Drikus Combrinck from Capicraft chose Farmland Partner Pref Shares as his stock pick of the day and Nesan Nair from Sasfin Securities chose Anglo American.
Combrinck said: "We've positioned ourselves in some floating rate corporate jets in the us, so when rates do go up you get more yield. The fixed yields are absolutely too low and one that we've picked up is called Farmland Partners. It's the preference share and farmland partners is yielding about 6% percent at the moment."
Nair said: "I'm going to be a little bit more conventional and a little bit more traditional. I agree with the view on the Anglo-American play and I think Anglo American with that R200 dividend from Amplats and now you're R70 dividend from Kumba, Anglo American is going to be sitting with tons and tons of cash, not quite sure how they are going to deploy it but right now I think Anglo American is looking very cheap at current spot metal prices."
Karl Gevers from Benguela Global Fund Managers chose Aspen as his stock pick of the day and Alex Duys from Umthombo Wealth chose Impala Platinum.
Gevers said: "I'll pick Aspen, the capacity utilization is one of the big stories for Aspen. Returns have declined with acquisitions but from current levels I believe that returns can increase and this vaccine story is already one area where they can fill that capacity that they have."
Duys said: "I was quite encouraged by Anglo American Platinum's results today, obviously it was expected to be good but specifically the special dividend that was announced and money being returned back to shareholders is the key theme."
Independent Analyst Chris Gilmour chose Afrimat as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose British American Tobacco.
Gilmour said: "Well I'm sticking with a little tried and tested favourite Afrimat, if I look at that iron-ore price and I do believe that that is sustainable"
Smit said: "'I'm going go a bit more defensive, I'm going to go for British American Tobacco, I think the new generation products are doing okay, they're swapping the guys towards that over time and that's your risk if they can do that successfully over time. But in the meantime you earn eight percent dividend yield at a PE multiple of eight."
David Shapiro from Sasfin Securities chose ASML as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose Naspers.
Shapiro said: "Just SAML, my best company with incredible results out in Amsterdam today. They are just pumping, they make the machines that make chips so just a wonderful result and I still think there's upside."
McCurrie said: "I'm going for Naspers, the shares are down 11% year on year which is astonishing for Naspers, then buy the Naspers and swap it out for the Prosus, I think there is some upside there, just remember if you do sell it out and take the Prosus it's a tax event and just make sure you understand the implications."
Deryck Janse van Rensburg from Anchor chose Mastercard as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose Haidilao.
Janse van Rensburg said: "My stock pick tonight is going to be MasterCard, obviously we saw a sell off of it last night but things are starting to pick up and I think this is very much based on the fact that economies and geographical boarders are going to start to open up."
Verster said: "I'm picking a company listed in Hong Kong, it's a major restaurant chain called Haidilao. What makes them different from others is their service, they give you free snacks while you wait to enter the restaurant, because they are so popular and you can get a manicure or a pedicure while having your hot pot."
David Shapiro from Sasfin Securities chose Qualcomm as his stock pick of the day and Wayne McCurrie from FNB Wealth & Investments chose SA Banks.
Shapiro said: "I'm going for Qualcomm simply because Bloomberg pointed it out as one of the 10 shares to watch.
McCurrie said: "I'm repeating myself from last week, SA Banks you are buying at a 6% to 8% forward dividend yield one year out, that's properly
Karl Gevers from Benguela Fund Mangers chose Tencent as his stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Life Healthcare.
Gevers said: "Even though it's a Chinese stock I'm going with Tencent. You can buy it at a discount through Naspers but whether that discount will diminish over time is the question. Tencent itself has come under pressure with the regulatory requirements and has risk in China and it's comeback about 30% from its high in Feb. I think at current levels you are compensated for that risk."
du Toit said: "I'm going for Life Healthcare so the business is basically 60% South African hospital business and then 40% of the business comes from a BMI scanning business in the UK. I think the hospital stocks have been hard during the Covid crisis and we do see the earnings starting to recover now as the vaccine rollout continues."
Nick Kunze from Sanlam Private Wealth chose Anglogold as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose Mediclinic.
