Market Wrap

Market Wrap - Stock Pick - cash

Ian Cruickshanks from SAIRR chose CASH as his stock pick of the day. "There is such uncertainty, look, the economies aren't dead and there are going to be opportunities to buy a good companies, I think, at better prices within the next six months and I'd be happy to wait…

4 Apr 2019 2AM 8 min

Market Wrap - Stock Pick - Discovery

Caroline Cremen from Adviceworx chose Discovery Ltd as her stock pick of the day. “We do have it on our portfolio as part of a broader portfolio choice in South Africa. I never get particularly excited about the company - I like the management and the business case but I…

3 Apr 2019 2AM 7 min

Market Wrap - Stock Pick - KAP Industrial Holdings

Nick Kunze from Sanlam Private Wealth chose KAP Industrial Holdings Ltd (KAP) as his stock pick of the day. “As a short term investment we like KAP Industrials, we waited for an overhang in the stock so now that Steinhof has been resolved and they sold a big chunk of…

1 Apr 2019 3AM 6 min

Market Wrap - Stock Pick - Naspers

Robert Cameron from Thebe Stockbroking chose Naspers as his stock pick of the day. “The reason I like it is because previously there has been a lot of noise around their value unlock that hasn't been happening because of the Tencent valuation being more than the market cap of the…

29 Mar 2019 3AM 10 min

Market Wrap - Stock Pick - Sanlam Capital Protector

Viv Govender from Rand Swiss Offshore chose Sanlam Capital Protector as her stock pick of the day. "This is quite an interesting product it gives you 90% capital protection so the first 10% you take as a loss but what they do then is they choose a bunch of different…

28 Mar 2019 5AM 7 min

Market Wrap - Stock Pick - Apple Inc

Steven Schultz from Momentum chose Apple Inc as his stock pick of the day. "My stock pick is Apple as there's been a lot of news from Apple we saw last week. A lot of hardware announcements but perhaps more interesting on Monday we saw them announcing that they will…

27 Mar 2019 3AM 8 min

Market Wrap -Stock Pick - Naspers

Nesan Nair from Sasfin Securities chose Naspers as his stock pick of the day. "I think the announcement of Nasper yesterday was transformative, this is the announcement that I think is going to release Naspers and give it a global audience of investors, so I'm choosing Naspers just from the…

26 Mar 2019 3AM 14 min

Market Wrap - Stock Pick - Standard Bank Group

Graeme Franck from PSG Wealth Sandton chose Standard Bank Group Ltd (SBK) as his stock pick of the day "Standard Bank is down seven percent on the back of last week's load-shedding and worries of the economy so it is trading on PE of 9 times single digit and has…

25 Mar 2019 6AM 7 min

Market Wrap - Stock Pick -The Spar Group

Imtiaz Suliman from Sentio Capital chose The Spar Group as his stock pick of the day "Although it is in the retail sector and we are in a tough environment, Spar is a very nimble operator in this environment they have the benefit of the franchisees driving that model very…

20 Mar 2019 3AM 8 min

Market Wrap - Stock Pick - PSG Group

Craig Pheiffer from Absa Stockbrokers and Portfolio Management chose PSG Group Limited as his stock pick of the day. "I think as a value and a growth story it has done well. It is an investment holding company wich consists of a number of growth businesses like Capitec, PSG, Curro…

19 Mar 2019 3AM 8 min

Market Wrap - Stock Pick - Electronic Arts Inc

Viv Govender from Randswiss Offshore chose Electronic Arts Inc as his stock pick of the day. "Electronic Arts Inc just released a new game called Apex Legends which is already taking the world by storm. What they did was pay a famous gamer called "Ninja" a million dollars to play…

18 Mar 2019 3AM 20 min

Market Wrap - Stock Pick - Metair

Caroline Cremen from Adviceworx chose Metair Investments Limited as her stock pick of the day. "It just goes to show that if you have a good product like batteries and auto components and they have a niche market for things that cars are going to need periodically. It is relatively…

14 Mar 2019 3AM 16 min

Market Wrap - Stock Pick - Sasol

Nesan Nair from Sasfin Securities chose Sasol Limited (SOL) as his stock pick of the day "A traditional business and people have been waiting for so long for this chemical project to come on stream, and they are finally getting it up and running this year and I think as…

12 Mar 2019 3AM 7 min

Market Wrap - Stock Picks - BHP and Anglo American

Graeme Franck from PSG Wealth Sandton chose BHP Group PLC (BHP) and Anglo American plc (AGL) as his stock picks of the day "We do still like the miners despite the fact that they had quite a difficult run this year. Their balance sheets are getting stronger and dividends are…

11 Mar 2019 3AM 15 min

Market Wrap - Stock Pick - Murray & Roberts

Sam Mokorosi from Vunani Capital chose Murray & Roberts Hldgs (MUR) as his stock pick of the day. “We like Murray & Roberts because of the corporate actions and we do think that Aton is going ahead with the acquisition so there is some uptick there in the share."

8 Mar 2019 1AM 6 min

Market Wrap - Stock Pick - Investec

Viv Govender from RandSwiss Offshore chose an Investec structured return note as his stock pick of the day. “With this structured product that they offer, worst case scenario you will 15% if the stocks are negative over the next three years and if it is positive you will get 40%…

7 Mar 2019 1AM 6 min

Market Wrap - Stock Pick - JSE Banks

Robert Towell from Sasfin Securities chose JSE Banks as his stock pick of the day “If you take a look at GDP in South Africa and that it can uptick especially after the elections the South African Banks still show relatively good value and look like a good bet that…

6 Mar 2019 2AM 19 min

Market Wrap - Stock Pick - Iron Ore

Liston Meintjes from Nvest Securities is looking at resources like Iron-Ore as his stock pick of the day "At the moment the ones that I am favouring are still the resources, I know that they've had a pull back on the recent past, but one way or another, whether the…

5 Mar 2019 1AM 14 min

Market Wrap - Stock Pick - rand hedges

Nick Kunze from Sanlam Private Wealth chose Rand hedges as his stock options for the day. "Once again we are looking at the rand hedges, the rand has been all over the place but and Moody's are apparently knocking around South Africa this week so there might be a bit…

4 Mar 2019 1AM 18 min

Market Wrap - Stock Pick - Bid Corporation

Craig Phieffer from Absa Stockbrokers and Portfolio Management chose Bid Corporation Ltd (BID) as his stock pick of the day. "I think just after the budget, again, seeing the budget deficit growing, looking at the current account deficit that they were forecasting to grow to 4% of GDP. The rand/hedge…

28 Feb 2019 1AM 14 min