Stock Watch
WATCH: Stock Picks — Remgro and PSG Group
Graeme Körner from Körner Perspective, and Nesan Nair from Sasfin Securities talk to Business Day TV about their stock picks
29 May 2020 - 08:49
Graeme Körner from Körner Perspective chose Remgro as his stock pick of the day, and Nesan Nair from Sasfin Securities chose PSG Group.
Körner: “I'm going for Remgro, it's the old coward's favourite. There is obviously a new attitude of unlocking value, the underlying portfolio whether it's RMB FirstRand or Mediclinic or Distell. The are really good assets in there. The discount is excessive and I think the businesses will do well when the Covid-19 clouds clear.” ..
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