Trolley for trolley, it's worth paying more

Posted by Mark Ingham

Sep 29, 2017 9:37:09 AM

 

I’ve had a Sell recommendation on Woolworths for some time as the future fundamentals looked questionable. Once the darling of retail, it levitated for a while at around R100 per share and then started to slip as doubts about its local retail positioning, not least food, and the Australian market an uncertain and challenging place. Shoprite had also quietly taken the view that two can play the fancy food game, without a need for salary gouging prices.

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Topics: Ingham's Incisive Insights., Retail investing


Steinhoff Africa soars on JSE debut

Posted by Shaun Keeling

Sep 21, 2017 4:40:01 PM

Steinhoff’s African subsidiary surged nearly 10% on its market debut on Wednesday, as investors looked past its parent company’s legal wrangles in Europe and piled into the continent’s retail powerhouse.

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Topics: Retail investing, New Listings, steinhoff


Recognise the retail investor

Posted by Colin Ford

Dec 8, 2016 11:56:15 AM

South Africa is on the brink of a massive shift in investor demographics. Retail investors literally have the potential to change the way listed companies do business – for the better! 

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Topics: Dis-Chem, Retail investing


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