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Results 1-40 of 5959 for ' Stock Pick 28 June 2010  ' (0 seconds)
Household name Pick n Pay is embarking on a huge exercise that aims to take the company forward another 40 years with a new look and new product lines and improved service
Tags // Nick  Badminton  Pick  n  Pay  David  Williams 
Channels // Summit TV 
Added: 3652 days ago by bdfm
Runtime: 6m14s | Views: 4069 | Comments: 0
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Summit TV speaks to former SA Home Loans chief Simon Stockley about his new refinancing venture called Integer
Tags // Simon  Stockley  Integer  David  Williams 
Channels // Summit TV 
Added: 3625 days ago by bdfm
Runtime: 4m17s | Views: 4143 | Comments: 0
Not yet rated
PPC Cement down 28 percent from its record - it is quite a big smack considering it did not really rise as much as one of the other construction shares to start with
Tags // PPC  Stock  Pick  Paul  Hansen  29  January  2008 
Channels // Summit TV 
Added: 3581 days ago by bdfm
Runtime: 0m48s | Views: 3408 | Comments: 0
Not yet rated
Im a little reluctant at the moment to go into the market - Ive really been holding back
Tags // Share  Tip 
Channels // Summit TV 
Added: 3581 days ago by bdfm
Runtime: 1m7s | Views: 2420 | Comments: 0
Not yet rated
I think Im going to go with resource company Merafe - Ive picked it before
Tags // Share  tip 
Channels // Summit TV 
Added: 3580 days ago by bdfm
Runtime: 0m41s | Views: 2848 | Comments: 0
Not yet rated
Im considering a pick that would involve a number of construction companies
Tags // Share  Tip 
Channels // Summit TV 
Added: 3577 days ago by bdfm
Runtime: 1m7s | Views: 3382 | Comments: 0
Not yet rated
At the moment I think one can stick with cash - I do not think there is a particular rush to get into the markets yet
Tags // Stock  Pick  cash 
Channels // Summit TV 
Added: 3569 days ago by bdfm
Runtime: 0m50s | Views: 2959 | Comments: 0
Not yet rated
Very controversial - especially at this stage - Tiger Brands I think has been beaten with the ugly stick - I think a lot of bad news is in the price - I think with the new chief executive Peter Matlare coming in replacing Nick Dennis...
Tags // Share 
Channels // Summit TV 
Added: 3567 days ago by bdfm
Runtime: 1m20s | Views: 3629 | Comments: 0
Not yet rated
Im going with Harmony - I think Harmony has probably come through a very bad patch in terms of management changes - as well as a number of days of production lost last year - I do believe that Harmony is a marginal producer in terms of costs at least - they will find the higher the gold price is the returns can be phenomenal - Because theyre a high cost producer the slightest change in terms of the gold price affects them positively - I think the last quarter of 2007 was probably their last bit of bad news and theres probably good production that we can look out for - The results come out tomorrow by the way - but the next set of results are probably going to be a lot better so I think look out for that
Tags // Share  Tip 
Channels // Summit TV 
Added: 3566 days ago by bdfm
Runtime: 1m16s | Views: 2797 | Comments: 0
Not yet rated
Excellent news for gold - and thats our pick - Im going with GLD which is NewGold where youre able to buy the equivalent of an ounce of gold as its priced in rands - They trade in one-hundredths of an ounce - The rationale behind NewGold is I believe there may be further dollar moves that will influence gold up - because a higher oil price and platinum price exist that will further drag gold to higher levels - and from a supply side were seeing most of the gold operators throwing less gold into the open market - so I think if youve got less output thats another driving force in the journey to USD1000 an ounce possibly
Tags // Share  Tip 
Channels // Summit TV 
Added: 3563 days ago by bdfm
Runtime: 1m7s | Views: 2395 | Comments: 0
Not yet rated
At this stage City Lodge has come back of recent highs - they had a decent set of results recently - It looks like theres a forward yield of about 5 percent on the stock and there will be new hotels coming on providing extra space in the region of around 20 percent over the next couple of years - Its a stock that Id be comfortable to own for the next five years - so one doesnt have to panic about the short term volatility in the markets
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3562 days ago by bdfm
Runtime: 0m42s | Views: 2567 | Comments: 0
Not yet rated
Ive stuck to the NewGold ETF for two weeks now - but Im really positive about the banks - I think they are cheap - we might look back like we did in 2003 and say why didnt we buy them - I would go for Absa today - The other banks are also looking good - African Bank - Abil - may be a bit more of a risk because theyre very tied in with Ellerines in the retail sector - there might still be a few problems there - but theyre also very cheap - I think all the major banks are really looking very good
Tags // Stock  Tip 
Channels // Summit TV 
Added: 3561 days ago by bdfm
Runtime: 0m53s | Views: 2548 | Comments: 0
Not yet rated
