Stock Watch

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

Stock Watch - Stock Pick — Bidcorp

Wayne McCurrie from FNB Wealth & Investments chose Bidcorp as his stock pick of the day and David Shapiro from Sasfin Securities did not have a stock pick. McCurrie said: "Bidcorp came out with a trading update and effectively they're firing on all cylinders. Any region that they spoke about…

22 May 2019 2AM 27 min

Stock Watch - Stock Picks — THQ Nordic and Sasol

Jean Pierre Verster from Fairtree chose THQ Nordic as his stock pick of the day and Graeme Körner from Körner Perspective chose Sasol Limited Verster said: "As usual I'm picking an offshore share, and my favorite region for the last while has been Scandinavia. There's some great companies listed there,…

21 May 2019 2AM 29 min

Stock Watch - Stock Picks —Lockheed Martin and Adapt IT

Gary Booysen from Rand Swiss chose Lockheed Martin as his stock pick of the day and Ashraf Mohamed from Arqaam Capital chose Adapt IT Booysen said: "Lockhead Martin is one of the world's biggest defense contractors and it essentially has a long term pipeline with the US government, that looks…

20 May 2019 2AM 30 min

Stock Watch - Stock Picks — Equiniti and Uber

Drikus Combrink from Capicraft chose Equiniti group as his stock pick of the day and Bright Khumalo from Vestact chose Uber Technologies INC Combrink said: "Equinity London has about a billion pound market cap and is also cheap with an eleven price to earnings ratio - forward. They have 80%…

16 May 2019 2AM 29 min

Stock Watch - Stock Pick — Mediclinic and Woolworths

Gerbrand Smit from NeFG Fund Management chose Mediclinic as his stock pick of the day and Chantal Marx from FNB Wealth & Investments chose Woolworths Smit said:"I'm going with Mediclinic, they were at R220 a share but had some perfect storms with regulations issues in the Middle-East and Switzerland. They…

14 May 2019 2AM 30 min

Stock Watch - Exxaro and cash

Deryck Janse van Rensburg from Anchor Securities chose Exxaro Resources Ltd as his stock pick of the day and Paul Chakaduka from GT247.com chose cash Janse van Rensburg said: “I've been keeping an eye on it and we saw last week that there was a transaction where they offloaded some…

13 May 2019 2AM 29 min

Stock Watch - Stock Picks - Discovery and Caterpillar

Jonathan Fisher from PSG Wealth Sandton chose Discovery as his stock pick of the day and Drikus Combrink from Capicraft chose Caterpillar Inc Fisher said: "Discovery is trading at 1.39 times embedded value which is a lot higher than its peers. The reason is that historically they have grown at…

6 May 2019 2AM 29 min

Stock Watch - Stock Picks - Microsoft and Laboratory Corp Amer Holdings

Nesan Nair from Sasfin Securities chose Microsoft as his stock pick of the day and Ricus Reeders from PSG Wealth Sandton chose Laboratory Corp Amer Holdings. Nair said: “I'm going on Microsoft, their results came out a few weeks ago and I think that we are seeing the very early…

2 May 2019 3AM 27 min