Market Wrap

Market Wrap - Stock Pick - Growthpoint

Steven Schultz from Momentum chose Growthpoint Prop Ltd as his stock pick of the day "Growthpoint is an absolute blue chip in that space with a market cap of R76 billion. It is going through a bit of a transformation exercise, as they are diversifying offshore at the moment -…

16 Apr 2019 3AM 8 min

Market Wrap - Stock Pick - Barloworld

Sam Mokorosi from Vunani Capital chose Barloworld Ltd as his stock pick of the day ‘Barloworld came out with their BEE scheme, it's a property BEE scheme that we thought was quite innovative. They are selling all their properties into a SPV, management and staff are participating in that SPV…

14 Apr 2019 2AM 7 min

Market Wrap - Stock Pick - Offshore

Robert Towell from Sasfin Securities chose to take his money offshore as his stock option for the day. "It's difficult at this stage with the elections coming up you don't want to make too big a call. On the local front the banks had quite a good run over the…

12 Apr 2019 2AM 6 min

Market Wrap - Stock Pick - Total S.A.

Craig Pheiffer from Absa Stockbrokers & Portfolio Management chose Total S.A as his stock pick of the day “Total S.A., the energy producer is my stock pick of the day. I like the stock because it goes across the value chain from sucking the oil out of the ocean, to…

11 Apr 2019 3AM 7 min

Market Wrap - Stock Pick - Emira Property Fund

Nesi Chetty from Momentum chose Emira Property Fund Ltd as his stock pick of the day. “Emira has done quite well over the last couple of years to sell off its assets and improve its quality. The company has a very exciting international strategy, they have partnered with a company…

10 Apr 2019 2AM 9 min

Market Wrap - Stock Pick - Motus Holdings

Imtiaz Suliman from Sentio Capital chose Motus Holdings Ltd as his stock pick of the day. “ Motus is a company that spun out of Imperial. it is trading at a 5% dividend yield and they play in the South African vehicle market. Importantly their fortunes are not entirely tied…

9 Apr 2019 2AM 8 min

Market Wrap - Stock Pick - Reinet Investments

Warren Jeffery from Nedbank Private Wealth chose Reinet Investments S.C.A (RNI) as his stock pick of the day. "Stock pick at the moment would be Reinette, tobacco is not necessarily in favour at the moment and they hold a big chunk of it but we also quite like the other…

8 Apr 2019 2AM 8 min

Market Wrap - Stock Pick - Aspen Pharmacare

Independent Analyst Liston Meintjes chose Aspen Pharmacare Hldgs Ltd as his stock pick of the day "Those of us who have been watching Aspen at their highest was nearing R400 per share and hovered around R280 per share for an awfully long time and when it decided to drop, it…

5 Apr 2019 2AM 10 min

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