Global share shootout

It’s that time of year where Michael Avery hosts his Christmas stocking pickers for the Christmas stocking share shootout edition, where he has a bit of festive fun and highlights a few counters worth adding to your portfolio with all the usual caveats that a few stocks or etfs does not a diversified portfolio make. “The vaccines have cemented the view that even if we’re still in a tunnel, there is light at the end of it. The froth in sentiment had been concentrated in day traders, but since the Pfizer news we have seen that frothiness has moved out into pretty much every measure of sentiment.” We’re in the everything rally, pass the egg nog, what could go wrong? Kokkie Kooyman, Portfolio manager at Denker Capital, Humaira Surve, Analyst within the global developed markets investment unit of Coronation & Greg Katzenellenbogen, Portfolio Manager at Sanlam Private Wealth, share nine of the best.