.44 48.59 12.30.02.21.63.80.01.012.70.00.00.026.50.0-30%30%-50%0%40%-100%0%0.0
JSE SJ zranksJSE LtdFinancials 11.25 2.07 0.07 -21.44 -4.16 8.09 50.86 14.79.26.52.65.80.01.717.51.10.10.40.040.710%10%-0%10%-10%-100%0%0.0
ABL SJ zranksAfrican Phoenix Investments LtdFinancials #N/A N/A #N/A N/A #N/A N/A #N/A N/A #N/A N/A #N/A N/A #N/A N/A 0.00.00.00.00.00.0-4.5-7.80.00.00.01.20.00%0%0%0%0%-100%0%0.0
SPP SJ zranksSPAR Group Ltd/TheConsumer Staples 10.04 13.74 -9.61 1.97 -8.73 17.83 25.86 16.70.00.34.64.611.94.826.91.10.714.851.00.020%20%0%0%20%120%0%1.2
GRT SJ zranksGrowthpoint Properties LtdReal Estate 15.37 -8.79 -44.36 7.07 -21.45 27.67 35.36 16.70.06.20.613.70.0-4.4-9.60.00.02.738.10.0-10%110%-20%0%0%-70%0%0.0
MPC SJ zranksMr Price Group LtdConsumer Discretionary #N/A N/A #N/A N/A #N/A N/A #N/A N/A #N/A N/A #N/A N/A #N/A N/A 0.07.70.00.00.039.119.029.93.92.4928.54.019.4-10%-20%0%10%0%20%0%0.0

Portfolio Longs Average Return 1m 13.2%, 6m 15.5%, YTD -13.4%, 2017 13.4%, 2016 -15.7%, 2015 39.1%, 2014 67.3%