Its still Standard Bank for the moment - they now have very good capital coming in behind them from China so growth into Africa should be good - Their results should push ahead just like Absa - Very undervalued - completely punished by this liquidity crisis that were seeing - and we should see it push probably above R110
Tags // Stock  Pick  2 
Channels // Summit TV 
Added: 3561 days ago by bdfm
Runtime: 0m44s | Views: 2348 | Comments: 0
Not yet rated
Ive been wrong so many times - Ill go for Bidvest which seems to be unduly punished specifically today - I think we might see some recovery in that
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3560 days ago by bdfm
Runtime: 0m30s | Views: 2461 | Comments: 0
Not yet rated
Cash - I think there is probably some quite good value in the industrial and financial market but it really feels as though the resources market has pushed us a little bit over the edge
Tags // Stock  Pick  cash 
Channels // Summit TV 
Added: 3559 days ago by bdfm
Runtime: 0m52s | Views: 3468 | Comments: 0
Not yet rated
Im going with cash - The JSE has done an almost complete V-shape from the bottom that we saw in the middle of January - with a number of stocks having gone up - particularly commodity - resource-type businesses they would have taken advantage of a weakening currency - but at the same time very high commodity prices - I think a number of world markets are still facing a variety of challenges - the landscape for world markets right now is one of slower growth - I do think it may be a challenging point on the JSE and we can see bits of profit-taking into the market - Today in particular we saw some stocks that were in the highlights over the last few days fall slightly - and I think you could see even further profit-taking next week - Next week inflation data comes out which may be telling for what the interest rate landscape is to be in South Africa
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3556 days ago by bdfm
Runtime: 1m37s | Views: 3325 | Comments: 0
Not yet rated
Im going with AngloGold amidst a very weak gold price - as I mentioned the International Monetary Fund - IMF - looking to reduce their holdings of gold depressed the market quite a bit in terms of the commodity - AngloGold came out with results quite recently - you saw earnings dip because of hedging activity the group had been involved with - and that would have subdued their profits considerably---
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3554 days ago by bdfm
Runtime: 1m30s | Views: 2613 | Comments: 0
Not yet rated
I dont have a pick - I am still nervous of this market - We are close to our all-time high so Id rather be sitting on cash for now and wait to see what happens over the next couple of weeks
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3553 days ago by bdfm
Runtime: 0m32s | Views: 2553 | Comments: 0
Not yet rated
Its a sector thats supposed to be more defensive - although it did take a very big hit in January - thats an exchange traded fund - ETF - called PropTrax - JSE-PTXSPY - trading at around R32 a share---
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3552 days ago by bdfm
Runtime: 0m44s | Views: 2924 | Comments: 0
Not yet rated
In terms of the resources weve seen a very nice spike on a number of commodities - I think with respect to gold sitting in the upper USD900s a lift to USD1000 an ounce is only a few trades away at this stage - It would seem that exposure to the resources in general - in particular some shares like AngloGold that Ive mentioned previously on your show thats pretty much at a 12-month low - and Harmony may follow through to R100 a share and pass that level---
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3549 days ago by bdfm
Runtime: 1m44s | Views: 2633 | Comments: 0
Not yet rated
I think we are going to see a lot of further volatility - The rand is looking exceptionally vulnerable at the moment - we can see all the evidence in terms of the economic data coming out at the moment internationally that indicates a further slow-down - and further uncertainty from a credit perspective - I dont think theres a particular rush to be getting into the market for now
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3548 days ago by bdfm
Runtime: 0m44s | Views: 2312 | Comments: 0
Not yet rated
In this episode of Stock Watch Stuart Theobald looks at Mondays markets with his guests Shaun Katz - Lentus Asset Management and Lavan Gopaul from Cortex Securities - Shaun simplifies the term PE for one viewer and advises a young investor on what to do with his money
Tags // Stock  Watch 
Channels // Summit TV 
Added: 3548 days ago by bdfm
Runtime: 9m13s | Views: 2558 | Comments: 0
Not yet rated
I continue to like Steinhoff - its an integrated furniture manufacturer and retailer - A big chunk of their earnings are offshore - especially Europe and the UK - Their trading update was fairly reasonable a few days ago - the results should come out in the next couple of days - Its been trading at around about the R17 level and spiked up to T19 and then came back - At this level its very cheap - Ill stick with that - I will probably play around with the banks - maybe FirstRand because thats been hammered of late - but over the next couple of days I think Steinhoff will tick up a little bit
