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.

A Tiso Blackstar Group Production.

Keywords: money, opportunity, business plan, business ideas, business news, income, financial news

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23
SEP

Stock Watch - Stock picks — BAT and Nike

Wayne McCurrie from FNB Wealth & Investments chose British American Tobacco as his stock pick of the day and David Shapiro from Sasfin Securities chose Nike.

McCurrie said: "I'm going back to a perennial favourite and that is British American Tobacco. It's a 6% dividend yield, it's in a single digit price earnings ratio and the price hasn't really recovered dramatically since the big fall-off that we saw, this has generated serious cash flows."

Shapiro said: "I was looking through Nike's numbers and they are absolutely outstanding. They are back in profit and the reason that I bring it up is just that I wish our apparel retailers could actually look at the Nike model. Admittedly Nike is a brand that's selling through its own stores but it's focusing on stay-at-home people who are buying casual apparel and casual wear."
22
SEP

Stock Watch - Stock picks — Enbridge and Nepi Rockcastle

Drikus Combrinck from Capicraft chose Enbridge as his stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Nepi Rockcastle.

Combrink said: "Enbridge is the largest oil or energy infrastructure play in North America, they have an 8,5% forward dividend yield. They have the monopoly as no one else is building pipelines."

Duys said: "I'm going for Nepi Rockcastle, an Eastern European property group mainly in retail shopping centres. The share price has come under a lot of pressure recently and could be because Lighthouse is selling down their stake in order to take up their rights in Hammerson."
21
SEP

Stock Watch - Stock picks — Nepi Rockcastle and Apple

Nick Crail from Ashburton Investments chose Nepi Rockcastle as his stock pick of the day and Mia Kruger from Kruger International chose Apple.

Crail said: "Neppy Rockcastle is my pick. It's a company in the property sector so if there's any definition of an unloved sector this would beit. They are very well capitalized so that's a good thing. They also have a conservative management team and I think geographically because they're in Eastern Europe in a growing environment where there isn't as much retail property as what we would have in SA internet penetration and online shopping is a lot less."

Kruger said: "I'm going for Apple, despite the fact that the share price has now come down quite significantly it's not something that you feel like you have to sell. We think it's a good company and when you look at what they came to the market with last week it was different to how they normally came,they didn't launch a new iphone but the iphone is still more than 50% of their revenue. Other parts like the airpods, the watch etc has changed so much lately it's actually doubled in revenue over the last five years."
17
SEP

Stock Watch - Stock picks — Transaction Capital and Adcock Ingram

Ricus Reeders from PSG Wealth Sandton chose Transaction Capital as his stock pick of the day and Devin Shutte from The Robert Group​ chose Adcock Ingram.

Reeders said: "Possibly a little bit cynical, but it's Transaction Capital. They're in the business of funding the taxi industry and government has put in a lot that will save the industry and Transaction Capital has said that the industry has almost returned to pre-lockdown levels."

Shutte said: "I'm also going for a stock that generates most of its revenues in South Africa it's called Adcock Ingram, a really solid pharmaceutical manufacturer. They've had pretty stable growth from the results that we saw coming through the lockdown"
16
SEP

Stock Watch - Stock picks — Nvidia and Bidvest

David Shapiro from Sasfin Securities chose Nvidia as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Bidvest

Shapiro said: "What I do like very much is Nvidia, they're buying ARM in a 40 billion deal and I'm still a big favorite of the semiconductor companies as well. I think Nvidia is the leading semiconductor company at the moment.

McCurrie said:"I'm going for Bidvest, they've taken all the charges in the income statement at these current results and they wrote off three odd billion. They have an underlying earnings base of about R10 a share and there's going to be big growth coming in the next couple of years because they've cleaned out the base they've got a strong balance sheet. I also think this can go to R200 a share quite comfortably"
15
SEP

Stock Watch - Stock picks — Kering and Open House

Chantal Marx from FNB Wealth & Investments chose Kering as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Open House.

Marx said: "My stock pick os Kering, it's a luxury goods business that have big brands like Gucci, Saint Laurent, Valencia and a few other brands inside that stable. I like the luxury good space from a from a broader thematic very long-term perspective and it is because of that chinese consumer."

