Stock Watch

Stock Watch - Anheuser-Busch InBev and Afrimat Limited

Ricus Reeders from PSG Wealth chose Anheuser-Busch InBev as his stock pick of the day and Deryck Janse van Rensburg from Anchor Securities chose Afrimat Limited Reeders said: "It has been about 4-5 years since the SAB merger and that is working out on the system. The concern about it…

4 Apr 2019 2AM 28 min

Stock Watch - Stock Picks - Naspers and Multichoice

Wayne McCurrie from FNB Wealth & Investments chose Naspers (NPN) as his stock pick of the day and Sekgabo Molelekoa from Umthombo Wealth chose Multichoice (MCG). McCurie said: “Naspers as we well know peaked at around R4000 and has come back, their earnings are still there, they've done the unbundling…

3 Apr 2019 2AM 31 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…

2 Apr 2019 2AM 29 min

Stock Watch - Stock Picks - Master Drilling and Investec

Drikus Combrink from Capicraft chose Master Drilling as his stock pick of the day and Gerbrand Smit from NeFG Fund Management chose Investec (INL) Combrink says he chose Master Drilling, a small cap stock as it is quite a good rand/hedge stock. Master Drilling ha been building its business for…

2 Apr 2019 2AM 27 min

Stock Watch - Stock Picks - Shoprite and FirstRand

Chantal MaChantal Marx from FNB Wealth & Investments chose Shoprite (SHP) as her stock pick of the day and Paul Chakaduka from GT247.com chose Firstrand (FSR) Marx says that Shoprite experienced the perfect storm over the last six months to a year where they had some very serious security losses…

1 Apr 2019 3AM 32 min

Stock Watch - Stock Picks - Adcock Ingram and Discovery

Mark du Toit from Courtney Capital Private Wealth chose Adcock Ingram as his stock pick of the day and Graeme Körner from Körner Perspective chose Discovery. Mark du Toit said that he is looking more in the space of quality companies that don't have a lot of debt. Adcock has…

28 Mar 2019 5AM 28 min

Stock Watch - Stock Picks - Transaction Capital and Airbus

Wayne McCurrie from FNB Wealth and Investments chose Transaction Capital as his stock pick of the day and David Shapiro of Sasfin Securities chose Airbus. McCurrie said that Transaction Capital is doing very well and is operating in an industry that is tough but clearly they understand it. They are…

27 Mar 2019 3AM 26 min

Stock Watch - Stock Picks - Glencore PLC and Sasol

Greg Katzenellenbogen from Sanlam Private Wealth chose Glencore PLC as his stock pick of the day and Gerbrand Smit from NEFG Fund Management chose Sasol Greg Katzenellenbogen from Sanlam Private Wealth chose Glencore because "the outlook for Glencore is that other company's production has been slowing as they haven't wanted…

26 Mar 2019 3AM 28 min

Stock Watch - Stock Picks - Coronation Fund and Barloworld

Joseph Busha from JM Busha Investments chose Barloworld Ltd as his stock pick of the day and Ashraf Mohamed from Arqaam Capital chose Coronation Fund Mngrs Joseph said "in a tough economy Barloworld has done very well and looking at headline earnings per share they are all double digits and…

25 Mar 2019 6AM 1 min

Stock Watch - Stock Picks - Google and Shoprite

David Shapiro from Sasfin Securities chose Alphabet Inc as his stock pick of the day and Wayne McCurrie from FNB Wealth and Investments chose Shoprite. Maybe I'm wrong says McCurrie, but I don't think that the future for South Africa is as bad as what it has been in the…

20 Mar 2019 3AM 2 min

Stock Watch - Stock Pick - Old Mutual

Rowan Williams from Nitrogen Fund Managers chose Old Mutual Limited as his stock pick of the day "I'm still going to stick with Old Mutual, it is focussed on the South African economy but again from a valuation perspective we still have it on a single digit PE's and Multiples…

19 Mar 2019 3AM 16 min

Stock Watch - Stock Picks - Investec and Mondi

Nick Kunze from Sanlam Private Wealth chose Investec PLC as his stock pick of the day and Jonathan Fisher from PSG Wealth Sandton chose Mondi PLC. Investec PLC is not an expensive share says Kunze as it is trading at R90 a share with a forward price to earnings (PE)…

18 Mar 2019 3AM 31 min

Stock Watch - Stock Picks - Absa and Astral Foods

Graeme Körner from Körner Perspective chose Absa Group Limited as his stock pick of the day and Sekgabo Molelekoa from Umthombo Wealth chose Astral Foods Ltd "Astral you could argue that they posted peak margins last year but we've been seeing that production numbers from a farming point of view…

14 Mar 2019 3AM 3 min

Stock Watch - Stock Picks - Nvidia Corp and Growthpoint

Wayne McCurrie from FNB Wealth & Investments chose Growthpoint as his stock pick of the day. “The company's yield is approaching 9% which has not happened in a while” says McCurrie David Shapiro from Sasfin Securities chose Nvidia Corp as his stock pick of the day. “ Nvidia is a…

13 Mar 2019 4AM 26 min

Stock Watch - Stock Picks - Coronation Fund & Famous Brands

Paul Chakaduka from GT247.com chose Famous Brands as his stock pick of the day. "Shorting Famous brands as there is still some more downside in the stock. Business has really been struggling in the last 3 - 4 years. Some of their acquisitions have not yielded the results that they…

11 Mar 2019 3AM 30 min

Stock Watch - Stock Picks - Standard Bank and Multichoice

Ashraf Mohamed from Arqaam Capital chose Standard Bank Group Ltd as his stock pick of the day. "It's a short term view - of the banks that I observed they are the ones who suffered the most revenue pressure at CID level. They have lost a bit of market share…

6 Mar 2019 1AM 28 min

Stock Watch - Stock Pick - Schisted ser.A

Jean Pierre Verster from Fairtree Capital chose Schibsted ser. A (SCHA:OSS) as his stock pick of the day. "I chose this stock roughly a year ago, the company is listed in Norway and is similar to Naspers because it has an online classifieds business and a traditional media business. They…

5 Mar 2019 1AM 18 min

Stock Watch - Stock Picks - Vodacom and Procter & Gamble

Gary Booysen from Rand Swiss chose Procter & Gamble Co as his stock pick of the day. Procter & Gamble is a 180 old company that operates in 180 countries. One of their recent decisions was to narrow their portfolio which has done exceptionally well for them. If you look…

4 Mar 2019 1AM 30 min

Stock Watch - Stock Picks - Sygnia Itrix SP500 ETF (SYG500) and Aspen Pharmacare

Ian Cruickshanks from SAIIR chose Sygnia Itrix SP500 ETF (SYG500) in dollar terms. "You get a double option there and I think the rand strengthened quite nicely recently, I can't see it holding indefinitely at about R14,06 to the dollar. It's a bit expensive and if you compare our economy…

28 Feb 2019 1AM 29 min

Stock Watch- Stock Picks - Swedish Match AB and African Rainbow Minerals

Mark du Toit from Courtney Capital Private Wealth chose African Rainbow Min Ltd and says that the commodity story is not over yet, and although they are in late cycle there's no real investment in new mines taking place which are pushing the supply and demand prices up. Jean Pierre…

26 Feb 2019 2AM 2 min