"I'm not a great value investor - but these are areas you simply cannot ignore" David Shapiro

As is customary for a Monday, veteran analyst David Shapiro was the co-host for the BizNews Power Hour sharing his insights and expertise on a few long-standing JSE listed counters, many of which are showing signs of recovery following years of free-fall. Shapiro, who's 'takeover portfolio' has performed magnificently over the past year or so, still sees value in legacy stricken names such as PPC and Tongaat. He justifies his reasoning based on management overhauls and a generally more positive macro backdrop. Learn more about your ad choices. Visit megaphone.fm/adchoices