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3547 days ago by bdfm
Runtime: 0m59s | Views: 2439 | Comments: 0
Not yet rated
I like Massmart - Their results were superb - they honestly surprised us on the upside - What I liked is the statement they made about Masscash their retail cash and carry where they expect to pass inflation on to the consumers - and they expect to make money from inflation - I think in this environment weve got to start looking - we are going to face inflation - how can we make our money back - Probably this is one stock that you can - I think at these levels around R70 theyre on about a 5 percent dividend yield - so youre protected on that side - The PE multiple is not too high and theres a very positive outlook - so I think if there is one stock in the industrial market you can go into Im happy with Massmart
Tags // Stock  pick 
Channels // Summit TV 
Added: 3546 days ago by bdfm
Runtime: 1m7s | Views: 2986 | Comments: 0
Not yet rated
Ill go with cash - The simple reason is although theres value in financials and industrials my sense is if we do see profit-taking in the miners thats probably going to take the whole market with it - So have your bids in for FirstRand and PPC but wait
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3545 days ago by bdfm
Runtime: 0m34s | Views: 2502 | Comments: 0
Not yet rated
Im looking at Tiger Brands - I think this is a company thats received a fair amount of criticism because of price-fixing - particularly the bread scenario - their Adcock Ingram business also being the recipient of problems - I believe that it may have been oversold - as a long term purchase it is probably a stock you could consider with a view to holding it as an equity for a two or three-year period
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3542 days ago by bdfm
Runtime: 1m0s | Views: 2692 | Comments: 0
Not yet rated
Im still happy to sit with cash largely at this stage - Boring - but at this stage weve got to save your money - I think one would be looking for opportunities - but rather in stocks like Sasol and Implats than on the consumer side of the economy - I think the consumer side still has significant strain to come - I would be really surprised if we dont see further interest rate hikes before the end of the cycle - Well Id say look for opportunities on those stocks on a pull-back - so Implats specifically came back quite a lot over the last half from R350 to I think around R309 today - Around the R280s if you can get it there possibly - Sasol I would really like to be able to pick up at R360 - whether we are going to see it there again or not I really couldnt tell you - At those levels I think it would be a really attractive buy
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3541 days ago by bdfm
Runtime: 1m21s | Views: 2295 | Comments: 0
Not yet rated
I think a stock thats really not on too many peoples screens is the likes of African Rainbow Minerals - ARM - Its really moved from strength to strength - they released their results pretty recently - ARM is one of those well diversified mining companies thats coming to the fore - theyve got interests in coal - iron ore and platinum - so with the weak dollar and high commodity prices its a stock thats looking interesting and I think punters should really have a look at this - Its probably getting close to fair value - but its still in a very good space given whats happening at the moment
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3540 days ago by bdfm
Runtime: 1m5s | Views: 2519 | Comments: 0
Not yet rated
I like Gold Fields at the moment for a couple of reasons - The main reason is that its made a very bullish technical breakout through R120 last week - its come back to test the break and it seams to have attracted a lot of buying around those levels again - It looks to me as if its set for a move to the upside - On a fundamental note the gold price is USD350 an ounce higher than it was six months ago - Gold Fields is an unhedged producer - the rand is 20 percent weaker than it was six months ago - yet the shares havent really done very much - I get the feeling theyre like a coiled up spring - The profit margin expansion that gold shares love to trade with - I think we are going to start to see that in the next set of results where their profit margins actually do start to grow - and that typically weve seen to be a good driver for gold shares - So there youve got it - a fundamental and a technical picture thats both pointing in the same direction for me
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3539 days ago by bdfm
Runtime: 1m16s | Views: 2306 | Comments: 0
Not yet rated
Im going with cash - Over the last few weeks Ive been speaking about commodity stocks - gold shares - Sasol - Tiger Brands - all of these stocks have started to pick up - theres significant gains - If youre holding them thats fine - I think theres probably still more upside on the commodities - I do believe the world markets are under such big pressure that picking a particular equity at this stage may not be the right decision - I think you want to hold cash for a while - There may be some good bargains across the market - but for now I think cash is the preferred place
