Podcast appearances and mentions of keith mclachlan

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Best podcasts about keith mclachlan

Latest podcast episodes about keith mclachlan

MoneywebNOW
Looking for a CFD broker? Here's how to pick one

MoneywebNOW

Play Episode Listen Later Jun 12, 2025 20:54


Gary Booysen from Rand Swiss on choosing a CFD broker amid a major broker's exit from SA. Keith McLachlan of Element Investment Managers discusses Santova's results and acquisitions. Zikona Poswayo from Standard Bank introduces two new structured products focused on China and gold miners.

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MoneywebNOW
[TOP STORY] Santova results ‘really spectacular' despite modest appearance

MoneywebNOW

Play Episode Listen Later Jun 12, 2025 6:51


The Seabourne Group acquisition is conceptually a really clever deal – Keith McLachlan, Element Investment Managers.

appearance modest keith mclachlan
MoneywebNOW
Pick n Pay offers value on sum of parts

MoneywebNOW

Play Episode Listen Later May 27, 2025 21:28


Alex Duys of Umthombo Wealth shares insights on Altron's impressive performance, highlighting the strength behind its latest results. Keith McLachlan from Element Investment Managers sees undervalued opportunity in Pick n Pay, despite the retailer's ongoing struggle to reach breakeven. Eva August, CEO of Century 21 SA, notes that sustainable homes have moved beyond niche appeal – they're now the expected norm.

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MoneywebNOW
Expensive is the norm for high quality Capitec

MoneywebNOW

Play Episode Listen Later Apr 24, 2025 22:42


Schalk Louw from PSG Old Oak dives into Capitec's latest results – the stock's not cheap, but the numbers and growth are hard to ignore. Keith McLachlan from Element Investment Managers chats about what to do when one of your stocks has run hard and suddenly makes up a big chunk of your portfolio. Dr Azar Jammine from Econometrix gives his take on the IMF's downgrade of South Africa's 2025 GDP forecast – and why it's way below what Treasury is expecting.

MoneywebNOW
Will Trump walk back tariffs after a market meltdown?

MoneywebNOW

Play Episode Listen Later Apr 4, 2025 19:45


Viv Govender from Rand Swiss breaks down a tough day of selling in local and global markets; what now? Keith McLachlan from Element Investment Managers explains the concept of embedded value in insurance companies. Simon shares his insights on expenses and the importance of knowing your effective annual cost.

MoneywebNOW
[TOP STORY] How does a life insurance company value itself?

MoneywebNOW

Play Episode Listen Later Apr 4, 2025 8:42


Keith McLachlan from Element Investment Managers explains the concept of embedded value in insurance companies.

MoneywebNOW
SA's economy still loves beer

MoneywebNOW

Play Episode Listen Later Feb 10, 2025 20:10


Nick Kunze from Sanlam Private Wealth unpacks more strong US jobs data and more Trump risks, while Integral Investment Managers's Keith McLachlan explores ‘mine streaming,' where funders are repaid in mined commodities. Beer Association of SA CEO Charlene Louw breaks down the scale of the local and global beer economy.

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MoneywebNOW
[TOP STORY] Mine streaming offers ‘very, very investible options'

MoneywebNOW

Play Episode Listen Later Feb 10, 2025 7:03


‘Over the last number of years it's become harder and harder for, for example, oil, gas and coal companies to raise funding and financing to build mines. The streamers have jumped into that space to fill the niche' – Keith McLachlan from Integral Asset Management.

MoneywebNOW
Sasol production slowly improving as it manages what it can

MoneywebNOW

Play Episode Listen Later Jan 24, 2025 20:43


Shaun Dendere from Trive Investments breaks down Sasol's trading update and Cashbuild's strong results. Keith McLachlan from Integral Asset Management dives into the GLP-1 drug boom and its investment opportunities. Simon on big purchases: Trust less, verify more.

MoneywebNOW
[TOP STORY] The appetite for GLP-1 drugs grows

MoneywebNOW

Play Episode Listen Later Jan 24, 2025 11:44


‘The nature of the beast is yes, these drugs come off patent; the demand is there and someone could produce it more cheaply', Integral Asset Management's Keith McLachlan points out.

