Stock Watch

Stock Watch - Stock Picks — Remgro and Equinix

Ricus Reeders from PSG Wealth Sandton chose Remgro as his stock pick of the day and Nesan Nair from Sasfin Securities chose Equinix. Reeders said: "Remgro which is a sort of a cop-out because obviously I can go and buy the underlying stocks but we were talking about Mediclinic results…

18 Nov 2019 1AM 2 min

Stock Watch - Stock Pick — Spar and Honeywell

Wayne McCurrie from FNB Wealth & Investments chose Spar as his stock pick of the day and David Shapiro from Sasfin Securities chose Honeywell International. McCurrie said: "Spar looks good, I don't think that we've missed the boat on this one. Look everyone's getting food inflation, everyone that I talk…

13 Nov 2019 1AM 3 min

Stock Watch - Stock Picks — Standard Bank and Humana Inc

Gerbrand Smit from NEFG Fund Managers chose Standard Bank as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Humana Inc Smit said: "Standard Bak ss trading at about 9 — 9.5% PE multiple for the full year's earnings, which is in the long…

12 Nov 2019 1AM 2 min

Stock Watch - Stock Picks — Afrimat and Sasol

Sekgabo Molelekoa from Umthombo Wealth chose Afrimat as her stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Sasol Molelekoa said: "I'm going to be quite controversial and go for Afrimat, I am also quite bullish on it. We've seen the Iron Ore price coming…

11 Nov 2019 1AM 2 min

Stock Watch - Stock Picks — Bookings and LVMH

Drikus Combrink from Capicraft chose Booking Holdings Inc. as his stock pick of the day and Nesan Nair from Sasfin Securities chose LVMH Combrink said: "A company called Booking Holdings, they're down 8% because Expedia came out with the results. Expedia is priced at about a forty priced earnings ratio…

7 Nov 2019 1AM 2 min

Stock Watch - SA Govt Bonds and Nvidia Corp

Wayne McCurrie from FNB Wealth & Investments chose SA Government Bonds as his stock pick of the day and David Shapiro from Sasfin Securities chose Nvidia Corp. McCurrie said: "It's Government Bonds, it's getting a good yield and I still hope that the future is better than the past in…

6 Nov 2019 1AM 1 min

Stock Watch - Stock Picks — Sibanye Gold and Take Two Interactive Software

Petri Redelinghuys from Herenya Capital chose Sibanye Stillwater as his stock pick of the day and Gary Booysen from Rand Swiss chose Take Two Interactive Software Redelinghuys ​ said: "I would be looking at something like Sibanye Stillwater for example. I think Sebany has been doing very well, I think…

31 Oct 2019 2AM 2 min

Stock Watch - Stock Picks — dollar cash and Datatec

Deryck Janse Van Rensburg from Anchor Securities chose dollar cash as his stock pick of the day and Rowan Williams from Nitrogen Fund Managers chose Datatec Janse Van Rensburg said: "I'm using the strong rand to buy dollars, I do think that the US markets are quite elevated but I'm…

29 Oct 2019 2AM 1 min

Stock Watch - Stock Picks — AB InBev and Sasol

Drikus Combrink from Capicraft chose AB InBev as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose Sasol. Combrink said: "AB InBev with disappointing third quarter results, still on a nine month basis it's not too bad. They have had volume problems in some of…

28 Oct 2019 2AM 2 min

Stock Watch - Stock Picks — Tencent, Alphabet and Airbus

Wayne McCurrie from FNB Wealth & Investments chose Tencent as his stock pick of the day and David Shapiro from Sasfin Securities chose Alphabet Inc and Airbus McCurrie said: "Mine is Tencent and it's just merely a case of if you look in the past I mean I'm not a…

24 Oct 2019 3AM 2 min

Stock Watch - Stock Pick — Novo Nordisk and ARC

Ricus Reeders from PSG Wealth Sandton chose Novo Nordisk as his stock pick of the day and Graeme Körner from Körner Perspective chose African Rainbow Capital Investments. Reeders said: A pharmaceutical company from Denmark their big thing is in the treatment of diabetic type one and they've just had a…

24 Oct 2019 2AM 2 min

Stock Watch - Stock Picks — CMH and Adevinta

Nic Norman Smith from Lentus Asset Management chose Combined Motor Holdings Ltd (CMH) as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Adevinta ser. A (ADEA: OSS) Norman Smith said: "I'm going to go with the Combined Motor Holding (CMH). So they had…

22 Oct 2019 2AM 1 min

Stock Watch - Stock Picks — Tencent and Anglo American

Alex Duys from Umthombo Wealth chose Tencent Holdings Ltd as his stock pick of the day and Joseph Busha from JM Busha Investments Group chose Anglo American PlcDuys said: "Tencent is reporting their Q3 results on the 13th of November and looking at the share price relative to the sentiment…

21 Oct 2019 2AM 2 min

Stock Watch - Stock Picks — Euro Stoxx 50 and Remgro

Gary Booysen from Rand Swiss chose Euro Stoxx 50 as his stock pick of the day and Graeme Körner from Körner Perspective chose Remgro Ltd. Booysen said: "My stockpick is the Euro Stoxx 50 Tracker but it is done in an autocall structure. If you look at the underlying indexes…

17 Oct 2019 2AM 3 min

Stock Watch - Stock Picks — Old Mutual and Fast Retailing Co.

Wayne McCurrie from FNB Wealth & Investments chose Old Mutual Limited as his stock pick of the day and David Shapiro from Sasfin Securities chose Fast Retailing Co. Ltd. McCurrie said: "Old Mutual is looking cheap, the Manual and Moyo debacle is a small thing that doesn't affect the company…

16 Oct 2019 2AM 2 min

Stock Watch - Stock Picks — Prosus and Standard Bank Group

Nick Crail from Ashburton Investments chose Prosus as his stock pick of the day and Mia Kruger from Kruger International chose Standard Bank. Crail said: "My stock pick is Prosus, this is the unbundling and new listing of Naspers and the core international assets out of Naspers. I think if…

15 Oct 2019 2AM 2 min

Stock Watch - Stock Picks — Public Storage and Prosus

Nesan Nair from Sasfin Securities chose Public Storage as his stock pick of the day and Deryck Janse van Rensburg from Anchor Securities chose Prosus Nair said: "It's a public storage company, and it plays to the theme of people living in smaller units and then they have to pack…

14 Oct 2019 2AM 2 min

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

Ian Cruickshanks from SAIRR chose US Corporate Bond ETF as his stock pick of the day and Rowan Williams from Nitrogen Fund Managers chose Rand Merchant Inv Hldgs. Cruickshank said: I'm still bearish on the rand and South African economy so any protection for that I'd go to a dollar…

10 Oct 2019 2AM 1 min

Stock Watch - Stock Picks — Growthpoint and Prologis

Wayne McCurrie from FNB Wealth & Investments chose Growthpoint as his stock pick of the day and Nesan Nair from Sasfin Securities chose Prologis INC. McCurrie said: "SA listed property shares haven't traded at these levels in a long time and you are getting a good yield. Hopefully if the…

9 Oct 2019 2AM 2 min

Stock Watch - Stock Pick — Ferguson and AECI

Jean Pierre Verster from Protea Capital Management chose Ferguson PLC as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose AECI Limited.Verster said: "I'm going with a company listed in London called Ferguson, it's a pluming and HVAC (heating, ventilation and air-conditions) company. Even though…

8 Oct 2019 2AM 2 min