Stock Watch

Stock Watch - Stock Picks — Investec and AECI

Nick Kunze from Sanlam Private Wealth chose Investec as his stock pick of the day and Ricus Reeder from PSG Wealth Sandton chose AECI Limited Kunze said: "Investec is spinning off the asset management arms in the first quarter next year, I think it's called 9 1 or ninety-one. Investec…

9 Dec 2019 1AM 1 min

Stock Watch - Stock Picks — Peabody Energy and Discovery

Drikus Combrink from Capicraft chose Peabody Energy as his stock pick of the day and Graeme Körner from Körner Perspective chose Discovery Combrink said: "I'm looking at stuff that's more cyclical that's hated, there is very little out there that's hated as much as coal. There is a company in…

5 Dec 2019 1AM 2 min

Stock Watch - Stock Picks — FirstRand and Novartis

Wayne McCurrie from FNB Wealth & Investments chose Firstrand as his stock pick of the day and David Shapiro from Sasfin Securities chose Novartis McCurrie said: I'm going with FirstRand, it just really symptomatic of all the SA shares and here specifically the banking shares. These things have been pounded,…

4 Dec 2019 1AM 2 min

Stock Watch - Stock Picks — US Corporate Bond ETF and Quilter

Ian Cruickshanks from SAIRR chose an unlisted US Corporate Bond ETF as his stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Quilter Plc Cruickshanks said: "I believe that interest rates are going to come down so you need some sort of gearing aimed towards…

3 Dec 2019 1AM 2 min

Stock Watch - Stock Picks — Roche and Standard Bank

Jonathan Fischer from PSG Wealth Sandton chose Roche as his stock pick of the day and Gerbrand Smith from NeFG Fund Management chose Standard Bank Fischer said: "I'm going for Roche, a Swiss-based company headquartered in Basel, listed in Switzerland. It is a diagnostics and prescription pharmaceutical company, they sell…

2 Dec 2019 1AM 2 min

Stock Watch - Stock Pick — Amazon and Aspen

Gary Booysen from Rand Swiss chose Amazon as his stock pick of the day and Petri Redelinghuys from Herenya Capital chose Aspen Pharmacare Booysen said: "Mine is Amazon, everyone knows Amazon, it's absolutely fantastic. Amazon Prime now moving from two-day delivery to one-day delivery, it's a very exciting development for…

28 Nov 2019 1AM 2 min

Stock Watch - Stock Picks — Investec and Tencent

Nick Kunze from Sanlam Private Wealth chose Investec as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Tencent Kunze said "I'm gonna pick Investec today, we like the stock as a house and we like what they doing. Their spinning off with the…

27 Nov 2019 1AM 1 min

Stock Watch - Stock Picks — Standard Bank and Amadeus IT

Nick Crail from Ashburton Investments chose Standard Bank as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Amadeus IT Group S.A Crail said: "My stock pick after this day as well as I suppose the last week is Standard Bank. Looking back into…

26 Nov 2019 1AM 2 min

Stock Watch - Stock Picks — Assore and Macerich

Joseph Busha from JM Busha Investments chose Assore as his stock pick of the day and Drikus Combrinck from Capicraft chose Macerich CO. Busha said: "I think if you look in terms of what has happened in the last two weeks, iron price up about ten percent on Friday three…

25 Nov 2019 1AM 2 min

Stock Watch - Stock Pick — Italtile and EPE Capital

Devin Shutte from The Robert Group chose Italtile as his stock pick of the day and Graeme Körner from Körner Perspective chose EPE Capital. Shutte said: "I'm going Italtile, so this is a born-and-bred tile manufacturer, distributor and retailer and they've really integrated across that, they been around for 50…

21 Nov 2019 1AM 2 min

Stock Watch - Stock Picks — Woolworths and Medtronic

Wayne McCurrie from FNB Wealth & Investments chose Woolworths as his stock pick of the day and David Shapiro from Sasfin Securities chose Medtronic. McCurrie said: Going for Woolworths I think that the SA consumer is at the bottom and going to turn, food inflation is coming through the system,…

20 Nov 2019 1AM 1 min

Stock Watch - Stock Picks — Spar and Broadcom

Deryck Janse Van Rensburg from Anchor chose The Spar Group as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Broadcom Inc. Janse Van Rensburg said: "Bringing it home for the first time in a while my stock pick tonight is Spar. The the…

19 Nov 2019 1AM 2 min

Stock Watch - Stock Picks — Remgro and Equinix

Ricus Reeders from PSG Wealth Sandton chose Remgro as his stock pick of the day and Nesan Nair from Sasfin Securities chose Equinix. Reeders said: "Remgro which is a sort of a cop-out because obviously I can go and buy the underlying stocks but we were talking about Mediclinic results…

18 Nov 2019 1AM 2 min

Stock Watch - Stock Pick — Spar and Honeywell

Wayne McCurrie from FNB Wealth & Investments chose Spar as his stock pick of the day and David Shapiro from Sasfin Securities chose Honeywell International. McCurrie said: "Spar looks good, I don't think that we've missed the boat on this one. Look everyone's getting food inflation, everyone that I talk…

13 Nov 2019 1AM 3 min

Stock Watch - Stock Picks — Standard Bank and Humana Inc

Gerbrand Smit from NEFG Fund Managers chose Standard Bank as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Humana Inc Smit said: "Standard Bak ss trading at about 9 — 9.5% PE multiple for the full year's earnings, which is in the long…

12 Nov 2019 1AM 2 min

Stock Watch - Stock Picks — Afrimat and Sasol

Sekgabo Molelekoa from Umthombo Wealth chose Afrimat as her stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Sasol Molelekoa said: "I'm going to be quite controversial and go for Afrimat, I am also quite bullish on it. We've seen the Iron Ore price coming…

11 Nov 2019 1AM 2 min

Stock Watch - Stock Picks — Bookings and LVMH

Drikus Combrink from Capicraft chose Booking Holdings Inc. as his stock pick of the day and Nesan Nair from Sasfin Securities chose LVMH Combrink said: "A company called Booking Holdings, they're down 8% because Expedia came out with the results. Expedia is priced at about a forty priced earnings ratio…

7 Nov 2019 1AM 2 min

Stock Watch - SA Govt Bonds and Nvidia Corp

Wayne McCurrie from FNB Wealth & Investments chose SA Government Bonds as his stock pick of the day and David Shapiro from Sasfin Securities chose Nvidia Corp. McCurrie said: "It's Government Bonds, it's getting a good yield and I still hope that the future is better than the past in…

6 Nov 2019 1AM 1 min

Stock Watch - Stock Picks — Sibanye Gold and Take Two Interactive Software

Petri Redelinghuys from Herenya Capital chose Sibanye Stillwater as his stock pick of the day and Gary Booysen from Rand Swiss chose Take Two Interactive Software Redelinghuys ​ said: "I would be looking at something like Sibanye Stillwater for example. I think Sebany has been doing very well, I think…

31 Oct 2019 2AM 2 min

Stock Watch - Stock Picks — dollar cash and Datatec

Deryck Janse Van Rensburg from Anchor Securities chose dollar cash as his stock pick of the day and Rowan Williams from Nitrogen Fund Managers chose Datatec Janse Van Rensburg said: "I'm using the strong rand to buy dollars, I do think that the US markets are quite elevated but I'm…

29 Oct 2019 2AM 1 min