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JSEDirect with Simon Brown
Predictions 2025 with; Marc Ashton, Keith McLachlan & Simon Brown

JSEDirect with Simon Brown

Play Episode Listen Later Jan 14, 2025 36:28


For the twelfth year in a row Marc Ashton, Keith McLachlan & Simon Brown get together and make three predictions each for year ahead. They then also give their expectations for the local Top40 index and the Rand against the US$. But first every year they start by scoring their previous year predictions to keep things real and honest.

MoneywebNOW
Small cap offshore beating Nasdaq

MoneywebNOW

Play Episode Listen Later Jan 8, 2025 20:22


Keith McLachlan from Integral Investment Management shares insights on offshore investing, evaluating executive performance, and uncovering value.

JSEDirect with Simon Brown
Bitcoin Fails at $100k & Hello Boxer (#612)

JSEDirect with Simon Brown

Play Episode Listen Later Nov 27, 2024 20:31


  Boxer IPO Hits the Market Boxer* (JSE code will be BOX) lists on 28 November, debuting at R54/share after a highly oversubscribed IPO. Strategies discussed for trading or investing in Boxer shares, including buying through Pick n Pay shares. Key takeaway: Patience is key; wait for potential pullbacks. Two-Pot Retirement Savings and Market Impact Early evidence of consumer spending from the two-pot retirement system. Stocks like Mr. Price*, Pepkor, and Keith McLachlan's picks (e.g., Afrimat, Netcare) reviewed as beneficiaries. Satrix 40 ETF Turns 24 Launched in 2000, the Satrix 40 has delivered an annualized return of 11.3%. Impact: Introduced passive investing and slashed fees for South African investors. Bitcoin's Psychological Barrier at $100,000 Bitcoin fell short of the $100K milestone, retracing to around $93K. Analysis of big psychological levels in markets and what this means for Bitcoin's momentum. Bitcoin | Weekly | 27 November 2024 Anglo-Platinum Share Sale Anglo-American reduces its stake in Anglo-Platinum, selling at cycle lows. Discussion on PGM market challenges and future outlook. Trump's Proposed Tariffs Announced 10% tariffs on all Chinese imports and 25% on goods from Mexico and Canada. Potential economic implications and geopolitical fallout analysed. Rand, DXY, and Gold The Rand holds surprisingly well despite DXY strength; predictions for 2024 suggest potential recovery. Gold price fluctuations and long-term bullish outlook. US$ Index (DXY) | Weekly | 27 November 2024 Commodity Spotlight: Coffee and Cocoa Coffee prices hit 20-year highs due to Brazilian droughts, impacting consumer costs. Cocoa prices stabilise after a surge, with Nestlé and soft commodity ETFs in focus. Super Group and SG Fleet Deal SG Fleet receives a buyout offer, boosting share prices. Opportunities in second-tier stocks like Invicta and Hudaco highlighted for a potentially improving economic environment. MPC Update South African Reserve Bank increases rates by 0.25%, citing risks from core inflation and external pressures. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Market Overview and Boxer IPO Insights 03:08 Two-Pot Money and Consumer Spending Trends 06:03 Satrix 40: A 24-Year Retrospective 08:51 Bitcoin's Psychological Barriers and Market Sentiment 11:40 Anglo-American's Strategic Moves and Market Reactions 14:58 Commodity Prices: Coffee and Cocoa Trends 17:49 Monetary Policy Committee Decisions and Economic Outlook jj  

MoneywebNOW
US elections: Markets in for a ride

MoneywebNOW

Play Episode Listen Later Nov 4, 2024 20:37


Independent analyst Jimmy Moyaha previews a big week ahead with the US elections, FOMC, and BoE rate decisions. Keith McLachlan from Integral Asset Management highlights strong performance in niche offshore stocks. Absa's Sello Sekele notes October's positive PMI data as a good sign for interest rates and consumer confidence.

