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Market Wrap - Stock Pick — Microsoft

Robert Towell from Sasfin Securities chose Microsoft Corp as his stock pick of the day.

"Value is quite difficult to find worldwide, but I think if you take a look at world markets you and you take a look at what Microsoft is doing, they were buying back 40 billion dollars worth of shares today. We still like tech overseas and Microsoft is one of the companies that we have in our portfolio, as we're looking offshore at the moment."

Market Wrap - Stock Pick — rand

Viv Govender from Rand Swiss Offshore says he is taking his profits from his rand trade

"I'm not investing but taking profits in my rand trade, the last time I was on the show I mentioned it was around R15,20 to the dollar and I said to go long on the rand which is now at around R14,60 so you would have made some money so get out, I'm not saying it's going to go weaker from here, I'm just saying I'm as certain that it is going to get stronger from here - as it was before."

Market Wrap - Stock Pick — Shoprite

Grant Gilburt from Nedbank Private Wealth talks to Business Day TV about his stock pick.

"Stock pick amidst it all is Shoprite, we've seen it setting off quite a lot post the results, but I think in those results we saw a lot of once offs. There was a big strike at the distribution center that had a big impact on the stock. We've also seen the cost of implementing a sub program being far above what they were expecting. So, I think this is a good opportunity to buy the best-in-class food retailer that we have on the market. I don't think the African businesses will contribute much in the short term so, I think for now we really need to see the economy picking up and I think Shoprite will do very very well then."

Market Wrap - Stock Pick — Aspen

Devin Shutte from The Robert Group chose Aspen as his stock pick of the day.

"I'm going for a bit of a controversial one namely Apsen (the second best performer on the top 40 for the day). The latest guidance from management is that they are really getting a handle on their debt which is what they promised the market and the shareholder. Yes they got rid of some of their well running businesses but they are also generating sufficient free cash-flow to pay off that debt."

Market Wrap - Stock Pick — Rhodium ETF

Sam Mokorosi from Vunani Capital chose Rhodium ETF as his stock pick of the day. "Last time I was here I mentioned the Rhodium ETF, it's a substitute for platinum in the auto catalytic converter market and it's continuing to run although it had a bit of a slip under seven hundred but it is back up to above the seven hundred mark, so we continue to watch it with gleeful eyes."

Market Wrap - Stock Pick — Motus

Nolwandle Mthombeni from Mergence Investment Managers chose Motus Holdings Ltd as her stock pick of the day.

"So I'm going with Motus and the one thing that I want to say is 'second-hand markets'. So the news the only thing that you get to see is the is the new car sales and those have been down, but those that have been capitalizing in a second-hand car vehicle market is not published and those figures are not known. They've got this great ecosystem where from rentals to car sales, to secondhand and new and they supply the parts, so they've created this great ecosystem that has enabled them to get them through growth, and at these levels they still very much under valued."

Market Wrap - Stock Pick — Naspers

Graeme Franck from PSG Wealth Sandton chose Naspers as his stock pick of the day.

"I'm going with Naspers and just to be clear I think the next few days are going to be quite volatile within the Naspers Prosus stable. Today was the last day to trade Naspers so tomorrow you still have an opportunity to give your elections for Prosus and then given the way that JC cycle settles - over a three day cycle, the Prosus shares will only list on client accounts possibly on Monday next week. We're unfortunately going to have a few days of volatility and a few days of asome what of a vacuum but that said, longer-term we do genuinely like Prosus, we think that the discount within Prosus relative to the Tencent and all the other internet assets will narrow quicker than it will be purely in Naspers. Unfortunately the Prosus will be a tax event for those clients that have elected Prosus now but we are somewhat indifferent to that given that you are going to have to pay CGT (capital gains tax) at some point, so for choice we would we would elect Prosus unless clients are extremely tax sensitive and they don't want to, but from a pure economic fundamental perspective you get the same economic exposure if you stay in Naspers as if you have a mix of Naspers and Prosus."

Market Wrap - Stock Pick — Adcock Ingram

Steven Schultz from Momentum chose Adcock Ingram as his stock pick of the day..

"I'm going with a Adcock Ingram, it's a great pharmaceutical company with a very strong balance sheet on a pier relative basis and we know that they're certainly not overextended from a gearing perspective and we've seen that hurt their competitors. It has had a very decent set of results earnings and their headline earnings operating profits both up double digits in the most recent results. They have lot of free cash flow coming and they do not have a lot of reliance on government although they did just win a decent slice of the anti retroviral government tender of about 12%. They've got a great portfolio including the likes of Citro-soda and we've seen Bioplus, Panado all going up double digits. I think they have a good portfolio and we've got a target price of 72 which means it implies about a 16 percent return over the next twelve months which we think is pretty decent."

Market Wrap - Stock Pick — BHP

Martin Smith from Anchor Securities chose BHP as his stock pick of the day."With global sentiment taking a little bit of a turn, again its kind of a bit of a seesaw with China and the US and obviously Brexit but at the moment it looks like the risk on trade is is happening so I think with view to that you look to something like bhp the resources are bouncing and on a relative valuation it's looking quite cheap, so I think that's one that you can make some money off in the short."​

Market Wrap - Stock Pick — Bid Corp

Craig Pheiffer from Absa Stockbrokers and Portfolio Management chose Bid Corp as his stock pick of the day.

"I'm going locally with Bid Corp, they reported not so long ago with a decent set of numbers of around 11% to 12% earnings growth. They are a global food services company and I think following that Bidvest model of being decentralised and organising their capital well. With a 20 PE it does come down over the next two years but it's a good one to have in your portfolio."

Market Wrap - Stock Pick — Bid Corp

Nick Kunze from Sanlam Private Wealth chose Bid Corporation Ltd as his stock pick of the day

"We are looking at Bid Corp, they came out at the start of the week with a nice set of results. Emerging markets space wasn't great but the developed markets increased by 20% and the stock is trading in the upper teens, so it's not cheap but you're paying for management and paying for quality."

Market Wrap - Stock Pick — Bidvest

Imtiaz Suliman from Sentio Capital chose Bidvest as his stock pick of the day

"I'm going with Bidvest, the company is a reflection of the South African economy with a bit of island that they made acquisition of Noonan so, overall a diversified SA company, a strong balance sheet, not highly geared and if there's
any uptick in South African GDP growth they tend to do very well from that. So I
think the new capacity that they've put in in terms of the LPG at Richards Bay terminal will come through in the next period and that will add further to their profits."

372 episodes

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