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09
APR

Alibaba and LVMH

Martin Smith from Anchor Capital chose Alibaba as his stock pick of the day and David Shapiro from Sasfin Securities is looking at Luxury stocks like LVMH.

Smith said: "I've gone back and forward a little bit on this one but I think I'm going to say Alibaba. They are still looking incredibly cheap and it's going to be a bit volatile but I think there's going to be a couple of bumps along the way and I think it offers great value at these levels.Shapiro said: "I'm going for the summer of love, I think people are going to spend like mad and do some revenge spending as know as a vaccine roll out gather space and people feel more confident. I'm talking Northern hemisphere and I'm going for luxury, I think LVMH and companies like that are going to benefit from the spending."
08
APR

Stock pick — Coronation Fund Managers

Nesan Nair from Sasfin Securities chose Coronation as his stock pick of the day.

"I'm going with Coronation, trying to buy some of these financials that have been pulled back a little bit. Hopefully we'll know whether it's the right call in the next few weeks"
07
APR

Stock pick — Investec Property Fund

Nesi Chetty from Stanlib chose Investec Property Fund as his stock pick of the day.

"We like Investec Property Fund. It's one where the local portfolio is very defensive. If you look at rental collections in the pandemic it's been 94% in Europe and probably closer to 99% in SA. They're still maintaining a 95% payout ratio and we like the recycling into logistics into the European platform which has proven to be very resilient."
06
APR

Stock pick — Rio Tinto

Graeme Franck from PSG Wealth Sandton Grayston chose Rio Tinto as his stock pick of the day.

"I'm going to go offshore, we just recently added Rio Tinto to our list offshore and the market is telling you that iron ore prices have run a little too hard. I know prices are at 80 percent in the last yearend I think that's why Rio's is trading on a PE of around seven times which is very very cheap."
30
MAR

Stock pick — PPC

Makwe Masilela from Makwe Fund Managers chose PPC as his stock pick of the day.

"Stock pick right now is PPC, we think they're getting things right and they're managing to get things structured. Yes their debt is sitting at R5.2 billion but they are working on reducing that and they're return on equity at 7.8% is not looking bad"
26
MAR

Stock picks — Meituan and cash

David Shapiro from Sasfin Securities chose Meituan as his stock pick of the day and Makwe Masilela from Makwe Fund Managers chose cash.

Shapiro said: "I picked up Meituan which is a very big food delivery company and service delivery company in China and I was going through their results looking at their numbers, I mean they have 560 million people who order, they operate in 2 Chinese cities, delivering food, doing bookings and helping lifestyle etc. I think you can't ignore the sheer size of china the size of the economy and the size of the consumers there."Masilela s​aid: "If government is really serious when it comes to infrastructure spend then yes, I'll definitely look at our construction companies and PPC's not looking too bad either but truth be told I'm better off with cash"
25
MAR

Stock pick — South32

Rob Towell from Sasfin Securities chose South32 as his stock pick of the day.

"The big miners have come off quite a bit and South32 has come off there as well. It's down about 12.5% the last two weeks and we really like South32 and the mix of metals that it has."
24
MAR

Stock pick — Alibaba

Steven Schultz' from Momentum chose Alibaba as his stock pick of the day.

"I'm going for Alibaba, it's down at a whopping 29 since its October highs. It's undeniably one of the highest quality hyper growth blue chips that one can purchase globally."
23
MAR

Stock pick — Givaudan

Caroline Cremen from Adviceworx chose Givaudan as her stock pick of the day.

"My stock pick tonight is a blue chip company listed in Switzerland it's got consistent and increasing dividends and it does something that we take for granted, it produces fragrances and flavours and the market size of that industry is about 26 billion. So, when you eat something or you smell something you might actually be tasting or smelling a product from Givaudan."
19
MAR

Stock pick — cash and City Lodge

Independent analyst Chris Gilmour chose City Lodge as his stock pick of the day and Nesan Nair from Sasfin Securities chose Cash.

Gilmour said: "I'm going to go with a real plant areal far left field one City Lodge. This thing was priced for failure up until fairly recently and uh you know I think the tourists are starting to come back."

Nair said: "What I'm going to do is I'm going to go with a very sort of short-term tactical play. I think we're going to see a mild correction in markets so I'm going to sit in cash for a while. I do think that we're going to see a little bit of pressure come on there sources stocks next week."
17
MAR

Stock pick — Coronation

Nesan Nair from Sasfin Securities chose Coronation as his stock pick of the day.

"I'm going to go with the Coronation Fund Managers, this is one of those great shares that for a long time has has fallen back, largely because of non-performance of the stock market. But, we've had great performance at the stock market this year and the share price seems to have lagged a little bit, so that's the one I'm going to be looking out for."

660 episodes

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