MoneywebNOW
[TOP STORY] Invested in offshore snacking and US health foods

MoneywebNOW

Play Episode Listen Later Nov 4, 2024 7:54


Keith McLachlan from Integral Asset Management highlights strong performance in two niche offshore stocks – Lotus Bakeries and Sprouts Farmers Market

MoneywebNOW
Sarb's crypto oversight is improving

MoneywebNOW

Play Episode Listen Later Aug 8, 2024 23:17


Anchor's Kieran Witthuhn discusses the JSE's results and potential value amid rising trade. Keith McLachlan from Integral Asset Management examines the rotation of US small caps. Wiehann Olivier from Forvis Mazars addresses the shortcomings of the Sarb's crypto oversight and proposed solutions.

MoneywebNOW
[TOP STORY] Are you buying into cheaper US small caps, thinking US Tech is over?

MoneywebNOW

Play Episode Listen Later Aug 8, 2024 8:30


‘In a normal cycle developed markets, and particularly US small caps, rally first, and emerging market small caps rally last' – Keith McLachlan of Integral Asset Management.

MoneywebNOW
Pick these SA Inc stocks for the GNU dawn

MoneywebNOW

Play Episode Listen Later Jul 1, 2024 21:25


Chantal Marx from FNB Wealth and Investments shares her preferred picks in the new cabinet announced by the president. Phil Roux, CEO of Nampak, discusses results as the turnaround gathers momentum. Keith McLachlan discusses his preferred SA Inc stocks in light of the GNU cabinet.

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MoneywebNOW
[TOP STORY] Are you bullish SA Inc?

MoneywebNOW

Play Episode Listen Later Jul 1, 2024 8:30


‘If there is remotely any whiff of positive South African sentiment from this GNU – and it does look like a reasonably positive outcome – small caps on the JSE stand to benefit', reckons Keith McLachlan of Integral Asset Management.

The Dental Marketer
MME: In Your Patient's Shoes | The Retail Approach to Success in Your Practice | Keith McLachlan

