Drikus Combrinck from Capicraft and Mark du Toit from Oyster Catcher Investments talk to Business Day TV
23 September 2020 - 09:55
byBusiness Day TV
Support our award-winning journalism. The Premium package (digital only) is R30 for the first month and thereafter you pay R129 p/m now ad-free for all subscribers.
Combrink said: "Enbridge is the largest oil or energy infrastructure play in North America, they have an 8,5% forward dividend yield. They have the monopoly as no one else is building pipelines."
Duys said: "I'm going for Nepi Rockcastle, an Eastern European property group mainly in retail shopping centres. The share price has come under a lot of pressure recently and it could be because Lighthouse is selling down their stake in order to take up their rights in Hammerson."
Drikus Combrinck from Capicraft and Mark du Toit from Oyster Catcher Investments talk to Business Day TV
Support our award-winning journalism. The Premium package (digital only) is R30 for the first month and thereafter you pay R129 p/m now ad-free for all subscribers.
Stock Watch
WATCH: Stock picks — Enbridge and Nepi Rockcastle
Drikus Combrinck from Capicraft and Mark du Toit from Oyster Catcher Investments talk to Business Day TV
Drikus Combrinck from Capicraft chose Enbridge as his stock pick of the day and Mark du Toit from Oyster Catcher Investments chose Nepi Rockcastle.
Combrink said: "Enbridge is the largest oil or energy infrastructure play in North America, they have an 8,5% forward dividend yield. They have the monopoly as no one else is building pipelines."
Duys said: "I'm going for Nepi Rockcastle, an Eastern European property group mainly in retail shopping centres. The share price has come under a lot of pressure recently and it could be because Lighthouse is selling down their stake in order to take up their rights in Hammerson."
Drikus Combrinck from Capicraft and Mark du Toit from Oyster Catcher Investments talk to Business Day TV
Or listen to the full audio:
Subscribe for free episodes: iono.fm | Spotify | Apple Podcasts | Pocket Casts | Player.fm
WATCH: Stock picks — Enbridge and Mr Price
Donald Trump to butt heads with EPA in speeding up fossil-fuel projects
WATCH: Stock picks — Nepi Rockcastle and Apple
JOAN MULLER: Why Covid-19 means property stocks aren’t a safe bet any more
SA reits: A bad time for the B-league
Would you like to comment on this article?
Sign up (it's quick and free) or sign in now.
Please read our Comment Policy before commenting.
Most Read
Published by Arena Holdings and distributed with the Financial Mail on the last Thursday of every month except December and January.