Market Wrap

Market Wrap - Stock pick — Sibanye

Craig Pheiffer from Absa Stockbrokers & Portfolio Management chose Sibanye-Stillwater as his stock pick of the day. Sibanye is my stock pic of the day. It's more of a platinum play and I guess you can look at the palladium and the rhodium hat has been in deficit and probably…

5 Mar 2020 1AM 1 min

Market Wrap - Stock pick — Investec Property

Nesi Chetty from Stanlib chose Investec Property Fund as his stock pick of the day. "It's a company that we've liked for a while, Investec property fund, it's one of the main defensive SA portfolios of retail assets, close to around 17bn. They have done well to diversify into the…

4 Mar 2020 1AM 1 min

Market Wrap - Stock pick — US Treasury ETF

Ian Cruickshanks from the SAIRR chose a US Treasury ETF "What I would like to look at is an ETF with its major holdings in US Treasury. I think that they have come wholaping down with their yield from 1.8% to just over 1% in a matter of weeks. That…

2 Mar 2020 1AM 1 min

Market Wrap - Stock pick — BTI

Mark du Toit from Oyster Catcher Investments chose Gold Spot Indicator as his stock pick of the day and Nesan Nair from Sasfin Securities chose Firstrand du Toit said: I'm picking gold this evening and not because the markets are necessarily down today but I think what we are going…

27 Feb 2020 1AM 1 min

Market Wrap - Stock pick — Visa

Caroline Cremen from Adviceworx chose Visa as her stock pick of the day. "Now that the US markets have sold off and they have picked up a bit again but I do think that they are going to go off again. There has been a couple of really nice blue…

26 Feb 2020 1AM 1 min

Market Wrap - Stock pick — cash

Viv Govender from Rand Swiss Offshore chose cash as his stock pick of the day. "Unfortunately my stock pick is cash, I do think that the coronavirus is going to have a bigger impact than we think. The impact on Chinese growth rates for instance, it can possibly be 1%…

25 Feb 2020 1AM 1 min

Market Wrap - Stock pick - US tech stocks

Robert Towell from Sasfin Securities chose US Tech stocks, particularly Amazon, Alphabet & Apple as his stock picks of the day. "I think the big IT sector overseas could sell-off and I still think that companies like Amazon and Apple who are coming into 5G in the next six months…

24 Feb 2020 1AM 1 min

Market Wrap - Stock pick — Microsoft

Nesan Nair from Sasfin Securities chose Microsoft as his stock pick of the day. "I'm still going to go for a US company, I think Microsoft looks good and in my view still growing earnings quite solidly. I think that's the one to look forward to in the next six…

20 Feb 2020 1AM 1 min

Market Wrap - Stock Pick — Growthpoint

Waldo du Plessis from Nitrogen Fund Managers chose Growthpoint as his stock pick of the day. "Growthpoint is my stock pick, I think Growthpoint and Emira are almost are yielding the same price. Now keep in mind that Growthpoint is a Top40 stock, it's very liquid and it's run by…

19 Feb 2020 1AM 1 min

Market Wrap - Stock picks — Amplats and Sibanye Gold

Sam Mokorosi from Vunani Capital chose Amplats and Sibanye Gold as his stock picks of the day "We still like the platinum space, we like what Anglo Platinum is doing, they came out with good numbers and there are some concerns over their leadership change so we will have to…

18 Feb 2020 1AM 1 min

Market Wrap - Stock pick — Spar

Imtiaz Suliman from Sentio Capital chose Spar as his stock pick of the day. "Spar's trading update was a bit weak and I think it's a good entry point into a solid business. They have a very good franchise model in South Africa which really they are the distributor and…

17 Feb 2020 1AM 1 min

Market Wrap - Stock pick — luxury goods

Robert Towell from Sasfin Securities chose the luxury goods sector as his stock pick of the day. "Still going offshore, we think that the coronavirus will give you opportunity into some of the luxury stocks that have really run very harder in the last year-and-a-half. We see a luxury purchase…

13 Feb 2020 1AM 3 min

Market Wrap - Stock pick — Fairvest Property

Nesi Chetty from Stanlib chose Fairvest Property as his stock pick of the day. "You've seen quite a bit of activity in the property space, Investec did manage to get a 875 million capital raise away, that was quite good for the sector and they are looking to recycle properties…

12 Feb 2020 1AM 1 min

Market Wrap - Stock pick — Government bonds

Kwame Antwi from KOA Capital chose Government bonds as his stock pick of the day. "We've been discussing this for the last couple of weeks and every time I come here I am fairly conservative. I prefer bonds, if you look at the 10 year government bonds you are getting…

11 Feb 2020 1AM 1 min

Market Wrap - Stock pick — FTSE auto-call

Viv Govender from Rand Swiss Offshore chose FTSE autocall as his stock pick of the day. "I'm being a bit more cautious and choosing a structured product. It's the FTSE auto-call, basically what it does is it gives you some protection the downside and gives you a 9.5% return positively…

10 Feb 2020 1AM 1 min

Market Wrap - Stock pick — BAT

Nancy Bambo from Momentum Securities chose British American Tobacco as her stock pick of the day. "My stock at the moment is British American Tobacco, we still see some potential upside in the company. They still have strong margins it has deleveraged over the past two years which is part…

7 Feb 2020 1AM 1 min

Market Wrap - Stock Pick — Alphabet

Graeme Franck, PSG Wealth Sandton Grayston chose Alphabet Inc as his stock pick of the day. "I'm going to go offshore, I'm going for Alphabet, all the tech companies that have reported have done incredibly well Alphabet/Google trades on their PE of 22 times and here's a snippet of information;…

6 Feb 2020 1AM 1 min

Market Wrap - Stock pick — 3i Group Plc

Devin Shutte from The Robert Group chose 3i Group Plc

5 Feb 2020 1AM 1 min

Market Wrap - Stock picks — Standard Bank

Caroline Cremen from Adviceworx chose Standard Bank Group as her stock pick of the day. "I'm going to contradict myself because I have said that South African equities is not a great place to be but, when looking at a company like Standard Bank, it's such a quality company, it…

3 Feb 2020 10PM 1 min

Market Wrap - Stock pick — Intel Corp

Craig Pheiffer from Absa Stockbrokers and Portfolio Management chose Intel Corp as his stock pick of the day. "Im going for Intel. Everyone has a computer or had one in their life that said Intel Inside, but I think the way the world is moving in terms of technology, data,…

3 Feb 2020 1AM 1 min