The Dental Marketer

Play Episode Listen Later Feb 26, 2024


‍‍How do your patients REALLY perceive your dental practice? How can convenience, image, and service make or break their overall experience? In this compelling Monday Morning conversation with industry veteran, Keith McLachlan, we dive deep into the heart of these issues. Keith passionately argues for the urgent need for dental practitioners to adopt a retail business model that is profoundly patient-centric. And not just in theory, but in practice - with a focus on delivering care that brilliantly suits patients' lifestyles, work schedules, and personal preferences.Keith takes us on a journey of understanding through the eyes of patient, shedding light on the overlooked importance of practice accessibility. Is your office meeting the demands of the early birds and night owls who work 9 to 5 jobs? Are you addressing the needs of those who can only carve out time over weekends? Keith doesn't stop there. He delves into addressing tricky roadblocks like work-life balance and provider burnout, while underlining the potent impact of a strong online presence and memorable first-visit experiences in captivating new patients. Keith makes a compelling case for reshaping our practice mentalities, daring us to redesign our dental offices with a healthier balance of professional commitment and patient-centric empathy.What You'll Learn in This Episode:The crucial role of a patient-centric approach in running successful practices.The underestimated power of operating hours in patient retention and satisfaction.How to prevent provider burnout while still accommodating patient needs.Tips for creating a strong online presence and memorable first-visits.The importance of work-life balance in avoidance of provider burnout.Tune into this intensive MME with Keith now, and take a leap towards a more inclusive, patient-centric service delivery model!‍Learn More About the Ground Marketing Course Here:Website: https://thedentalmarketer.lpages.co/the-ground-marketing-course-open-enrollment/‍You can reach out to Keith McLachlan here:Website: https://dentalteamfinder.com/LinkedIn: https://www.linkedin.com/company/dental-team-finder/Facebook: https://www.facebook.com/dentalteamfinderYouTube: https://www.youtube.com/channel/UC5mEcmTS-xGSt5gpbajZ6owEmail: keith@dentalteamfinder.comEmail: info@dentalteamfinder.com‍Mentions and Links: Books/Publications:Maslow's Hierarchy of Needs‍If you want your questions answered on Monday Morning Episodes, ask me on these platforms:My Newsletter: https://thedentalmarketer.lpages.co/newsletter/The Dental Marketer Society Facebook Group: https://www.facebook.com/groups/2031814726927041‍Episode Transcript (Auto-Generated - Please Excuse Errors)‍Michael: Hey Keith. So talk to us. What's one piece of advice you can give us this Monday Keith: morning? Oh, Michael, well, thank you for having me on and thanks to your listeners for listening. Um, one piece of advice that, you know, I obviously am not a dentist or dental provider, been in dentistry for 30 years, but, one thing that I see, and again the concept was introduced to me in full disclosure by somebody else, but it bears repeating as much as one can do as a dental provider and still maintain some quality of life, think of your business as a retail business. think in terms of, maybe you can have on one end of the spectrum, you can have your old medical provider, 1950s medical office where you have the sliding, opaque, you know, separation barrier between, um, patients and the team members.And then you have kind of what we have today, which is more of your open concept, right? So there's been some adaptation to that idea. But in terms of offering, right? Are you working four days a week? Eight to five? As a dental practice provider. Um, well, ironically, most of the patients are probably working Monday through Friday, eight to five, and they have to take off work to see you.So perhaps thinking in terms of, earlier appointments before eight A.M. or uh, maybe, uh, extended hours after, maybe two hours after. Five o'clock. Not every day necessarily. Some offices do a successful seven to seven shift between two doctors. somebody will do the morning shift and one do the afternoon shift.If it's a multiple doctor I. Practice. Some will do a weekend, half day or full day weekend. Um, and they find that those are wildly popular hours. Mm-Hmm. But the whole idea, and again it's, not just one thing. like I said, I can credit Fred Doyle for this idea and it. Book, everything is marketing, but think in terms of your business as a retail business as opposed to kind of the old school medical offices that were not very patient-centric.Gotcha. Okay. Michael: So it sounds like practices today they're looking more modern, right. When it comes to like their. I guess like design and everything, but the way of working, like their culture, whatever, like their time is still kind of stuck back into the nine to five, right? Or eight, nine to six kind of thing.Yeah. And so you're kind of thinking, hey, adjust it, hybrid it, right? Like time and things like that. Is that what you're. Keith: Absolutely. So you're just making it easier for your patients to come see you, in times that they're not already working times that they may not be available without having to request off.we also see it in emergency visits, right? Being available to see emergency patients and I understand if they're not a patient of record and there's some concern with that but especially for your patients that are established patients being available to see them when they're in need.Let's face it. An emergency patient will pay any price and meet you at any time to get out of pain. That is in Maslow's hierarchy of need. One of the greatest motivators, right? Somebody that's in pain and wants to be out of pain. So, yeah, just making it easier for patients to find you, um, and again, not putting up a road box for your patients to come see you.Michael: Gotcha. In your experience, Keith, what have been some of the, besides time, right, besides like the, I'll be more available in the afternoons. What have you seen that really hasn't changed