Stock Watch

Afrimat and BAT

Independent Analyst Chris Gilmour chose Afrimat as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose British American Tobacco. Gilmour said: "Well I'm sticking with a little tried and tested favourite Afrimat, if I look at that iron-ore price and I do believe that that…

22 Jul 2021 2AM 1 min

ASML and Naspers

David Shapiro from Sasfin Securities chose ASML as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Naspers. Shapiro said: "Just SAML, my best company with incredible results out in Amsterdam today. They are just pumping, they make the machines that make chips so…

21 Jul 2021 2AM 1 min

Mastercard and Haidilao

Deryck Janse van Rensburg from Anchor chose Mastercard as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Haidilao. Janse van Rensburg said: "My stock pick tonight is going to be MasterCard, obviously we saw a sell off of it last night but things…

20 Jul 2021 2AM 3 min

Qualcomm and SA Banks

David Shapiro from Sasfin Securities chose Qualcomm as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose SA Banks. Shapiro said: "I'm going for Qualcomm simply because Bloomberg pointed it out as one of the 10 shares to watch. McCurrie said: "I'm repeating myself…

14 Jul 2021 2AM 1 min

Tencent and Life Healthcare

Karl Gevers from Benguela Fund Mangers chose Tencent as his stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Life Healthcare. Gevers said: "Even though it's a Chinese stock I'm going with Tencent. You can buy it at a discount through Naspers but whether that…

13 Jul 2021 2AM 2 min

Anglogold and Mediclinic

Nick Kunze from Sanlam Private Wealth chose Anglogold as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose Mediclinic. Kunze said: "We're looking at Anglogold, I have mentioned it once or twice before, it's a difficult stock pickers market out there but for us it's…

12 Jul 2021 2AM 2 min

Mediclinic and Nedbank

Gerbrand Smit from N-e-F-G Fund Managers chose Mediclinic as his stock pick of the day and Alex Duys from Umthombo Wealth chose Nedbank. Smit said: "I'm going for Mediclinic, we haven't spoken about them for some time. I just think there's life after Covid, these hospital groups are prices for…

8 Jul 2021 2AM 2 min

SA Banks and Diageo

Wayne McCurrie from FNB Wealth & Investments chose SA Banks as his stock pick of the day and David Shapiro from Sasfin Securities chose Diageo. McCurrie said: "I'm going back to the good old favourites, they've come under a bit of pressure recently but are up again today. Go for…

7 Jul 2021 2AM 1 min

Zimplats and JD.com

Drikus Combrinck from Capicraft chose Zimplats as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose JD.Com. ​ Combrinck said: "Not the biggest platinum bull but Zimplats is sitting next door but listed on the ASX. It's trading roughly at 1 times book value…

6 Jul 2021 2AM 2 min

Sibanye Stillwater and Bidvest

Meryl Pick from Old Mutual Investments chose Sibanye Stillwater as her pick of the day and Nesan Nair from Sasfin Securities chose Bidvest. Pick said: "The PGM stocks have all pulled back over the last quarter, and one that I find intriguing is Sibanye Stillwater. I've been quite critical in…

5 Jul 2021 2AM 2 min

Reinet

Rowan Williams from Nitrogen Fund Managers chose Reinet as his stock pick of the day. "We like Reinet, it's a little bit boring and I guess very safe. We think the rand has appreciated to a level where it's closer to fair value and there has been a lot of…

1 Jul 2021 2AM 1 min

Chip manufacturers and Ferrari

Wayne McCurrie from FNB Wealth & Investments chose Chip Manufacturers as his stock pick for the day and David Shapiro from Sasfin Securities chose Ferrari. McCurrie said: "Any chip manufacturer, there's such a shortage of chips worldwide, they're expanding their capacity and they are going to make a killing." Shapiro…

30 Jun 2021 2AM 1 min

ViacomCBS and SoftBank

Karl Gevers from Benguela Fund Managers chose ViacomCBS​ as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose SoftBank Gevers said: "I'll pick a global stock, ViacomCBS, so it's a global media and entertainment company and also I think it's importantly robust content producer…

29 Jun 2021 2AM 3 min

Austin Energy and Shoprite

Mia Kruger from Kruger International chose Austin Energy as her stock pick of the day and Gary Booysen from Rand Swiss chose Shoprite. Kruger said: "I'm actually going completely a 180 from the coal arguments and talking about Austin Energy and they are the largest energy company in in Denmark…

28 Jun 2021 2AM 2 min

Sanlam

Zwelakhe Mnguni from Benguela Global Fund Managers and Nesan Nair from Sasfin Securities both chose Sanlam as their stock pick of the day. Mnguni said: "I'm going to with Sanlam, I think it has recovered nicely from a bad patch. They've been extremely prudent with their provisioning and historically and…

24 Jun 2021 1AM 2 min

SA Banks and Global Lithium & Battery ETF

Wayne McCurrie from FNB Wealth & Investments chose SA Banks as his stock pick of the day and David Shapiro from Sasfin Securities chose Global Lithium & Battery ETF. McCurrie said: "It's difficult to come in and say something, there is a lot of turmoil in the markets but given…

23 Jun 2021 1AM 3 min

Apple and Absa

Mia Kruger from Kruger International chose Apple​ as her stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Absa. Kruger said: "I'm going for Apple I think it's a great company to add to your portfolio at any time. With the global developers conference they…

22 Jun 2021 1AM 2 min

Anglogold Ashanti and Standard Bank

Nick Kunze from Sanlam Private Wealth chose Anglogold Ashanti as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose Standard Bank. Kunze said: "I'm going to go with the Anglogold Ashantiu, just from an inflation point of view it's a little bit of a tick…

21 Jun 2021 2AM 1 min

Aspen and Lockheed Martin

Rowan Williams from Nitrogen Fund Managers chose Aspen as his stock pick of the day and Gary Booysen from Rand Swiss chose Lockheed Martin. Williams said: "I'm going with Aspen, it's been a favourite of ours for a while now, it was cheaper on Tuesday, the market seemed to just…

17 Jun 2021 2AM 3 min

Reunert and holding companies

Siboniso Nxumalo from Old Mutual Investments chose Reunert and Graeme Körner from Körner Perspective suggested investing in holding companies that are trading at excessive discounts to NAV like e.g. African Rainbow Capital, Ethos Capital and Remgro. Nxumalo said: "My pick is an industrial company in SA called Ruenert. We like…

10 Jun 2021 2AM 2 min