As Portfolio Manager at PSG Wealth Old Oak and with over 20 years’ experience in the investment industry, Schalk has consistently delivered solid returns to his clients and has certainly become one of South Africa’s most well-known strategists. He started his career in 1994 at the stockbroking company, Huysamer Stals (later ABN Amro). He joined SMK Securities in 1997, (later became BoE Personal Stockbrokers) and was later appointed as director and branch manager. In 2001 he co-founded Contego Asset Management and managed the company as CEO up to March 2014, after which he joined PSG Wealth Old Oak. Schalk has also become a regular household name with investors, with his reports being published in many of the national press. He completed his MBA in 2008.
Morning Note

Morning Note – 3 May 2017

SENS summary Novus Holdings Limited (NVS) Novus expects their EPS for the year ended 31 March 2017 to decline within the range of 42 and 45% when compared to the corresponding period in 2016. They also expect their HEPS to decline between 20 and 23%.   Coronation Fund Managers Limited (CML) The group expects diluted […]

Morning Note

Morning Note – 2 May 2017

SENS summary Allied Electronics Corporation Limited (AEL) AEL’s headline earnings per share with respect to the company’s total operations is expected to be between 141 and 155% higher for the year ended 28 Feb 2017 compared to the previous period. Their basic earnings per share is expected to be between 77 and 85% higher.   […]

Morning Note

Morning Note – 28 April 2017

SENS summary Mediclinic International plc (MEI) The Crown Prince of Abu Dhabi, His Higness Sheikh Mohamed bin Zayed Al Nahyan, has ordered the waiving of the 20% co-payment for patients receiving treatment at the private healthcare facilities in Abu Dahbi, with immediate effect. Mediclinic’s share on the London exchange reacted positively to this news, jumping […]

Morning Note

Morning Note – 26 April 2017

SENS summary Afrimat Limited (AFT) The company announced that they expect their earnings per share to increase between 22 and 27% and headline earnings per share to increase with the same percentage points.   Investec Limited (INL) ​Coronation decreased their holding in Investec to 2.978%   Capital and Counties Properties PLC (CCO) Coronation increased their […]

Morning Note

Morning Note – 25 April 2017

SENS summary Distell Group Limited (DST) The Distell group announced that they acquired a 75% interest in Cruz vodka (fastest growing luxury imported vodka in South Africa).   Consolidated Infrastructure Group (CIL) CIL reported interim results for the 6 months ended 28 Feb 2017. Basic and headline earnings decreased by 18.6% from previous period to […]

Morning Note

Morning Note – 24 April 2017

SENS summary and general information   Capital & Counties Properties PLC (CCO)   Coronation decreased their share in Capital & Counties to 10.98%.   Vunani Limited (VUN)​   Vunani released a trading update which states that the company anticipates that their basic earnings per share for the 12 month period ending 28 February 2017 will […]

Morning Note

Morning Note – 20 April 2017

SENS Summary   Cashbuild limited (CSB) Cashbuild released its quarterly operational update stating that the revenue for the group for the year to date increased by 15% compared to the prior year. Transactions for the group is up 8% for the third quarter compared to the prior year. The total number of stores included in […]

Morning Note

Morning Note – 19 April 2017

SENS Summary   Nedbank Group Limited (NED)   Nedbank released an announcement regarding Ecobank Transnational Incorporated (ETI), their strategic partner in Central and West Africa. NED has 20% shareholding in ETI. ETI released their financial results for the full year 2016. They reported a loss of $250million for the year 2016 this included an attributable […]

Morning Note

Morning Note – 18 April 2017

SENS Summary Mediclinic International plc (MEI) Mediclinic released a trading update highlighting the following matters for their various operating platforms:​ Hirslanden (Switzerland): ​ Revenue increased with 3.5% EBITDA increased to 20% (19.7% in 2016)   South Africa: ​Revenue increased with 6.8% EBITDA decreased marginally to 21% (21.4% in 2016) (Due to higher price increases on […]

Morning Note

Morning Note – 13 April 2017

SENS Summary PSG Group Limited (PSG) PSG released a trading statement yesterday for the year ended 28 February 2017 which stated: Sum of the parts (SOTP) value per share of R240.87 is 29% higher since Feb 2016. Recurring headline earnings will increase between 16.8 and 18%. Headlines earnings will increase between 49.4 and 50.9%. Attributable […]

Morning Note

Morning Note – 12 April 2017

  SENS Summary Sirius Real Estate Limited (SRE) Sirius released a trading statement yesterday, highlighting the following points: Occupancy increased to 81% (80% in 2016). Their operating platform in Germany proves to be a resilient investment. Their rental income increased to over €70 mil (€60.5 mil in 2016). Contributing to this amount is their new […]

Financial Planning Podcasts

Schalk Louw via Moneyweb Radio: Finansiële nuwejaarvoornemens vir 2017

Luister hier na 5 stappe wat jou kan help met jou finansiële nuwerjaarvoornemens vir 2017 Schalk Louw, Portefeuljebestuurder by PSG Wealth Old Oak, Bellville Met dank aan Moneyweb

Podcasts

Schalk Louw via Moneyweb Radio: Die vooruitsigte van JSE genoteerde eiendomsgroepe met blootstelling aan Brittanje

Luister hier na die vooruitsigte van JSE genoteerde eiendomsgroepe met blootstelling aan Brittanje Schalk Louw, Portefeuljebestuurder by PSG Wealth Old OaK, Bellville Met dank aan Moneyweb

Economy Podcasts

Schalk Louw via Moneyweb Radio: Die implikasies van die jongste politieke en ekonomiese verwikkelinge vir beleggers

Luister hier na die implikasies van die jongste politieke en ekonomiese verwikkelinge vir beleggers Schalk Louw, Portefeuljebestuurder by PSG Wealth Old OaK, Bellville. Met dank aan Moneyweb

Financial Planning Markets & Equities

Finweek Money Matters Interview: How to actively manage your investment portfolio

The first quarter of the year has been characterised by market volatility, uncertainty over the local and global economic outlook, and local political risk factors that have influenced the performance of equity and bond markets. Joining CNBC Africa to discuss investment strategies in the current environment is Schalk Louw, Portfolio Manager at PSG, and Nerina […]

Economy

Finweek Money Matters: Where does SARB’s rate hike leave the SA economy?

The South African Reserve Bank announced its decision to hike interest rates by 25 basis points recently, and there may be more to come. Alex Smith, Economist at FNB and Schalk Louw, Portfolio Manager at PSG Wealth discuss what this means for the economy and if you should think differently about your investment strategy. finweek […]