where it's like the most or the biggest roadblocks? Keith: I would say it, it comes down to mostly quality of life choice.Right? Maybe uh, the provider has a family. Maybe they want to be able to have dinner with their family at night. They want to enjoy their weekend time with their families. I would say, and again, we're all, Dentist or or non dentists were all guilty of saying, I, I'm gonna put up some, barriers, where it comes to interfering with.My time out of the office. So that's probably more of what it is. as opposed to, it is just more about in terms of thinking as a patient and not as the doctor or the business owner. thinking in terms of, you know, uh, uh, I've heard this expression before. When's the last time As a dental provider the owner of the business walked into the waiting room as opposed to walked into the back door. Right? It's a whole different experience, right? You're seeing through the eyes of your patients, right? that might be a good exercise is, you know, know, when I walk in my office, Do I see an optimal patient experience? what do I pick up on? What cues do I pick up on visually, audibly, is it pleasant? Is it relaxing? what are my sensory cues telling me here? Michael: Gotcha. Okay. So kind of walk in with a.Patient point of view. So then the biggest roadblock that you've seen besides time, would be quality of life. So it's more like the doctors thinking, I wanna be home. I want to have Friday, Saturday Sundays off. I only wanna work four days a week. Mm-Hmm. But this is possible though, right? To have that. Keith: It is very possible.And that's where you see, um, many dental business owners get an associate, maybe that associate can help augment the hours, maybe they can stick to their same schedule. The business owner while the associate may work, different time slots, right? Or they can split it up a little bit, but it's not all dependent upon one person.It can be divvied amongst another doctor and team members for that matter. Michael: Gotcha. Okay. So then if we did do that, let's just say we treat it like a retail business. We're open on weekends and we're doing all these things. Do you foresee burnout Keith: If one person or a set of people are asked to do more without a necessarily wanting to do more, I.Or B, not getting. Something more from it, compensation wise, then yes, I could see burnout at, or I would say even before burnout. You may have attrition, you may have people that, leave. They're like, I didn't sign up for this. I wanna work for practice that I can get my kid from daycare by 5:00 PM or whatever the case may be, right? So other people have put up their roadblocks, but as far as burnout, I talk to dental business owners that even have Sunday hours. Now, again it's not always the owner, but, they tell me that those are some of the most coveted appointment times.Or the weekend times. Because they don't have to take off time from work or from school to see the dentist. Michael: Mm-Hmm. Yeah. Okay. That's interesting. Yeah. So when it comes to the retail part, what else? How else should we treat our practice in the form of a retail business besides like the hours.Keith: Well, remember patients have a choice. There are, I mean, I've talked to plenty of successful dentists that have multi-generational, right? They've seen three generations of families at the practice, and that's great, but for the vast majority of people today, there's more credibility online than there is from a personal referral.So take a look at. Your website, take a look at your social media. If you don't have somebody, I'm not saying you have to manage it, but have somebody manage that and remember that what's gonna make your office stand out to somebody that's new to the area, to somebody that doesn't already know about you, to another practice down the street.What's gonna make you stand out? Is it a, First-visit impression that you made. Is it what they see online? Is it patient testimonials? What is gonna compel somebody to choose your office versus a competing office? Michael: you, your own personal experience looking at it from a patient point of view, right.Let's just say right now you're like, you know, I don't, I'm not in an emergency, but I do need a doctor. Yes to you. What is it where, What would make you, even though your friend's like, Hey, my dentist is good, what would make you ignore that recommendation and say like, let me look at this one person right now because of Keith: what.Right. Well, you know, I hear this a lot. I'm not saying it's, right. But you really hear many patients say, I chose this dentist because they were on my plan. Whereas we all know, I can see the eyes are rolling now but we know that's not the best way to choose your doctor.It, It's almost in spite of that. But most people choose their dentist because I. They were a participating provider, that shouldn't be. But you hear people because they're in, that, they're programmed by insurance to, Hey, they, they're not on my plan, and then I shouldn't go to them.but usually the best doctors are not on their plan. it's giving them a reason to come. Right. That is, um, convenient hours. It is location. It is. what's the first visit impression look like? Right? Why would I, what's gonna make me want to choose your office?Right? Is it the stories in the bios? like I said, it's usually in a retail environment. It's about access. How convenient are the hours and a location. Michael: Gotcha. So convenience and access. Awesome. Keith, thank you so much for your time. I appreciate you and if anyone has further questions or concerns, where can they find Keith: you?Absolutely. Well, uh, Dental, team, Finder. We're online, dentalteamfinder.com, we're on LinkedIn. If you spend time on LinkedIn, we're on Facebook. YouTube. Also you can contact me. My first name's Keith K-E-I-T-H at Dentalteamfinder.com, or info at Dentalteamfinder.com. So should be able to find us.Michael: Okay, awesome. So it's gonna be in the show notes below as well, so if anyone wants to go down and click on that. So thank you so much, Keith, for being with us on this Monday morning episode. Well, Keith: thank you for having me. Yeah.‍