Kunze said: "We're looking at Anglogold, I have mentioned it once or twice before, it's a difficult stock pickers market out there but for us it's cheap, it's a single digit PE, it's almost at its 52-week low, it's down 70% year to date. A lot of inflation numbers coming up this week with CPI and PPI in the US and I think it's just a little bit of a hedge for us in case we get a kick up in inflation."
Smit said: "I'm going with Mediclinic, I picked it last week as well, but just once again to reiterate, the vaccines in Switzerland is far better than what the numbers are here, the Middle East as well. So they're sitting with basically about 60% of their businesses in first world countries, so it's a bit of a rand hedge from where the currencies are at the moment."
Gerbrand Smit from N-e-F-G Fund Managers chose Mediclinic as his stock pick of the day and Alex Duys from Umthombo Wealth chose Nedbank.
Smit said: "I'm going for Mediclinic, we haven't spoken about them for some time. I just think there's life after Covid, these hospital groups are prices for depression and I think there some upside in some of them.
Duys said: "Even though we've seen a recovery in the banking space, my pick is Nedbank and you're looking at around a 9% dividend yield 18 months from now."
Wayne McCurrie from FNB Wealth & Investments chose SA Banks as his stock pick of the day and David Shapiro from Sasfin Securities chose Diageo.
McCurrie said: "I'm going back to the good old favourites, they've come under a bit of pressure recently but are up again today. Go for the South African banks, the increase in earnings that they're going to show this year is going to be astonishing, because they're way over provided for bad debts and you're going to see a very high growth in the dividend payouts as well. So go for an SA bank."
Shapiro said: "I was looking for a British listed beer company you know, the equivalent of AB InBev or Heineken but I couldn't find it, so my proxy is Diageo. The only reason is I think that England are going to win the Euro the Brits are going to drink themselves into a stupor"
Drikus Combrinck from Capicraft chose Zimplats as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose JD.Com.
Combrinck said: "Not the biggest platinum bull but Zimplats is sitting next door but listed on the ASX. It's trading roughly at 1 times book value. It's extremely cheap and that's if you use the average spot price."
Verster said: "Because of the sell-off in Chinese tech stocks, I'm picking at US listed Chinese tech stock, JD.com. It's effectively the Amazon.com of China so they're the biggest eCommerce player in China for first party sales and Tencent has a large stake in them."
Meryl Pick from Old Mutual Investments chose Sibanye Stillwater as her pick of the day and Nesan Nair from Sasfin Securities chose Bidvest.
Pick said: "The PGM stocks have all pulled back over the last quarter, and one that I find intriguing is Sibanye Stillwater. I've been quite critical in the past of the Stillwater deal and they've proved me completely wrong. Maybe the rest of the market is very skeptical and hence it's lagged but if you look on spot PGM and gold prices, it's sitting at a 29 free cash flow yield for the next set of financials. And you get a good mix of commodities and optionality."
Nair said: "I'm going with Bidvest, I think it's been flying under the radar for quite a long time now. I do see a South Africa post covid-19 and I think the big industrials, particularly Bidvest are very well geared up because of the amount of cash that they have on their balance sheet to take advantage of the opportunities that are inevitably going to come their way."
Rowan Williams from Nitrogen Fund Managers chose Reinet as his stock pick of the day.
"We like Reinet, it's a little bit boring and I guess very safe. We think the rand has appreciated to a level where it's closer to fair value and there has been a lot of positive political development. Reinet trades at a 42% discount to NAV, a quality asset and it's weaned itself off of its smoking habit."
Wayne McCurrie from FNB Wealth & Investments chose Chip Manufacturers as his stock pick for the day and David Shapiro from Sasfin Securities chose Ferrari.
McCurrie said: "Any chip manufacturer, there's such a shortage of chips worldwide, they're expanding their capacity and they are going to make a killing."
Shapiro said: "I'm going for Ferrari because they're going the electrical route and they've just appointed Benedetto Vigna who's a semiconductor man, he's a chip-man and he's been appointed the new CEO of Ferrari. Yes it's going to take a bit of time but they're going to zoom away."
