WATCH: Stock picks — Nepi Rockcastle and Partners Group
Alex Duys from Umthombo Wealth and Jean Pierre Verster from Protea Capital Management talk to Business Day TV
11 November 2020 - 11:06
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.
Duys said: “I’m going to go for Nepi Rockcastle, now this is a business that I never really liked to be quite frank, but I think the valuation is pulled back to such a level now and, if you look at the balance sheet of the business, I still think that the debt levels are under control, they have enough liquidity.”
Verster said: “I’m going for an offshore listed company that is listed in Switzerland called Partners Group. It’s an asset manager that focuses on private markets, so an alternative asset manager.”
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 — Nepi Rockcastle and Partners Group
Alex Duys from Umthombo Wealth and Jean Pierre Verster from Protea Capital Management talk to Business Day TV
Alex Duys from Umthombo Wealth chose Nepi Rockcastle and Jean Pierre Verster from Protea Capital Management chose Partners Group.
Duys said: “I’m going to go for Nepi Rockcastle, now this is a business that I never really liked to be quite frank, but I think the valuation is pulled back to such a level now and, if you look at the balance sheet of the business, I still think that the debt levels are under control, they have enough liquidity.”
Verster said: “I’m going for an offshore listed company that is listed in Switzerland called Partners Group. It’s an asset manager that focuses on private markets, so an alternative asset manager.”
Resilient group of companies cleared of manipulating share prices
SA Reit Association has new CEO to help woo back investors
Asian markets cheer Biden win as risk appetite grows
Stock markets soar to record on vaccine breakthrough
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.