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link	country	Universe Stocks
Top Picks	AUSTRALIA	51
Top Picks	BRAZIL	76
Top Picks	BRITAIN	108
Top Picks	CANADA	67
Top Picks	CHILE	22
Top Picks	CHINA	115
Top Picks	COLOMBIA	16
Top Picks	DENMARK	12
Top Picks	FRANCE	57
Top Picks	GERMANY	38
Top Picks	HONG KONG	54
Top Picks	INDIA	98
Top Picks	INDONESIA	30
Top Picks	ITALY	17
Top Picks	JAPAN	110
Top Picks	MALAYSIA	42
Top Picks	MEXICO	29
Top Picks	NETHERLANDS	20
Top Picks	PHILIPPINES	22
Top Picks	RUSSIA	135
Top Picks	SOUTH AFRICA	51
Top Picks	SOUTH KOREA	115
Top Picks	SPAIN	25
Top Picks	SWEDEN	25
Top Picks	SWITZERLAND	36
Top Picks	TAIWAN	119
Top Picks	THAILAND	27
Top Picks	TURKEY	28
Top Picks	UNITED STATES	563

Top SOUTH AFRICA Long Picks

Ticker	Company	Sector	1m	6m	YTD	1yr	2yr	3yr	4yr	PE 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
IMP SJ zranks	Impala Platinum Holdings Ltd	Materials	18.96	55.00	18.11	302.61	-2.58	-15.86	92.47	5.6	3.4	1.0	1.5	4.5	33.3	19.7	31.8	2.4	1.0	4.5	17.3	37.7	70%	110%	0%	100%	50%	60%	80%	0.0
KIO SJ zranks	Kumba Iron Ore Ltd	Materials	21.07	32.52	38.66	69.87	-29.00	187.08	335.17	8.2	4.0	2.0	3.7	11.2	59.1	25.0	45.5	3.8	2.5	150.1	0.0	51.9	10%	20%	40%	10%	10%	-0%	-0%	0.0
AMS SJ zranks	Anglo American Platinum Ltd	Materials	10.21	18.57	-10.86	155.96	33.57	48.18	60.87	18.5	11.2	1.9	5.8	2.1	26.9	19.1	34.3	1.4	0.4	14.8	11.7	30.2	0%	30%	250%	30%	10%	-10%	-80%	1.4
EXX SJ zranks	Exxaro Resources Ltd	Energy	13.33	16.96	5.38	16.04	-14.10	113.90	134.31	4.3	10.0	1.4	1.4	10.9	0.0	14.7	25.6	1.1	0.8	8.0	12.6	23.6	0%	-10%	20%	20%	20%	-40%	0%	0.0
ARI SJ zranks	African Rainbow Minerals Ltd	Materials	14.04	61.46	52.93	28.61	-0.76	60.88	163.05	5.9	8.8	4.0	1.2	7.1	35.7	9.9	13.2	2.5	1.5	3.6	6.4	33.7	30%	60%	-20%	200%	60%	270%	70%	0.0
DSY SJ zranks	Discovery Ltd	Financials	15.61	25.83	-2.62	-20.99	-25.06	82.49	-1.36	706.4	0.0	1.6	1.6	1.0	0.0	0.1	0.2	0.0	0.0	0.0	25.4	0.0	-30%	0%	-60%	0%	30%	-100%	0%	0.0
NPN SJ zranks	Naspers Ltd	Consumer Discretionary	6.06	22.22	29.34	23.48	-27.64	90.44	7.35	28.4	0.0	30.3	2.9	4.0	32.7	9.0	12.6	6.7	6.2	-2.8	10.4	-12.6	30%	-10%	-20%	0%	30%	-20%	0%	0.0
SPP SJ zranks	SPAR Group Ltd/The	Consumer Staples	10.04	13.74	-9.61	1.97	-8.73	17.83	25.86	16.7	0.0	0.3	4.6	4.6	11.9	4.8	26.9	1.1	0.7	14.8	51.0	0.0	20%	20%	0%	0%	20%	120%	0%	1.2
