Stock Watch

Stock Watch - Stock picks — Capitec and Aspen

Nesan Nair from Sasfin Securities chose Capitec as his stock pick of the day and Graeme Körner from Körner Perspective chose Aspen. Nair said: "We all know the condition that banks find themselves in, all of them have had to mark down profit substantially because of higher impairments in other…

1 Oct 2020 2AM 3 min

Stock Watch - Stock picks — Tupperware and Docusign Inc

Wayne McCurrie from FNB Wealth & Investments chose Tupperware as his stock pick of the day and David Shapiro from Sasfin Securities chose Docusign Inc. McCurrie said: "I'm going for Tupperware, and no I'm not hosting a party, but Tupperware have gone up enormously already this year and with home…

30 Sep 2020 2AM 2 min

Stock Watch - Stock picks — Ferrari and Sibanye Stillwater

Jean Pierre Verster from Protea Capital Management chose Ferrari as his stock pick of the day and Gary Booysen from Rand Swiss chose Sibanye Stillwater. Verster said: "Ferrari is the ultimate sports vehicle brand and I think in this world we'll always have have and have nots. Those that have…

29 Sep 2020 2AM 2 min

Stock Watch - Stock picks — Afrimat and Growthpoint

Independent analyst, Chris Gilmour chose Afrimat as his stock pick of the day and Alex Duys from Umthombo Wealth chose Growthpoint. Gilmour said: "I'm going to stick with my tried and tested one, Afrimat. They're still pulling iron-ore at very cheap prices and flogging them off to the Chinese at…

28 Sep 2020 2AM 3 min

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…

23 Sep 2020 2AM 4 min

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…

22 Sep 2020 2AM 1 min

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…

21 Sep 2020 2AM 4 min

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…

17 Sep 2020 2AM 2 min

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…

16 Sep 2020 2AM 2 min

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…

15 Sep 2020 2AM 2 min

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…

14 Sep 2020 2AM 2 min

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…

10 Sep 2020 2AM 2 min

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…

8 Sep 2020 2AM 2 min

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$…

7 Sep 2020 2AM 3 min

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…

3 Sep 2020 2AM 2 min

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,…

27 Aug 2020 2AM 2 min

Stock Watch - Stock picks — SA Govt Bonds and Splunk

Wayne McCurrie from FNB Wealth & Investments chose SA Govt Bonds as his stock pick of the day and David Shapiro chose Splunk. McCurrie said: "I'm going to one of my favorites that I've given a while back, buying SA government bonds ona three-year view. You're getting a 10% return…

26 Aug 2020 2AM 2 min

Stock Watch - Stock picks — Scottish Mortgage and Standard Bank

Ricus Reeders from PSG Wealth Sandton chose Scottish Mortgage as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Management chose Standard Bank. Reeders said: "My pick is Scottish Mortgage, which is an investment company. They've been going for 100 plus years and their whole idea is…

25 Aug 2020 2AM 2 min

Stock Watch - Stock picks — Blackrok and Glaxo Smith Kline

Gary Booysen from Rand Swiss chose Blackrock as his stock pick of the day and Graeme Körner from Körner Perspective chose Glaxo Smith Kline. Booysen said: "I'm going with Blackrock, it's an asset management business and it's the US's largest asset manager. It has an incredibly good dividend payer which…

20 Aug 2020 2AM 3 min

Stock Watch - Stock picks — Home Depot and Clientèle

David Shapiro from Sasfin Securities chose Home Depot as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Clientèle. Shapiro said: "I'm buying Wayne's favourite, Home Depot - their results were absolutely staggering and that's mainly because people are going to their shops to…

19 Aug 2020 2AM 1 min