WATCH: Stock picks — Italtile and EPE Capital
Devin Shutte from The Robert Group and Graeme Körner from Körner talk to Business Day TV
Devin Shutte from The Robert Group chose Italtile as his stock pick of the day and Graeme Körner from Körner Perspective chose EPE Capital.
Shutte said: “I’m going Italtile, so this is a born-and-bred tile manufacturer, distributor and retailer and they’ve really integrated across that, they been around for 50 years and what I like about Italtile is that it is really just a consistent compounder over the year, it's got really stable balance sheets, ungeared in that regard and they are managing to grow eternal equity.”
Körner said: “I’m going to go with one of my old darlings, which is Ethos Capital, we talk about small caps and we’re not scared of them.”
Or listen to the full audio: