WATCH: Stock picks — Equinix and BAT
Nesan Nair from Sasfin Securities and Gerbrand Smit from N-e-F-G Fund Managers talk to Business Day TV
Nair said: “I’m going with Equinix, it’s one of the biggest cloud infrastructure providers and this is an alternative to holding traditional property.”
Smit said: “I’m maintaining my pick of British American Tobacco, it’s still at valuation levels that are just to cheap. We’ve seen volume growth for the first time in a while and at a valuation of about half of what it was a year back, I think it’s a steal.”
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