Simon’s weekly wrap: Potential stock picks emerging in the rout

This week MoneywebNOW looked at the potential in Thungela Resources, FAANG stocks, a new healthcare ETF, stock picks amid rising oil prices, and Kaap Agri’s results.

This past week I spoke with Bruce Williamson from Integral Asset Management about Thungela Resources, as coal prices keep surging higher. The company has continued challenges with Transnet and in getting its coal to port. But even taking that into account it could make nearly R100 profit a share this year and it could all be paid as a dividend, making for a potential +40% dividend yield on the stock. (Read transcript)

FAANG (Facebook, Apple, Amazon, Netflix and Google) stocks have had a horrid start to the year, and I spoke with Henry Biddlecombe from Anchor Capital about the potential here. He agrees that some price we saw during the pandemic made no sense, but that the selloff certainly offers some opportunity, especially for Netflix. (Read transcript)

Satrix is coming to market with its new global healthcare ETF (Satrix Healthcare Innovation Feeder ETF), and I spoke to CIO Kingsley Williams. The sector has excellent growth potential due to an ageing population and improving technologies. This ETF is also different from other global healthcare ETFs in that the largest sector is biotech. (Read transcript)

Kaap Agri’s interim results were strong as the farming sector continues to see record prices and yields. I spoke with CEO Sean Walsh about the results, rising input costs for farmers and the expected crop yields for later this year and next. Kaap Agri is also almost doubling its fuel retail sites across the country, which not only adds increased fuel sales but also convivence and quick service restaurant revenue potential. (Read transcript)

Also this week:

Sithembile Bopela of FNB Wealth and Investments on rising fuel prices and their impact on investments and stock picks (Read transcript)

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Maybe we are getting close to the March 2009 moment to get back in if you were out for a while?

Would like to know opinions

we may well be, but impossible to tell in advance. I have been buying anyways, but then I pretty much always am.

I buy, but not always equities. There are better places to park off and wait than cash. Scary thing is I sold all offshore equities except one share a while back and still now, the only rational one to buy back into is still that one. Likely I go back into four : one hammered good business, three corrected but good businesses.

Maybe wait a bit longer

End of comments.

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