MyMoney Online

Shell-shocked by the falling JSE? 3 stocks that’ll perk up your portfolio

Also read the following related article:

* How to protect your wealth when the JSE is falling

The Johannesburg Stock Exchange reached an all-time high on 24 April. Since then, however, there hasn’t been much to smile about.

Monday (1 June, 2015) was the 10th consecutive day of losses, the worst run almost two decades.

Are there any good buys left?

We interviewed Cratos Capital Chief Trader Greg Davies and asked him to share his stock picks with us.

Here are, according to Davies, are three stocks that’ll perk up your portfolio:

  • Remgro

  • Quantum Foods

  • PPC

Listen to the audio (scroll down) for more detail.

Remgro offers very good value at these low levels.

Greg Davies, Cratos Capital

Quantum Foods is a small cap that used to be a division of Pioneer Foods. We think food security is going to be a theme in the market going forward. We expect success from this counter.

Greg Davies, Cratos Capital

We think PPC is in the right space to take advantage of growth in Africa.

Greg Davies, Cratos Capital

CapeTalk welcomes all comments that are constructive, contribute to discussions in a meaningful manner and take stories forward.

However, we will NOT condone the following:

  • Racism (including offensive comments based on ethnicity and nationality)
  • Sexism
  • Homophobia
  • Religious intolerance
  • Cyber bullying
  • Hate speech
  • Derogatory language
  • Comments inciting violence.

We ask that your comments remain relevant to the articles they appear on and do not include general banter or conversation as this dilutes the effectiveness of the comments section.

We strive to make the CapeTalk community a safe and welcoming space for all.

CapeTalk reserves the right to: 1) remove any comments that do not follow the above guidelines; and, 2) ban users who repeatedly infringe the rules.

Should you find any comments upsetting or offensive you can also flag them and we will assess it against our guidelines.

CapeTalk is constantly reviewing its comments policy in order to create an environment conducive to constructive conversations.

Read More
How to protect your investments from a falling stock market

How to protect your investments from a falling stock market

Wealth manager Warren Ingram unpacks what steps you need to take to safeguard your investments when the stock market drops.

Naspers owned Tencent now world’s 11th the most valuable brand (1st in China)

Naspers owned Tencent now world’s 11th the most valuable brand (1st in China)

Internet services company Tencent Holdings, in which Naspers has a 34 percent stake, has surpassed Facebook in brand value.

3 best companies  on the JSE to invest in right now - Independent Analyst

3 best companies on the JSE to invest in right now - Independent Analyst

Independent Analyst Craig Martin chooses three somewhat lesser known companies for our stock picks of the week.

Why you must own Rand Merchant Insurance and Standard Bank – Ashburton

Why you must own Rand Merchant Insurance and Standard Bank – Ashburton

These are the best investments on the JSE right now, says Suraj Sookdhew, Head of Portfolio Management at Ashburton Investments.

Why Naspers is still a great investment, despite being (seemingly) expensive

Why Naspers is still a great investment, despite being (seemingly) expensive

Vestact’s Sasha Naryshkine identifies three usual suspects as the hottest stocks on the JSE right now.

3 stocks you should seriously consider for your portfolio

3 stocks you should seriously consider for your portfolio

Looking for good shares to buy? Look no further than these three companies, says Lentus Asset Management's Nic Norman-Smith.

Naspers owned Tencent buys stake in Kim Kardashian game developer Glu Mobile

Naspers owned Tencent buys stake in Kim Kardashian game developer Glu Mobile

The Chinese tech-firm will pay R1.5bn for a 15 percent stake in the US developer famous for its hit "Kim Kardashian: Hollywood”.

The JSE is too expensive. Rather buy these 3 offshore property shares…

The JSE is too expensive. Rather buy these 3 offshore property shares…

Liston Meintjes, Chief Investment Officer at Sasfin Asset Management, looks abroad for this week’s stock picks.

Why you should stay the heck away from Naspers (despite the hype)

Why you should stay the heck away from Naspers (despite the hype)

Everyone from your hairdresser to your dentist is urging you to buy Naspers. This is exactly why you should read this.

Hot stocks you should consider for your portfolio right now

Hot stocks you should consider for your portfolio right now

Ingham Analytics Director Mark Ingham shares what he believes are the hottest stocks on the JSE right now.

Yet another analyst agrees; Naspers is one heck of a great investment right now

Yet another analyst agrees; Naspers is one heck of a great investment right now

First Avenue Investment Management analyst Nadim Mohamed is the latest in a string of experts to sing Naspers’ praises.

Why the sky is the limit for the Naspers share price

Why the sky is the limit for the Naspers share price

The Naspers share price is booming and analysts expect it to continue. Here’s why…

Why you must own shares in high-tech, emerging market juggernaut Naspers

Why you must own shares in high-tech, emerging market juggernaut Naspers

An investment analyst picks the two hottest stocks on the JSE right now: Naspers and Brimstone.

Why you must own Naspers, the hottest tech-firm in Africa (or is that China?)

Why you must own Naspers, the hottest tech-firm in Africa (or is that China?)

Naspers is expensive, but geared for growth. Ashburton Investments’ Nick Crail on why you should just be brave and buy its shares.

How once tiny Afrikaans publisher Naspers became an emerging market juggernaut

How once tiny Afrikaans publisher Naspers became an emerging market juggernaut

Bruce Whitfield speaks to historian Professor Lizette Rabe about the story of the Nasionale Pers.

How to protect your wealth when the JSE is falling

How to protect your wealth when the JSE is falling

How to protect your wealth should the JSE start to weaken...

4 beliefs about shares that keep you from growing wealthy

4 beliefs about shares that keep you from growing wealthy

4 popular, yet patently false, beliefs about stock market investing that's holding you back.

Popular articles
Hassen Adams (he brought Burger King and Dunkin’ Donuts to SA) talks money

Hassen Adams (he brought Burger King and Dunkin’ Donuts to SA) talks money

The Money Show’s Bruce Whitfield interviews Adams about his attitude to money (hopes and fears, successes and failures, etc.).

Eusebius Opinion: "Let go Kevin Pietersen, you do not own the school"

Eusebius Opinion: "Let go Kevin Pietersen, you do not own the school"

McKaiser responds to former SA, now England cricketer Pietersen's comments over Maritzburg College pupils holding EFF t-shirts.

Twitter is gobsmacked as Nigeria honours Jacob Zuma with bronze statue and road

Twitter is gobsmacked as Nigeria honours Jacob Zuma with bronze statue and road

During Zuma's visit to Nigeria, the Governor of the Imo State in Nigeria, Mr Owelle Okorocha, conferred an Imo Merit Award on him.

Minister Lynne Brown's partner scored R1.2 million contracts with Eskom

Minister Lynne Brown's partner scored R1.2 million contracts with Eskom

Sikonathi Mantshantsha says this revelation explains why Brown was reluctant to take any action against Eskom executives.

KZN school ordered to stop action against students with EFF shirts

KZN school ordered to stop action against students with EFF shirts

A letter has been addressed to the Maritzburg College principal after an image of the boys went viral last week.

Kloof Street residents living in fear as crime multiplies

Kloof Street residents living in fear as crime multiplies

A Cape Town man was stabbed to death on Saturday while trying to assist two women who were being mugged on Kloof street.

‘I started my thriving business with R5000 (and made a profit in the 1st month)’

‘I started my thriving business with R5000 (and made a profit in the 1st month)’

After 3 years there are 3 Nic Harry stores (incl online) that sell 100 000 pairs of socks in over 20 countries around the world.