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
744 – 764

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

Stock picks — Bidvest and Highland income fund

Chantal Marx from FNB Wealth & Investments chose Bidvest as his stock pick of the day and Drikus Combrinck from Capicraft chose Highland income fund. Marx said: "My stock pick this evening is Bidvest I think as the rest as the market has started recovering over the last few days…
30 Mar 2021 2AM 2 min

Stock picks — Equinix Inc and Shoprite

Gary Booysen from Rand Swiss chose Equinix Inc as his stock pick of the day and Ricus Reeders from PSG Wealth Sandton chose Shoprite. Booysen said: "I've been watching Equinix for a long time and it just hasn't given us an opportunity to get into it. It's been very very…
29 Mar 2021 2AM 3 min

Stock picks — Naspers and Tencent

Wayne McCurrie from FNB Wealth & Investments chose Naspers as his stock pick of the day and David Shapiro from Sasfin Securities chose Tencent. McCurrie said: "I actually had a good look at Tencent's results and I thought long and hard about the discount, I think Naspers in the longer…
24 Mar 2021 2AM 2 min

Stock picks — Mastercard and Alimentation Couche-Tard

Deryck Janse van Rensburg from Anchor chose Mastercard as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Alimentation Couche-Tard . Janse van Rensburg said: "I'm going with Mastercard, obviously listed in the US and a little bit boring from what we've been used…
23 Mar 2021 2AM 3 min

Stock picks — ARC and Standard Bank

Graeme Körnerfrom Körner Perspective chose ​African Rainbow Capital Investments as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose Standard Bank. Körner said: "African Rainbow Capital released its results today obviously they did a rights issue a while ago and a lot of people are…
18 Mar 2021 2AM 2 min

Stock picks — Spar and Volkswagen

Wayne McCurrie from FNB Wealth & Investments chose Spar as his stock pick of the day and David Shapiro from Sasfin Securities chose Volkswagen. McCurrie said: "I'm going for Spar, the share price has lagged a little bit and their results were not that great." Shapiro said: "I'd say probably…
17 Mar 2021 2AM 2 min

Stock picks — Fortescue Metals Group and Life Healthcare

Devin Shutte from The Robert Group chose Fortescue Metals Group as his stock pick of the day and Meryl Pick from Old Mutual Investments chose Life Healthcare. Shutte said: "I'm going for an Australian listed iron or producer, it is risky; a single commodity producer called Fortescue. What I like…
16 Mar 2021 2AM 2 min

Stock picks — Aspen and Glencore

Mia Kruger from Kruger International chose Aspen as her stock pick of the day and Nick Kunze from Sanlam Private Wealth chose Glencore. Kruger said: "I've actually been liking Aspen quite a bit. The company has over the last two years really come to the party and done what Stephen…
15 Mar 2021 2AM 3 min

Stock picks — Bidvest and MTN​

Ricus Reeders from PSG Wealth Sandton Grayston chose Bidvest as his stock pick of the day and Nesan Nair from Sasfin Securitues chose MTN​. Reeders said: "If you've got a rebound in GDPs very specifically global and and and possibly even in South Africa, so it's boring and it's Bidvest…
11 Mar 2021 1AM 2 min

Stock picks — Adidas

David Shapiro from Sasfin Securities chose ​Adidas as his stock pick of the day. McCurrie said: "It's hard enough to have a good investment idea every three years and to come up with one every week's very difficult so I'm just sitting back." Shapiro said: "I looked at Adidas, their…
10 Mar 2021 1AM 2 min

Stock picks — Exor NV and Anglo American

Rowan Williams from Nitrogen Fund Managers chose Exor NV and Joseph Busha from JM Busha Investments chose Anglo American. Williams said: "I 've gone with Exor, their and Italian listed holding company for the Agnelli family. Their principal assets are Stellantis which is the Peugeot merged business as well as…
9 Mar 2021 1AM 2 min
744 – 764