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3538 days ago by bdfm
Runtime: 0m58s | Views: 2841 | Comments: 0
Not yet rated
Im going with AngloGold - It is a share that I picked a few weeks ago on Summit as well - the higher gold price is likely to set the share price alight - There are a few issues with AngloGold - theyve been thumped because their parent company has been selling out the stake they have in AngloGold - and at the same time AngloGold has a very complex hedge book that the market expects to start to be unpacked or rearranged - so I think AngloGold may look forward to some good gains - At this stage with the rand sitting around eight to the US dollar and the gold price around USD1000 an ounce AngloGold is likely to see a fairly decent profit quarter
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3535 days ago by bdfm
Runtime: 1m15s | Views: 2253 | Comments: 0
Not yet rated
Stuart Theobald and his guests Theo Vorster from Galileo Capital and Lavan Gopaul from Cortex Securities analyse Mondays market movement and answer questions about investec
Tags // Stock  Watch 
Channels // Summit TV 
Added: 3534 days ago by bdfm
Runtime: 7m47s | Views: 2922 | Comments: 0
Not yet rated
The NewGold ETF - which is effectively direct holdings in gold - I think there will be further safe haven buying at this stage - I suspect we could see the gold price holding up quite well while other cash instruments come under pressure
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3534 days ago by bdfm
Runtime: 0m35s | Views: 2182 | Comments: 0
Not yet rated
My stock pick is very interesting - I am going to say Im talking my book - my organisation earns around 19 percent of the issued share capital of this particular business - and thats Primeserv - About two or three years ago it went through a very difficult time of restructuring - we look at it predominantly on the side that South Africa is facing skills issues - and theres the big industrial spend and new projects and spending by Eskom---
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3533 days ago by bdfm
Runtime: 1m15s | Views: 2169 | Comments: 0
Not yet rated
Bruce Whitfield discusses Tuesdays market movement with Paul Theron from Vestact and Evan Walker from RMB Asset Management
Tags // Stock  Watch 
Channels // Summit TV 
Added: 3533 days ago by bdfm
Runtime: 8m2s | Views: 2162 | Comments: 0
Not yet rated
I notice the Don Group has come out with a trading update today - theyve indicated their earnings will be substantially higher - You will notice that this is a business that provides accommodation for travellers - businessmen and holiday-makers - As we enter the holiday season maybe theyre looking to have a happier turnover period - I also think this may be a stock you can hold onto for 2010 - Don is a speculative company so I urge those that are sensitive in terms of risk to go easy - the stock is sitting under 60 cents - I think youre probably going to see the price upward around 15 cents over the next few weeks
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3532 days ago by bdfm
Runtime: 1m8s | Views: 2494 | Comments: 0
Not yet rated
Stock Watch
Tags // Stock  Watch 
Channels // Summit TV 
Added: 3532 days ago by bdfm
Runtime: 6m59s | Views: 2092 | Comments: 0
Not yet rated
Were greedy - I suppose its daft because most people say - Dont try and catch falling daggers - Just what we were talking about in terms of the currency - my sense is we are going to see rand weakness going forward - I think Liberty International took a bit of pain and its proving itself to be somewhat different from its peer group in the UK - so I think Liberty International at around R150 for longer term investors particularly for those looking for a currency hedge - Then Standard Bank - it got down to R88 at one point in time - but you can see its been in this territory before so its not as bad as people would immediately think - The valuations are compelling - youre getting a great dividend yield in all the big banks - My sense is just in the case of Standard Bank their prospects statement I think is probably more positive than any of the others - and youve still got the ICBC potential value-add component coming through - so I think both Standard Bank and Liberty International for long-term investors
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3527 days ago by bdfm
Runtime: 1m20s | Views: 2406 | Comments: 0
Not yet rated
Stock Watch
Tags // Stock  Watch 
Channels // Summit TV 
Added: 3527 days ago by bdfm
Runtime: 9m44s | Views: 2055 | Comments: 0
Not yet rated
I think the time has come for financials to start de-coupling from the American financials - our financial shares the banking shares especially - I think they are very well priced at the moment - they are undervalued I think - Of this lot I would pick the one thats been hammered the most and thats Investec - One of the most important reason was they have an exposure to sub-prime lending in the UK - but thats a very small portion of their business - I think the hammering was overdone
Tags // Stock  Pick 
Channels // Summit TV 
Added: 3526 days ago by bdfm
Runtime: 0m53s | Views: 2230 | Comments: 0
Not yet rated
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