Top SOUTH AFRICA Short Picks

TickerCompanySector1m6mYTD1yr2yr3yr4yrPE RATIO
2019
EV/EBITDA
2019
P/S
2019
P/B
2019
DIVIDEND YIELD
2019
GROSS MARGIN
2019
ROA
2019
ROE
2019
CUR RATIO
2018
QUICK RATIO
2018
INTEREST COVERAGE RATIO
2018
TOT DEBT TO TOT CAP
2018
EBITDA Margin
2019
revenue Growth
2020
Net Income Growth
2020
DPS Growth
2019
EBITDA Growth
2020
BPS Growth
2020
Capex Growth
2020
FCF Growth
2020
PEG Ratio
2019
ANG SJ zranksAngloGold Ashanti LtdMaterials -13.96 -4.25 -2.45 80.06 22.55 -5.70 61.91 24.99.31.63.67.325.7-0.2-0.51.60.53.543.234.230%200%0%90%280%0%190%0.6
IPL SJ zranksImperial Holdings LtdConsumer Discretionary 14.73 -2.06 -34.58 -7.63 -37.60 64.85 81.44 37.58.00.21.04.30.0-0.8-4.01.40.73.362.06.210%160%-40%80%30%10%-10%0.0
WHL SJ zranksWoolworths Holdings Ltd/South AfricaConsumer Discretionary 3.69 15.76 -28.88 -5.84 -24.14 7.06 -16.89 27.47.50.64.82.735.11.17.01.10.24.560.413.210%80%-60%10%40%-10%-10%1.2
NPK SJ zranksNampak LtdMaterials 191.81 78.82 -68.74 -49.26 -26.43 -3.13 -12.06 0.019.70.40.10.00.0-17.9-49.81.50.60.749.63.010%0%0%300%0%-50%0%0.0
PPC SJ zranksPPC LtdMaterials 108.80 10.99 -66.87 -56.40 -27.07 39.71 -37.81 6.35.00.70.40.019.5-10.8-22.51.10.51.535.215.7-0%0%0%20%0%-100%0%0.0
IMP SJ zranksImpala Platinum Holdings LtdMaterials 18.96 55.00 18.11 302.61 -2.58 -15.86 92.47 5.63.41.01.54.533.319.731.82.41.04.517.337.770%110%0%100%50%60%80%0.0
HAR SJ zranksHarmony Gold Mining Co LtdMaterials -19.72 43.17 17.16 109.06 -4.31 -17.68 130.14 0.011.10.61.90.011.4-2.2-3.81.40.5-6.120.713.860%0%0%280%20%30%60%0.0
BVT SJ zranksBidvest Group Ltd/TheIndustrials 23.64 7.90 -24.86 4.94 -16.03 37.45 105.86 36.113.00.82.12.030.6-0.6-1.91.10.64.035.97.610%110%-60%80%30%10%-20%2.6
SOL SJ zranksSasol LtdMaterials 41.22 -1.84 -59.77 -25.50 -12.23 23.00 11.41 0.00.01.10.50.052.7-19.2-48.71.60.81.038.0-42.510%0%0%0%10%-30%0%0.0
APN SJ zranksAspen Pharmacare Holdings LtdHealth Care 10.00 -6.15 -1.91 -9.01 -57.35 9.49 4.16 10.911.71.31.00.050.03.77.61.80.92.046.922.40%-10%0%20%20%10%-20%0.0
GFI SJ zranksGold Fields LtdMaterials -24.07 24.47 30.43 102.08 -20.14 40.57 17.60 34.34.91.12.11.60.02.66.01.40.54.842.451.330%340%300%20%10%-10%90%0.7
MSM SJ zranksMassmart Holdings LtdConsumer Staples 17.98 73.71 -27.38 -48.08 -34.61 25.27 44.38 0.05.80.32.30.018.9-3.5-23.10.80.22.947.74.4-10%0%0%-30%-40%-40%0%0.0
LHC SJ zranksLife Healthcare Group Holdings LtdHealth Care 0.01 -5.34 -39.63 0.03 -13.76 2.80 10.07 35.09.21.31.50.00.0-0.2-0.60.70.65.242.417.310%90%0%30%20%40%80%1.2
TRU SJ zranksTruworths International LtdConsumer Discretionary 15.93 9.41 -25.63 -39.08 -15.92 38.80 3.98 8.495.21.72.48.250.8-3.6-7.72.21.51.641.01.20%-10%-30%1850%4550%20%-40%0.0
MDC SJ zranksMediclinic International LtdHealth Care #N/A N/A #N/A N/A #N/A N/A #N/A N/A #N/A N/A #N/A N/A #N/A N/A 25.218.22.03.30.943.65.715.21.41.05.554.520.510%40%0%10%20%-20%-0%0.0
SHP SJ zranksShoprite Holdings LtdConsumer Staples 1.45 29.62 -0.87 -30.24 -24.30 46.44 38.36 14.06.60.63.03.623.94.116.01.20.43.062.78.210%-0%10%10%10%60%-80%1.2
INL SJ zranksInvestec LtdFinancials 38.57 15.48 -36.61 14.02 -20.26 14.64 -1.74 3.30.01.10.47.10.02.124.40.00.00.064.40.0-60%-0%-60%0%10%0%0%0.0
SAP SJ zranksSappi LtdMaterials 40.34 18.53 -29.84 -43.29 -19.69 12.16 55.42 0.08.20.20.50.08.7-2.4-7.51.50.84.049.37.510%0%0%60%10%0%0%0.0
INVP LN zranksInvestec PLCFinancials 39.10 13.75 -41.93 10.17 -18.34 14.21 -2.09 10.60.01.10.47.20.02.124.40.00.00.064.40.0-60%-40%-60%0%10%0%0%0.0
RDF SJ zranksRedefine Properties LtdReal Estate 39.36 0.48 -65.06 -10.16 -14.55 15.64 40.85 0.09.34.80.420.90.0-18.0-35.30.30.02.242.162.0-10%30%-50%-30%20%-90%0%0.0

Portfolio Longs Average Return 1m 13.2%, 6m 15.5%, YTD -13.4%, 2017 13.4%, 2016 -15.7%, 2015 39.1%, 2014 67.3%

Portfolio Shorts Average Return 1m 27.4%, 6m 18.9%, YTD -24.5%, 2017 14.9%, 2016 -18.3%, 2015 17.5%, 2014 31.4%

ticktotrank
TFG SJ22.26
REM SJ19.73
PIK SJ18.69
ASR SJ12.79
KIO SJ11.94
NTC SJ10.06
NHM SJ8.79
SBK SJ6.26
EXX SJ5.92
MTN SJ4.04
VOD SJ3.76
NED SJ3.66
RLO SJ3.54
RMH SJ2.69
FSR SJ2.60
JSE SJ1.91
ABL SJ1.41
SPP SJ1.25
GRT SJ1.06
MPC SJ-0.61
DSY SJ-1.06
BGA SJ-1.50
ARI SJ-2.35
AMS SJ-3.22
TBS SJ-3.44
SLM SJ-3.54
MMI SJ-3.61
NPN SJ-3.70
LBH SJ-3.72
RMI SJ-4.13
BAW SJ-4.62
RDF SJ-4.94
INVP LN-5.50
SAP SJ-6.61
INL SJ-6.71
SHP SJ-7.94
MDC SJ-8.49
TRU SJ-9.51
LHC SJ-10.23
MSM SJ-10.47
GFI SJ-11.17
APN SJ-12.49
SOL SJ-12.72
BVT SJ-12.81
HAR SJ-14.25
IMP SJ-15.48
PPC SJ-16.13
NPK SJ-20.47
WHL SJ-22.41
IPL SJ-37.12
ANG SJ-89.07