MoneywebNOW
Education stocks offer strong potential

MoneywebNOW

Play Episode Listen Later Feb 12, 2024 20:43


Independent analyst Carmen Mpelwane unpacks Sasol's six-month trading update. Keith Mclachlan from Integral Asset Management on local education stocks; AdvTech, Curro and Stadio. What's the Curro write down about, and which is his preferred? Anchor's Casey Sprake on slowing growth in China: is the economy at a crossroads?

JSEDirect with Simon Brown
Predictions 2024; Marc Ashton, Keith McLachlan & Simon Brown (#569)

JSEDirect with Simon Brown

Play Episode Listen Later Jan 11, 2024 37:11


Now for the eleventh year in a row, we kick off the new year with a prediction show. Marc Ashton, Keith McLachlan and Simon Brown put their heads on the block with three wild and woolly predictions for the markets for 2024 followed by a call on the Top40 and ZAR for the year ahead. Importantly we start each show with a review of the previous year's predictions and you'll find the 2023 predictions show here.  

MoneywebNOW
Global small caps a giant market

MoneywebNOW

Play Episode Listen Later Nov 8, 2023 20:35


Independent analyst Jimmy Moyaha talks the weak updates from both Omnia and MTN. Keith McLachlan of Integral Asset Management on his JSE-listed offshore small cap AMC (actively managed certificate). 10X Investments's Chris Eddy talks the pitfalls of tactical asset allocation in the short term.

Stock Watch
Listen! Stock Picks - Reinet, NewGold debentures and Afrimat

Stock Watch

Play Episode Listen Later Oct 25, 2023 17:51


On this edition of stock picks, Keith McLachlan from Integral Asset Management unpacks Reinet, NewGold debentures and Afrimat. Stock Watch

MoneywebNOW
Pref shares are a tax efficient way to get yield

MoneywebNOW

Play Episode Listen Later Oct 9, 2023 20:10


Reko Nare from Anchor on what individual components have been driving the local inflation basket. Keith McLachlan from Integral Asset Management talks preference shares as an alternative to cash for better tax treatment in the search for yield. Fortress's Steven Brown unpacks the Reit's plan to collapse the A and B share structure.

MoneywebNOW
Leisure stocks share the joy

MoneywebNOW

Play Episode Listen Later Sep 12, 2023 20:34


Independent analyst Jimmy Moyaha on results from Sun International and City Lodge. Keith McLachlan from Integral Asset Management talks Grindrod as the stock rallies back above 1 000c. After recent results, does it offer value? Mandy Dix-Peek from Old Mutual Wealth on recent changes to the Trusts Act as SA tries to get off the grey list.

MoneywebNOW
[TOP STORY] 'Grindrod is exceptionally cheap'

MoneywebNOW

Play Episode Listen Later Sep 12, 2023 6:12


Investing in companies that compete with SA's public sector can pay off because the competition is weak – Keith McLachlan of Integral Asset Management.

MoneywebNOW
What's happening at Curro and ADvTECH?

MoneywebNOW

Play Episode Listen Later Aug 22, 2023 6:21


SA's education stocks are ‘very different businesses earning very different returns'. Keith McLachlan of Integral Asset Managers looks at results and prospects.

curro keith mclachlan
MoneywebNOW
Thungela flush with cash

MoneywebNOW

Play Episode Listen Later Aug 22, 2023 20:10


Witthuhn from Anchor on markets as Thungela's results saw Heps off 67% as coal prices fell by a similar amount over the last year. Keith McLachlan from Integral Asset Managers unpacks Curro's results and takes a broader look at the education sector. DebtBusters's Benay Sager talks debt as more South Africans turn to personal loans as financial lifelines.

MoneywebNOW
Mondi deal all tapping into the huge American market

MoneywebNOW

Play Episode Listen Later Jul 11, 2023 20:52


Alex Duys from Umthombo Wealth on Mondi's Canadian expansion. After a solid first half, US markets seem priced for perfection, Craig Antonie from Anbro Capital Investments takes a look. Keith McLachlan from Integral Asset Management on the value proposition for Transaction Capital.

