Trolley for trolley, it's worth paying more

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  I’ve had a Sell recommendation on Woolworths for some time as the future fundamentals looked questionable. Once the darling of retail, it ...
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Sanlam Earnings Results

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    Insurance giant Sanlam reports results for the six months ended 30 June 2017 on Wednesday, 6 September. Insurance companies are complex ...
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Your Pharmacy needs with Aspen

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  Aspen     Take a listen to Mark's thoughts here.                 Share price: R329,00  Net shares in issue: 456,4 million Market cap: ...
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Ascendis Health and your Pharmaceuticals

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Pharmaceuticals Take a listen to Mark's thoughts here.         Ascendis                     Share price: R28,66  Net shares in issue: 432,2 ...
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AVI: Food Products

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      Take a listen to Mark's thoughts here. AVI                    Share price: R92,71  Net shares in issue: 320,8 million Market cap: ...
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Start your engines with Sasol!

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Take a listen to Mark's thoughts here. Energy        Sasol                   Share price: R370,30  Net shares in issue: 610,6 million ...
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Apparel Retail  “Remaining cautious on exposure”

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I’ve cautioned on exposure to retail and apparel retail in particular for many months. Mr Price has been particularly overpriced in ...
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Is Nenegate 2.0 on the horizon? Ingham weighs in

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“What’s cooking this week?” Discovery, Sanlam and Steinhoff.

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This week, the following key stocks will be topical – Discovery, Sanlam and Steinhoff. With a collective market capitalisation of R530 ...
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Banks “23/8 is 9/12-light – for now”

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Recommendation I’d advise caution on exposure to interest rate sensitive stocks for the time being. Banks are particularly sensitive to ...
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Sibanye Gold Newsflash

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Following on from my interim pre-results note on 19 August, Sibanye has reported a respectable set of numbers with normalised EPS of 234 ...
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What’s cooking this week?

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We are in the middle of a busy earnings reporting season. This week, the following key stocks will be topical. Bidcorp This is arguably the ...
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“Tencent likely to report strong Q2 results” What does this mean for Naspers?

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What does this mean for Naspers? On Wednesday 17 August, Tencent reports second quarter earnings. Naspers owns 31,5% of Tencent, which is a ...
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“Texan snooze deal” for Steinhoff

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Steinhoff, the vertically integrated international mass market retailer and manufacturer, is once again writing out a cheque – this time ...
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SuperGroup "Brexit buy-in"

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In my last note dated 23 May (“Sandown Western Cape acquired”) I analysed the terms to buy Sandown Motors Western Cape dealerships as a ...
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MTN “Currency caution”

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I’ve revised my MTN forecast again following release of the results for the six months ended 30 June 2016. A combination of weaker ...
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South Africa’s Brexit moment

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Two disruptive public holidays for business within seven days. At least the Brits have it cracked by having bank holiday Mondays – in fact, ...
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NASPERS CONTRADICTION?!

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Cable & Satellite Media       Naspers    “Trading statement context” On Wednesday, the Bloomberg screens lit up with seemingly ...
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What is the effect on my investment in a dual-listed JSE/LSE stock if there is a Brexit?

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“Should I stay or should I go now? If I go there will be trouble, An' if I stay it will be double” With the rather insular “Brexit” debate ...
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Cables, satellites and Naspers!

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Cable & Satellite Media       Naspers     “More brainy things” Recently, Naspers Ventures was set up in San Francisco to form partnerships ...
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To unbundle or not? Bidvest's latest!

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Industrial conglomerates     
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What does your latest cellphone bill tell you?

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Vodacom   “To yield or not to yield” Investors have been attracted in recent years to the dividends that the two major wireless ...
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Digging Deep With Glencore!

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Mining     
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Chemicals or mechanicals with Sasol?!

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Chemicals     Sasol  “Q3 production shows 2016 on track” The latest production numbers out of Sasol for Q3 and the nine months to March ...
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Hit the road with Imperial

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Transportation Imperial “Hyundai’s blues unabated” The latest vehicle sales statistics continue to indicated a weakening market. April new ...
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