Stock Watch

ViacomCBS and SoftBank

Karl Gevers from Benguela Fund Managers chose ViacomCBS​ as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose SoftBank Gevers said: "I'll pick a global stock, ViacomCBS, so it's a global media and entertainment company and also I think it's importantly robust content producer…

29 Jun 2021 2AM 3 min

Austin Energy and Shoprite

Mia Kruger from Kruger International chose Austin Energy as her stock pick of the day and Gary Booysen from Rand Swiss chose Shoprite. Kruger said: "I'm actually going completely a 180 from the coal arguments and talking about Austin Energy and they are the largest energy company in in Denmark…

28 Jun 2021 2AM 2 min

Sanlam

Zwelakhe Mnguni from Benguela Global Fund Managers and Nesan Nair from Sasfin Securities both chose Sanlam as their stock pick of the day. Mnguni said: "I'm going to with Sanlam, I think it has recovered nicely from a bad patch. They've been extremely prudent with their provisioning and historically and…

24 Jun 2021 1AM 2 min

SA Banks and Global Lithium & Battery ETF

Wayne McCurrie from FNB Wealth & Investments chose SA Banks as his stock pick of the day and David Shapiro from Sasfin Securities chose Global Lithium & Battery ETF. McCurrie said: "It's difficult to come in and say something, there is a lot of turmoil in the markets but given…

23 Jun 2021 1AM 3 min

Apple and Absa

Mia Kruger from Kruger International chose Apple​ as her stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Absa. Kruger said: "I'm going for Apple I think it's a great company to add to your portfolio at any time. With the global developers conference they…

22 Jun 2021 1AM 2 min

Anglogold Ashanti and Standard Bank

Nick Kunze from Sanlam Private Wealth chose Anglogold Ashanti as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose Standard Bank. Kunze said: "I'm going to go with the Anglogold Ashantiu, just from an inflation point of view it's a little bit of a tick…

21 Jun 2021 2AM 1 min

Aspen and Lockheed Martin

Rowan Williams from Nitrogen Fund Managers chose Aspen as his stock pick of the day and Gary Booysen from Rand Swiss chose Lockheed Martin. Williams said: "I'm going with Aspen, it's been a favourite of ours for a while now, it was cheaper on Tuesday, the market seemed to just…

17 Jun 2021 2AM 3 min

Reunert and holding companies

Siboniso Nxumalo from Old Mutual Investments chose Reunert and Graeme Körner from Körner Perspective suggested investing in holding companies that are trading at excessive discounts to NAV like e.g. African Rainbow Capital, Ethos Capital and Remgro. Nxumalo said: "My pick is an industrial company in SA called Ruenert. We like…

10 Jun 2021 2AM 2 min

Novus and foreign currencies

Wayne McCurrie from FNB Wealth & Investments suggested to sell the rand, buy pound, buy dollar, buy Euro and David Shapiro from Sasfin Securities chose Novus. McCurrie said: "My stock pick I know it's the second time in two weeks but my stock pick is again to sell the rand…

9 Jun 2021 2AM 2 min

Alliance Resource Partners and T. Rowe Price

Drikus Combrinck from Capicraft chose Alliance Resource Partners as his stock pick of the day and Devin Shutte from The Robert Group chose T. Rowe Price. Combrink said: "I'm going with a US listed coal player with 40 years of production, Alliance Resource Partners, listed on the Nasdaq and is…

8 Jun 2021 2AM 3 min

Sibanye Stillwater and Thungela Resources

Deryck Janse van Rensburg from Anchor chose Sibanye Stillwater as his stock pick of the day and Gary Booysen from Rand Swiss chose Thungela Resources. Janse van Rensburg said: "I'm going to bring it back home on to the JSE and one of my favourite stocks that I've called a…

7 Jun 2021 2AM 3 min

Global Bank of Canada

Karl Gevers from Benguela Global Fund Managers chose Global Bank of Canada as his stock pick of the day and Independent Analyst Chris Gilmour had no pick. Gevers said: 'I'll go for an international stock and venture into the banking space and picking Royal Bank of Canada, it's as the…

3 Jun 2021 2AM 1 min

Bidvest and McDonald's

Wayne McCurrie from FNB Wealth & Investments chose Bidvest​ as hi stock pick of the day and David Shapiro from Sasfin Securities chose McDonald's. McCurrie said: "One share that still shows a little bit of value seeing as it was the subject we spoke about, came out​ with fantastic results…

2 Jun 2021 2AM 2 min

Mediclinic and Adyen

Gerbrand Smit from N-e-F-G Fund Managers chose Mediclinic as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Adyen. Smit said: "I just think that the hospital sector, locally and abroad has been neglected over time. Covid had its challenges for that specific sector…

1 Jun 2021 2AM 3 min

Royal Dutch Shell and Multichoice

Nick Crail from Ashburton Investments chose Royal Dutch Shell as his stock pick of the day and Ricus Reeders from PSG Wealth Sandton chose Multichoice. Crail said: "My stock pick for this evening is Royal Dutch Shell, it's a shortlisted company and yes oil is bad for the environment but…

27 May 2021 2AM 2 min

going offshore and Barloworld

Wayne McCurrie from FNB Wealth & Investments is suggesting to take money offshore and David Shapiro from Sasfin Securities chose Barloworld. McCurrie said: "Take your money overseas with the rand at this price." Shapiro said: "The one I like is Barloworld, simply because they're exposed to the mining industry which…

26 May 2021 2AM 1 min

Afrimat and Alliance Resource Partners

Independent Analyst, Chris Gilmour chose Afrimat as his stock pick of the day and Drikus Combrinck from Capicraft chose Alliance Resource Partners. Gilmour said: "I'm going to revert to one of my old favourites - Afromat. Their results came out on Monday. Iron-ore is currently trading into the high hundreds…

25 May 2021 2AM 2 min

Quilter and Polyus Gold

Mark du Toit from Oyster Catcher Investments chose Quilter as his stock pick of the day and Zwelakhe Mnguni from Benguela Global Fund Managers chose Polyus Gold. du Toit said: "I'm picking Quilter, it's a UK wealth management business and they recently announced that they're going to become a very…

24 May 2021 2AM 2 min

Walt Disney and Hellofresh

Deryck Janse van Rensburg from Anchor chose Walt Disney as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Hellofresh. Janse van Rensburg said: "Tonight I'm going to go with Walt Disney, I think if you look at the revenue stream and the asset…

18 May 2021 2AM 2 min

Nintendo and Anglo American

Devin Shutte from The Robert Group chose Nintendo as his stock pick of the day and Jonathan Fisher from PSG Wealth Sandton Grayston chose Anglo American. Shutte said: "I'm going for Japanese listed Nintendo so, you know this is a company that's been around for for decades, it is a…

17 May 2021 2AM 3 min