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Stock Watch
Stock Picks - 04 July 2023 | DRD Gold | HCI | Equites property fund | Kap industrials

Stock Watch

Play Episode Listen Later Jul 4, 2023 14:24


On this episode of Stock Picks, Keith McLachlan from Integral Asset Management takes a closer look at DRD Gold, HCI, Equites property fund and Kap industrials. Stock Watch

MoneywebNOW
Very strong Richemont results, but valuations are stretched

MoneywebNOW

Play Episode Listen Later May 15, 2023 21:02


FNB's Wayne McCurrie on Richemont's strong results, as luxury continues to boom. Keith McLachlan from Integral Asset Management on local small caps benefiting from a weaker rand. Damian Bunce of Exness on the evolution of trading and the best broker models.

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MoneywebNOW
[TOP STORY] Santova and Master Drilling two small caps earning hard currency

MoneywebNOW

Play Episode Listen Later May 15, 2023 6:18


‘I love both of those', says Keith McLachlan of Integral Asset Management. ‘I think the starting point here has to be you're buying rand-hedge stocks.'

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MoneywebNOW
Banks still cheap but insurers even cheaper

MoneywebNOW

Play Episode Listen Later Dec 14, 2022 20:20


Gary Booysen on Zeda: newly listed is it an attractive investment?Keith McLachlan looks at whether Santova has more to offer in 2023 after a stellar year, and Renergen, as it starts producing LNG.Kokkie Kooyman on banks in 2023, after they were the top sector in 2022.

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MoneywebNOW
[TOP STORY] Santova's stellar performance and Renergen's ‘much tougher' year

MoneywebNOW

Play Episode Listen Later Dec 14, 2022 6:38


While, despite all the chaos, Santova has been steadily expanding internationally, Renergen could easily double ‘assuming everything works': Keith McLachlan of Integral Asset Management.

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MoneywebNOW
Luxury should always be a core holding

MoneywebNOW

Play Episode Listen Later Nov 21, 2022 19:19


FNB's Chantal Marx unpacks Richemont's strong first-half results. Keith McLachlan from Integral Asset Management on concerns around the recent inventory increases. Michael Zahariev co-founder of Luxity on trends in high-end online retail.

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MoneywebNOW
[TOP STORY] Microsoft very different from its late-90s heydays

MoneywebNOW

Play Episode Listen Later Oct 19, 2022 6:10


We are seeing the transition of the business from product sales to cloud sales, from once-off sales into annuity contracts, with all the economics in its favour: Keith McLachlan of Integral Asset Management.

microsoft keith mclachlan
MoneywebNOW
Sarb likely to continue raising rates into next year

MoneywebNOW

Play Episode Listen Later Sep 23, 2022 20:16


Wayne McCurrie on rate increases in the UK and SA, and Blue Label's recapitalising of Cell C. Keith McLachlan from Integral Asset Management on investing in music via song catalogues. Simon gives thoughts on dividends, the good, the bad and the ... tax.

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MoneywebNOW
Mondi gets a great deal in Russian exit

MoneywebNOW

Play Episode Listen Later Aug 15, 2022 19:57


Alex Duys from Umthombo Wealth on Mondi exiting Russia and Spar's Poland update. Keith McLachlan from Integral Asset Management on how to filter down the global share universe to a few stocks worth researching. Momentum's Therese Grobler unpacks the Asisa data that shows South African investors moving towards higher risk funds.

MoneywebNOW
[TOP STORY] Finding direction when looking at shares

MoneywebNOW

Play Episode Listen Later Aug 15, 2022 7:18


Keith McLachlan of Integral Asset Management shares his method of screening the vast universe of investible stocks to select a few worth looking at.

