Stock Watch

You've seen the business news, got the gist of the bourses and heard what the country's top CEOs have to say. It's now time for some in-depth markets analysis.

This half hour show was the first of its kind in the business TV market in South Africa – every night our anchors are joined by two markets experts who tell you what shares to be buying, holding or selling.

A Tiso Blackstar Group Production.

Keywords: money, opportunity, business plan, business ideas, business news, income, financial news

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Autonation and Afrimat

Karl Gevers from Benguela Global Fund Managers chose Autonation Inc as his stock pick of the day and Independent Analyst Chris Gilmour chose Afrimat.

Gevers said: "I pick Autonation, it's essentially one of the biggest car dealership companies in the USA and I think it'll it'll benefit from that whole stimulus and economic recovery."

Gilmour said: "I'm going to go back to another old favourite of mine which is Afromat and you know with the with the iron-ore price in Singapore hitting around 236 dollars a ton and the Afromat share price is nowhere near what it should be in terms of its valuation."

Stock pick — Rhodes Food and Coinbase

Meryl Pick from Old Mutual Investments chose Rhodes Food as her stock pick of the day and Gary Booysen from Rand Swiss chose Coinbase.

Pick said: "I am picking Rhodes food group, it's a mid cap which I cannot really understand why it trades at quite a large discount on a PE multiple relative to its competitor Tiger Brands, and so this is a company that came out of nowhere and took market share away from the beloved KOO brand.

Booysen said: "I'm going to for a super speculative stock pick in Coinbase which is recently listed overseas on the Nasdaq. It's essentially it's a crypto exchange and we always get asked about trading crypto."

Stock picks — Global X Lithium & Battery Tech ETF, Pfizer & Transaction Capital

David Shapiro from Sasfin Securities chose Global X Lithium & Battery Tech ETF and Wayne McCurrie from FNB Wealth & Investments chose Pfizer & Transaction Capital.

Shapiro said: "Climate change is going to be such a big subject, there's a lovely ETF, (LIT) is its code which is a lithium and battery ETF as well and I think we've got to start getting involved in this because it's going to dominate talk for so long."McCurrie said: "I had two candidates; Phizer came out with results that were spectacular, I mean their vaccine is going to shoot the lights out as far as sales and profits are concerned but then also Transaction Capital came out with the trading update which is amazing."

Stock picks — Goldfields and Malibu Boats

Drikus Combrinck from Capicraft chose Gold Fields​ as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Malibu Boats.

Combrink said: "My pick in the gold sector is Gold Fields, a well-run company and they are having an increase in production profile. It is not the cheapest one in the sector but definitely a liquid one if you're looking for a trade in a rising gold price."​

Verster said: "I'm going for a US listed company company called Malibu Boats and it's another red-hot market that came out with quarterly results today. And with the US opening up and vaccinations going well, people want to get out to the open air and they are buying boats, they are wakeboarding, they are fishing, they're enjoying their time on the waters and Malibu Boats is one of the major leading manufacturers of boats and is enjoying a very strong growth in sales at the moment."

Stock picks — Long4Life and Northam Platinum​

Mark du Toit from Oyster Catcher Investments chose Long4Life as his stock pick of the day and Nick Crail from Ashburton Investments chose Northam Platinum​.

du Toit said: "Tonight I'm picking Long4life, Brian Joffe is the CEO and for three reasons. Number one I mean we like the business they own great brands like Outdoor Warehouse, Sportsman's warehouse and they've got Chilled beverages and Sorbet. Number two it's not particularly expensive and thirdly that there's an opportunity for some corporate activity."​

Crail said: "My pick is Northam Platinum, in short I do think that platinum and I suppose the pgm price basket at the momentum is quite high. Having said that I don't think that there's a significant amount of supply coming on stream and I think demand is going to remain relatively robust."

RMH and Transaction Capital

Chantal Marx from FNB Wealth & Investments chose RMH as her stock pick of the day and Neelash Hansjee from Old Mutual Investments chose Transaction Capital.

Marx said: "At a whopping R1,90 my stock pick is Rand Merchant Holdings, it used to have a big stake in FirstRand which they unbundled about a year or so ago and now all they have left is some property and a little bit of cash. Initial they were looking to grow that property portfolio or invest into it, but they have since changed their tune and I think they are progressively winding up that business."

Hansjee said: "My stock pick is Transaction Capital, it's literally a company that is driving SA forward and is basically a play on community and mobility in South Africa. They purchased We Buy Cars in September last year as you saw car purchases recovering, so the timing was just incredible."

Stock picks — Spotify and City Lodge

Deryck Janse van Rensburg from Anchor chose Spotify as his stock pick of the day and Independent Analyst Chris Gilmour chose City Lodge.

Janse van Rensburg said: "My stock pick this evening is going to be Spotify. I've been following the price quite closely and obviously it come off from its highs of around 350, all the way down to 285 bottomed at around 250."Gilmour said: "I'm staying with City Lodge, it's sitting in about half the valuation I get for this thing, at about R8 and it's forming a nice saucer shape as far as the technicals are concerned, moving upwards just about every day."

Stock picks — Evolution Gaming and BAT

Jean Pierre Verster from Protea Capital Management chose Evolution Gaming as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose British American Tobacco.

Verster said: " I'm looking at an offshore company again called evolution gaming it is listed in Sweden but operations actually mostly on the island of Malta and they are a leading provider of interactive gambling solutions so these days instead of going to the casino people are spinning their roulette wheel or playing cards via their phones or vitamer computer or even at a kiosk but it's all via the internet linked by a big screens to a company like Evolution Gaming, which is in a very good tax jurisdiction for these types of operations and they now have more than 200 casino operators around the world."

Smit said: "I'm going for British American Tobacco, I just think it's certainly very cheap I think new generation products as as Jean Pierre alluded to has higher margin than what the sticks have so, over time it will probably bode well for them."

Stock picks — Growthpoint and PPC

Alex Duys from Umthombo Wealth chose Growthpoint as his stock pick of the day and Nesan Nair from Sasfin Securities chose PPC.

Duys said: " Growthpoint is one of the ones that has optionality and one of those of course is selling assets, paying out debt which will mean that you could get, theoretically, a relatively lower risk investment here with a high upside."

Nair said​: "I'm going with PPC, I don't think you can ignore the huge rally in the share price that we've seen and then with Cashbuild's results today as well, people are spending a lot of money on home improvement and they must be buying the cement from somewhere. So I suppose you one has to take the likes of PPC, ArcelorMittal at some point in time, as shares that are offering value."

Stock picks — Standard Bank and AutoNation

Mark du Toit from Oyster Catcher Investments chose Standard Bank as his stock pick of the day and Zwelakhe Mnguni, Benguela Fund Managers chose AutoNation.

du Toit said: "We like the SA banking sector and within that Absa and Standard Bank. Standard Bank in particular has been a little bit weaker than the rest over the last few weeks and that possibly because of a market participants of maybe worrying about a slow vaccine roll out into Africa. But I think if you want to make a decent return over a three or four year period I think you can buy a Standard Bank."

Mnguni said: "I'm going to go with something that is in the US, AutoNation. It's a vehicle dealership that is very well run, excellent returns and they have been doing very well in terms of the profit per vehicle. On non-vehicle sales elements they've been managing their cost very well and they've been extremely good at generating profits."

628 episodes

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