MTN’s new management team is very highly rated.— Junaid Bray, Argon Asset Management
We think you’re getting Old Mutual at a discount with its 3.5 dividend yield.— Junaid Bray, Argon Asset Management
You get Mondi – a quality business - at a P/E of 12.— Junaid Bray, Argon Asset Management
The Money Show’s Bruce Whitfield interviewed Junaid Bray, Head of Equities at Argon Asset Management.
Bray chose the following three companies as his stock picks for the week:
Scroll down for quotes from the audio below.
We think the majority of surprises from MTN are out of the way.— Junaid Bray, Argon Asset Management
You get a 5% yield from MTN.— Junaid Bray, Argon Asset Management
We felt the old structure at Old Mutual was very inefficient.— Junaid Bray, Argon Asset Management
Mondi has low-cost operations in emerging markets.— Junaid Bray, Argon Asset Management
Mondi is very well run.— Junaid Bray, Argon Asset Management
Mondi is a very efficient allocator of capital.— Junaid Bray, Argon Asset Management
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