MPC SJ zranks	Mr Price Group Ltd	Consumer 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	0.0	7.7	0.0	0.0	0.0	39.1	19.0	29.9	3.9	2.4	928.5	4.0	19.4	-10%	-20%	0%	10%	0%	20%	0%	0.0
LBH SJ zranks	Liberty Holdings Ltd	Financials	14.80	-6.89	-45.40	10.71	-19.38	32.82	14.84	9.6	0.0	0.6	1.3	6.4	0.0	0.7	13.1	0.0	0.0	0.0	20.5	0.0	-50%	0%	-10%	0%	-10%	-100%	0%	0.0
VOD SJ zranks	Vodacom Group Ltd	Telecommunication Services	7.32	9.91	3.47	-3.98	-16.77	11.73	18.68	12.4	6.8	2.2	2.3	7.2	64.7	9.3	18.8	1.0	0.8	7.7	28.4	40.5	0%	10%	-0%	0%	30%	0%	-30%	0.8
SLM SJ zranks	Sanlam Ltd	Financials	19.71	3.34	-28.34	6.10	-18.02	59.84	21.53	22.9	0.0	2.1	2.4	4.2	0.0	0.8	10.5	0.0	0.0	0.0	8.3	0.0	0%	-30%	-0%	0%	-20%	0%	0%	0.0
NED SJ zranks	Nedbank Group Ltd	Financials	28.04	8.87	-43.12	-14.90	-2.76	26.24	50.92	8.2	0.0	1.3	1.1	6.6	0.0	1.2	13.2	0.0	0.0	0.0	60.2	0.0	-50%	-60%	-10%	0%	-10%	0%	0%	0.0
SBK SJ zranks	Standard Bank Group Ltd	Financials	17.80	15.55	-27.71	2.04	-17.34	50.79	59.01	9.5	0.0	1.5	1.6	5.9	0.0	1.2	15.1	0.0	0.0	0.0	51.1	0.0	-50%	-40%	-10%	0%	-0%	-100%	0%	0.0
ANG SJ zranks	AngloGold Ashanti Ltd	Materials	-13.96	-4.25	-2.45	80.06	22.55	-5.70	61.91	24.9	9.3	1.6	3.6	7.3	25.7	-0.2	-0.5	1.6	0.5	3.5	43.2	34.2	30%	200%	0%	90%	280%	0%	190%	0.6
HAR SJ zranks	Harmony Gold Mining Co Ltd	Materials	-19.72	43.17	17.16	109.06	-4.31	-17.68	130.14	0.0	11.1	0.6	1.9	0.0	11.4	-2.2	-3.8	1.4	0.5	-6.1	20.7	13.8	60%	0%	0%	280%	20%	30%	60%	0.0
PIK SJ zranks	Pick n Pay Stores Ltd	Consumer Staples	6.75	6.07	-24.27	0.30	-13.90	24.64	12.96	19.2	7.1	0.4	8.8	0.8	19.7	3.6	39.5	0.8	0.1	1.8	85.9	6.8	-0%	-10%	-80%	-0%	0%	-10%	-40%	1.3
MTN SJ zranks	MTN Group Ltd	Telecommunication Services	18.78	32.12	-16.34	0.88	-40.78	26.95	16.32	17.9	4.2	1.2	1.8	6.7	71.0	3.2	10.6	0.8	0.4	2.8	49.0	42.1	10%	50%	0%	10%	-0%	10%	70%	0.0
ASR SJ zranks	Assore Ltd	Materials	#N/A N/A	#N/A N/A	#N/A N/A	4.62	-25.97	77.70	351.37	5.9	17.8	4.8	1.3	6.5	14.8	18.7	21.2	4.0	3.2	137.4	2.2	25.8	-20%	-40%	-0%	-70%	-30%	1150%	0%	0.0
RDF SJ zranks	Redefine Properties Ltd	Real Estate	39.36	0.48	-65.06	-10.16	-14.55	15.64	40.85	0.0	9.3	4.8	0.4	20.9	0.0	-18.0	-35.3	0.3	0.0	2.2	42.1	62.0	-10%	30%	-50%	-30%	20%	-90%	0%	0.0

Portfolio Longs Average Return 1m 11.4%, 6m 17.7%, YTD -5.5%, 2017 38.1%, 2016 -11.3%, 2015 44.4%, 2014 79.8%

