Daily Market Blog: Tigers in Nigeria?


"I don't see the share price outperforming over the short term, there needs to be a sustained turnaround in the international business first. I would still be buying the stock though, their stable of brands is quality and runs deep, which gives them a 'moat' around their business and gives them a platform to continue growing as the middle class grows."

To market, to market to buy a penny bun. Markets locally ended in the red, off the very worst levels for the day however. Resources were the stand out, this time in the positive column. Is there the ability to trade volatility around a specific index? There must be, there are so many smart people in our industry with one goal in mind, unfortunately ethics is not as high as you might want. When you read of major financial businesses that would have better screening systems than most institutions employing people responsible for such bad transgressions of the law that lead to fines totalling billions of Dollars, you must ask yourself, can people segregate doing right and greed? It is all rather disappointing. More than disappointing, shocking, sad, a whole host of adjectives, perhaps I should have used the superlatives. See, I am learning English as we go along here too.


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Stocks which we currently recommend

Amazon.com is the world's leading online retailer.

Apple is global leader in tablet and smartphone technology.

Aspen is a rising global star in generic pharmaceuticals.

BHP Billiton is the world's largest industrial commodity mining company.

Bidvest is a diversified services company, which may re-organise its portfolio.

Cerner provides IT solutions in the healthcare industry.

City Lodge is a growing mid-priced hotel group in urban areas of SA.

Discovery is a healthcare services administrator and life insurer.

Facebook is a dominant social media platform provider.

Famous Brands is SA's largest quick-service restaurant group.

General Electric is a diversified investment holding company.

Google is the world's biggest search engine and online advertising platform.

Johnson & Johnson is the largest consumer healthcare and pharma company.

L'Oreal is a world leader in the manufacturing and sale of beauty products.

Luxottica is the world's largest branded sunglass maker and retailer.

MTN Group is an emerging markets mobile telecoms giant.

Massmart is a big-box discount retailer in Africa, now 51% owned by Wal-Mart.

Mediclinic owns hospitals in SA, the UAE and Switzerland.

Naspers is an in emerging markets company focussed on digital TV & Internet.

Nike is a global designer and retailer of sporting equipment.

Omnia is a fertiliser and explosives producer.

Richemont is a luxury brands company expanding in Asia.

Sasol is a global player in chemicals and fuels technology.

Starbucks is a roaster, marketer and retailer of coffee.

Stryker makes hip and knee joint replacements and hospital beds.

Tiger Brands is a basic and branded food producer, expanding through Africa.

Visa is a global payments technology company.

Woolworths is SA's leading organic food retailer & clothing business.

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