Sam Mokorosi from Vunani Capital and David Shapiro from Sasfin Securities talk to Business Day TV about their stock picks.

Mokorosi said: “We are going to go contrarian at the moment, we think that MTN has been beaten down a bit over some time and one of the things that we are looking at is the oil price that is starting to claw its way out of a hole, and that is good for the Nigerian economy, which MTN is exposed to.”

Shapiro said: “I’m mainly an offshore investor but I’ve been pumping FAANGS for so long now that I’m just going to change it and go back to Prosus and Naspers.”

Or listen to the full audio:

Subscribe: iono.fm | Spotify Apple Podcasts Pocket Casts | Player.fm 

Would you like to comment on this article or view other readers' comments?
Register (it’s quick and free) or sign in now.

Speech Bubbles

Please read our Comment Policy before commenting.