Top SOUTH AFRICA Short Picks

Ticker	Company	Sector	1m	6m	YTD	1yr	2yr	3yr	4yr	PE 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
NHM SJ zranks	Northam Platinum Ltd	Materials	22.55	83.19	43.11	194.04	-28.70	43.06	73.05	18.8	7.5	1.9	4.2	0.0	0.0	7.5	25.4	2.0	0.4	5.9	35.6	33.3	80%	170%	0%	150%	60%	10%	170%	0.0
TRU SJ zranks	Truworths International Ltd	Consumer Discretionary	15.93	9.41	-25.63	-39.08	-15.92	38.80	3.98	8.4	95.2	1.7	2.4	8.2	50.8	-3.6	-7.7	2.2	1.5	1.6	41.0	1.2	0%	-10%	-30%	1850%	4550%	20%	-40%	0.0
WHL SJ zranks	Woolworths Holdings Ltd/South Africa	Consumer Discretionary	3.69	15.76	-28.88	-5.84	-24.14	7.06	-16.89	27.4	7.5	0.6	4.8	2.7	35.1	1.1	7.0	1.1	0.2	4.5	60.4	13.2	10%	80%	-60%	10%	40%	-10%	-10%	1.2
RLO SJ zranks	Reunert Ltd	Industrials	20.50	3.92	-44.82	12.96	-9.68	25.10	19.88	24.9	9.6	1.0	0.8	9.0	0.0	0.5	0.7	2.1	1.6	23.1	4.9	6.8	0%	0%	-60%	0%	0%	-100%	0%	0.0
NPK SJ zranks	Nampak Ltd	Materials	191.81	78.82	-68.74	-49.26	-26.43	-3.13	-12.06	0.0	19.7	0.4	0.1	0.0	0.0	-17.9	-49.8	1.5	0.6	0.7	49.6	3.0	10%	0%	0%	300%	0%	-50%	0%	0.0
IPL SJ zranks	Imperial Holdings Ltd	Consumer Discretionary	14.73	-2.06	-34.58	-7.63	-37.60	64.85	81.44	37.5	8.0	0.2	1.0	4.3	0.0	-0.8	-4.0	1.4	0.7	3.3	62.0	6.2	10%	160%	-40%	80%	30%	10%	-10%	0.0
REM SJ zranks	Remgro Ltd	Financials	12.10	-8.41	-36.60	6.20	-27.10	20.09	6.64	17.8	19.5	1.9	0.7	2.7	0.0	4.4	7.1	3.2	2.0	2.2	13.3	6.9	-40%	160%	-60%	0%	40%	-30%	0%	0.0
LHC SJ zranks	Life Healthcare Group Holdings Ltd	Health Care	0.01	-5.34	-39.63	0.03	-13.76	2.80	10.07	35.0	9.2	1.3	1.5	0.0	0.0	-0.2	-0.6	0.7	0.6	5.2	42.4	17.3	10%	90%	0%	30%	20%	40%	80%	1.2
BAW SJ zranks	Barloworld Ltd	Industrials	54.08	17.21	-23.86	4.83	-36.11	54.77	127.43	0.0	4.0	0.4	0.7	0.0	10.3	-5.2	-11.5	1.8	0.9	3.9	25.9	9.3	20%	0%	0%	50%	30%	90%	-50%	0.0
TBS SJ zranks	Tiger Brands Ltd	Consumer Staples	1.75	33.03	-9.57	-9.87	-47.28	31.81	46.40	20.3	12.4	1.2	2.2	2.8	30.1	4.6	6.6	2.0	0.9	177.0	3.3	8.9	10%	0%	-40%	50%	20%	70%	10%	7.3
BVT SJ zranks	Bidvest Group Ltd/The	Industrials	23.64	7.90	-24.86	4.94	-16.03	37.45	105.86	36.1	13.0	0.8	2.1	2.0	30.6	-0.6	-1.9	1.1	0.6	4.0	35.9	7.6	10%	110%	-60%	80%	30%	10%	-20%	2.6
INL SJ zranks	Investec Ltd	Financials	38.57	15.48	-36.61	14.02	-20.26	14.64	-1.74	3.3	0.0	1.1	0.4	7.1	0.0	2.1	24.4	0.0	0.0	0.0	64.4	0.0	-60%	-0%	-60%	0%	10%	0%	0%	0.0
SOL SJ zranks	Sasol Ltd	Materials	41.22	-1.84	-59.77	-25.50	-12.23	23.00	11.41	0.0	0.0	1.1	0.5	0.0	52.7	-19.2	-48.7	1.6	0.8	1.0	38.0	-42.5	10%	0%	0%	0%	10%	-30%	0%	0.0
RMH SJ zranks	RMB Holdings Ltd	Financials	21.48	37.13	-13.11	10.12	-10.09	39.28	41.62	0.4	17.3	0.0	0.5	0.0	0.0	111.8	120.1	5.0	0.8	-0.7	0.0	0.0	0%	0%	0%	0%	0%	0%	0%	0.0
SAP SJ zranks	Sappi Ltd	Materials	40.34	18.53	-29.84	-43.29	-19.69	12.16	55.42	0.0	8.2	0.2	0.5	0.0	8.7	-2.4	-7.5	1.5	0.8	4.0	49.3	7.5	10%	0%	0%	60%	10%	0%	0%	0.0
PPC SJ zranks	PPC Ltd	Materials	108.80	10.99	-66.87	-56.40	-27.07	39.71	-37.81	6.3	5.0	0.7	0.4	0.0	19.5	-10.8	-22.5	1.1	0.5	1.5	35.2	15.7	-0%	0%	0%	20%	0%	-100%	0%	0.0
NTC SJ zranks	Netcare Ltd	Health Care	-7.29	-10.76	-42.38	-19.16	-5.96	-9.51	9.10	39.8	10.4	1.1	1.9	0.0	47.9	1.9	4.2	1.0	0.8	6.1	40.1	14.5	20%	180%	0%	50%	30%	30%	0%	0.8
MSM SJ zranks	Massmart Holdings Ltd	Consumer Staples	17.98	73.71	-27.38	-48.08	-34.61	25.27	44.38	0.0	5.8	0.3	2.3	0.0	18.9	-3.5	-23.1	0.8	0.2	2.9	47.7	4.4	-10%	0%	0%	-30%	-40%	-40%	0%	0.0
FSR SJ zranks	FirstRand Ltd	Financials	27.74	16.94	-25.87	3.14	-12.38	47.44	48.59	12.3	0.0	2.2	1.6	3.8	0.0	1.0	12.7	0.0	0.0	0.0	26.5	0.0	-30%	30%	-50%	0%	40%	-100%	0%	0.0
SHP SJ zranks	Shoprite Holdings Ltd	Consumer Staples	1.45	29.62	-0.87	-30.24	-24.30	46.44	38.36	14.0	6.6	0.6	3.0	3.6	23.9	4.1	16.0	1.2	0.4	3.0	62.7	8.2	10%	-0%	10%	10%	10%	60%	-80%	1.2

