Stock Watch

Stock Watch - Stock picks — Afrimat and Medtronic

Independent Analyst Chris Gilmour chose Afrimat and Devin Shutte from The Robert Group chose Medtronic. Gilmour said: "Afrimat's Demaneng mine is pulling iron ore out of the ground at an all-in cost of about $30 a ton and you've currently got an iron ore price of north of $100 a…

23 Jul 2020 2AM 3 min

Stock Watch - Stock picks — BAT and Intuitive Surgical

David Shapiro from Sasfin Securities chose Intuitive Surgical as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose British American Tobacco. Shapiro said: "The company that I like is a company called Intuitive Surgical which is running in the US at the moment. It's…

22 Jul 2020 2AM 2 min

Stock Watch - Stock picks — Adevinta and Berkshire Hathaway

Jean Pierre Verster from Protea Capital Management chose Adevinta as his stock pick of the day and Mia Kruger from Kruger International chose Berkshire Hathaway. Verster said: "I'm going for Adevinta, a company listed in Norway. It was in the news on Tuesday because it won the bid for Ebay's…

21 Jul 2020 2AM 1 min

Stock Watch - Stock picks — AngloGold and Coronation

Mark du Toit from Oyster Catcher Investments chose AngloGold as his stock pick of the day and Ricus Reeders from PSG Wealth Sandton chose Coronation Fund Managers. du Toit said: "I'm picking AngloGold, you have to make sure that you're happy with holding a gold share, we think the gold…

20 Jul 2020 2AM 2 min

Stock Watch - Stock picks — MSCI EAFE ETF and Lemonade Inc.

Drikus Combrinck from Capicraft chose MSCI EAFE ETF as his stock pick of the day and Bright Khumalo from Vestact chose Lemonade Inc. Combrinck said: "I'm going for MSCI EAFE ETF which is all the major developed economies outside of the US. This is the EAFE value index which dropped…

16 Jul 2020 2AM 3 min

Stock Watch - Stock picks — Lindt & Spruengli and Transaction Capital

David Shapiro from Sasfin Securities chose Lindt & Spruengli as his stock pick of the day and Wayne McCurrie chose Transaction Capital. Shapiro said: "You have to buy chocolate, if you are going to go into Europe, buy Chocolate. I was looking at a Swiss company called Lindt & Spruengli,…

15 Jul 2020 2AM 2 min

Stock Watch - Stock picks — Silver and Remgro

Alex duys from Umthombo Wealth chose Silver as his stock pick of the day and Ricus Reeders from PSG Wealth Sandton chose Remgro. Duys said: "I'm going to recommend the a position on silver, I think that if investors has exposure to gold or doesn't want to be involved in…

14 Jul 2020 2AM 3 min

Stock Watch - Stock picks — BAT and Raubex

Gerbrand Smit from N-e-F-G Fund Managers chose BAT as his stock pick of the day and Chantal Marx from FNB Wealth & Investments chose Raubex. Smit said:"I'm going for British American Tobacco, it is at a 7% bond yield in GBP £ terms with a customer that is addicted, I…

13 Jul 2020 2AM 2 min

Stock Watch - Stock picks — Royal Dutch Shell and S&P 500

Graeme Körner from Körner Perspective chose Royal Dutch Shell as his stock pick of the day and Gary Booysen from Rand Swiss chose S&P 500. Körner said: "I'm going to go with Royal Dutch Shell, it's a dirty old energy play but that is pivoting itself into new verticals as…

9 Jul 2020 2AM 3 min

Stock Watch - Stock pick — ASML

David Shapiro from Sasfin Securities and Wayne McCurrie from FNB Wealth & Investments both chose ASML as their stock picks of the day. Shapiro said: "ASML is a wonderful company, it's a lithographer that makes the equipment that allows chipmakers to make their chips. A very scientific business and well…

8 Jul 2020 2AM 2 min

Stock Watch - Stock picks — Micron Tech and TFG

Jean Pierre Verster from Protea Capital Management chose Micron Technology as his stock pick of the day and Independent Analyst Chris Gilmour chose The Foschini Group. Verster said: "My pick tonight is Micron, it's listed in the US and it's a semiconductor manufacturer. It basically makes memory chips, you have…

7 Jul 2020 2AM 2 min

Stock Watch - Stock picks — Merck and Coca-Cola

Nick Crail from Ashburton Investments chose Merck as his stock pick of the day and Mia Kruger from Kruger International chose Coca-Cola. Crail said: "I'm going for Merck, which is a very large US listed pharma company. They have a big portfolio largely in pharma and cancer drugs, but it's…

2 Jul 2020 2AM 2 min

Stock Watch - Stock picks — S&P Global and Growthpoint Properties

David Shapiro from Sasfin Securities chose S&P Global Inc as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Growthpoint Properties. Shapiro said: "S&P global which is really a data collecting company, they publish indices but they are also an analytical company as well…

1 Jul 2020 2AM 2 min

Stock Watch - Stock picks — Gold Etf and BAT

Alex Duys from Umthombo Wealth chose Gold Etf as his stock pick of the day and Joseph Busha from JM Busha Investments chose British American Tobacco. Duys said: "I'm concerned about global prospects and we favour the Golf ETF at this particular stage. Considering that industries will probably remain lower…

29 Jun 2020 2AM 2 min

Stock Watch - Stock picks — Standard Bank and Long4Life

Gerbrand Smit from N-e-F-G Fund Managers chose Standard Bank as his stock pick of the day and Chantal Marx from FNB Wealth & Investments chose Long4Life Smit said: "I'm going for Standard Bank tonight, I know there's a lot of negativity in the market but our banks are greatly run…

25 Jun 2020 2AM 3 min

Stock Watch - Stock pick — SA Bonds

Kwame Antwi from KOA Capital chose SA Bonds as his stock pick of the day. "We have been fairly bearish but sticking to our guns and prefer fixed income in the form of government bonds."

24 Jun 2020 2AM 1 min

Stock Watch - Stock picks — Afrimat and Just Eat

Independent Analyst Chris Gilmour chose Afrimat as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Just Eat Gilmour said: "Afrimat is a mid tier open cast mining stock and there are a couple of things driving this stock. Not so much the construction…

23 Jun 2020 2AM 2 min

Stock Watch - Stock picks — Distell and Mastercard

Devin Shutte from The Robert Group chose Distell as his stock pick of the day and Nesan Nair from Sasfin Securities chose Mastercard. Shutte said: "I'm going for a local domestic economy facing play, the Distell group. A couple of reasons for picking them is that they are an incredibly…

22 Jun 2020 2AM 2 min

Stock Watch - Stock pick — City Lodge and Royal Dutch Shell

Graeme Körner from Körner Perspective chose City Lodge as his stock pick of the day and Drikus Combrinck from Capicraft chose Royal Dutch Shell. Körner said: "If you fast-track six months, things will start returning to normal. City Lodge was a business that I think bored a lot of people…

18 Jun 2020 2AM 4 min

Stock Watch - Stock picks — Stenham Properties and Transaction Capital

David Shapiro from Sasfin Securities chose Stenham Properties as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Transaction Capital. Shapiro said: "I was asked to look at Stenham Properties by one of my clients and I was pleasantly surprised by the performance. If…

17 Jun 2020 2AM 1 min