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
1100 – 1120

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

Stock Watch-Stock Pics - Sasol and Estée Lauder

Wayne McCurrie from FNB Wealth and Investments chose Sasol Limited (SOL) as his stock pick of the day, there is a bit of uncertainty with Lake Charles and whether it is coming online within six months or one years time but that is not the key to buying this stock,…
6 Feb 2019 3AM 29 min

Stock Watch- Stock Picks - Alphabet Inc and Docusign Inc

Nesan Nair from Sasfin Securities chose Alphabet Inc as his stock pick of the day, the released their results recently and the market didn’t like the fact that their costs were growing ahead of guidance but if you go deeper into their results they are still growing their advertising revenue…
5 Feb 2019 1AM 29 min

Stock Watch- Stock Picks - Home Depot Inc and Absa Group Limited

Paul Chakaduka from GT247.com chose Absa Group Limited as his stock pick of the day. Fair and fine the banks are still going to make money in this environment and the share price has really run hard and was down 4% on the day. But with the news last week…
4 Feb 2019 2AM 31 min

Stock Watch - Stock Picks - Sasol and Richemont

Gerbrand Smit from Nefg Fund Management chose Sasol Limited as his stock pick of the day. The stock has gone down about 30% in the last six months. The currency strength the oil price came down. Everyone forgets that Sasol is busy building a plant in Louisiana should add around…
31 Jan 2019 12PM 31 min

Stock Watch - Stock Picks: Growthpoint and Stryker Corp

Wayne McCurrie from FNB & Wealth Investments chose Growthpoint prop Ltd (GRT) / R25.47 (-1.39%) as his stock pick of the day and David Shapiro from Sasfin Securities chose Stryker Corporation (SYK:NYS) /$155.98% (+10.77%)
30 Jan 2019 11AM 30 min

Stock Watch - Stock Picks - Mediclinic and Delivery Hero

Mark du Toit from Courtney Capital Private Wealth chose Mediclinic as his stock pick of the day, it's a share that has been in a lot of trouble over the last few years, it has seen its multiples decrease from 25 to 11 multiple PE at the moment. Although it…
29 Jan 2019 1PM 28 min

Stock Watch - Stock Picks - Anglo American and CASH

Ian Cruickshanks chose cash as he believes the market is fragile and prone to shocks at the moment. There will be no hurry, there's a lot of clearing up for the president to do and will take more than a year to right the wrongs of the previous decade. So…
28 Jan 2019 12PM 30 min
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