Picture: 123RF/iqoncept
Picture: 123RF/iqoncept

Rowan Williams from Nitrogen Fund Managers chose Altron as his stock pick of the day and Deryck Janse van Rensburg from Anchor chose Microsoft.

Williams said: “I’m going to go with Altron, it’s beaten down from its highs and it’s got a lot of exposure to the UK economy and Microsoft licensing so that’s about 40% of their earnings which is hard currency earnings.”

Janse van Rensburg said: “I’m going overseas into the tech space and picking Microsoft. I think that after the sell-off that we’ve seen across the board in the US markets, I guess it’s not about trying to pick the bottom but it’s about choosing quality stocks and deciding a price that you are prepared to pay for those stocks.”

Or listen to the full audio:

Subscribe for free episodes: iono.fm | Apple Podcasts | Pocket CastsPlayer.fm