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Why Telkom is among the 2 hottest shares on the JSE (according to Mergence)

Reunert has a P/E of 10 and a dividend yield of 7%.

Peter Takaendesa, Mergence Investment Managers

Telkom’s valuation at less than 10 P/E looks very good.

Peter Takaendesa, Mergence Investment Managers

The Money Show's Bruce Whitfield interviewed Mergence Investment Managers Portfolio Manager Peter Takaendesa.

Takaendesa chose the following two companies as his stock picks for the week:

  • Telkom

  • Reunert

Scroll down for quotes from the audio below.

Reunert has a new management team in place.

Peter Takaendesa, Mergence Investment Managers

Reunert has done very well compared to its peers.

Peter Takaendesa, Mergence Investment Managers

Telkom’s new team has shown a good track record of allocating capital.

Peter Takaendesa, Mergence Investment Managers

Telkom has got a number of very good assets, which I don’t think the market appreciates.

Peter Takaendesa, Mergence Investment Managers

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