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3 shares you should consider adding to your portfolio (and why)

The Johannesburg Stock Exchange has been on the back foot recently, but it's still expensive.

While our stock exchange seems to be in the mood for correcting, it still has some way to go before it offers value.

We interviewed Drikus Combrinck, Portfolio Manager at CapiCraft, who chose these three companies as his stock picks of the week:

  • Masterdrill

  • Grindrod

  • Northam

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

Masterdrill is the cream of the crop in their market.

Drikus Combrinck, Portfolio Manager at CapiCraft

The management has transformed Grindrod from a shipping company to a fully-fledged logistics company. This gives them a bit of a monopoly. Buy them at this price and get the shipping company for free.

Drikus Combrinck, Portfolio Manager at CapiCraft

Northam is a quality company in a weak sector. They’re the lowest cost producer in the market.

Drikus Combrinck, Portfolio Manager at CapiCraft

This article first appeared on 702 : 3 shares you should consider adding to your portfolio (and why)


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