Stock Watch

Stock Watch - Stock picks — Afrimat and Just Eat

Independent Analyst Chris Gilmour chose Afrimat as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Just Eat Gilmour said: "Afrimat is a mid tier open cast mining stock and there are a couple of things driving this stock. Not so much the construction…

23 Jun 2020 2AM 2 min

Stock Watch - Stock picks — Distell and Mastercard

Devin Shutte from The Robert Group chose Distell as his stock pick of the day and Nesan Nair from Sasfin Securities chose Mastercard. Shutte said: "I'm going for a local domestic economy facing play, the Distell group. A couple of reasons for picking them is that they are an incredibly…

22 Jun 2020 2AM 2 min

Stock Watch - Stock pick — City Lodge and Royal Dutch Shell

Graeme Körner from Körner Perspective chose City Lodge as his stock pick of the day and Drikus Combrinck from Capicraft chose Royal Dutch Shell. Körner said: "If you fast-track six months, things will start returning to normal. City Lodge was a business that I think bored a lot of people…

18 Jun 2020 2AM 4 min

Stock Watch - Stock picks — Stenham Properties and Transaction Capital

David Shapiro from Sasfin Securities chose Stenham Properties as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Transaction Capital. Shapiro said: "I was asked to look at Stenham Properties by one of my clients and I was pleasantly surprised by the performance. If…

17 Jun 2020 2AM 1 min

Stock Watch - Stock picks — cash and Multichoice

Mia Kruger from Kruger International chose cash as her stock pick of the day and Ricus Reeders from PSG Wealth Sandton chose Multichoice. Kruger said:"We've actually increased our cash positions luckily before Covid19 arrived and this was due to the fact that the market didn't look particularly attractive for us…

15 Jun 2020 2AM 2 min

Stock Watch - Stock picks — Tesla and BAT

Nesan Nair from Sasfin Securities chose Tesla as his stock pick of the day and Mark du Toit from Oyster Catcher Investments chose British American Tobacco. Nair said: "I'm going for Tesla, you cannot deny the price action if you look at where it was in October last year. It's…

11 Jun 2020 2AM 2 min

Stock Watch - Stock picks — SA bonds and the rand

Wayne McCurrie from FNB Wealth & Investments chose SA Bonds as his stock pick of the day and David Shapiro from Sasfin Securities chose the rand. McCurrie said: ​"If you buy a SA government bond you get a 9% yield and if you take out the currency of 6%, you…

10 Jun 2020 2AM 1 min

Stock Watch - Stock pick — Capital Counties and Sanlam

Alex Duys from Umthombo Wealth chose Capital Counties as his stock pick of the day and Rowan Williams from Nitrogen Fund Managers chose Sanlam. Duys said:"I'm going for Capital Counties, I'm not sure if the viewers are familiar with London Capital Counties owns Covent Garden which obviously is and very…

9 Jun 2020 2AM 2 min

Stock Watch - Stock picks — MTN and Hyprop

Nick Kunze from Sanlam Private Wealth chose MTN as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose Hyprop Kunze said: MTN, there's another story, another re-hash, another court case, this company doesn’t seem to get a break. This court case is originally from December…

8 Jun 2020 2AM 2 min

Stock Watch - Stock pick — cash and SP500

Deryck Janse van Rensburg from Anchor chose cash as his stock pick of the day and Gary Booysen from Rand Swiss chose a structured product. Janse van Rensburg said: "I'm very concerned about the level of equity markets, I have been positioned in other asset class as being the bond…

4 Jun 2020 2AM 2 min

Stock Watch - Stock picks — Alviva and Berskrhire Hathaway

Jean Pierre Verster from Protea Capital Management chose Alviva as his stock pick of the day and Mia Kruger from Kruger International chose Berkshire Hathaway. Verster said: "My stock pick is one of those South African Businesses that saw a very strong shape price rise the last two or three…

2 Jun 2020 2AM 2 min

Stock Watch - stock picks — 3M and SA retail bonds

Devin Shutte from The Robert Group chose 3M as his stock pick of the day and Chantal Marx from FNB Wealth & Investments chose SA Retail Bonds. Shutte said: "I am going for a New York listed company called 3M. This is a company that operates in the industrial, pharmaceutical…

1 Jun 2020 2AM 2 min

Stock Watch - Stock Picks — Remgro and PSG

Graeme Körner from Körner Perspective chose Remgro as his stock pick of the day and Nesan Nair from Sasfin Securities chose PSG Group. Körner: "I'm going for Remgro, it's the old coward's favorite. There is obviously a new attitude of unlocking value, the underlying portfolio whether it's RMB FirstRand or…

28 May 2020 2AM 1 min

Stock pick — TJX Companies

David Shapiro from Sasfin Securities chose TJX Companies as his stock pick of the day while Wayne McCurrie from FNB Wealth & Investments did not have a pick. Shapiro said: "I'm going for TJX in the US. Why? Because it is like a bazaar, they take all the old unsold…

27 May 2020 2AM 2 min

Stock Watch - Stock picks — JSE and Standard Bank

Ricus Reeders from PSG Wealth Sandton chose JSE as his stock pick of the day and Nick Crail from Ashburton Investments chose Standard Bank in the short term. Reeders said: "My pick is JSE shares, I said I was looking at companies that might actually benefit from this lot and…

26 May 2020 9AM 2 min

Stock Watch - Stock picks MTN and AB InBev

Joseph Busha from JM Busha Investments chose MTN as his stock pick of the day and Drikus Combrinck from Capicraft chose AB InBev Busha said: "I'm going to go for MTN, in terms of their number of subscribers which was six million for the quarter, they picked up on their…

25 May 2020 2AM 2 min

Stock Watch - Stock picks — Long4Life and cash

Alex Duys from Umthombo Wealth chose Long4Life as his stock pick of the day and Independent Analyst Chris Gilmour chose cash. Duys said: "Long4Life is my stock pick, they had a presentation recently and I'm going to roughly reference Brian Joffe here, we've all been dealt that no one likes…

21 May 2020 2AM 2 min

Stock Watch - Stock picks — cash and Experian

Wayne McCurrie from FNB Wealth & Investments chose cash as his stock pick of the day and David Shapiro Sasfin Securities chose Experian. McCurrie said: "I'm sticking to cash, third week in a row" Shapiro said: "I'm looking at a company called Experian, it's in an area of the market…

20 May 2020 2AM 1 min

Stock Watch - Stock picks — Mr Price and Electronic Arts

Devin Shutte from The Robert Group chose Mr Price as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Electronic Arts. Shutte said: "We've looked long and hard at mr. Price, a predominantly cash clothing retailer in South Africa. We think they are incredibly…

19 May 2020 2AM 2 min

Stock Watch - Stock picks — Bershire Hathaway and Anglo American

Mia Kruger from Kruger International chose Berkshire Hathaway as her stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Anglo American. Kruger said: "I will go for Berkshire Hathaway, I think Warren Buffett has taken a very cautious approach, he's sitting with a lot of…

18 May 2020 2AM 2 min