David Shapiro from Sasfin Securities and Karl Gevers from Benguela talk to Business Day TV
David Shapiro from Sasfin Securities chose FAANGS as his stock pick of the day and Karl Gevers from Benguela chose Amdocs
Shapiro said: “I’m leaning towards tech continually now, simply because it’s going to win in the long run over the next five years. Whether we have lockdown or not. So, I continue to be a big FAANG supporter.”Mine is a global stock, an American company called Amdocs. I don’t think many people would have heard of it, but it’s basically a software and business support and managed services provider for a lot of the telcos.
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