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17
SEP

Market Wrap - Stock pick — cash

Viv Govender from Rand Swiss Offshore chose cash as his stock pick of the day.

"I'm going with cash, I think markets are pretty high and we're heading into a point at which we're going get more and more information that's going to be pretty negative."
16
SEP

Market Wrap - Stock pick — Northam Platinum

Nick Kunze from Sanlam Private Wealth chose Northam Platinum as his stock pick of the day.

I'm sticking with the commodity theme, going for Northam Platinum. I've been liking it for a while and that rhodium price has moved back above ten thousand dollars an ounce and they've got nine percent exposure to that in their mines. So, we're going to stick with Northam's for now and go with that weaker dollar theme.
15
SEP

Market Wrap - Stock pick — Inditex

Imtiaz Suliman from Sentio Capital chose Inditex as his stock pick of the day.

"I'm going with Inditex, they have a number of brands of which the most well known is Zara. They have a very good model in terms of their fashion procurement and design and their lead times are very short compared to some of the other retailers. They're also on the front foot in terms of the online business and trying to shift the bricks and mortar sales to online."
14
SEP

Market Wrap - Stock pick — Naspers

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

"It's going to be extremely boring tonight and I'm just going to go for Naspers, for the very simple reason that it's trading on a 40% plus discounts to the underlying Tencent. We have seen a wobble in tech shares last week and notwithstanding that Naspers' as a business is looking okay. The one thing that we remember is management is still under significant pressure to reduce that discount."
11
SEP

Market Wrap - Stock picks — US Tech Stocks and Afrimat

David Shapiro from Sasfin Securities chose US Tech Stocks as his stock pick of the day and Independent Analyst Chris Gilmour chose Afrimat.

Shapiro said: "I'm still a tech man, these tech companies are still generating massive profits and huge cash. They're increasing the power by using that cash to buy other businesses as well. I still think if I'm going to be anywhere it's still going to be in those very muscular technology companies."

Gilmour said: "Locally I'm sticking with Afrimat because I believe that the market just has not picked up on this one at all."
10
SEP

Market Wrap - Stock pick — Transaction Capital

Robert Towell from Sasfin Securities chose Transaction Capital as his stock pick of the day.

"I'm choosing Transaction Capital, we like the business and their acquisition of WeBuyCars. It has a lot of growth potential for both companies as they can definitely leverage off each other."
09
SEP

Market Wrap - Stock pick — AVI

Kwame Antwi from KOA Capital chose AVI as his stock pick of the day.

"My pick is AVI. They released results yesterday, I've been quite bullish on the stock itself and I was actually spectacularly surprised. If you look at the business as a whole, yes AVI has always traded at a premium to some of its peers but in general the type of performance that they delivered even though quite a substantial part of their businesses faced restrictions during lockdown, it's testimony to the strength of their portfolio and also to the kind of management that they have."
08
SEP

Market Wrap - Stock pick — Shoprite

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

"Shoprite has increased their dividend by almost 39% and also said that they would be getting rid of their last two stores in Kenya. What is more important is that Shoprite has continued to gain market share and also they are repositioning into the higher LSM and it is not surprising to see the stock up almost 10% on the day. "
07
SEP

Market Wrap - Stock pick — AVI

Steven Schultz from Momentum chose AVI as his stock pick of the day."

AVI is my pick and was on my radar for quite some time. It was up 8% on the day, it has a number of very strong brands including Five Roses and Bakers and everyone's stuck at home drinking tea and eating biscuits. AVI has an exceptionally strong balance sheet with low levels of debt and interest payments are comfortable serviced by free cash flows. For anyone feeling a little bit positive on a South African recovery this is one of those recovery stocks that can be bought at a decent price."
03
SEP

Market Wrap - Stock pick — Remgro

Waldo du Plessis from Nitrogen Fund Managers chose Remgro as his stock pick of the day.

"I'm going with Remgro, it's a holding company. It is trading to one of its widest discounts ever to its underlying holdings. It is quite cheap for the long term."
27
AUG

Market Wrap - Stock pick — Investec S&P Autocall

Viv Govender from Rand Swiss Offshore chose Investec S&P Autocall as his stock pick of the day.

"Considering the uncertainty about the future I'm going for the Investec S&P Autocall. It starts on the 15th of September and it gives a guarantee on the performance given the flat market."
26
AUG

Market Wrap - Stock pick — Medtronic

Robert Towell from Sasfin Securities chose Medtronic as his stock pick of the day.

"I'm choosing Medtronic. It's a medical suppliers business overseas that do pacemakers, hip and knee replacements. They also do very high tech medical equipment and we saw that a lot of these companies dropped off quite quite substantially during Covid. Medtronic did come down quite aggressively over as people couldn't go in for operations but they spend a lot of money in R&D and we really think this is the right sector to be in."

560 episodes

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