Karl Gevers from Benguela Fund Managers chose ViacomCBS as his stock pick of the day and Jean Pierre Verster from Protea Capital Management chose SoftBank
Gevers said: "I'll pick a global stock, ViacomCBS, so it's a global media and entertainment company and also I think it's importantly robust content producer and also a library of movies and series and they've also gone into the streaming industry with their Pluto TV and Paramount Plus so they're competing with Netflix and the current amazon streaming services."
Verster said: "A company listening Japan, the second largest company listed in Japan after Toyota and it's SoftBank Group. You can almost think of it as the Japanese equivalent of Naspers because they invested 20 million dollars into Alibaba more than 20 years ago and today that stake is worth more than a hundred billion dollars. But SoftBank is trading at more than a 50% discount to the sum of its parts."
Mia Kruger from Kruger International chose Austin Energy as her stock pick of the day and Gary Booysen from Rand Swiss chose Shoprite.
Kruger said: "I'm actually going completely a 180 from the coal arguments and talking about Austin Energy and they are the largest energy company in in Denmark. They are the biggest producer of offshore wind and they install about 30 percent of offshore wind worldwide."
Booysen said: "I'm going to keep it local so I'm going to go with Shoprite. Shoprite is also coming back to a nice technical level, I think it's a lot cheaper than it used to be and it's coming back quite nicely. It's kind of turned around from that big sell-off so it looks like a decent entry point."
Zwelakhe Mnguni from Benguela Global Fund Managers and Nesan Nair from Sasfin Securities both chose Sanlam as their stock pick of the day.
Mnguni said: "I'm going to with Sanlam, I think it has recovered nicely from a bad patch. They've been extremely prudent with their provisioning and historically and they don't need to put any additional provisions in place in terms of Covid-19. They put on in place and that was it, and this is symbolic of how the business has been run historically."
Nair said: "My pick is also Sanlam for a lot of the reasons that Zwelakhe mentioned and in addition they recently did the purchase of Saham in the rest of Africa and I think that was quite a fortuitous deal."
Wayne McCurrie from FNB Wealth & Investments chose SA Banks as his stock pick of the day and David Shapiro from Sasfin Securities chose Global Lithium & Battery ETF.
McCurrie said: "It's difficult to come in and say something, there is a lot of turmoil in the markets but given the weakness we've had in SA shares in this last week, some are starting to show a little bit of value again. Maybe go for a bank, maybe a retailer. They've come off quite a bit and I think the prices will go up so that'll be my pick. I mean I'll actually take one of the big banks, FirstRand or Standard Bank, one of those two"
Shapiro said: "I have an ETF called LRT which is Lithium & Battery and they still got 45 exposure and just doing the numbers in what we are seeing now in the auto industry I still think this is an area, even though it's run, that still has a lot more upside I'm very enthusiastic about what's happening around there"
Mia Kruger from Kruger International chose Apple as her stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Absa.
Kruger said: "I'm going for Apple I think it's a great company to add to your portfolio at any time. With the global developers conference they said that where they're actually making their platform more open architecture, they're opening it up to to more of an integration with other other other developer platforms and we think it's a great opportunity."
du Toit said: "I'm picking Absa bank, we've seen a very strong run in the South African retailers and I do think that our South African banks have lagged their performance. We're probably going to see some rotational retailers into the banking sector. All our banks came out with trading updates over the last month and they have been broadly positive."
Nick Kunze from Sanlam Private Wealth chose Anglogold Ashanti as his stock pick of the day and Gerbrand Smit from N-e-F-G Fund Managers chose Standard Bank.
Kunze said: "I'm going to go with the Anglogold Ashantiu, just from an inflation point of view it's a little bit of a tick up, it's coming back in a little bit of a risk off the last few days and I think something like Anglogold Ashanti which is well off its highs north and six hundred bucks or almost 75 dollars, I think it's worth a stay at these levels."
Smith said: " I'm head to go for Standard Bank, I've done it before as well at similar levels it went up to 140. I just think it's a bit of an overreaction the pullback at the moment. It's trading at a 1.1 price to book which is probably the right way of looking at the banks. It's five year median on that is 1.61 so I think it has about 30% upside from where it's at the moment. You're probably going to have positive earnings surprises with not all the losses being realized."