Business Day TV Stock Watch

Stock Watch

You've seen the business news, got the gist of the bourses and heard what the country's top CEOs have to say. It's now time for some in-depth markets analysis.

This half hour show was the first of its kind in the business TV market in South Africa – every night our anchors are joined by two markets experts who tell you what shares to be buying, holding or selling.

An Arena Holdings production.

Keywords: money, opportunity, business plan, business ideas, business news, income, financial news
Daily English South Africa Business · Investing
1,362 Episodes
1092 – 1112

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 - 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

Stock Watch - Stock Picks - Comair and Barloworld

Alex Duys from Umthombo Wealth chose Comair Limited as his stock pick of the day, Comair was in the news last week and they won a claim with around R1,1 billion that is due to be paid to Comair. Other than the claim against SAA they are investing quite heavily…
25 Feb 2019 2AM 29 min

Stock Watch-Stock Picks - Sasol, BHP and Shoprite

Having not chosen any local companies since the start of 2019, David Shapiro from Sasfin Securities says he has been looking at resources and chose Sasol and BHP as his stock pick of the day. Keeping it local as well, Nick Crail from Ashburton Investments chose Shoprite Holdings as his…
20 Feb 2019 1AM 26 min

Stock Watch- Stock Picks - AngloGold Ashanti and Mondi

Greg Katzenellenbogen Sanlam Private Wealth chose Anglogold Ashanti as his stock pick of the day. He believes that over the next couple of years we are going to see a massive rise in the price of gold and that is not only because we will eventually see a weaker dollar…
19 Feb 2019 1AM 30 min

Stock Watch-Stock Picks - Super Group and Mondi Ltd

Jonathan Fisher from PSG Wealth Sandton chose Super Group (SPG) as his stock pick of the day. A broad based supply chain management business, involved in dealerships as well based in South Africa. They also have operations in Australia, New Zealand, the UK and Europe. Their last set of full…
18 Feb 2019 1AM 28 min

Stock Watch- Stock Picks - Sasol and Discovery

Gerbrand Smit from NeFG Fund Management chose Sasol Limited as his stock pick of the day, the share price is down a further 2/3 percent since he previously chose it as his stock pick of the day. Sasol came out with a statement that they will be having a cost…
14 Feb 2019 2AM 28 min

Stock Watch- Stock Picks - AB Inbev and Softbank

Wayne McCurrie from FNB Wealth & Investments chose Anheuser-Busch InBev SA NV (ANH) / R1090.00 (+4.52%) as his stock pick of the day sitting at multiple year low PEs, the world economy is not disappearing. They have challenges with taking over SAB breweries and massive debt but there is still…
13 Feb 2019 2AM 29 min

Stock Watch- Stock Picks - Toyota Motor Corp and AB Inbev

Ricus Reeders from PSG Wealth chose Toyota Motor Corp as his stock pick of the day. Toyota can trade in the US as an ADR. looking at the current valuations their dividend is at around three percent and they have thirty six percent of the market as far as alternative…
11 Feb 2019 1AM 27 min

Stock Watch- Stock Picks - Alviva Holdings and Bhp Group

Sekgabo Molelekoa from Umthombo Wealth chose Alviva Holdings Ltd (AVV) as her stock pick of the day, the IT company was formerly known as Pinnacle. The company has made a few bolt on acquisitions trying to move more into the solutions space which makes it attractive from an annuity income…
7 Feb 2019 6AM 26 min
1092 – 1112