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02
JUL

Market Wrap - Stock pick — Naspers

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

"I'm going to go long into the future here and it's has been the best performer on the JSE this year and it's Naspers. I'm going with Naspers because of its discounted to Tencent or to Turkey, the online gaming business has done phenomenally well for South African investors that have owned Naspers but at a 50% discount offers a buffer for the long term investor."
01
JUL

Market Wrap - Stock pick — Equites

Nesi Chetty from Stanlib chose Equites as his stock pick of the day.

"In a market that is so volatile and uncertain we still be sticking with a company that's defensive and are offering very good quality to the cycle. Equities property fund is a specialist fund, it develops, owns and acquires best-in-class logistics assets. Going into the into the pandemic they had a very strong balance sheet, holding about a billion in cash and I think if you take out the noise in the market and you look at the long-term secular driver, demand drivers - for things like logistics,e-commerce, rising inventory levels and manufacturing increasing this is a company that through the cycle will tend to do well."
30
JUN

Market Wrap - Stock pick — SA Bonds

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

"We want to keep our powder dry, we think there will be a better opportunity, particularly because we already started the downturn cautiously. I don't think we're about to change tack now because the risk to get it wrong is is much higher at current level. We still remain cautious and we are still encouraging investors to stay in liquid assets and fixed income. We're getting decent yields on government bonds and I think we'll get better clarity in the coming months and that will give us an opportunity to deploy assets."
29
JUN

Market Wrap - Stock pick — Shoprite

Nolwandle Mthombeni from Mergence Investment Managers chose Shoprite as her stock pick of the day.

"I am choosing Shoprite, if you look at the performance of Shoprite compared to the market, there's a complete lag. This is not in line with the fundamentals where Shoprite is one of the few stocks that have been able to continue to trade since the lockdown started. The last time we received data from Shoprite was in February so the next phase will show they've done much better than the market in the last few months."
26
JUN

Market Wrap - Stock picks — Prosus and Salesforce

Sam Mokorosi from Vunani Capital chose Prosus as his stock pick of the day and David Shapiro from Sasfin Securities chose Salesforce.

Mokorosi said: "We see the digital story continue to make good grounds so we still like Prosus. Even though Trump is rattling the cage against the Chinese, we think that Prosus will continue to grow driven by its biggest investment being Tencent."

Shapiro said: "I still continue to look at the digital economy, I'm pleased that the shares are holding up and doing well. The ones that I have liked is Salesforce, and those companies provide software for the cloud economy and to use their data in a number of ways."
25
JUN

Market Wrap - Stock picks —Microsoft

Robert Towell from Sasfin Securities talks to Business Day TV about his stock pick of the day.

"Due to Covid-19 and the spread of the virus Microsoft is continuing to do well as more and more people are working from home. Microsoft has done very well over the last few months, if the market does pullback and you add Microsoft to your portfolio as that cloud computing stock carries on growing and starts to bring in revenue even during the Covid crisis."
22
JUN

Market Wrap - Stock pick — Motus

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

"I'm going with Motus, it has been quite significantly affected through the lockdown as vehicle sales basically came to a standstill in April. There was some recovery in May but I think if you look at the balance sheet they are still within the debt covenants. They do have some annuity type businesses in their aftermarket spots which is quite defensive and as things open up and consumers slowly start getting back to the previous levels in of making purchases the motor industry will also benefits from that. "
17
JUN

Market Wrap - Stock pick — Multichoice

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

"We took a look at Multichoice, they came out with results last week really and had a good set of numbers. They also paid a dividend which is a rarity in this environment right now. More encouragingly, people who are being concerned about how they would be taking on the streaming players, well they're not taking them on they're joining them and signed quite a unique deal between Amazon Prime and Netflix to jump on their platform and using their content. So, we like Multichoice at current levels."
15
JUN

Market Wrap - Stock pick — Clicks

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

"Although the majority consensus is to sell, I'm going for Clicks. I like their return on equity, people tend to look at the PE which is very demanding at 31, but with their return on equity being at 35%, I think it has got some legs."
12
JUN

Market Wrap - Stock pick — Afrimat and SA bonds

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

Gilmour said: "I actually do have a stock pick after weeks of sitting on my hands and saying one should sit on cash, I'm going for Afrimat. I think the stock is terribly underrated, obviously an awful lot depends on the iron ore price, and iron ore is playing the game. But you haven't seen it as yet in the figure for Afrimat particularly when it comes to the fall in the value of the rand. As long as iron ore stays at, or around these levels, the current price is well over a $100 and the demand is there from China particularly, it's a great little operation and I think it will come through nicely."

Shapiro said: "It depends on your tax position but if you can go into some of SA's long end bonds, meaning ten years plus and get 10%-11% yield in an environment where inflation is coming down, in an environment where in the rest of the world yields are zero or at best you can get 1/2% on a ten-year bond in America, or 1/4% in the UK, SA bonds look very attractive. As long as you rand based and living off rands, SA bonds look very attractive for savings."
10
JUN

Market Wrap - Stock pick — Life Healthcare

Andile Buthelezi from Sentio Capital chose Life Healthcare as his stock pick of the day.

"I'm going for Life Healthcare; the stock did come off earlier in the year similar to all other stocks so it is not unique to them. Their occupancy levels did fall from around 60% to around 40% as the country entered alert level 5 of the pandemic. We do anticipate that those occupancy rates will start to pick up again as lockdown levels are eased and more non-emergency cases are treated at hospitals. If SA can manage to avoid Covid-19 to escalate to catastrophic levels, then it is probably worthwhile to start building your position in some of these hospital names of which Life Healthcare is one."
09
JUN

Market Wrap - Stock pick — Anglogold

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

"I'm going to stick with my conviction and my scepticism on the market and elect for Anglogold. Markets have clearly gotten ahead of themselves even if they don't want to admit it. I think the SA rand strength that we've seen over the last eight trading days and as well as a little bit of a softer US dollar gold price is creating a nice entry point. I think Anglogold is probably the stock pick of the gold mining sector. It currently trades at about R412 and our internal target price is around R550 so some decent upside. And, even if I'm horribly wrong and the world is a rosy place and expect monstrous inflation coming through in the next couple of months in which case gold is again a useful asset."

517 episodes

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