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link	country	Universe Stocks
Top Picks	AUSTRALIA	51
Top Picks	BRAZIL	76
Top Picks	BRITAIN	107
Top Picks	CANADA	67
Top Picks	CHILE	22
Top Picks	CHINA	114
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	564

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
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
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
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
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
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
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
GFI SJ zranks	Gold Fields Ltd	Materials	-24.07	24.47	30.43	102.08	-20.14	40.57	17.60	34.3	4.9	1.1	2.1	1.6	0.0	2.6	6.0	1.4	0.5	4.8	42.4	51.3	30%	340%	300%	20%	10%	-10%	90%	0.7
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
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
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
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
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
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
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
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
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
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
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
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
GRT SJ zranks	Growthpoint Properties Ltd	Real Estate	15.37	-8.79	-44.36	7.07	-21.45	27.67	35.36	16.7	0.0	6.2	0.6	13.7	0.0	-4.4	-9.6	0.0	0.0	2.7	38.1	0.0	-10%	110%	-20%	0%	0%	-70%	0%	0.0

Portfolio Longs Average Return 1m 7.8%, 6m 21.9%, YTD -3.4%, 2017 50.4%, 2016 -13.1%, 2015 36.6%, 2014 72.2%

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
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
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
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
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
TFG SJ zranks	Foschini Group Ltd/The	Consumer Discretionary	17.44	59.74	-30.11	-1.02	-24.15	44.10	55.37	5.8	4.8	1.1	1.0	5.0	52.7	6.1	16.3	1.6	0.8	2.4	55.7	19.2	-10%	-80%	-60%	-30%	50%	-30%	-20%	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
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
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
RMI SJ zranks	Rand Merchant Investment Holdings Ltd	Financials	4.99	9.54	-8.18	-9.87	-29.64	31.45	19.38	28.1	0.0	3.3	1.7	1.5	0.0	3.3	6.3	0.0	0.0	0.0	30.5	0.0	0%	30%	-60%	0%	20%	-100%	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
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
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
BGA SJ zranks	Barclays Africa Group Ltd	Financials	#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	0.0	0.0	0.0	0.0	0.0	1.1	12.8	0.0	0.0	0.0	75.1	0.0	-40%	-50%	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
APN SJ zranks	Aspen Pharmacare Holdings Ltd	Health Care	10.00	-6.15	-1.91	-9.01	-57.35	9.49	4.16	10.9	11.7	1.3	1.0	0.0	50.0	3.7	7.6	1.8	0.9	2.0	46.9	22.4	0%	-10%	0%	20%	20%	10%	-20%	0.0
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
ABL SJ zranks	African Phoenix Investments Ltd	Financials	#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	0.0	0.0	0.0	0.0	0.0	-4.5	-7.8	0.0	0.0	0.0	1.2	0.0	0%	0%	0%	0%	0%	-100%	0%	0.0
INVP LN zranks	Investec PLC	Financials	39.10	13.75	-41.93	10.17	-18.34	14.21	-2.09	10.6	0.0	1.1	0.4	7.2	0.0	2.1	24.4	0.0	0.0	0.0	64.4	0.0	-60%	-40%	-60%	0%	10%	0%	0%	0.0
MMI SJ zranks	MMI Holdings Ltd/South Africa	Financials	#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	0.0	0.0	0.0	0.0	0.0	0.0	0.8	0.0	0.0	0.0	0.0	0.0	0%	0%	0%	0%	0%	-100%	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

Portfolio Longs Average Return 1m 7.8%, 6m 21.9%, YTD -3.4%, 2017 50.4%, 2016 -13.1%, 2015 36.6%, 2014 72.2%

Portfolio Shorts Average Return 1m 31.5%, 6m 16.7%, YTD -27.0%, 2017 -11.7%, 2016 -19.2%, 2015 28.8%, 2014 16.7%

tick	totrank
RMH SJ	46.55
NTC SJ	41.57
IMP SJ	32.17
NHM SJ	28.50
KIO SJ	25.26
TRU SJ	23.94
GFI SJ	23.59
LHC SJ	21.15
TBS SJ	19.69
ANG SJ	18.52
SPP SJ	18.21
AMS SJ	17.94
ARI SJ	16.52
MTN SJ	14.72
IPL SJ	12.52
BVT SJ	11.44
EXX SJ	11.40
MPC SJ	10.19
HAR SJ	9.19
GRT SJ	7.73
VOD SJ	4.84
SHP SJ	2.79
JSE SJ	2.62
BAW SJ	1.45
WHL SJ	-0.12
MDC SJ	-0.29
RLO SJ	-0.98
INL SJ	-2.96
ASR SJ	-3.49
SBK SJ	-3.94
REM SJ	-4.09
FSR SJ	-4.30
MMI SJ	-5.81
INVP LN	-6.26
ABL SJ	-6.36
SLM SJ	-6.48
APN SJ	-6.74
SAP SJ	-7.72
BGA SJ	-9.44
PPC SJ	-10.36
NED SJ	-10.64
LBH SJ	-11.19
RMI SJ	-11.34
NPN SJ	-11.67
PIK SJ	-13.85
RDF SJ	-13.93
TFG SJ	-14.91
NPK SJ	-19.28
SOL SJ	-21.59
MSM SJ	-38.11
DSY SJ	-204.39