Stock Watch

Stock Watch - Stock picks — Absa and FTSE 100 autocall

Nick Kunze from Sanlam Private Wealth chose Absa as his stock pick of the day and Gary Booysen from Rand Swiss chose FTSE autocall Kunze said: "Traditionally the banks have been under pressure for obvious reasons, we know the story... a slowing economy, concerns over the fiscal issues, competitor pressures…

17 Feb 2020 1AM 3 min

Stock Watch - Stock picks — Shoprite and Absa

Nick Crail from Ashburton Investments chose Shoprite as his stock pick of the day and Graeme Körner from Körner Perspective chose Absa. Crail said: "Shoprite yes, I think it comes down to the quality nature the market share, the dominance of a particular company within a certain sector. I think…

13 Feb 2020 1AM 3 min

Stock Watch - Stock picks — luxury goods and Truworths

Alex Duys from Umthombo Wealth chose Truworths as his stock pick of the day and David Shapiro from Sasfin Securities chose the luxury goods sector Duys said: "I see Truworths as a typical old fashion value investment type of a case, yes, we all know the growth margins were bad…

12 Feb 2020 1AM 2 min

Stock Watch - Stock picks — Kone OYJ and Brait

Rowan Williams from Nitrogen Fund Managers chose Brait as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Kone OYJ. Williams said: "I'm going with Brait, it just finished its right issue process and it closed today, in terms of the right to stop…

11 Feb 2020 1AM 1 min

Stock Watch - Stock picks — Long4Life and Amazon

Wayne McCurrie from FNB Wealth & Investments chose Long 4 Life as his stock pick of the day and Jonathan Fisher from PSG Wealth Sandton Grayston chose Amazon McCurrie said: "I'm going for Long4Life, Brian Joffe's company. It has good underlying businesses, he's also going into day clinic type of…

10 Feb 2020 1AM 2 min

Stock Watch - Stock picks — Redefine and Aspen

Waldo du Plessis from Nitrogen Fund Mangaers chose Redefine Properties as his stock pick of the day and Petri Redelinghuys from Herenya Capital chose Aspen Pharmarcare. du Plessis said: "I'm going with Redefine, a little bit controversial, the listed property has fallen, it is hugely out of favour and rightly…

6 Feb 2020 1AM 2 min

Stock Watch - Stock picks — Visa and Walt Disney

David Shapiro from Sasfin Securities chose Walt Disney as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Visa Inc.

5 Feb 2020 1AM 1 min

Stock Watch - Stock picks — Amazon and Alphabet

Nesan Nair from Sasfin Securities chose Amazon as his stock pick of the day and Bright Khumalo from Vestact chose Alphabet. Nair said: "I'm going with Amazon, it's been in our portfolio for a long time and hasn't done much for a long time as well. Recently they had a…

4 Feb 2020 1AM 2 min

Stock Watch - Stock picks — BAT and AECI

Mark du Toit from Oyster Catcher Investments chose British American Tobacco as his stock pick of the day and Ricus Reeders from PSG Wealth chose AECI Limited. du Toit said: "British American Tobacco, so it's a stock that came under huge pressure about two years ago. A lot of focus…

3 Feb 2020 1AM 2 min

Stock Watch - Stock picks — Massmart and Remgro

Alex Duys from Umthombo Wealth chose Massmart Holdings Ltd as his stock pick of the day and Graeme Körner from Körner Perspective chose Remgro Ltd Duys said: "I'm going to go for Massmart, and firstly Massmart, obviously it has gone through a lot of issues over the last few years…

30 Jan 2020 1AM 1 min

Stock Watch - Stock picks – Famous Brands and Airbus

Wayne McCurrie from FNB Wealth & Investments chose Famous Brands as his stock pick of the day and David Shapiro from Sasfin Securities chose Airbus McCurrie said: "I choose Famous Brands, hopefully the South African consumer picks up a little bit, you know the pizzas are not doing well at…

29 Jan 2020 1AM 2 min

Stock Watch - Stock picks — Meituan Dianping and Reinet

Jean Pierre Verster from Protea Capital Management chose Meituan Dianping as his stock pick of the day and Rowan Williams from Nitrogen Fund Managers chose Reinet Verster said: "An offshore share again, this time one listed in Hong Kong. It's called Meituan Dianping share code is (HKG: 3690) and it's…

28 Jan 2020 1AM 2 min

Stock Watch - Stock picks — Sasol and oil

Gerbrand Smit from N-e-F-G Fund Managers chose Sasol as his stock pick of the day and Gary Booysen from Rand Swiss chose Brent Crude oil. Smit said: ""I'm going for Sasol, it had troubles for quite some time, we know that it had lots of Louisiana project problems over the…

27 Jan 2020 1AM 3 min

Stock Watch - Stock Picks — Nextera Energy and Sasol

David Shapiro from Sasfin Securities chose Nextera Energy as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Sasol Shapiro said: "Green energy has become a big subject and the one producer that we found that are still making profits in green energy is…

22 Jan 2020 1AM 2 min

Stock Watch - Stock Picks — Shoprite and Astral

Nick Kunze from Sanlam Private Wealth chose Shoprite as his stock pick of the day and Joseph Busha from JM Busha Investments chose Astral Foods. Kunze said: "So we like Shoprite, it currently closed at round about R115 and some change and is almost back at a 52-week low. Not…

20 Jan 2020 1AM 2 min

Stock Watch - Stock Picks — Alphabet and Mondi

David Shapiro from Sasfin Securities chose Alphabet Inc as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Mondi. Shapiro said: "If I had to choose a pick in the FANG grouping, I would say probably Alphabet, simply because their valuations are better than…

15 Jan 2020 1AM 3 min

Stock Watch - Stock Picks — Adidas and Facebook

Nesan Nair from Sasfin Securities chose Adidas as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Facebook. Nair said: "I'm going with Adidas, the German footwear and athletic-wear producer. We have been holding this for quite a few years now and it's one…

14 Jan 2020 1AM 1 min

Stock Watch - Stock Picks — Visa and Exxaro

Jonathan Fisher from PSG Wealth Sandton Grayston chose Visa Inc as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose Exxaro Resources Fisher said: "I think I picked Visa a year and half ago, we still like it. It's expensive purely from a price multiple…

13 Jan 2020 1AM 3 min

Stock Watch - Stock Picks AB InBev and Anglo American

Drikus Combrink from Capicraft chose AB InBev as his stock pick of the day and Petri Redelinghuys from Herenya Capital chose Anglo American Combrink said: "Second time going with AB InBev, they are down from the last time that I chose them. It's an emerging market play, so if emerging…

12 Dec 2019 1AM 2 min

Stock Watch - Stock Picks — Sanlam and Metrofile

Nesan Nair from Sasfin Securities chose Sanlam as his stock pick of the day and Simon Brown from Just One Lap chose Metrofile Nair said: "I'm going with Sanlam, it's one of those companies that have been sold down, just on negative sentiment. This is a quality business, have a…

10 Dec 2019 1AM 1 min