Market Wrap

cash

Makwe Masilela from Makwe Fund Managers chose cash as his stock pick of the day. "Given what is happening with high stock prices and with the Delta variant I think I'm going to go with cash"

13 Jul 2021 2AM 1 min

Caroline Cremen from Adviceworx chose Home Depot as her stock pick of the day. "I'm going to go with the US stock, it is the name of Home Depot, it is the US and is the largest home improvement store. It has a massive footprint and it did really well…

12 Jul 2021 2AM 1 min

Nepi Rockcastle

Nesi Chetty from Stanlib chose Nepi Rockcastle as his stock pick of the day. "My stock is Nepi Rockcastle, I guess in an environment where we are looking for the rand to potentially weaken, Nepi Rockcastle has dominant retail sectors in central and eastern Europe. We like their assets."

7 Jul 2021 2AM 1 min

Generac

Caroline Cremen from Adviceworx chose Generac as her stock pick of the day. "My stock pick is Generac and this is the company South Africans probably haven't heard of but it's a company that they will really understand. This company produces generators, solar power and all of the things that…

6 Jul 2021 2AM 1 min

Anglogold

Sanlam Private Wealth's Nick Kunze chose Anglogold as his stock pick of the day. "My stock pick for this evening, I did pick it last week - so sorry to be boring, but AngloGold Ashante once again. The same as we said last time, single digit PEs, gold all of…

5 Jul 2021 2AM 1 min

Kumba Iron-ore and Roku Inc.

David Shapiro from Sasfin Securities chose Kumba Iron-ore as his stock pick of the day and Gary Booysen from Rand Swiss chose Roku Inc. Shapiro said: "I'm going to go for Kumba, I look at the iron-ore prices daily I see it's at round about 220 and everybody tells me…

2 Jul 2021 2AM 2 min

A2 Milk

Kwame Antwi from KOA Capital chose A2 Milk as his stock pick of the day. "My stock pick is actually an offshore business called A2 Milk and it's an Australian listed business. It makes milk that doesn't have what we call the A1 protein and they they say that the…

30 Jun 2021 2AM 1 min

Telkom

Makwe Masilela from Makwe Fund Managers chose Telkom as his stock pick of the day. "My stock pick is Telkom, for the fact that we've seen that their mobile customers they have increased by almost 27%. We have seen that over the last five years Telkom has evolved from its…

29 Jun 2021 2AM 1 min

Glencore

Nick Kunze from Sanlam Private Wealth chose Glencore as his stock pick of the day. "Amidst it all i'm braving into into Glencore I've picked it once or twice before for a number of reasons. There is still a supply deficit of copper, copper's come off a little bit the…

28 Jun 2021 2AM 1 min

Nedbank

Steven Schultz from Momentum chose Nedbank as his stock pick of the day. "My stock pick this evening is going to be Nedbank, they had a pretty descent set of numbers themselves. There is obviously going to be more Nedbank shares free floating following Old Mutual's unbundling. I think banks…

24 Jun 2021 1AM 1 min

FirstRand

Makwe Masilela from Makwe Fund Managers chose Firstrand as his stock pick of the day. "FirstRand, yes as much as their PE is higher than that of the index, their dividend yield is better. The economy is doing better than we expected and we've also seen that when it comes…

23 Jun 2021 1AM 1 min

ETSY

Imtiaz Suliman from Sentio Capital chose ETSY as his stock pick of the day. "I'm going with Esty, it's a company listed in the US. What they really provide is a marketplace for small businesses, they have 2.7 million businesses listed on their platform and have 65 million items. It's…

22 Jun 2021 1AM 1 min

Costco

Caroline Cremen from Adviceworx chose Costco as her stock pick of the day. "The company's called Costco, it is an American supermarket chain, if you think a little bit like Makro, there's a big box store you buy in bulk, but this company doesn't make its money on the margins…

21 Jun 2021 2AM 1 min

Afrimat

Independent Analyst Chris Gilmour chose Afrimat as his stock pick of the day. "I'm still sticking with one of my good old favourites and that's Afrimat. We're still looking around at iron-ore prices still bobbing around and taking a bit of strain in the last couple of days."

17 Jun 2021 2AM 1 min

Medtronic

Rob Towell from Sasfin Securities chose Medtronic as his stock pick of the day. "So we're going abroad, we still like Medtronic. It's a medical devices company as well as surgical company, so they do hip replacements, knee replacements, heart surgery and cutting edge technology and we think over the…

10 Jun 2021 2AM 1 min

AVI pick of the day

Graeme Franck from PSG Wealth Sandton Grayston chose AVI as his stock pick of the day. "So I'm going to go for AVI, it's a very defensive stock , the share price has been pretty much flat to down over the last year when the market has been up. The…

8 Jun 2021 2AM 1 min

Libstar

Sentio Capital's Imtiaz Suliman chose Libstar as his stock pick of the day. "If you look at Libstar's underlying business, they are quite an innovative company. They produce some of the private label brands for the likes of the Woolies and the Shoprites, Spar and Pick n Pay and that…

7 Jun 2021 2AM 1 min

Salesforce

Caroline Cremen from Adviceworx chose Salesforce as her stock pick of the day. "It's actually a very good day to buy if you're all at your trading systems, it's a company by the name of Salesforce. It's an enterprise software that provides businesses of cloud solutions, I think I've chatted…

3 Jun 2021 2AM 1 min

Investec Property Fund

Nesi Chetty from Stanlib chose Investec Property Fund as his stock pick of the day. "I'm going with Investec Property Fund, given where our interest is at and where the rand is also at. Investec Property Fund has a very defensive SA retail portfolio and we think this is one…

2 Jun 2021 2AM 1 min

Multichoice

Makwe Masilela from Makwe Fund Managers chose Multichoise as his stock pick of the day. "I think I'll go for Multichoice, the fact that we see a stronger rand tells you that whatever content that they're getting overseas, should be cheaper for them."

1 Jun 2021 2AM 1 min