Picture: 123RF/PHONGPHAN SUPPHAKANKAMJON
Picture: 123RF/PHONGPHAN SUPPHAKANKAMJON

David Shapiro from Sasfin Securities chose ASML and Ericsson and Wayne McCurrie from FNB Wealth & Investments chose Long4Life and Philip Morris.

Shapiro said: “There are two companies that attracted my attention but one is my favourite — ASML, which produces the equipment that chip makers need, they knocked the market out. The other one, and I need to do more work on it, is Ericsson, with the 5G rollout.”

McCurrie said: “Seeing as Shapiro picked two, I’ll pick two as well. First is Long4Life, Bryan Joffe has maintained for years now that the company’s massively undervalued, market doesn’t appreciate what he’s got there and he’s now launched a strategic review. The other one’s Phillip Morris, I mean revenue wasn’t great, but very good cost control there.”

David Shapiro from Sasfin Securities and Wayne McCurrie from FNB Wealth & Investments talk to Business Day TV

Or listen to the full audio:

Subscribe for free episodes: iono.fm | Spotify | Pocket Casts | Player.fm

Companies in this Story

subscribe

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.