WATCH: Stock picks — ARC and Blue Label Telecoms
Graeme Körner from Körner Perspective and Ashraf Mohamed from Arqaam Capital talk to Business Day TV
21 June 2019 - 10:37
Graeme Körner from Körner Perspective chose African Rainbow Capital as his stock pick of the day and Ashraf Mohamed from Arqaam Capital chose Blue Label Telecoms.
Körner said: “I’m being cautious and if you can buy investment companies at 30% plus discounts to NAV [net asset values] with underlying operating entities that could perform in a more favourable environment and African Rainbow has some businesses in there that are very disruptive and I think they have got some real-world assets as well.”..
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