Stock Watch

Stock Watch - Stock Picks — Old Mutual & Cash: Stock Picks — Old Mutual & Cash

Waldo du Plessis from Nitrogen Fund Managers chose Old Mutual as his stock pick of the day and Ian Cruickshanks from the SAIRR chose cash. Cruickshanks said: I would stick with cash, I feel comfort in getting a pretty good return at the moment and knowing in a year or…

27 Jun 2019 2AM 29 min

Stock Watch - Stock Pick — BAT

Nesan Nair from Sasfin Securities chose British American Tobacco as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments did not have a stock pick this week.​ Nair said: "I'm gonna go with British American Tobacco, I look at the dividend yields I think there's…

26 Jun 2019 2AM 28 min

Stock Watch - Stock Picks — African Rainbow and Echo Polska Properties

Mark du Toit from Courtney Capital Private Wealth chose African Rainbow Minerals as his stock pick of the day and Drikus Combrink from Capicraft chose Echo Polska Properties du Toit said: "I chose African Rainbow Minerals as the metal prices are running and there is not a lot of supply…

25 Jun 2019 2AM 31 min

Stock Watch - Stock Picks — Richemont and Anglo American

Nick Kunze from Sanlam Private Wealth chose Richemont as his stock pick of the day and Joseph Busha from JM Busha Investments chose Anglo American. Kunze said: "Richemont has been trading upper end of the range and I have a couple reasons for choosing them. There was actually a research…

24 Jun 2019 2AM 29 min

Stock Watch - Stock Pick — Blue Label Telecoms and African Rainbow Capital

Graeme Körner from Körner Perspective chose African Rainbow Capital as his stock pick of the day and Ashraf Mohamed from Arqaam Capital chose Blue Label Telecoms. Körner said: "I'm being cautious and if you can buy investment companies at 30% plus discounts to NAV (net asset values) with underlying operating…

20 Jun 2019 3AM 28 min

Stock Watch - Stock Picks —Shoprite and oil

Wayne McCurrie from FNB Wealth & Investments chose Shoprite as his stock pick of the day and Gary Booysen from Rand Swiss chose oil. McCurrie said: "I'm going to go back to an old favourite and a good old domestic SA Inc. stock - called Shoprite. I think we are…

19 Jun 2019 2AM 30 min

Stock Watch - Stock Picks — Lab Corp and Old Mutual

Ricus Reeders from PSG Wealth Sandton chose Laboratory Corp American Holdings as his stock pick of the day and Deryck Janse Van Rensburg from Anchor Securities chose Old Mutual. Reeders said: "My stock is a US stock called Lab Corp, they are basically medical laboratories and they are one of…

18 Jun 2019 2AM 29 min

Stock Watch - Stock Picks — Coronation, Lewis and Mondi

Gerbrand Smit from NeFG Fund Management chose Coronation as his stock pick of the day, Sekgabo Molelekoa from Umthombo Wealth chose Lewis and Nesab Nair from Sasfin Securiets chose Mondi. Smit Said: "I'm going for Coronation Fund Managers, it's something that no-one else wants to own at the moment as…

13 Jun 2019 2AM 31 min

Stock Watch - Stock Picks — Altron and Investec

David Shapiro from Sasfin Securities chose Altron as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Investec Shapiro said: "A business in that is doing very well in the challenging times. They got rid of all the old legacy businesses. It is a…

12 Jun 2019 2AM 30 min

Stock Watch - Stock Picks — Alimentation Couche-Tard and Alibaba

Jean Pierre Verster from Fairtree Capital chose Alimentation Couche-Tard as his stock pick of the day and Deryck Janse Van Rensburg from Anchor Securities chose Alibaba. Verster said: "My stock pick is based in Canada, Quebec and the company is called Alimentation Couche-Tard, and a couche-tard is apparently a night…

11 Jun 2019 2AM 29 min

Stock Watch - Stock Picks — Heineken and Pharmacare

Jonathan Fisher from PSG Wealth Sandton chose Heineken as his stock pick of the day and Nick Crail from Ashburton Investments chose Aspen Pharmacare. Fisher said: "I choose Heineken, listed in Amsterdam and has a price of E97 with a PE (price earnings ratio) of 29 (times multiple) and dividend…

10 Jun 2019 2AM 31 min

Stock Watch - Stock Pick — Beyond Meat and Coronation

Bright Khumalo from Vestact chose Beyond Meat as his stock pick of the day and Chantal Marx from FNB Wealth & Investments chose Coronation Fund Managers. Khumalo said: "I'm going short on Beyond Meat. I think the stock is over run. Beyond Meat make a "Beyond Burger" from wheat based…

6 Jun 2019 2AM 29 min

Stock Watch - Stock Picks — Shoprite and Reinet

Wayne McCurrie from FNB Wealth & Investments chose Shoprite as his stock pick of the day and Rowan Williams from Nitrogen Fund Managers chose Reinet. McCurrie said: "I'll go for an SA retailer and pick Shoprite. it's looking cheap the economy's at the bottom, it can turn around. Things cant…

5 Jun 2019 2AM 28 min

Stock Watch - Stock Picks — Mondi and J.D.com

Nesan Nair from Sasfin Securities chose Mondi as his stock pick of the day and Jean Pierre Verster from Fairtree Capital chose J.D.com. Nair said: "I'm going to go for an old fashion company - Mondi, a packaging company with very good management. I think the share price has been…

4 Jun 2019 2AM 27 min

Stock Watch - Stock Picks — Investec and Burford Capital

Nick Kunze from Sanlam Private Wealth chose Investec as his stock pick of the day and Drikus Combrinck from Capicraft chose Burford Capital. Kunze said: "We think the valuations are far closer to around R120 per share and it's currently sitting under R100. We think it has been far too…

3 Jun 2019 2AM 31 min

Stock Watch - Stock Picks — cash and City Lodge hotels

Ian Cruickshanks from SAIRR chose cash as his stock pick of the day and Graeme Körner from Körner Perspective chose City Lodge Hotels. Cruickshanks said: "I believe that being sure of getting your money back at the end of a fixed period is the most important factor and that sort…

30 May 2019 2AM 31 min

Stock Watch - Stock Pick — Sasol

David Shapiro from Sasfin Securities had no stock pick and Wayne McCurrie from FNB Wealth & Investments chose Sasol. McCurrie said: "I know Sasol is not the flavour of the month but, even with all the bad news with Lake Charles and everything thrown in a pot, as long as…

29 May 2019 2AM 29 min

Stock Watch - Stock Picks — CMH and MSCI world index tracker

Sekgabo Molelekoa from Umthombo Wealth chose CMH (Combined Motor Holdings) as her stock pick of the day and Gary Booysen from Rand Swiss chose MSCI World Index tracker. Molelekoa said: "I choose CMH (Combined Motor Holdings) and we've seen it being very defensive, even in the way their vehicle results…

28 May 2019 1AM 30 min

Stock Watch - Stock Picks — Telkom and MMI

Joseph Busha from JM Busha Investments chose Telkom as his stock pick of the day and Ricus Reeders from PSG Wealth Sandton chose MMI Holdings Busha said: "If Telkom is able to maintain their earnings, because if you look in terms of their last report and where they are you…

27 May 2019 2AM 29 min

Stock Watch - Stock Pick — Mondi and Bidvest

Nesan Nair from Sasfin Securities chose Mondi as his stock pick of the day and Nick Crail from Ashburton Investments chose Bidvest. Nair said: "I'm going with an international company listed in South Africa called Mondi. I can't reconcile why the share price has falled down so much, they came…

23 May 2019 2AM 25 min