Stock Watch

Novus and foreign currencies

Wayne McCurrie from FNB Wealth & Investments suggested to sell the rand, buy pound, buy dollar, buy Euro and David Shapiro from Sasfin Securities chose Novus. McCurrie said: "My stock pick I know it's the second time in two weeks but my stock pick is again to sell the rand…

9 Jun 2021 2AM 2 min

Alliance Resource Partners and T. Rowe Price

Drikus Combrinck from Capicraft chose Alliance Resource Partners as his stock pick of the day and Devin Shutte from The Robert Group chose T. Rowe Price. Combrink said: "I'm going with a US listed coal player with 40 years of production, Alliance Resource Partners, listed on the Nasdaq and is…

8 Jun 2021 2AM 3 min

Sibanye Stillwater and Thungela Resources

Deryck Janse van Rensburg from Anchor chose Sibanye Stillwater as his stock pick of the day and Gary Booysen from Rand Swiss chose Thungela Resources. Janse van Rensburg said: "I'm going to bring it back home on to the JSE and one of my favourite stocks that I've called a…

7 Jun 2021 2AM 3 min

Global Bank of Canada

Karl Gevers from Benguela Global Fund Managers chose Global Bank of Canada as his stock pick of the day and Independent Analyst Chris Gilmour had no pick. Gevers said: 'I'll go for an international stock and venture into the banking space and picking Royal Bank of Canada, it's as the…

3 Jun 2021 2AM 1 min

Bidvest and McDonald's

Wayne McCurrie from FNB Wealth & Investments chose Bidvest​ as hi stock pick of the day and David Shapiro from Sasfin Securities chose McDonald's. McCurrie said: "One share that still shows a little bit of value seeing as it was the subject we spoke about, came out​ with fantastic results…

2 Jun 2021 2AM 2 min

Mediclinic and Adyen

Gerbrand Smit from N-e-F-G Fund Managers chose Mediclinic as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Adyen. Smit said: "I just think that the hospital sector, locally and abroad has been neglected over time. Covid had its challenges for that specific sector…

1 Jun 2021 2AM 3 min

Royal Dutch Shell and Multichoice

Nick Crail from Ashburton Investments chose Royal Dutch Shell as his stock pick of the day and Ricus Reeders from PSG Wealth Sandton chose Multichoice. Crail said: "My stock pick for this evening is Royal Dutch Shell, it's a shortlisted company and yes oil is bad for the environment but…

27 May 2021 2AM 2 min

going offshore and Barloworld

Wayne McCurrie from FNB Wealth & Investments is suggesting to take money offshore and David Shapiro from Sasfin Securities chose Barloworld. McCurrie said: "Take your money overseas with the rand at this price." Shapiro said: "The one I like is Barloworld, simply because they're exposed to the mining industry which…

26 May 2021 2AM 1 min

Afrimat and Alliance Resource Partners

Independent Analyst, Chris Gilmour chose Afrimat as his stock pick of the day and Drikus Combrinck from Capicraft chose Alliance Resource Partners. Gilmour said: "I'm going to revert to one of my old favourites - Afromat. Their results came out on Monday. Iron-ore is currently trading into the high hundreds…

25 May 2021 2AM 2 min

Quilter and Polyus Gold

Mark du Toit from Oyster Catcher Investments chose Quilter as his stock pick of the day and Zwelakhe Mnguni from Benguela Global Fund Managers chose Polyus Gold. du Toit said: "I'm picking Quilter, it's a UK wealth management business and they recently announced that they're going to become a very…

24 May 2021 2AM 2 min

Walt Disney and Hellofresh

Deryck Janse van Rensburg from Anchor chose Walt Disney as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Hellofresh. Janse van Rensburg said: "Tonight I'm going to go with Walt Disney, I think if you look at the revenue stream and the asset…

18 May 2021 2AM 2 min

Nintendo and Anglo American

Devin Shutte from The Robert Group chose Nintendo as his stock pick of the day and Jonathan Fisher from PSG Wealth Sandton Grayston chose Anglo American. Shutte said: "I'm going for Japanese listed Nintendo so, you know this is a company that's been around for for decades, it is a…

17 May 2021 2AM 3 min

Absa and Shoprite

Gerbrand Smit from N-e-F-G Fund Managers chose Absa as his stock pick of the day and Chantal Marx from FNB Wealth & Investments chose Shoprite. Smit said: "Absa came out with their trading statement again today, I think at around R9.30 for the six months. It's close to R19 full…

13 May 2021 2AM 2 min

Groupe Bruxelles Lambert and Raubex

Rowan Williams from Nitrogen Fund Managers chose Groupe Bruxelles Lambert as his stock pick of the day and Alex Duys from Umthombo Wealth chose Raubex. Williams said: "A company called Groupe Bruxelles Lambert (GBL), it's actually listed in Brussels and it is a family driven holding company. It has significant…

11 May 2021 2AM 2 min

Autonation and Afrimat

Karl Gevers from Benguela Global Fund Managers chose Autonation Inc as his stock pick of the day and Independent Analyst Chris Gilmour chose Afrimat. Gevers said: "I pick Autonation, it's essentially one of the biggest car dealership companies in the USA and I think it'll it'll benefit from that whole…

10 May 2021 2AM 1 min

Stock pick — Rhodes Food and Coinbase

Meryl Pick from Old Mutual Investments chose Rhodes Food as her stock pick of the day and Gary Booysen from Rand Swiss chose Coinbase. Pick said: "I am picking Rhodes food group, it's a mid cap which I cannot really understand why it trades at quite a large discount on…

6 May 2021 2AM 3 min

Stock picks — Global X Lithium & Battery Tech ETF, Pfizer & Transaction Capital

David Shapiro from Sasfin Securities chose Global X Lithium & Battery Tech ETF and Wayne McCurrie from FNB Wealth & Investments chose Pfizer & Transaction Capital. Shapiro said: "Climate change is going to be such a big subject, there's a lovely ETF, (LIT) is its code which is a lithium…

5 May 2021 2AM 1 min

Stock picks — Goldfields and Malibu Boats

Drikus Combrinck from Capicraft chose Gold Fields​ as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Malibu Boats. Combrink said: "My pick in the gold sector is Gold Fields, a well-run company and they are having an increase in production profile. It is…

4 May 2021 2AM 3 min

Stock picks — Long4Life and Northam Platinum​

Mark du Toit from Oyster Catcher Investments chose Long4Life as his stock pick of the day and Nick Crail from Ashburton Investments chose Northam Platinum​. du Toit said: "Tonight I'm picking Long4life, Brian Joffe is the CEO and for three reasons. Number one I mean we like the business they…

3 May 2021 2AM 3 min

RMH and Transaction Capital

Chantal Marx from FNB Wealth & Investments chose RMH as her stock pick of the day and Neelash Hansjee from Old Mutual Investments chose Transaction Capital. Marx said: "At a whopping R1,90 my stock pick is Rand Merchant Holdings, it used to have a big stake in FirstRand which they…

29 Apr 2021 2AM 2 min