Stock Watch

Stock Watch - Stock Pick — JSE Banks Index

David Shapiro from Sasfin Securities has no stock pick this week but Wayne McCurrie from FNB Wealth & Investments chose JSE Banks Index. Shapiro said: "I look every day and I look for something that looks very attractive, you know I'm still attracted to the US market but we need…

18 Sep 2019 2AM 29 min

Stock Watch - Stock Picks — Grindrod and RMI

Drikus Combrinck from Capicraft chose Grindrod as his stock pick of the day and Rowan Williams from Nitrogen Fund Managers chose Rand Merchant Investment Holdings Combrinck said: "I chose Grindrod Shipping, a company that spun out of Grindrod around a year and a half ago and it plummeted from the…

17 Sep 2019 2AM 32 min

Stock Watch - Stock Picks — Prosus and Diageo

Nick Kunze from Sanlam Private Wealth chose Prosus as his stock pick of the day and Jonathan Fisher from PSG Wealth Sandton chose Diageo. Kunze said: "I choose Prosus as it has been very nicely received and it received a really good return on Wednesday after the listing. There has…

16 Sep 2019 2AM 30 min

Stock Watch - Stock Picks — Remgro and Prosus

Graeme Körner from Körner Perspective chose Remgro and ARC as his stock picks of the day and Mark du Toit from Courtney Capital Private Wealth chose Naspers and Prosus. Körner said: "I have two that are quite at the opposite ends of the spectrum, I've been quite critical of Remgro…

12 Sep 2019 2AM 31 min

Stock Watch - Stock Picks — Shoprite and Naspers

Gerbrand Smit from N-e-FG Fund Management chose Shoprite Holdings Ltd as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Naspers Smit said: "I'm going with Shoprite, it used to be expensive at 20 PE multiples it did not drop earnings for 20 years…

10 Sep 2019 2AM 30 min

Stock Watch - Stock Picks — Mr Price Group and Visa

Nick Crail from Ashburton Investments chose Mr Price Group as his stock pick of the day and Ricus Reeders from PSG Wealth Sandto chose Visa. Crail said: "I think it is largely factoring in the current macro environment, relative to the longer terms quality of these stocks and where it…

9 Sep 2019 2AM 29 min

Stock Watch - Stock Picks — Nvidia and Anglo American

Bright Khumalo from Vestact chose Nvidia as his stock pick of the day and Greg Katzenellenbogen from Sanlam Private Wealth chose Anglo American. Khumalo said:"I'm going with Nvidia another company that's been battered and halved at some point on the earnings front. This is a chip maker who makes gaming…

5 Sep 2019 2AM 29 min

Stock Watch - Stock Picks — Spar

Wayne McCurrie FNB Wealth & Investments chose The Spar Group as his stock pick of the day and David Shapiro from Sasfin Securities did not have a pick. McCurrie said: "Spar, why not, the market seems market seems to be turning, economy's looking better, Spar's a reasonable valuation, food inflation's…

4 Sep 2019 2AM 27 min

Stock Watch - Stock Picks —Remgro and Naspers

Waldo du Plessis from Nitrogen Fund Managers chose Remgro as his stock pick of the day and Nesan Nair from Sasfin Securities chose Naspers. du Plessis said: "I'm going to go with Remgro tonight, it looks to me like it is trading at one of the widest discounts it has…

3 Sep 2019 2AM 28 min

Stock Watch - cash and Compass Minerals International

Deryck Janse van Rensburg from Anchor Securities chose cash as his stock pick of the day and Drikus Combrink from Capicraft chose Compass Minerals International. Compass Minerals International mine salt and 60% of of rock salt in the world is used for highway dicing which allows snow to melt allowing…

2 Sep 2019 2AM 29 min

Stock Watch - Stock Picks — Adcock Ingram and cash

Ricus Reeders from PSG Wealth Sandton chose Adcock Ingram as his stock pick of the day and Ian Cruikshanks from the SAIRR chose cash Reeders said: "I"m going with Adcock, they have had decent results, obviously there is always the problem with regulation specifically with the National Health Initiative but…

29 Aug 2019 2AM 28 min

Stock Watch - Stock Picks — Mondi and Naspers

Wayne McCurrie from FNB Wealth & Investments chose Mondi as his stock pick of the day and David Shapiro from Sasfin Securities chose Naspers McCurrie said: "MondiThey put up the long-term share price and this is a quality company, it's proven itself time and time again to actually be a…

28 Aug 2019 2AM 30 min

Stock Watch - Stock Picks — Anglo American and Sasol

Joseph Busha from JM Busha Investments chose Anglo American as his stock pick of the day and Gerbrand Smit from N-e-FG Fund Management chose Sasol Busha said: "Anglo American has been hammered as resource stock and they certainly have their own issues, they had to settle their class lawsuit here…

26 Aug 2019 2AM 31 min

Stock Watch - Stock Picks — Wells Fargo and Zambezi Plat

Drikus Combrinck from Capicraft chose Wells Fargo & Company as his stock pick of the day and Gerbrand Smit from N-e-FG Fund Management chose Zambezi Plat Combrink said: "I choose Wells Fargo, they had some regulatory issues quite recently, the Federal Reserve is limiting the amount that they can lend…

22 Aug 2019 2AM 29 min

Stock Watch - Stock Picks — Estée Lauder and Sasol

David Shapiro from Sasfin Securities chose Estee Lauder as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Sasol Shapiro said: "I've been looking at luxury goods and luxury companies as well and Estée Lauder came out with numbers which was staggering. Why I…

21 Aug 2019 2AM 29 min

Stock Watch - Stock Picks — cash and Absa

Deryck Janse van Rensburg from Anchor Securities chose cash as his stock pick of the day and Ashraf Mohamed from Arqaam Capital chose Absa Deryck Janse van Rensburg said: "I'm going with cash and just to be clear I've been doing this show for many years and it's the first…

20 Aug 2019 2AM 28 min

Stock Watch - Stock Picks — Sirius and Equinix

Ricus Reeders from PSG Wealth Sandton chose Sirius Real Estate Ltd as his stock pick of the day and Nesan Nair from Sasfin Securities chose Equinix Inc Reeders said: "Germany is almost sitting in the same situation as we are, business and consumer confidence is as low as it's been…

19 Aug 2019 2AM 29 min

Stock Watch - Stock Picks — Standard Bank and Discovery

Nick Crail from Ashburton Investments chose Standard Bank Group as his stock pick of the day and Graeme Körner from Körner Perspective chose Discovery. Crail said: "My stock pick today is Standard Bank, I personally wished that I had picked this last night because it had a ripper of a…

15 Aug 2019 2AM 30 min

Stock Watch - Stock Pick — Vukile

Nesi Chetty from Stanlib chose Vukile Property Fund as his stock pick of the day. "Vukile is one of the companies that we have liked for a while. It has one of the most defensive retail portfolios in the property sector. It is a R35 billion portfolio but close to…

14 Aug 2019 2AM 27 min

Stock Watch - Stock Picks — Equinix and Progressive Corp

Gary Booysen from Rand Swiss chose Equinix as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Progressive Corp Booysen said: "I'm going with Equinix, it's essentially a large listed property REIT, so it's a property company but it actually creates data centers so…

13 Aug 2019 2AM 16 min