MoneywebNOW
Rising rates benefit bank margins

MoneywebNOW

Play Episode Listen Later Jul 21, 2022 20:47


Lonwabo Maqubela from Perpetua Investment Managers talks the Nedbank and ArcelorMittal updates. Investec's Tertia Jacobs on the 7.4% June inflation figure and MPC rate decision later today. Keith McLachlan from Integral Asset Managers updates us on one of his preferred offshore stocks: Levi Strauss.

MoneywebNOW
[TOP STORY] Understanding preference shares

MoneywebNOW

Play Episode Listen Later Jun 9, 2022 7:16


Preference shares are hybrid financial instruments, predominantly exotic equity or debt instruments – Keith McLachlan of Integral Asset Management.

preference keith mclachlan
MoneywebNOW
Oil still on the up even as it breaks $123

MoneywebNOW

Play Episode Listen Later May 31, 2022 21:42


Herenya Capital Advisors's Petri Redelinghuys talks the oil price as Brent trades at $123 a barrel. John Wentzel of Adcorp on results as the business gets back into shape. Keith McLachlan from Integral Asset Management takes a look at the Momentum Metropolitan trading update, especially in light of the recent KZN flooding.

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MoneywebNOW
[TOP STORY] Momentum Metropolitan: nine-month update to March/April

MoneywebNOW

Play Episode Listen Later May 31, 2022 5:33


‘This stock is massively cheap, and yet it's experiencing tailwinds as Covid recedes': Keith McLachlan of Integral Asset Management.

MoneywebNOW
Cash the best response to weak US markets

MoneywebNOW

Play Episode Listen Later May 3, 2022 20:48


Petri Redelinghuys Herenya Capital Advisors as US markets have the worst start to the year since 1939. Janina Slawski Head Investments Consulting Alexforbes on The Alexforbes Manager Watch™️ findings on the retirement fund investment management industry. Keith McLachlan from Integral Asset Management on what to look at first when reading a set of results.

weak us markets keith mclachlan
MoneywebNOW
Global ETFs benefiting from agri price boom

MoneywebNOW

Play Episode Listen Later Apr 5, 2022 21:42


Petri Redelinghuys of Herenya Capital Advisors talks global agriculture stocks. Analyst Anthony Clark on agri stocks, prices are rising but so are inputs. Is there value? Keith McLachlan of Integral Asset Managers explains Ebitda and how to use it.

The Money Show
Three unusual moves on the JSE since the start of the pandemic

The Money Show

Play Episode Listen Later Mar 22, 2022 86:49


Keith McLachlan, Investment Officer at Integral Asset Management discusses bizarre moves that took place on the JSE in the last two years. Partner in competition and corruption law at Primerio International on combating of foreign bribery, non-trial resolutions and corruption. Then in investment school, Gary Booysen Director at Rand Swiss explains what you need to know about your offshore allowances. See omnystudio.com/listener for privacy information.

pandemic partner unusual jse rand swiss keith mclachlan
MoneywebNOW
Investment case for gold remains strong

MoneywebNOW

Play Episode Listen Later Mar 22, 2022 20:10


Petri Redelinghuys of Herenya Capital Advisors on the S&P500: has it bottomed?Janet Brewis from Retail Savings Bonds on National Treasury launching a new facility in its retail savings bond.Keith McLachlan of Integral Asset Management on the investment case for gold, with war and inflation.

MoneywebNOW
Steinhoff sells down Pepkor stake to Christo Wiese

MoneywebNOW

Play Episode Listen Later Feb 21, 2022 20:59


Deryck Janse van Rensburg from Anchor Capital talks Steinhoff's reduction of its Pepkor stake and MTN's results. Keith McLachlan from Integral Asset Management discusses profiting from delistings. Old Mutual's Michelle Acton, on their call to Minister Godongwana to greenlight pension fund reforms.

MoneywebNOW
[TOP STORY] Benefiting from delistings

MoneywebNOW

Play Episode Listen Later Feb 21, 2022 6:17


‘Bad companies tend not to be delisted, because no one wants them, so the delistings tend to be good companies with good cash flows': Keith McLachlan from Integral Asset Management.

benefiting delistings keith mclachlan