Business Day TV — Viv Govender from Rand Swiss Offshore chose Oil as his stock pick of the day."Right now my pick is the oil price, at around $60/$61 a barrel is very good to get into. I do think it may go lower with another $10 and with the Shell guys breaking beyond even they will also be losing money there. Shell is one of the reasons that w ...…

Business Day TV — Imtiaz Suliman from Sentio Capital chose Libstar Holdings as his stock pick of the day. "I'm going for Libstar, the company is a food manufacturer based in South Africa with a number of brands including Lancewood and they also do private manufacturing for the retailers which is the private label products. It's a very innovativ ...…

Business Day TV — Craig Pheiffer from Absa Stockbrokers and Portfolio Management chose United Technologies as his stock pick of the day. "I have previously looked at United Technologies, it's a company that operates in the aerospace technology industry and they produce the Pratt & Whitney jet engines and just over the course of the last week th ...…

Business Day TV — Nick Kunze from Sanlam Private Wealth chose Investec as his stock pick of the day. "So we have been looking at the banks, they have been bouncing back quite nicely and in that sector we quite like Investec at the moment. There will be a big value unlock when the asset management business does get that secondary listing."…

Business Day TV — Sam Mokorosi from Vunani Capital chose MTN as his stock pick of the day. "One company that seems to be pulling itself out of a mess is MTN, all the issues around Nigeria being a damper on their performance, but, they have come out with a fairly sensible disposal strategy and they have started to act on that. They are also shar ...…

Business Day TV — Nesan Nair from Sasfin Securities chose British American Tobacco as his stock pick of the day."I'm going with British American Tobacco, it has been sold down heavily. I think the rand weakness filtering into the positive movement in the share price today and yesterday but all the rand hedges accross the board I think are still ...…

Business Day TV — Caroline Cremen from Adviceworx chose EOH Holdings as her stock pick of the day."I'm going to be a bit on the dangerous side and going for EOH. They appointed a new Chairman, he is a heavy weight, highly regarded person and simply ads to the management capital they already have there. I think the reputational issues at EOH are ...…

Business Day TV — Martin Smith from Anchor Securities chose Amazon.com as his stock pick of the day and Robert Towell from Sasfin Securities chose to stay in cash Smith said: "On the back of the news out of the USA with regards to all the anti-trust issues we saw the "FANGS" take a bit of a knock. I use that as an opportunity to top us on a few ...…

Business Day TV — Graeme Franck from PSG Wealth Sandton chose Mondi as his stock pick of the day "We really like Mondi, just six months ago the share price was R420 and it's now down almost exactly to R300 which is where it was two years ago. This is a very well managed global business on a PE (price earnings ratio) of roughly ten times and the ...…

Business Day TV — Robert Cameron from Thebe Stocbroking chose Netcare as his stock pick of the day."My stock pick is Netcare and it's more a trading stock pick and not a long term hold. I thinks there is still a lot of headwinds in the South African hospitals space but at the moment there are some technical factors that has driven the Netcare s ...…

Business Day TV — Martin Smith from Anchor Securities chose Bid Corp as his stock pick of the day. "Post the sell-off on Tuesday, obviously given the MSCI re-weighting - we took a position in quite a lot of SA Inc shares, especially before the Cabinet announcement which had the desired effect today as we saw. But one that I'm fundamentally quit ...…

Business Day TV — Nesan Nair from Sasfin Securities chose Naspers as his stock pick of the day "I still think that Naspers still looks good at these levels. I know that the stock was heavily sold off recently but this corporate action is going to unlock value and I would encourage investors to take advantage of the weakness…

Business Day TV — Viv Govender from Rand Swiss Offshore chose to go long Rand and short Dollar as his stock option for this week. "Long the rand short the dollar, I think we've gone way beyond it, the last price I checked it was about R14,74 to the dollar, and I think that's just beyond to where the market really should be and off course the ca ...…

Business Day TV — Steven Schultz from Momentum chose Sasol as his stock pick of the day. "So my stock pick is Sasol, I know it's a strange one given last week's sell-off. The sell-off came on the new discovery announcement and that their capex (capital expenditure) would be increasing by about $1 billion US dollars on the Lake Charles project w ...…

Business Day TV — Graeme Franck from PSG Wealth Sandton chose the BHP Group as his stock pick of the day "I'm gonna go for four BHP Billiton, I know all the miners and commodity prices have come under pressure on the back of China/US trade wars. I think BHP in particular has massively improved their balance sheet over the last couple of years, ...…

Business Day TV — Craig Pheiffer from Absa Stockbrokers and Portfolio Management chose Walt Disney as his stock pick of the day"Still looking offshore. last time we were looking at Comcast which is as you now a media studio business. This time I'm looking at Disney, we also own it in our global equity portfolio and it also has the studio busine ...…

Business Day TV — Ian Cruickshanks from SAIIR tells us why he chooses cash as his stock pick of the day "Here's some stats to do to confirm there has been the right place to be not indefinitely we're accumulating capital over time and there's no doubt the time will come when value is outstanding it's not outstanding with an economy that may not ...…

Business Day TV — Martin Smith from Anchor Securities chose Anglo American as his stock pick of the day. At the moment I choose Anglo American, I like them at this level. It's looking on a spot PE level it's very cheap. They have de-geared their balance sheet quite substantially and if we have a positive resolution with the US - China trade neg ...…

