Ascendis is a growth story via acquisitions.
— Thato Mashigo
The drought was a big concern for Omnia. But planting this season should be better. The price of ammonia – a major input cost – is going down.
— Thato Mashigo
With Sibanye you have to take a view on gold... Sibanye pays dividends; the others don’t...
— Thato Mashigo
The Money Show’s Bruce Whitfield interviewed Thato Mashigo, Portfolio Manager at Mvunonala Asset Management.
Mashigo chose the following three companies as his stock picks for the week:
-
Ascendis Health
-
Omnia
- Sibanye Gold
Listen to the audio below for more detail.
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