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19
JAN

Market Wrap - Stock pick — Polyus

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

"My stock pick this evening is Polyus, for the viewers not familiar with it, it is currently russia's largest goldminer and one of the top 10 producers globally in terms of volume. It's arguably the highest quality major miner in the world with all mines being open pit and highly mechanized which means that its current extraction of gold is at a cost price of around 600 us dollars. This is of course a great competitive advantage and I suppose no secret that I'm a fan of gold in this environment and one of the few people that believe that potentially an inflation surprise may be around the corner for the US and the globe."
18
JAN

Market Wrap - Stock pick — NextEra Energy

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

"We like the theme of green energy and clean energy so if you go overseas, we like a company called NextEra Energy. It's a utility which supplies electricity via wind, solar and gas and it also has an energy business separate to that. It gives you a dividend in a very difficult time with low interest rates."
15
JAN

Market Wrap - Stock pick — BidCorp

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

"I'm going with BidCorp, you know they're a food service company and a large part of their operations are based in New Zealand, Australia and China and these countries have weathered the covid crisis quite significantly. This will provide some impetus for a better earnings outlook and the other big region is Europe and UK. I think as we get through this vaccine roll out period and those economies start picking up into their summer which is May, June and July the food industry will opens up and BidCorp will be a beneficiary of their spending
13
JAN

Market Wrap - Stock pick — Fairvest Property Fund

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

"One of the smaller property companies called Fairvest. It has very niche exposure and it's bias toward non-metropolitan areas and also convenience centres. We think in an environment where the world is battling with how quickly the vaccine roll-out will be and what the moment will be for further lockdown measures, this is a company we think that through the cycle will tend to perform well."
12
JAN

Market Wrap - Stock picks — Brookfield Instrastructure

Caroline Cremen from AdiceWorx chose Brookfield Infrastructure as her stock pick of the day.

"A favourite of mine for a long time has been Brookfield Infrastructure Partners. It is one of the world's largest infrastructure investors and developers. They focus on energy, transport, utilities and also data infrastructure. They should be relatively uncorrelated with the market but in the March sell off they did sell off, they didn't have as much of a sharp pickup as the technology sector but they're back trading where they were in January last year. They're the darling of offshore institutional investors because they have an unassailable dividend yield which is increasing and it is sitting at 3.6 at the moment."
11
JAN

Market Wrap - Stock pick — Aspen

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

We've been sticking with Aspen, it's been on the front pages for all the right reasons for a change. It's nice to see them getting a really good vote of confidence from Johnson & Johnson a global giant of pharmaceuticals. We like the fact that their debt's been played down and we like to fact that the rand is at R15.50 to the dollar and as opposed to R17/R18 a few months ago. Certainly a tailwind to their earnings and given all the positive press we're seeing around them, we are expect the stock to go higher in the near term.
15
DEC
2020

Market Wrap - Infrastructure spend lifts construction

The Afrimat Construction Index staged a remarkable recovery in the third quarter of 2020 following a sharp decline in the second quarter due to lockdown restrictions. Business Day TV discussed this in detail with independent economist Roelof Botha

620 episodes

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