Market Wrap

Market Wrap - Stock pick — Adidas

Imtiaz Suliman from Sentio Capital chose Adidas as his stock pick of the day. "I'm going to be brave and go with a global consumer company - Adidas. The share price has come under quite considerable pressure in the last few weeks, down 45%. I think they still have a…

19 Mar 2020 2AM 1 min

Market Wrap - Stock pick — Various stock options

Graeme Franck from PSG Wealth Sandton Grayston had no stock pick for the day but did offer some advice on various other options. "You can pick anything really at the moment if you feel confident. I think a few things to remember though, something like Tencent and Naspers I don't…

18 Mar 2020 2AM 1 min

Stock pick — Sygnia 4th Industrial Revolution ETF

Caroline Cremen from Adviceworx chose the Fourth Industrial Revolution Etf as her stock pick of the day. "I think this is one of the points in time when I say this is where you can actually look at technical analysts as a way to actually time your purchase. When you…

17 Mar 2020 2AM 1 min

Market Wrap - Stock pick — Kumba Iron Ore

Andile Buthelezi from Sentio Capital chose Kumba Iron Ore as his stock pick of the day. "Iron Ore has been decimated of with the Coronavirus outbreak, largely because China is a large player in the iron ore space but I'm encouraged by the fact that that new case virus growth…

13 Mar 2020 2AM 1 min

Market Wrap - Stock pick — Visa

Nesan Nair from Sasfin Securities chose Visa Inc as his stock pick of the day. "I'm going to go with a US stock and that is Visa. It's heavily sold off but still a wonderful business with a great potential future cash flow growth, just because of the sector and…

12 Mar 2020 2AM 1 min

Market Wrap - Stock pick — Prosus

Sam Mokorosi from Vunani Capital chose Prosus as his stock pick of the day. "We like Prosus, we've seen a lot of reaction yesterday specifically across the global markets and Prosus wasn't spared and so we think that the reaction is overdone we think that Tencent actually is going to…

11 Mar 2020 2AM 1 min

Market Wrap - Stock pick — Naspers

Waldo du Plessis from Nitrogen Fund Managers chose Naspers as his stock pick of the day. "My stock pick tonight is going to be Naspers, the rand is blown out and Naspers is a rand hedge, it trades at the widest discount that I think I've observed in many many…

9 Mar 2020 2AM 1 min

Market Wrap - Stock pick — Disney

Martin Smith from Anchor Capital chose Disney as his stock pick of the day. "Something for me is Disney at a 21 times forward multiple. Historically I think that it looks quite cheap, the business is growing kind of mid-teens, good management team in place and also the Disney Plus…

9 Mar 2020 1AM 1 min

Market Wrap - Stock pick — Sibanye

Craig Pheiffer from Absa Stockbrokers & Portfolio Management chose Sibanye-Stillwater as his stock pick of the day. Sibanye is my stock pic of the day. It's more of a platinum play and I guess you can look at the palladium and the rhodium hat has been in deficit and probably…

5 Mar 2020 1AM 1 min

Market Wrap - Stock pick — Investec Property

Nesi Chetty from Stanlib chose Investec Property Fund as his stock pick of the day. "It's a company that we've liked for a while, Investec property fund, it's one of the main defensive SA portfolios of retail assets, close to around 17bn. They have done well to diversify into the…

4 Mar 2020 1AM 1 min

Market Wrap - Stock pick — US Treasury ETF

Ian Cruickshanks from the SAIRR chose a US Treasury ETF "What I would like to look at is an ETF with its major holdings in US Treasury. I think that they have come wholaping down with their yield from 1.8% to just over 1% in a matter of weeks. That…

2 Mar 2020 1AM 1 min

Market Wrap - Stock pick — BTI

Mark du Toit from Oyster Catcher Investments chose Gold Spot Indicator as his stock pick of the day and Nesan Nair from Sasfin Securities chose Firstrand du Toit said: I'm picking gold this evening and not because the markets are necessarily down today but I think what we are going…

27 Feb 2020 1AM 1 min

Market Wrap - Stock pick — Visa

Caroline Cremen from Adviceworx chose Visa as her stock pick of the day. "Now that the US markets have sold off and they have picked up a bit again but I do think that they are going to go off again. There has been a couple of really nice blue…

26 Feb 2020 1AM 1 min

Market Wrap - Stock pick — cash

Viv Govender from Rand Swiss Offshore chose cash as his stock pick of the day. "Unfortunately my stock pick is cash, I do think that the coronavirus is going to have a bigger impact than we think. The impact on Chinese growth rates for instance, it can possibly be 1%…

25 Feb 2020 1AM 1 min

Market Wrap - Stock pick - US tech stocks

Robert Towell from Sasfin Securities chose US Tech stocks, particularly Amazon, Alphabet & Apple as his stock picks of the day. "I think the big IT sector overseas could sell-off and I still think that companies like Amazon and Apple who are coming into 5G in the next six months…

24 Feb 2020 1AM 1 min

Market Wrap - Stock pick — Microsoft

Nesan Nair from Sasfin Securities chose Microsoft as his stock pick of the day. "I'm still going to go for a US company, I think Microsoft looks good and in my view still growing earnings quite solidly. I think that's the one to look forward to in the next six…

20 Feb 2020 1AM 1 min

Market Wrap - Stock Pick — Growthpoint

Waldo du Plessis from Nitrogen Fund Managers chose Growthpoint as his stock pick of the day. "Growthpoint is my stock pick, I think Growthpoint and Emira are almost are yielding the same price. Now keep in mind that Growthpoint is a Top40 stock, it's very liquid and it's run by…

19 Feb 2020 1AM 1 min

Market Wrap - Stock picks — Amplats and Sibanye Gold

Sam Mokorosi from Vunani Capital chose Amplats and Sibanye Gold as his stock picks of the day "We still like the platinum space, we like what Anglo Platinum is doing, they came out with good numbers and there are some concerns over their leadership change so we will have to…

18 Feb 2020 1AM 1 min

Market Wrap - Stock pick — Spar

Imtiaz Suliman from Sentio Capital chose Spar as his stock pick of the day. "Spar's trading update was a bit weak and I think it's a good entry point into a solid business. They have a very good franchise model in South Africa which really they are the distributor and…

17 Feb 2020 1AM 1 min

Market Wrap - Stock pick — luxury goods

Robert Towell from Sasfin Securities chose the luxury goods sector as his stock pick of the day. "Still going offshore, we think that the coronavirus will give you opportunity into some of the luxury stocks that have really run very harder in the last year-and-a-half. We see a luxury purchase…

13 Feb 2020 1AM 3 min