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
952 – 972

Stock Watch - Stock picks — Sasol and oil

Gerbrand Smit from N-e-F-G Fund Managers chose Sasol as his stock pick of the day and Gary Booysen from Rand Swiss chose Brent Crude oil. Smit said: ""I'm going for Sasol, it had troubles for quite some time, we know that it had lots of Louisiana project problems over the…
27 Jan 2020 1AM 3 min

Stock Watch - Stock Picks — Nextera Energy and Sasol

David Shapiro from Sasfin Securities chose Nextera Energy as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Sasol Shapiro said: "Green energy has become a big subject and the one producer that we found that are still making profits in green energy is…
22 Jan 2020 1AM 2 min

Stock Watch - Stock Picks — Shoprite and Astral

Nick Kunze from Sanlam Private Wealth chose Shoprite as his stock pick of the day and Joseph Busha from JM Busha Investments chose Astral Foods. Kunze said: "So we like Shoprite, it currently closed at round about R115 and some change and is almost back at a 52-week low. Not…
20 Jan 2020 1AM 2 min

Stock Watch - Stock Picks — Alphabet and Mondi

David Shapiro from Sasfin Securities chose Alphabet Inc as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Mondi. Shapiro said: "If I had to choose a pick in the FANG grouping, I would say probably Alphabet, simply because their valuations are better than…
15 Jan 2020 1AM 3 min

Stock Watch - Stock Picks — Adidas and Facebook

Nesan Nair from Sasfin Securities chose Adidas as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Facebook. Nair said: "I'm going with Adidas, the German footwear and athletic-wear producer. We have been holding this for quite a few years now and it's one…
14 Jan 2020 1AM 1 min

Stock Watch - Stock Picks — Visa and Exxaro

Jonathan Fisher from PSG Wealth Sandton Grayston chose Visa Inc as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose Exxaro Resources Fisher said: "I think I picked Visa a year and half ago, we still like it. It's expensive purely from a price multiple…
13 Jan 2020 1AM 3 min

Stock Watch - Stock Picks AB InBev and Anglo American

Drikus Combrink from Capicraft chose AB InBev as his stock pick of the day and Petri Redelinghuys from Herenya Capital chose Anglo American Combrink said: "Second time going with AB InBev, they are down from the last time that I chose them. It's an emerging market play, so if emerging…
12 Dec 2019 1AM 2 min

Stock Watch - Stock Picks — Sanlam and Metrofile

Nesan Nair from Sasfin Securities chose Sanlam as his stock pick of the day and Simon Brown from Just One Lap chose Metrofile Nair said: "I'm going with Sanlam, it's one of those companies that have been sold down, just on negative sentiment. This is a quality business, have a…
10 Dec 2019 1AM 1 min

Stock Watch - Stock Picks — Investec and AECI

Nick Kunze from Sanlam Private Wealth chose Investec as his stock pick of the day and Ricus Reeder from PSG Wealth Sandton chose AECI Limited Kunze said: "Investec is spinning off the asset management arms in the first quarter next year, I think it's called 9 1 or ninety-one. Investec…
9 Dec 2019 1AM 1 min

Stock Watch - Stock Picks — Peabody Energy and Discovery

Drikus Combrink from Capicraft chose Peabody Energy as his stock pick of the day and Graeme Körner from Körner Perspective chose Discovery Combrink said: "I'm looking at stuff that's more cyclical that's hated, there is very little out there that's hated as much as coal. There is a company in…
5 Dec 2019 1AM 2 min

Stock Watch - Stock Picks — FirstRand and Novartis

Wayne McCurrie from FNB Wealth & Investments chose Firstrand as his stock pick of the day and David Shapiro from Sasfin Securities chose Novartis McCurrie said: I'm going with FirstRand, it just really symptomatic of all the SA shares and here specifically the banking shares. These things have been pounded,…
4 Dec 2019 1AM 2 min

Stock Watch - Stock Picks — US Corporate Bond ETF and Quilter

Ian Cruickshanks from SAIRR chose an unlisted US Corporate Bond ETF as his stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Quilter Plc Cruickshanks said: "I believe that interest rates are going to come down so you need some sort of gearing aimed towards…
3 Dec 2019 1AM 2 min

Stock Watch - Stock Picks — Roche and Standard Bank

Jonathan Fischer from PSG Wealth Sandton chose Roche as his stock pick of the day and Gerbrand Smith from NeFG Fund Management chose Standard Bank Fischer said: "I'm going for Roche, a Swiss-based company headquartered in Basel, listed in Switzerland. It is a diagnostics and prescription pharmaceutical company, they sell…
2 Dec 2019 1AM 2 min

Stock Watch - Stock Pick — Amazon and Aspen

Gary Booysen from Rand Swiss chose Amazon as his stock pick of the day and Petri Redelinghuys from Herenya Capital chose Aspen Pharmacare Booysen said: "Mine is Amazon, everyone knows Amazon, it's absolutely fantastic. Amazon Prime now moving from two-day delivery to one-day delivery, it's a very exciting development for…
28 Nov 2019 1AM 2 min

Stock Watch - Stock Picks — Investec and Tencent

Nick Kunze from Sanlam Private Wealth chose Investec as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Tencent Kunze said "I'm gonna pick Investec today, we like the stock as a house and we like what they doing. Their spinning off with the…
27 Nov 2019 1AM 1 min

Stock Watch - Stock Picks — Standard Bank and Amadeus IT

Nick Crail from Ashburton Investments chose Standard Bank as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Amadeus IT Group S.A Crail said: "My stock pick after this day as well as I suppose the last week is Standard Bank. Looking back into…
26 Nov 2019 1AM 2 min

Stock Watch - Stock Picks — Assore and Macerich

Joseph Busha from JM Busha Investments chose Assore as his stock pick of the day and Drikus Combrinck from Capicraft chose Macerich CO. Busha said: "I think if you look in terms of what has happened in the last two weeks, iron price up about ten percent on Friday three…
25 Nov 2019 1AM 2 min

Stock Watch - Stock Pick — Italtile and EPE Capital

Devin Shutte from The Robert Group chose Italtile as his stock pick of the day and Graeme Körner from Körner Perspective chose EPE Capital. Shutte said: "I'm going Italtile, so this is a born-and-bred tile manufacturer, distributor and retailer and they've really integrated across that, they been around for 50…
21 Nov 2019 1AM 2 min

Stock Watch - Stock Picks — Woolworths and Medtronic

Wayne McCurrie from FNB Wealth & Investments chose Woolworths as his stock pick of the day and David Shapiro from Sasfin Securities chose Medtronic. McCurrie said: Going for Woolworths I think that the SA consumer is at the bottom and going to turn, food inflation is coming through the system,…
20 Nov 2019 1AM 1 min

Stock Watch - Stock Picks — Spar and Broadcom

Deryck Janse Van Rensburg from Anchor chose The Spar Group as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Broadcom Inc. Janse Van Rensburg said: "Bringing it home for the first time in a while my stock pick tonight is Spar. The the…
19 Nov 2019 1AM 2 min
952 – 972