Nesi Chetty from Momentum chose Vukile Property Fund (VKE) as his stock pick of the day

"Vukile is a company that we have liked for a while, we think they have a very defensive portfolio and with that they are trying to supplement it with international business. This results in around 28% of net operating income now comes from Spain. Within the last six months they have done four acquisitions where they bought Unibail-Rodamco-Westfield assets which is giving them good offshore growth. The distribution per share is between 7,5% and 8,5% and it is on an attractive forward yield of close to 9,4%"

Imtiaz Suliman from Sentio Capital chose British American Tobacco as his stock pick of the day. The share has come under a lot of pressure since the US on the news of a possible ban on menthol in particular.

"I think it's priced in a complete loss of that portion of the business which is quite punitive. These regulations take quite some time to come through before it's fully implemented. It could be a period of seven maybe ten years so I think it's trading at a good dividend yield, price earnings of 10 and and sharing good food failure these levels"

Amongst all the Budget news, Nick Kunze from Sanlam Private Wealth chose Anheuser-Busch InBev as his stock pick of the day. It is nicely positioned with the weaker rand where it is at the moment and recovering emerging markets will allow AB InBev to fare well.

Graeme Franck from PSG Wealth Sandton chose Rand Merchant Inv Hldgs Ltd as his stock pick of the day, the shares are down 27% over the last 12 months trading on a PE of around 11 times and this is a theme that we are seeing in many SA Inc. type stocks. Cheap for a reason, concerns with the budget on the 20th and in terms of GDP growth but certainly a well managed company.

Caroline Cremen from Adviceworx chose CASH as her stock pick of the day. Until the Budget speech on Wednesday 20 Feb 2019 when Finance Minister Tito Mboweni takes to the podium to deliver his budget address for this year. Choosing CASH is the safest place to be as the budget simply cannot surprise us on the upside.

e Burgess from Nedbank Private Wealth chose Sasol Limited as his stock pick of the day, with the delays of the Louisiana project there certainly are some risks as well as the lower oil price and potentially stronger rand that could play on that but it's a stock that if you compare it to its global peers in oil and chemical business, Sasol is certainly trading below its peers. It might take a while for that multiple to rerate but should not be before the Lake Charles Louisiana project comes online properly.

Viv Govender from Randswiss Offshore chose Morgan Stanley Euro Protector and what it does is give you 112% of your initial money is US Dollars after six years as well as 200% the average price of the index over that time so over the last six years you would have received a 45% return and the index only did about 10.5

Nesan Nair from Sasfin Securities chose British American Tobacco as his stock pick of the day, one of the rand/hedges. Right now you want to stay defensive and it is very difficult to pick South African counters right now. Retailers is one to stay away from, the Banks look cheap but they are most probably going to be hit harder and it depends on what the Budget comes up with. But for the time being stay Rand hedged.

Devin Schutte from The Robert Group chose Discovery Ltd one that he has chosen previously, Discovery is a very placed company at the moment. We are all aware of their shared value model, healthcare, life insurance and the short term insurance. The launch of the bank happens next month and it’s exciting to see them unpack that share value model in financial services and disrupt that space. They are very effectively franchising the vitality model into Asia, the UK and the US and not only earning franchise fees but part of the actuarial profit.

Imtiaz Suliman from Sentio Capital chose Apple Inc. as his stock pick of the day, as his stock pick of the day, it has come of recently as concerns with trade wars and a slowdown in China has taken hold but if you look at Apple, the services revenue is growing much faster and is at a higher margin. They have a $130bn excess cash which they can either use to do more share buy backs or pay out in dividends. So as we see iPhone sales taper off we will see more revenue or contribution coming from wearables which is your iWatches and the services revenue which is increasing more and more towards the profits so for that reason Apple looks very attractive on a fourteen times PE