Market Wrap

Stock pick — Stock pick — Aspen

Makwe Masilela from Makwe Fund Managers chose Aspen as his stock pick of the day. "I prefer Aspen, the guys have managed to reduce their debt and if you look at their leverage ratio which is sitting at almost 2.8 times which is comfortably below their confidence of 3.5%. I…

10 Mar 2021 1AM 1 min

Stock pick — South32

Robert Towell from Sasfin Securitries chose South32 as his stock pick of the day. " We're looking atSouth32, you know they've got a very strong share buyback currently going on and their mix of metals is very good as well with nickel and alumina they've also got silver and as…

9 Mar 2021 1AM 1 min

Market Wrap - Stock pick — Zoetis Inc

Caroline Cremen from Adviceworx chose Zoetis Inc as her stock pick of the day. "I'm going to something that really makes me feel good, it's a company called Zoetis. Now this is a 65 year old pharmaceutical company if you haven't heard of it before it was unbundled from Pfizer…

8 Mar 2021 1AM 1 min

Market Wrap - Stock pick — Equites Property Fund

Nesi Chetty from Stanlib chose Equites Property Fund as his stock pick of the day. "We like a company called Equities, I guess markets have run ahead of fundamentals in certain sectors and we think when you get this reversal back from let's call it cyclicals, and you get value…

3 Mar 2021 1AM 1 min

Market Wrap - Stock pick — S&P500

Viv Govender from Rand Swiss chose S&P500 as his stock pick of the day. "I'm choosing the S&P500 value index and what it gives you basically is exposure to the US market but with a significantly reduced exposure to the what I think may now be the overvalued US tech…

2 Mar 2021 1AM 1 min

Market Wrap - Stock pick — MTN

Imtiaz Suliman from Sentio Capital chose MTN as his stock pick of the day. "I'm going with MTN I think what we're seeing coming out of MTN Nigeria today, is that they still doing very well and benefiting from the crisis in terms of data adoption and voice revenues accelerating…

1 Mar 2021 1AM 1 min

Market Wrap - Stock pick — Impala Plats

Andile Buthelezi from Sentio Capital chose Impala Platinum as his stock pick of the day. "I am going to go with Impala Pla​tinum today and today's results is just an indication why we like the pgm miners for some time now. They are still generating quite a bit of cash,…

25 Feb 2021 1AM 1 min

Market Wrap - Stock pick — WBHO

Steven Schultz from Momentum chose WBHO as his stock pick of the day. WBHO is the pick, today I think the construction engineering company is currently trading at prices that were last seen in 2007 if I'm not mistaken. I think it's well known that the construction sector has been…

23 Feb 2021 1AM 1 min

Market Wrap - Stock pick — Anglo American

Graeme Franck from PSG Wealth Sandton Grayston chose Anglo American as his stock pick of the day. "I'm just going to go for the boring old Anglos, I mean we've mentioned it a lot, it has platinum exposure, iron-ore exposure and it's a late metal diversified miner and come Thursday,…

22 Feb 2021 1AM 1 min

Market Wrap - Stock pick — South32

Robert Towell from Sasfin Securities chose South32 as his stock pick of the day. "My stock pick today, going back locally with South32. They came out with numbers today as well, we like their mix of commodities. They've got silver, it's one of the only ways you can get access…

18 Feb 2021 1AM 1 min

Market Wrap - Stock pick — Oil

Viv Govender from Rand Swiss Offshore chose Oil as his stock pick of the day. "It's oil I do think that the oil price right now could be pushing a lot of upside. Demand is slowly returning to the world but what's really going to help it is that supply…

17 Feb 2021 1AM 1 min

Market Wrap - Stock pick — Stadio

Kwame Antwi from KOA Capital chose Stadio as his stock pick of the day. "My pick is Stadio, it's one of those businesses where we think there there's a long-term structural underpin, it has a better balance sheet than some of its competitors it's highly scalable"

16 Feb 2021 1AM 1 min

Market Wrap - MTN

Nesan Nair from Sasfin Securities chose MTN as his stock pick of the day. "I'm gonna go with MTN, I think taking my cue from the oil price, I think it's very well geared to the oil price and the oil price is going to get stronger from here. Of…

15 Feb 2021 1AM 1 min

Market Wrap - Stock picks — BAT and China Satrix

Mia Kruger from Kruger International chose BAT as his stock pick of the day and David Shapiro from Sasfin Securities chose China Satrix. Kruger said: "It's a tough one with markets being at a high but I think that I've liked alot lately is British American Tobacco and yields about…

12 Feb 2021 1AM 2 min

Market Wrap - Stock pick — Sibanye-Stillwater

Caroline Cremen from Adviceworx chose Sibanye-Stillwater as her stock pick of the day. I'm going for Sabanya-Stillwater, this is the old Sabanya Gold, it is no longer just a gold company,it is a platinum, gold and other metals company. It is has mines in the US, South Africa and Latin…

11 Feb 2021 1AM 1 min

Market Wrap - Stock pick — Hyprop

Nesi Chetty from Stanlib chose Hyprop as his stock pick of the day. My pick is a company called Hyprop the property sector. It's one we've been waiting to get into for some time now and I guess the discount to NAV and they've got quite an exciting retail portfolio…

10 Feb 2021 1AM 1 min

Market Wrap - Stock pick — Total

Craig Pheiffer from Absa Stockbrokers & Portfolio Management chose Total as his stock pick of the day My stock is a company that actually reported their quarterly and annual results today (Tuesday). It is Total, one of those global energy majors. I like the company for two reasons one is…

9 Feb 2021 1AM 1 min

Market Wrap - Stock pick — Reckitt Benckiser

Imtiaz Suliman from Sentio Capital chose Reckitt Benckiser as his stock pick of the day. I'm going with Reckitt Benckiser, they manufacture a couple of well know brands like Dettol, finish and Gaviscon. They really are a beneficiary of consumers being more health conscious and wanting to sanitise their household…

8 Feb 2021 1AM 1 min

Market Wrap - Stock picks — FirstRand and Sibanye

Makwe Masilela from Makwe Fund Managers chose Firstrand as his stock pick of the day and Nesan Nair from Sasfin Securites chose Sibanye Stillwater. Masilela said: "I like the banks, especially FirstRand, they are still relatively cheap compared to other emerging market banks. They have a PE of almost 16…

5 Feb 2021 1AM 1 min

Market Wrap - Stock pick — NextEra Energy

Robert Towell from Sasfin Securities chose NextEra Energy as his stock pick of the day. "Same as last time, NextEra Energy, the energy utility in the US. They do clean energy, solar, wind, a little bit of nuclear as well and they do about4 000 gigawatts of electricity in the…

3 Feb 2021 1AM 1 min