Business Day TV — Steven Schultz from Momentum chose Oceana Group Ltd as his stock pick of the day."My stock pick is a 101 year old fishing company that is Cape Town based namely Oceana. They've produced a pretty decent first half set of results earnings growth of 70%, excluding a bit of a tax bump that they received from from the US. What we'r ...…

Business Day TV — Nick Kunze from Sanlam Private Wealth chose Investec as his stock pick of the day“Investec PLC for us, we like what's happening and Brexit seems to be on the back burner for now, it looks like it will be running a bit smoother and Investec is back up to over R90 a share, looking better.”…

Business Day TV — Robert Cameron from Thebe Stockbroking chose Astral Food Ltd as his stock pick of the day.“With the swine flu outbreak in China it has caused the pig prices over there to increase by around 60%​. There is also an influx of pig import to China from the US which makes alternative sources of protein more attractive.”…

Business Day TV — Devin Shutte from The Robert Group tells us why he chose to look offshore as his stock pick for the day“There are opportunities locally but valuations are definitely depressed particularly in the SA Inc. space. We doinvest heavily offshore as well so that's where we are seeing a lot of real good risk adjusted opportunities at ...…

Business Day TV — Sam Mokorosi from Vunani Capital chose Northam Platinum as his stock pick of the day"We are quite positive on the Platinum Group metals over the long term. We think that Rhodium has been doing very well and we think that Platinum is also going to start doing well over the medium to long term. So, our stock pick is Northam Plat ...…

Business Day TV — Viv Govender from Rand Swiss Offshore chose cash as his stock pick of the day."I'm going to be a coward this week and I'm going for cash. The reason being is the election next week, trading volumes are very low at the moment and I don't see opportunity, and going offshore at around R14,56 at the moment doesn't really make sens ...…

Business Day TV — Imtiaz Suliman from Sentio Capital chose Absa Group Limited as his stock pick of the day"I choose Absa and it's largely based on them opening their taps now as they are trying to grow their book. They were constrained with the Barclays relationship where risk was dialed down. Now they have the freedom to to write risk on their ...…

Business Day TV — Caroline Cremen from Adviceworx chose CASH as her stock pick of the day."I know you think I'm chickening out but it is just a little bit too dangerous to throw your money into the South African market at this point. A few weeks ago we thought we would have a market bump after the election but you can see the mood changing amon ...…

Business Day TV — Viv Govender from Rand Swiss Offshore chose Investec FTSE Autocall as his stock pick of the day“I choose the Investec FTSE autocall. It is basically a call on the FTSE 100. If after three years the FTSE is positive you get an 18% simple interest return per year for three, four or five years, depending on when the market is pos ...…

Business Day TV — Nesan Nair from Sasfin Securities chose Microsoft Corp as his stock pick of the day.“I'm going for Microsoft although I have been avoiding it for so long but I think the current results and the last few quarters have indicated that they are really entrenching their position in the corporate cloud with the services that they of ...…

Business Day TV — Graeme Franck from PSG Wealth Sandton chose Bidvest and AECI Limited as his stock picks of the day."So we do still like the SA Inc space, it's slightly controversial given the elections two weeks away so we chose two industrial companies, AECI and Bidvest. Both of them have resonable valuations, dividend yields of 4% or 5% and ...…

Business Day TV — Caroline Cremen from Adviceworx chose cash as her stock pick of the day."I do personally think and hope that we will get a bit of a rand breather after the election, beyond that I am unconvinced. So, what I would suggest to people is that right at this point up to the election they sit in cash they take advantage of that rand ...…

Business Day TV — Ian Cruickshanks from SAIRR chose cash as his stock pick of the day."It is a deliberate decision, it's not a decision to close up and go away, it's to say there is going to be a time, South Africa has got huge potential, we still have massive reserves in the commodities sector. Yes the price in getting at them changes a lot ev ...…

Business Day TV — 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 - although still largely about 70% of assets being Sou ...…

Business Day TV — 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 but every black South African is als ...…

Business Day TV — 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 last few weeks and you are probably safer within the bank as the bank ...…

Business Day TV — 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 producing, refining, distributing and marketing it to the end c ...…

Business Day TV — 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 called Rainier where they are looking at shoppi ...…

Business Day TV — 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 to a uptick in new vehicle sales. They have quite a hi ...…

Business Day TV — 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 holdings. They have large exposure to pension corporation ...…

Business Day TV — 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 dropped dramatically to around R69 per share and is no ...…

Business Day TV — 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 for that"By Business Day TV.

Business Day TV — 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 think a lot of people have had experiences with them that ...…

Business Day TV — 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 it last week, we think the overhang is now gone. Another clas ...…

Business Day TV — 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 entire Nasper group. This means that you get eve ...…

Business Day TV — 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 stocks around the world and then they basically give you 200% ...…

Business Day TV — 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 be going head-to-head with video streaming services - the lik ...…

Business Day TV — 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 value unlock story"…

Business Day TV — 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 a dividend yield of five to five and half percent (5,5%) and shoul ...…

Business Day TV — 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 hard because that is their bread and butter and spar is ...…

Business Day TV — 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 . Capitec infact today made a new all time high ...…

Business Day TV — 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 this game for a day, and apparently this strateg ...…