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17
MAY

Market Wrap - Stock Pick — Anglo American

Martin Smith from Anchor Securities chose Anglo American as his stock pick of the day.

At the moment I choose Anglo American, I like them at this level. It's looking on a spot PE level it's very cheap. They have de-geared their balance sheet quite substantially and if we have a positive resolution with the US - China trade negotiations, I think the share can rally quite nicely.
16
MAY

Market Wrap - Stock Pick — Oceana Group

Steven Schultz from Momentum chose Oceana Group Ltd as his stock pick of the day.

"My stock pick is a 101 year old fishing company that is Cape Town based namely Oceana. They've produced a pretty decent first half set of results earnings growth of 70%, excluding a bit of a tax bump that they received from from the US. What we're finding is an uptick in canned food product, so their fish products and I think that is symbolic of consumers that are under pressure at the moment. They also have cost deficiencies and we believe that there is more way to go from a cost efficiency perspective and vessel utilization which we believe can improve. The stock trades at a 12.4 PE at the moment and boasts a 5.5% dividend yield"
13
MAY

Market Wrap - Stock Pick — Investec

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

“Investec PLC for us, we like what's happening and Brexit seems to be on the back burner for now, it looks like it will be running a bit smoother and Investec is back up to over R90 a share, looking better.”
10
MAY

Market Wrap - Stock Pick — Pioneer Foods

Robert Cameron from Thebe Stockbroking chose Astral Food Ltd as his stock pick of the day.

“With the swine flu outbreak in China it has caused the pig prices over there to increase by around 60%​. There is also an influx of pig import to China from the US which makes alternative sources of protein more attractive.”
06
MAY

Market Wrap - Stock Pick - Offshore

Devin Shutte from The Robert Group tells us why he chose to look offshore as his stock pick for the day

“There are opportunities locally but valuations are definitely depressed particularly in the SA Inc. space. We do

invest heavily offshore as well so that's where we are seeing a lot of real good risk adjusted opportunities at the

moment”
03
MAY

Market Wrap - Stock Pick - Northam Platinum

Sam Mokorosi from Vunani Capital chose Northam Platinum as his stock pick of the day

"We are quite positive on the Platinum Group metals over the long term. We think that Rhodium has been doing very well and we think that Platinum is also going to start doing well over the medium to long term. So, our stock pick is Northam Platinum, they had a good day today and we think that there is still some value in there."
02
MAY

Market Wrap - Stock Pick - cash

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

"I'm going to be a coward this week and I'm going for cash. The reason being is the election next week, trading volumes are very low at the moment and I don't see opportunity, and going offshore at around R14,56 at the moment doesn't really make sense, so to me I would say rather hold onto your cash, if we do see the currency strengthens to below or better than 14, maybe then look at going offshore."
30
APR

Market Wrap - Stock Pick - Absa Group Limited

Imtiaz Suliman from Sentio Capital chose Absa Group Limited as his stock pick of the day

"I choose Absa and it's largely based on them opening their taps now as they are trying to grow their book. They were constrained with the Barclays relationship where risk was dialed down. Now they have the freedom to to write risk on their own without the Barclays oversight which will give them much better growth in terms of loans and compete on an even footing with the other banks. They've lost a lot of market share over the last few years and they've been easy picking for the other banks but I think that their losses are stemmed to some extent and at these
levels it's offering good value"
29
APR

Market Wrap - Stock Pick - cash

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

"I know you think I'm chickening out but it is just a little bit too dangerous to throw your money into the South African market at this point. A few weeks ago we thought we would have a market bump after the election but you can see the mood changing amongst foreign and local investors and I'm not even sure that we will have that anymore."
26
APR

Market Wrap - Stock Pick — Investec FTSE Autocall

Viv Govender from Rand Swiss Offshore chose Investec FTSE Autocall as his stock pick of the day

“I choose the Investec FTSE autocall. It is basically a call on the FTSE 100. If after three years the FTSE is positive you get an 18% simple interest return per year for three, four or five years, depending on when the market is positive. If after five years it does not remain positive you will get your money back.”
25
APR

Market Wrap - Stock Pick - Microsoft Corp

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

“I'm going for Microsoft although I have been avoiding it for so long but I think the current results and the last few quarters have indicated that they are really entrenching their position in the corporate cloud with the services that they offer and the reach that they have with their with their baseline office products. I think we are going to see very good things come out of Microsoft in the future”
24
APR

Market Wrap - Stock Picks - Bidvest and AECI

Graeme Franck from PSG Wealth Sandton chose Bidvest and AECI Limited as his stock picks of the day.

"So we do still like the SA Inc space, it's slightly controversial given the elections two weeks away so we chose two industrial companies, AECI and Bidvest. Both of them have resonable valuations, dividend yields of 4% or 5% and they are reasonably well managed in this very constrained environment."

290 episodes

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