Market Wrap

IHAK Cybersecurity ETF

Craig Pheiffer from Absa Stockbrokers & Portfolio Management chose IHAK Cybersecurity ETF as his stock pick of the day. "My pick is an exchange traded fund called IHAK and it's one of the i-shares etfs. It's an etf that tracks the cybersecurity and technology index I think still has a…

29 Jul 2021 2AM 1 min

Goldfields

Steven Schultz from Momentum chose Goldfields as his stock pick of the day. "My stock pick this evening is Goldfields, at the moment it trades at about a 50% discount when compared to international peers, which is the cheapest it's been in around two decades. It's has a strong balance…

28 Jul 2021 2AM 1 min

Naspers

Caroline Cremen from Adviceworx chose Naspers as her stock pick of the day. "Well, keep calm and carry on, and be brave when other people are fearful, use the opportunity and pick up a little bit of Naspers."

27 Jul 2021 2AM 1 min

Anglo gold Ashanti

Nick Kunze from Sanlam Private Wealth chose Anglo gold Ashanti as his stock pick of the day. "I've done it a few times, it's a bit boring but I'm going with Anglo Gold Ashanti for a number of reasons. I'm a bit concerned about inflation, also a bit worried about…

22 Jul 2021 2AM 1 min

gold

Viv Govender from Rand Swiss Offshore chose Gold as his stock pick of the day. "My stock pick is actually gold, I do think that even if it goes right now for about eighteen hundred dollars an ounce it seems to have some support here historically. And I do think…

21 Jul 2021 2AM 1 min

AECI

Graeme Franck from PSG Wealth Sandton Grayston chose AECI as his stock pick of the day. "I'm going for something different today and obviously you would have to believe in the longer term trajectory in South Africa which we do and we would go for AECI, it's an industrial company…

20 Jul 2021 2AM 1 min

Grindrod Shipping

Steven Schultz from Momentum chose Grindrod Shipping as his stock pick of the day. My stock pick this evening is Grindrod Shipping, it's not necessarily the most topical and certainly the does trade rather thinly and it had an absolute alignment of stars in terms of performance and their dry…

19 Jul 2021 2AM 1 min

US Dollar

Nesan Nair from Sasfin Securities chose US Dollar as his stock pick of the day. "I'm going with the US dollar, I think the rand is set to weaken even further it starting to test the R15 levels as this violence continues and with authorities not having an adequate response…

14 Jul 2021 2AM 1 min

cash

Makwe Masilela from Makwe Fund Managers chose cash as his stock pick of the day. "Given what is happening with high stock prices and with the Delta variant I think I'm going to go with cash"

13 Jul 2021 2AM 1 min

Home Depot

Caroline Cremen from Adviceworx chose Home Depot as her stock pick of the day. "I'm going to go with the US stock, it is the name of Home Depot, it is the US and is the largest home improvement store. It has a massive footprint and it did really well…

12 Jul 2021 2AM 1 min

Nepi Rockcastle

Nesi Chetty from Stanlib chose Nepi Rockcastle as his stock pick of the day. "My stock is Nepi Rockcastle, I guess in an environment where we are looking for the rand to potentially weaken, Nepi Rockcastle has dominant retail sectors in central and eastern Europe. We like their assets."

7 Jul 2021 2AM 1 min

Generac

Caroline Cremen from Adviceworx chose Generac as her stock pick of the day. "My stock pick is Generac and this is the company South Africans probably haven't heard of but it's a company that they will really understand. This company produces generators, solar power and all of the things that…

6 Jul 2021 2AM 1 min

Anglogold

Sanlam Private Wealth's Nick Kunze chose Anglogold as his stock pick of the day. "My stock pick for this evening, I did pick it last week - so sorry to be boring, but AngloGold Ashante once again. The same as we said last time, single digit PEs, gold all of…

5 Jul 2021 2AM 1 min

Kumba Iron-ore and Roku Inc.

David Shapiro from Sasfin Securities chose Kumba Iron-ore as his stock pick of the day and Gary Booysen from Rand Swiss chose Roku Inc. Shapiro said: "I'm going to go for Kumba, I look at the iron-ore prices daily I see it's at round about 220 and everybody tells me…

2 Jul 2021 2AM 2 min

A2 Milk

Kwame Antwi from KOA Capital chose A2 Milk as his stock pick of the day. "My stock pick is actually an offshore business called A2 Milk and it's an Australian listed business. It makes milk that doesn't have what we call the A1 protein and they they say that the…

30 Jun 2021 2AM 1 min

Telkom

Makwe Masilela from Makwe Fund Managers chose Telkom as his stock pick of the day. "My stock pick is Telkom, for the fact that we've seen that their mobile customers they have increased by almost 27%. We have seen that over the last five years Telkom has evolved from its…

29 Jun 2021 2AM 1 min

Glencore

Nick Kunze from Sanlam Private Wealth chose Glencore as his stock pick of the day. "Amidst it all i'm braving into into Glencore I've picked it once or twice before for a number of reasons. There is still a supply deficit of copper, copper's come off a little bit the…

28 Jun 2021 2AM 1 min

Nedbank

Steven Schultz from Momentum chose Nedbank as his stock pick of the day. "My stock pick this evening is going to be Nedbank, they had a pretty descent set of numbers themselves. There is obviously going to be more Nedbank shares free floating following Old Mutual's unbundling. I think banks…

24 Jun 2021 1AM 1 min

FirstRand

Makwe Masilela from Makwe Fund Managers chose Firstrand as his stock pick of the day. "FirstRand, yes as much as their PE is higher than that of the index, their dividend yield is better. The economy is doing better than we expected and we've also seen that when it comes…

23 Jun 2021 1AM 1 min

ETSY

Imtiaz Suliman from Sentio Capital chose ETSY as his stock pick of the day. "I'm going with Esty, it's a company listed in the US. What they really provide is a marketplace for small businesses, they have 2.7 million businesses listed on their platform and have 65 million items. It's…

22 Jun 2021 1AM 1 min