Reunert has a P/E of 10 and a dividend yield of 7%.— Peter Takaendesa, Mergence Investment Managers
Telkom’s valuation at less than 10 P/E looks very good.— Peter Takaendesa, Mergence Investment Managers
The Money Show's Bruce Whitfield interviewed Mergence Investment Managers Portfolio Manager Peter Takaendesa.
Takaendesa chose the following two companies as his stock picks for the week:
Scroll down for quotes from the audio below.
Reunert has a new management team in place.— Peter Takaendesa, Mergence Investment Managers
Reunert has done very well compared to its peers.— Peter Takaendesa, Mergence Investment Managers
Telkom’s new team has shown a good track record of allocating capital.— Peter Takaendesa, Mergence Investment Managers
Telkom has got a number of very good assets, which I don’t think the market appreciates.— Peter Takaendesa, Mergence Investment Managers
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