The Money Show’s Bruce Whitfield interviewed Jonathan du Toit, Portfolio Manager at Truffle Asset Management.
Du Toit chose the following two companies for our weekly “Stock Pick Monday” feature:
- Pan African Resources
Scroll down for quotes from the audio below.
Old Mutual’s UK wealth business is trading at a P/E of 8. We think the intrinsic value is about 50% higher than its share price.— Jonathan du Toit, Portfolio Manager at Truffle Asset Management
Pan African Resources is making good profits. It’s trading at a P/E of 6.8.— Jonathan du Toit, Portfolio Manager at Truffle Asset Management
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