Verster said: "My pick is in Japan and it's a company called Open House. It's listed in Tokyo it's a leading residential property broker and developer.They focus on Tokyo itself there's a lot of urbanization happening and Open House have been growing their profits strongly and we expect that to continue to be the case as more people move towards Tokyo and look for housing. Open House is also the leading developer in that market."
14
SEP

Stock Watch - Stock picks — Equinix Inc and BAT

Nesan Nair from Sasfin Securities chose Equinix Inc as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose British American Tobacco

Nair said: "I'm going with Equinix, it's one of the biggest cloud infrastructure providers and this is an alternative to holding traditional property."

Smit said: "I'm maintaining my pic of British American Tobacco, it's still at valuation levels that are just to cheap. We've seen volume growth for the first time in a while and at a valuation of about half of what it was a year back, I think it's a steal."
10
SEP

Stock Watch - Stock picks — GlaxoSmithKline and Apple

Graeme Körner from Körner Perspective chose GlaxoSmithKline as his stock pick of the day and Mia Kruger from Kruger Internationals chose Apple.

Körner said: "I'm going for GlaxoSmithKline. I think it's an amazing OTC portfolio and are very strong in vaccines. It also has a good pharma portfolio and I think it's a well-run business. Emma Walmsley who is the CEO has also said that her intention is over the next couple of years is to split the business into two and I think you could see a value unlock there"

Kruger said: "I'm going to specifically focus on Apple. It's been one of the strongest performers up to date in the US market, has a very strong business and I don't think it's necessary for any person who's a long-term investor to sell a company like apple just because they think the price is high."
08
SEP

Stock Watch - Stock picks — Boston Scientific and BAT

Deryck Janse van Rensburg from Anchor Capital chose Boston Scientific as his stock pick of the day and Alex Duys from Umthombo Wealth chose British American Tobacco.

Janse van Rensburg said: "I'm going to go with Boston Scientific, this is a medical business based in the US. They have a nice spread from a geographical perspective with a majority of it stemming from the US. Talking to the theme of moving from tech into more fundamental players I think this is a stock that will get some tailwind. It was impacted in the short term due to Covid. I am of the opinion that we will see a vaccine come through in the next 5 months and if that is the case I do think that elective surgeries will start to kick back into action.

Duys said: "You can now buy British American Tobacco at a big discount. You have a dividend yield in excess of 8% forward which is almost guaranteed for the time being. In general I believe the company is very well positioned, generating very good cashflows and will continue to de-gear. I cannot find a much better asset with an eight percent dividend yield in pound sterling than British American Tobacco"
07
SEP

Stock Watch - Stock picks — Master Drilling and BHP

Devin Shutte from The Robert Group chose Master Drilling as his stock pick of the day and Ricus Reeders from PSG Wealth Sandton chose BHP.

Shutte said: "I'm going for a local stock, Master Drilling, a small but global drilling operator that earns most of its revenues in US$. In their recent results they revealed that they paused any spend on CAPEX with the lockdowns. They still managed to do their drilling operations. It's a lovely business that's incredibly well run with a long standing team there. It's going for a steal and is completely under-appreciated in this market

Reeders said: "I'm going for BHP again, they've gone ex-div (ex-dividend) so the price has adjusted for that and for exactly the same reasons as last week, I think they are being pulled by two things, iron-ore and oil."
03
SEP

Stock Watch - Stock picks — Tesla and Apple

Nesan Nair from Sasfin Securities chose Tesla as his stock pick of the day and Mia Kruger from Kruger International chose Apple.

Nair said: I'm going for Tesla, I feel tha​t the underlying momentum in a lot of these tech companies are just so strong and I think there's a few laps left on the Tesla share price and as a short term punt, it might be one to look at."

Kruger said: "I'm going for a very controversial pick in Apple. It's one of the two strongest performers on the market and Nasdaq. We've seen over long term data that these companies share prices tend to run further."
27
AUG

Stock Watch - Stock picks — PSG Group

Mark du Toit from Oyster Catcher Investments and Chantal Marx from FNB Wealth & Investments both chose PSG Group as their stock picks of the day.

du Toit said: "We like the businesses that are housed within PSG. It's trading at a 40% discount to its some of the parts, a more fairer discount would be at the 25 level so I think short term you can get a nice view rating. If you want exposure to SA I think the PSG team will allocate capital in an efficient manner and I think that you will get a nice return on your holding.

Marx said: "My view is a little bit more short-term, I definitely think that the discount has gone way too far. The businesses within the PSG stable have actually weathered this Covid-19 storm quite well, I mean Stadioand Curro came out with pretty decent results and if you are still able to grow your underlying earnings when the world is is basically coming to an, I think that really shows the the metal of of those companies."

538 episodes

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