Alviva: Control of Datacentrix makes all the difference

Alviva delivered the goods in its half year to December

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ENX Group: Get in while the growing’s good

It won’t be easy going for ENX in the next 18 months, but the business looks robust enough to churn decent profits

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Greenbay: Offshore infrastructure offers possibilities

Greenbay is specifically interested in infrastructure assets such as toll roads, airports and ports

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Brait: A mixed bag, but New Look remains a drag

Brait has undergone a spectacular reversal of fortunes

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Mix Telematics & Cartrack: Showing their form and surging ahead

An exceptional growth story is unfolding in the vehicle telematics market, says research from US firm Gartner

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FLEXIBLE ASSET ALLOCATION FUNDS: Here stock selection is king

Investors who want to give their fund managers the widest possible discretion should consider the flexible fund category

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Unit trusts: The more, the better?

Investors are faced with a huge number of unit trusts to choose from and should select carefully, writes Johann Barnard

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Finance in SA remains lily-white

It’s time to change the fact that black asset managers control just 4.6% of assets in SA, writes Johann Barnard

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TALKING TECHNICALS: Choppy seas are possible for the rand

The rand is on the back foot, and the nine-year-old bull market may be nearing its end

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Trade of the Month: Omnia Holdings vs AECI

New acquisitions look set to play a key role in Omnia-AECI performance race

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Asset management: An old white boys’ club

Cracking the transformation puzzle, it would appear, requires the skills of a Sudoku grandmaster, writes Johann Barnard

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SA economy: The picture is brightening

Indicators in many sectors are positive, and, despite some misgivings, commentators are mostly optimistic about the SA economy

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Unbundled companies: Which will make it on its own?

Which recent unbundling will the market be enamoured with?

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ANTHONY CLARK: These shares may one day soar

The key to Astral’s expansion, I believe, is that the list of zero-rated items may be changed

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EDITOR’S NOTE: The market knows best — or does it?

There is nothing more disconcerting for us ordinary investors than doing loads of homework to support an optimistic conclusion on a company’s prospects

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Pick of the Month: Anheuser Busch Inbev

AB InBev’s share price has been buffeted by strong headwinds driven by rising US bond yields and a less than inspiring earnings performance

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Published by Tiso Blackstar and distributed with the Financial Mail on the last Thursday of every month except December and January.