Valentine's Day: Picking stocks over roses
Patrick Mathidi, Head of Multi Asset Strategies at Aluwani Capital joins CNBC Africa for this discussion.
Fri, 14 Feb 2025 15:25:19 GMT
Disclaimer: The following content is generated automatically by a GPT AI and may not be accurate. To verify the details, please watch the video
AI Generated Summary
- ABSA stands out for its value proposition and change in focus towards returns-based strategies, offering potential for growth despite past challenges.
- Woolworths, with its strong food business and focus on valuation, presents an attractive opportunity for investors looking for undervalued assets.
- AB InBev's strategic shift towards high-margin beverages and growth in non-alcoholic drinks positions it for success in a changing market landscape.
Love is in the air, but for investors, it's not just about romance and roses. On this Valentine's Day, Patrick Mathidi, Head of Multi Asset Strategies at Aluwani Capital, shares his insights on which stocks to love. From ABSA to Woolworths and AB InBev, Mathidi breaks down the reasons behind his picks and the potential for growth in these companies. While these stocks may not sound romantic at first glance, Mathidi sees the value and opportunity they present for investors looking to build a strong portfolio. With a focus on valuation, market trends, and company performance, Mathidi provides a detailed analysis of each stock and its potential for investors. As we navigate the ups and downs of the market, let's take a closer look at Mathidi's top picks and his perspective on the current investment landscape. Whether you're a seasoned investor or just starting out, there's much to learn from Mathidi's approach to stock selection and portfolio management. So this Valentine's Day, consider picking stocks over roses and watch your investments bloom.
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