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Aspen is a great South African story!

Singa Gungqisa, Portfolio Manager at Rand Swiss

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The Money Show’s Bruce Whitfield interviewed Singa Gungqisa, Portfolio Manager at Rand Swiss.

Gungqisa reckons the following two companies are among the best investments right now.

  • Aspen

  • Electronic Arts

Scroll down for quotes from the audio below.

Electronic Arts develops gaming content.

Singa Gungqisa, Portfolio Manager at Rand Swiss

Electronic Arts has high barriers to entry.

Singa Gungqisa, Portfolio Manager at Rand Swiss

Electronic Arts management is seeing strong growth in mobile gaming.

Singa Gungqisa, Portfolio Manager at Rand Swiss

Electronic Arts is highly cash generative. We expect this to continue.

Singa Gungqisa, Portfolio Manager at Rand Swiss

Aspen’s P/E has fallen from 43 to 26.

Singa Gungqisa, Portfolio Manager at Rand Swiss

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Article brought to us by Old Mutual.


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