Perhaps the best way to reduce the risk of shock on the JSE's electronic & electrical equipment board is getting into well-insulated ARB, writes Marc Hasenfuss THE JSE's electronic & electrical equipment sector is buzzing with the excited energy of small-cap punters. There's just so much to plug into. The recent uptick in the share price of Consolidated Infrastructure Group suggests punters are betting on encouraging interims to end-February. Value-styled investors seem to be increasingly enamoured with what's on offer at stalwarts Altron and Reunert. Long-neglected Amecor is powering up after influential new backers came to the fore, while Jasco, South Ocean and Digicore appeal to investors who go for turnaround stories.But most market attention is focused on Ellies, where there is much debate over whether the share has bottomed and is ready for a bounce. The way I understand it, Ellies could still endure a lean patch but has plenty on its plate for future years. Timing an investm...
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