Stock Watch

Stock Watch - 29 September 2021

Tackling your questions in this episode of Stock Watch is David Shapiro from Sasfin Securities and Wayne McCurrie from FNB Wealth & Investments​

29 Sep 2021 2PM 17 min

WATCH: Stock Pick - Mr Price & Barloworld

Wayne McCurrie from FNB Wealth & Investments​ chose Mr Price as his stock pick of the day and David Shapiro from Sasfin Securities chose Barloworld

29 Sep 2021 2PM 1 min

Stock Watch - 28 Sept 2021

Tackling your questions tonight are Jean Pierre Verster from Protea Capital Management and Drikus Combrinck from Capicraft

28 Sep 2021 1PM 17 min

Stock Watch - 27 Sept 2021

Tackling your questions tonight are Gary Booysen from Rand Swiss and Deryck Janse van Rensburg from Anchor

27 Sep 2021 2PM 18 min

Aspen and Netcare

Ricus Reeders from PSG Wealth Sandton chose Aspen​ as his stock pick of the day and Neelash Hansjee from Old Mutual Investments chose Netcare. Reeders said: "My pick is Aspec, technically it had a very nice breakout today, so technical target is probably about R210 on that. One of their…

29 Jul 2021 2AM 2 min

Naspers and Merafe Resources

Wayne McCurrie from FNB Wealth & Investments chose Naspers as his stock pick of the day and David Shapiro from Sasfin Securities chose Merafe Resources. McCurrie said: "Going for Naspers, I think they will backtrack when they when they see the market reaction because they are clearly as David said…

28 Jul 2021 2AM 3 min

Farmland Partner Pref Shares and Anglo American

Drikus Combrinck from Capicraft chose Farmland Partner Pref Shares as his stock pick of the day and Nesan Nair from Sasfin Securities chose Anglo American. Combrinck said: "We've positioned ourselves in some floating rate corporate jets in the us, so when rates do go up you get more yield. The…

27 Jul 2021 2AM 2 min

Aspen and Impala Platinum

Karl Gevers from Benguela Global Fund Managers chose Aspen as his stock pick of the day and Alex Duys from Umthombo Wealth chose Impala Platinum. Gevers said: "I'll pick Aspen, the capacity utilization is one of the big stories for Aspen. Returns have declined with acquisitions but from current levels…

26 Jul 2021 2AM 2 min

Afrimat and BAT

Independent Analyst Chris Gilmour chose Afrimat as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose British American Tobacco. Gilmour said: "Well I'm sticking with a little tried and tested favourite Afrimat, if I look at that iron-ore price and I do believe that that…

22 Jul 2021 2AM 1 min

ASML and Naspers

David Shapiro from Sasfin Securities chose ASML as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Naspers. Shapiro said: "Just SAML, my best company with incredible results out in Amsterdam today. They are just pumping, they make the machines that make chips so…

21 Jul 2021 2AM 1 min

Mastercard and Haidilao

Deryck Janse van Rensburg from Anchor chose Mastercard as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Haidilao. Janse van Rensburg said: "My stock pick tonight is going to be MasterCard, obviously we saw a sell off of it last night but things…

20 Jul 2021 2AM 3 min

Qualcomm and SA Banks

David Shapiro from Sasfin Securities chose Qualcomm as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose SA Banks. Shapiro said: "I'm going for Qualcomm simply because Bloomberg pointed it out as one of the 10 shares to watch. McCurrie said: "I'm repeating myself…

14 Jul 2021 2AM 1 min

Tencent and Life Healthcare

Karl Gevers from Benguela Fund Mangers chose Tencent as his stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Life Healthcare. Gevers said: "Even though it's a Chinese stock I'm going with Tencent. You can buy it at a discount through Naspers but whether that…

13 Jul 2021 2AM 2 min

Anglogold and Mediclinic

Nick Kunze from Sanlam Private Wealth chose Anglogold as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose Mediclinic. Kunze said: "We're looking at Anglogold, I have mentioned it once or twice before, it's a difficult stock pickers market out there but for us it's…

12 Jul 2021 2AM 2 min

Mediclinic and Nedbank

Gerbrand Smit from N-e-F-G Fund Managers chose Mediclinic as his stock pick of the day and Alex Duys from Umthombo Wealth chose Nedbank. Smit said: "I'm going for Mediclinic, we haven't spoken about them for some time. I just think there's life after Covid, these hospital groups are prices for…

8 Jul 2021 2AM 2 min

SA Banks and Diageo

Wayne McCurrie from FNB Wealth & Investments chose SA Banks as his stock pick of the day and David Shapiro from Sasfin Securities chose Diageo. McCurrie said: "I'm going back to the good old favourites, they've come under a bit of pressure recently but are up again today. Go for…

7 Jul 2021 2AM 1 min

Zimplats and JD.com

Drikus Combrinck from Capicraft chose Zimplats as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose JD.Com. ​ Combrinck said: "Not the biggest platinum bull but Zimplats is sitting next door but listed on the ASX. It's trading roughly at 1 times book value…

6 Jul 2021 2AM 2 min

Sibanye Stillwater and Bidvest

Meryl Pick from Old Mutual Investments chose Sibanye Stillwater as her pick of the day and Nesan Nair from Sasfin Securities chose Bidvest. Pick said: "The PGM stocks have all pulled back over the last quarter, and one that I find intriguing is Sibanye Stillwater. I've been quite critical in…

5 Jul 2021 2AM 2 min

Reinet

Rowan Williams from Nitrogen Fund Managers chose Reinet as his stock pick of the day. "We like Reinet, it's a little bit boring and I guess very safe. We think the rand has appreciated to a level where it's closer to fair value and there has been a lot of…

1 Jul 2021 2AM 1 min

Chip manufacturers and Ferrari

Wayne McCurrie from FNB Wealth & Investments chose Chip Manufacturers as his stock pick for the day and David Shapiro from Sasfin Securities chose Ferrari. McCurrie said: "Any chip manufacturer, there's such a shortage of chips worldwide, they're expanding their capacity and they are going to make a killing." Shapiro…

30 Jun 2021 2AM 1 min