Portfolio Longs Average Return 1m 11.4%, 6m 17.7%, YTD -5.5%, 2017 38.1%, 2016 -11.3%, 2015 44.4%, 2014 79.8%

Portfolio Shorts Average Return 1m 32.6%, 6m 21.2%, YTD -29.8%, 2017 -4.2%, 2016 -22.5%, 2015 28.1%, 2014 32.8%

tick	totrank
IMP SJ	60.36
KIO SJ	26.92
AMS SJ	26.38
EXX SJ	15.04
ARI SJ	11.72
DSY SJ	9.02
NPN SJ	7.14
SPP SJ	6.30
MPC SJ	5.83
LBH SJ	3.88
VOD SJ	3.82
SLM SJ	1.15
NED SJ	1.12
SBK SJ	-0.91
ANG SJ	-1.46
HAR SJ	-1.62
PIK SJ	-1.72
MTN SJ	-2.35
ASR SJ	-3.40
RDF SJ	-3.99
MMI SJ	-4.81
RMI SJ	-5.28
GFI SJ	-5.29
JSE SJ	-6.48
ABL SJ	-6.63
TFG SJ	-6.63
GRT SJ	-6.84
INVP LN	-7.47
APN SJ	-8.32
MDC SJ	-8.42
BGA SJ	-8.65
SHP SJ	-8.67
FSR SJ	-9.42
MSM SJ	-9.61
NTC SJ	-10.66
PPC SJ	-13.24
SAP SJ	-13.30
RMH SJ	-13.59
SOL SJ	-13.73
INL SJ	-14.73
BVT SJ	-15.02
TBS SJ	-16.16
BAW SJ	-18.79
LHC SJ	-19.27
REM SJ	-26.12
IPL SJ	-27.26
NPK SJ	-28.89
RLO SJ	-31.90
WHL SJ	-33.66
TRU SJ	-39.58
NHM SJ	-48.47