19
The five stocks you need to in 2015

The five stocks you need to beat the market in 2015

Embed Size (px)

Citation preview

Page 1: The five stocks you need  to beat the market in 2015

The five stocks

you need to

in 2015

Page 2: The five stocks you need  to beat the market in 2015

For the past three years South Africa’s top Financial &

Industrial small-to-mid cap analyst, as awarded by The

Financial Mail, Anthony Clark of Vunani Securities has

run his annual Top 5 portfolio.

Every year he reveals what he believes will be the top

performing stocks in the small-to-mid cap sectors, and

he very rarely disappoints.

Page 3: The five stocks you need  to beat the market in 2015

In just the last three years his top 5 portfolio has banked

some seriously impressive gains each year.

In 2012 his top 5 portfolio returned a cumulative

In 2013 it returned an

And last year in 2014 his portfolio returned a

Page 4: The five stocks you need  to beat the market in 2015

In other words, if you’d invested R50,000 into Anthony’s

Top 5 Portfolio just three years ago, you would’ve

Page 5: The five stocks you need  to beat the market in 2015

After the first year your R50,000 would’ve

Page 6: The five stocks you need  to beat the market in 2015

Then in year two, if you’d put that money into his 2013 top

5 portfolio, your money would’ve

Page 7: The five stocks you need  to beat the market in 2015

And finally, if you’d put your impressive returns into

Anthony’s 2014 top 5 portfolio, you would currently be

Page 8: The five stocks you need  to beat the market in 2015

If you want returns like these over the next 12 months,

you simply this year’s portfolio!

Page 9: The five stocks you need  to beat the market in 2015

So what are Anthony’s

top five picks for

Let’s get to them…

Page 10: The five stocks you need  to beat the market in 2015

Consolidated Infrastructure Group (CIL)

For four years running, Anthony’s included this share in his Top 5 to buy…

And boy has this paid off! It’s given investors a total return of 146% in just

three years.

There’s plenty more where that came from too. You see, the company has

positioned itself perfectly for 2015. It supplies high-voltage infrastructure

to local municipalities, power utilities and governments across Africa. It

also supplies products in the renewable energy industry and with all the

problems Eskom is having this will surely rocket profits!

CIL also has a large stake in AES – a thriving waste management

operation in Angola. And this year, the company is implementing an

aggressive expansion plan to cope with new legislation demand on the oil

sector and onshore drilling.

Right now is the perfect opportunity to get in. The share has just dipped

below its recent highs and is selling at a great price.

Page 11: The five stocks you need  to beat the market in 2015

Curro Holdings (COH)

When Curro first listed on the stock market it set itself difficult target to

reach for 2020.

It’s only the beginning of 2015 and it has basically achieved this target

already! With 41 schools, 37,000 learners and 95 other business units this

company is starting the year in an excellent position.

The thing is, you need to get into the share today.

Why?

Management have just released an update which will accelerate its

growth plans over the next two years. It has plans for a more aggressive

school roll-out, buying and building about 10 new schools which will haul

in profits.

By 2016, the business model should become self-funding & even start

paying cash dividends.

Page 12: The five stocks you need  to beat the market in 2015

Consolidated Infrastructure Group (CIL)

For four years running, Anthony’s included this share in his Top 5 to buy…

And boy has this paid off! It’s given investors a total return of 146% in just

three years.

There’s plenty more where that came from too. You see, the company has

positioned itself perfectly for 2015. It supplies high-voltage infrastructure

to local municipalities, power utilities and governments across Africa. It

also supplies products in the renewable energy industry and with all the

problems Eskom is having this will surely rocket profits!

CIL also has a large stake in AES – a thriving waste management

operation in Angola. And this year, the company is implementing an

aggressive expansion plan to cope with new legislation demand on the oil

sector and onshore drilling.

Right now is the perfect opportunity to get in. The share has just dipped

below its recent highs and is selling at a great price.

Page 13: The five stocks you need  to beat the market in 2015

Torre Holdings (TOR)

This share started out as a gamble for investors… But after management

delivered on exactly what they promised and give investors powerful

returns in the process… It’s almost a sure bet.

This industrial business offers a wide range of engineering, capital

equipment and financial solutions to its client across Africa. Last year the

company made a number of deals, cut its costs and is rapidly expanding

to help it take on more profitable opportunities.

Anthony believes that there’s a good chance that more deals, and

therefore profit opportunities, in the current year. Buy now to set yourself

up before they do!

Page 14: The five stocks you need  to beat the market in 2015

Anchor Group (ACG)

Anchor Group has only been listed on the JSE since September last year

and already its share price has more than doubled.

That’s just the start of the profits to come.

This asset management company is growing at an extraordinary rate.

Assets Under Management (AUM) is expected to grow at about R300

million per month and could even reach R10 billion early this year.

It can already compete with the big players in the market such as

Coronation and Allan Gray… And it’ll soon be the size of them too!

So if you’re looking for stratospheric profits you need to ride this share’s

upward momentum and buy today.

Page 15: The five stocks you need  to beat the market in 2015

Quantum Foods Holdings (QFH)

This company is difficult for people to understand…. But that’s exactly

what makes it such a good profit opportunity!

It’s a small firm in the agriculture and food sectors and there are certain

elements at play that could launch this company into reaping big rewards.

Management is optimizing the business, expanding its margins and

there’s a ‘smoothing’ of its previously volatile cycle aided by more stable

soft commodity prices.

Already the company is making a turnaround the business moved from a

loss to a modest profit last year.

Take note: This share offers investors a chance to earn massive profits

but it comes with more risk. Anthony rates it as a speculative buy.

Page 16: The five stocks you need  to beat the market in 2015

How to make sure

you don’t miss

out on these

Page 17: The five stocks you need  to beat the market in 2015

All you need to do is on 0861 VUNANI

Or…

Page 18: The five stocks you need  to beat the market in 2015

‘TOP5’

to

44944

Or…