Piet Viljoen on undervalued JSE gems Lewis and Sabvest 
undervalued | Viljoen

Piet Viljoen on undervalued JSE gems Lewis and Sabvest 

Counterpoint’s Piet Viljoen talks all local and international topical investment-related matters, with the value fund manager giving insight into some of his most-loved investments. Furniture retailer Lewis Group and investment holding company Sabvest are discussed; both in the news for all the right reasons. Lewis released a solid set of results, which sent its shares…

Piet Viljoen on MTN as telco giant fires on cylinders
telco | Viljoen

Piet Viljoen on MTN as telco giant fires on cylinders

Counterpoint Value Fund manager Piet Viljoen makes his second appearance for the week on BizNews, days after going head to head with Magnus Heystek in a R500,000 investment challenge. Putting his money where his mouth is, Piet has allocated the full initial investment into the Counterpoint Value Fund. A few of the top holdings in…

Piet Viljoen says ‘no’ to Black Label but ‘yes’ to AB InBev
‘no’ | Viljoen

Piet Viljoen says ‘no’ to Black Label but ‘yes’ to AB InBev

Counterpoint Value Fund manager Piet Viljoen shares his investment insight on a busy week of corporate activity for JSE-listed companies. The mining sector has been especially vibrant, with Sibanye-Stillwater, Impala Platinum and African Rainbow Minerals all announcing sizeable deals. Private and listed property investment in South Africa is discussed, with Viljoen outlining that the glory days…

Piet Viljoen – As a corporate leader Brian Joffe has created an enormous amount of shareholder value
corporate | Viljoen

Piet Viljoen – As a corporate leader Brian Joffe has created an enormous amount of shareholder value

Counterpoint Value Fund manager Piet Viljoen gives us the inside scoop on what is happening in local and global investment markets. The conversation includes an array of topics, with Piet outlining the thesis behind Aveng’s 500:1 share consolidation. Investment-holding structures, PSG and Long4Life, are discussed at length as well as Brian Joffe stepping down as…

Piet Viljoen talks stocks – Aveng, WBHO, Standard Bank and Naspers stable
talks | Viljoen

Piet Viljoen talks stocks – Aveng, WBHO, Standard Bank and Naspers stable

Counterpoint Value Fund manager Piet Viljoen joins BizNews founder Alec Hogg with a wide variety of talking points on the agenda. BizNews portfolio constituent Wilson Bayly Holmes released an upbeat earnings guidance to the market with Viljoen confirming that the outlook for the construction counters looks more positive than it has of recent years. That’s…

‘Investing | Viljoen

Piet Viljoen – ‘Investing in SA residential property doesn’t make sense.’

BizNews editor-at-large Jackie Cameron had a fantastic interview with Counterpoint value fund manager Piet Viljoen today, in which they went back to basics. With many of us paying – perhaps – too much attention to Mr Market’s movements, it is refreshing to get Viljoen’s perspective on everything from the fundamentals of value investing to the…

Foschini’s | Viljoen

Piet Viljoen on Foschini’s financial results, Sasol and hedging strategy

Counterpoint value fund manager Piet Viljoen joined BizNews founder for a discussion on the markets. His insight, once again, proved invaluable as he drew from both his rational perspective and wealth of knowledge. Of particular interest in the discussion were Foschini’s financial results, released today – and Sasol’s announcement on its hedging strategy. When it…