I was also watching Business Day TV last night until 1am to watch Frans' interview and in particular his stock pick. On blind faith I dumped a whole lot of NPN and ADI and bought ADW. Smiling at 7.14% today. He did however caution that you shouldn't sell your house and car for this stock, but if you are patient you could see some very good returns.
CML / ADI / POY / NPN which have been my big money makers seem to have died. I'm hoping ADW is the next big one.