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
732 – 752

Absa and Shoprite

Gerbrand Smit from N-e-F-G Fund Managers chose Absa as his stock pick of the day and Chantal Marx from FNB Wealth & Investments chose Shoprite. Smit said: "Absa came out with their trading statement again today, I think at around R9.30 for the six months. It's close to R19 full…
13 May 2021 2AM 2 min

Groupe Bruxelles Lambert and Raubex

Rowan Williams from Nitrogen Fund Managers chose Groupe Bruxelles Lambert as his stock pick of the day and Alex Duys from Umthombo Wealth chose Raubex. Williams said: "A company called Groupe Bruxelles Lambert (GBL), it's actually listed in Brussels and it is a family driven holding company. It has significant…
11 May 2021 2AM 2 min

Autonation and Afrimat

Karl Gevers from Benguela Global Fund Managers chose Autonation Inc as his stock pick of the day and Independent Analyst Chris Gilmour chose Afrimat. Gevers said: "I pick Autonation, it's essentially one of the biggest car dealership companies in the USA and I think it'll it'll benefit from that whole…
10 May 2021 2AM 1 min

Stock pick — Rhodes Food and Coinbase

Meryl Pick from Old Mutual Investments chose Rhodes Food as her stock pick of the day and Gary Booysen from Rand Swiss chose Coinbase. Pick said: "I am picking Rhodes food group, it's a mid cap which I cannot really understand why it trades at quite a large discount on…
6 May 2021 2AM 3 min

Stock picks — Goldfields and Malibu Boats

Drikus Combrinck from Capicraft chose Gold Fields​ as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Malibu Boats. Combrink said: "My pick in the gold sector is Gold Fields, a well-run company and they are having an increase in production profile. It is…
4 May 2021 2AM 3 min

Stock picks — Long4Life and Northam Platinum​

Mark du Toit from Oyster Catcher Investments chose Long4Life as his stock pick of the day and Nick Crail from Ashburton Investments chose Northam Platinum​. du Toit said: "Tonight I'm picking Long4life, Brian Joffe is the CEO and for three reasons. Number one I mean we like the business they…
3 May 2021 2AM 3 min

RMH and Transaction Capital

Chantal Marx from FNB Wealth & Investments chose RMH as her stock pick of the day and Neelash Hansjee from Old Mutual Investments chose Transaction Capital. Marx said: "At a whopping R1,90 my stock pick is Rand Merchant Holdings, it used to have a big stake in FirstRand which they…
29 Apr 2021 2AM 2 min

Stock picks — Spotify and City Lodge

Deryck Janse van Rensburg from Anchor chose Spotify as his stock pick of the day and Independent Analyst Chris Gilmour chose City Lodge. Janse van Rensburg said: "My stock pick this evening is going to be Spotify. I've been following the price quite closely and obviously it come off from…
26 Apr 2021 1AM 2 min

Stock picks — Evolution Gaming and BAT

Jean Pierre Verster from Protea Capital Management chose Evolution Gaming as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose British American Tobacco. Verster said: " I'm looking at an offshore company again called evolution gaming it is listed in Sweden but operations actually mostly…
20 Apr 2021 2AM 2 min

Stock picks — Growthpoint and PPC

Alex Duys from Umthombo Wealth chose Growthpoint as his stock pick of the day and Nesan Nair from Sasfin Securities chose PPC. Duys said: " Growthpoint is one of the ones that has optionality and one of those of course is selling assets, paying out debt which will mean that…
19 Apr 2021 2AM 2 min

Stock picks — Standard Bank and AutoNation

Mark du Toit from Oyster Catcher Investments chose Standard Bank as his stock pick of the day and Zwelakhe Mnguni, Benguela Fund Managers chose AutoNation. du Toit said: "We like the SA banking sector and within that Absa and Standard Bank. Standard Bank in particular has been a little bit…
15 Apr 2021 2AM 3 min

Stock pick — LVMH

Wayne McCurrie from FNB Wealth & Investments chose LVMH as his stock pick of the day. "I'm going for LMVH, they came up with fantastic results and people are buying these luxury goods in the lockdown and having a grand old time."​
14 Apr 2021 2AM 2 min

Stock pick — Nasper and Zeder

Nick Crail from Ashburton Investments chose Naspers as his stock pick of the day and Drikus Combrinck from Capicraft chose Zeder. Crail said: "I'm going local but offshore with Naspers, a technology stock and technology stocks have been under pressure lately over the last six months and I think they…
13 Apr 2021 2AM 2 min

Stock picks — BAT and Unilever

Siboniso Nxumalo from Old Mutual Investments chose BAT as his stock pick of the day and Mia Kruger from Kruger International chose Unilever. Nxumalo said: "If you look at British American Tobacco the issue there in terms of why the price has collapsed or underperformed is largely because of raw…
8 Apr 2021 2AM 3 min

Stock picks — Samsung and LG

Wayne McCurrie from FNB Wealth & Investments chose Samsung as his stock pick of the day and David Shapiro from Sasfin Securities chose LG. McCurrie said: "I'm going for Samsung, their earnings were up 48%, the revenue was up 17% and it's a theme that I've been on for awhile…
7 Apr 2021 2AM 1 min

Stock pick — Lennar Corporation

Jean Pierre Verster from Protea Capital Management chose Lennar Corporation as his stock pick of the day. "my stock pick tonight is a US construction company more specifically the second largest US home builder. They build both what is called single-family homes or houses as we would call them as…
6 Apr 2021 2AM 1 min
732 – 752