Stock Watch

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

Stock Watch - Stock Picks — JP Morgan and Curro

Jonathan Fisher from PSG Wealth Sandton chose JP Morgan Chase & Co. as his stock pick of the day and Drikus Combrinck from Capicraft chose Curro Holdings Limited. Fisher said: "I'm going an offshore theme, JPMorgan is a big multinational Bank domiciled in the USA. It's got a 350 billion…

12 Aug 2019 2AM 30 min

Stock Watch - Stock Picks — cash

Deryck Janse Van Rensburg from Anchor Securities and Ian Cruickshanks from the SAIRR both chose cash as their stock picks of the day Janse van Rensburg said: "If I was going to look for a stock to buy it would typically be in the US at this stage of the…

8 Aug 2019 2AM 29 min

Stock Watch - Stock Picks — cash

Both David Shapiro from Sasfin Securities and Wayne McCurrie from FNB Wealth & Investments chose cash as their stock picks of the day. McCurrie said: "We've seen this before, it happens fairly regularly every 8 to 12 years and it's not unusual. It has happened before it will happen again…

7 Aug 2019 2AM 27 min

Stock Watch - Stock Picks — Distell and Altron

Devin Shutte from The Robert Group chose Distell as his stock pick of the day and Rowan William from Nitrogen Fund Managers chose Allied Electronics Corp A (AEL) Shutte said: "My pick is a small liquor company based out off Stellenbosch, and why I like it is because - you've…

6 Aug 2019 2AM 29 min

Stock Watch - Stock Picks — cash

Joseph Busha from JM Busha Investments and Nick Kunze from Sanlam Private Wealth both chose cash as their stock picks for the day. Busha said: "Cash king right, for now... so, the American elections are coming next year and the volatility in the rand will be equal to the volatility…

5 Aug 2019 2AM 30 min

Stock Watch - Stock Picks — Visa and Standard Bank

Nesan Nair from Sasfin Securities chose Visa Inc as his stock pick of the day and Graeme Körner from Körner Perspective chose Standard Bank. Nair said: "I'm going with Visa because their results have come out recently and they are doing an incredible amount of volume. More and more people…

1 Aug 2019 2AM 27 min

Stock Watch - Stock Pick — Boeing and Airbus

Independent Analyst Liston Meintjes chose Boeing as his stock pick of the day and David Shapiro from Sasfin Securities chose Airbus Meintjes said: "I think the story is very simple, I looked at Boeing when the first plane fell out the sky and it was at a price $100 higher…

31 Jul 2019 2AM 30 min

Stock Watch - Stock Picks — AB InBev and Moody's

Ricus Reeders from PSG Wealth Sandton chose AB InBev as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Moody's. Reeders said: "Anheuser-Busch is a company that took on a lot of debt and as a result it didn't actually work out for it…

30 Jul 2019 2AM 28 min

Stock Watch - Stock Picks — Enbridge and Mr Price

Drikus Combrinck from Capicraft chose Enbridge Inc as his stock pick of the day and Nick Crail from Ashburton Investments chose Mr Price Group Combrink said: "Enbridge is a midstream company and they transport energy which include gas and oil. A Canadian firm and also one of the bigger ones…

29 Jul 2019 2AM 30 min

Stock Watch - Stock Picks — Zambezi Plat and Reinet

Gerbrand Smit from NeFG Fund Management chose Zambezi Plat as his stock pick of the day and Rowan Williams from Nitrogen Fund Managers chose Reinet Smit said: "I'm gonna go with Zambezi Plat, if you want a bit of a more stable upside long-term wise or in the next five…

25 Jul 2019 2AM 27 min

Stock Watch - Stock Pick — AVI and Microsoft

Wayne McCurrie from FNB Wealth & Investments chose AVI as his stock pick of the day and David Shapiro from Sasfin Securities chose Microsoft Crop McCurrie said: "Earnings are down 2%-4% which is nothing, and the biggest reason why is the Green Cross shoes, the restructuring and the cost associated…

24 Jul 2019 2AM 29 min

Stock Watch - Stock Picks — Johnson & Johnson and Ferrari.

Gary Booysen from Rand Swiss chose Johnson & Johnson as his stock pick of the day and Nesan Nair from Sasfin Securities chose Ferrari. Booysen said: "Johnson & Johnson are no longer just doing baby products they are now the world's largest healthcare company. They have fifteen things in the…

23 Jul 2019 2AM 29 min