Stock Watch

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

Stock Watch - Stock Picks - Fortress RIET B and Metair Ltd

Nick Crail from Ashburton Investments chose Fortress RIET as his stock pick of the day and Mark du Toit from Courtney Capital Private Wealth chose Metair Ltd. Crail said: " I would definitely be making a stop pick in the SA type of environment. The stock I'm picking is Fortress…

30 Apr 2019 2AM 29 min

Stock Watch - Stock Picks - KAP Industrial Holdings and cash

Nick Kunze from Sanlam Private Wealth chose KAP Industrial Holdings as his stock pick of the day and Joseph Busha from JM Busha Investments chose cash. Kunze said: "Kap Industrial is very much a SA Inc play, we like the fact that that Steinhoff is no longer involved with a…

29 Apr 2019 2AM 29 min

Stock Watch - Stock Picks - JP Morgan Chase & Mediclinic

Deryck Janse van Rensburg from Anchor Securities chose JP Morgan Chase & Co as his stock pick of the day and Gerbrand Smit from NeFG Fund Management chose Mediclinic. Janse van Rensburg said: “I'm going abroad and choosing JP Morgan. Obviously we are on the back of some results and…

25 Apr 2019 2AM 30 min

Stock Watch - Stock Picks - SA Inc and Tech Stocks

Wayne McCurrie from FNB Wealth & Investments says to buy into SA Inc Companies, a bank or a retailer as his stock pick of the day and David Shapiro from Sasfin Securities chose to stick to Tech Stocks McCurrie said: “I'm going to go with SA Inc. buy a bank,…

24 Apr 2019 2AM 27 min

Stock Watch - Stock Picks - Jetblue Airways and CMH

Jean Pierre Verster from Fairtree Capital chose Jetblue Airways Corporation as his stock pick of the day and Drikus Combrink from Capicraft chose Combined Motor Holdings Ltd. Verster said: "I'm choosing a global company as per usual, and Jetblue Airways is roughly the sixth largest US airline. It's a low…

23 Apr 2019 2AM 27 min

Stock Watch - Stock Picks - Glencore and Ethos Gold Corp

Greg Katzenellenbogen from Sanlam Private Wealth chose Glencore PLC as his stock pick of the day and Graeme Körner from Körner Perspective chose Ethos Gold Corp Katzenellenbogen said: "I'm going again for Glencore, they are in the resources and I do believe that from a supply/demand point of view that…

18 Apr 2019 2AM 26 min

Stock Watch - Stock Picks - Super Group and Vukile Property Fund

Ashraf Mohamed from Arqaam Capital chose Super Group Ltd as his stock pick of the day and Mark du Toit from Courtney Capital Private Wealth chose Vukile Property Fund Mohamed said: "My stock pick is Super Group, we have discussed the South African economy, we know how weak it is,…

16 Apr 2019 3AM 29 min

Stock Watch - Stock Picks - Investec and Walt Disney

Nick Kunze from Sanlam Private Wealth chose Investec Plc as his stock pick of the day and Ricus Reeders from PSG Wealth Sandton chose Walt Disney Company Kunze said: "Investec has underperformed against all the other banks recently, it is in corporate action at the moment and spinning off the…

12 Apr 2019 2AM 30 min