Pick of the Month: Grindrod

IM rates Grindrod a solid special-situation buy and thinks the share price could double as asset-sale momentum accelerates

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Luxe Holdings: Looking for a gem under the rubble

The value destruction for shareholders in Luxe Holdings over the past few years has been epic

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Kaap Agri: Well set to weather the Covid-19 storm

The agricultural business has more than a century’s involvement in the region’s agricultural sector and has weathered many a storm

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Trade of the Month: Bowler Metcalf vs Nampak

Conservative Bowler Metcalf offers the better package deal as the once mighty Nampak continues to flounder

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Property is selling like a house on fire

Amid the bad news, SA’s residential market has shone this year. But whether the mini-boom is sustainable is hard to say, writes Joan Muller

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Eggs in a bad basket

Food producers, especially those in the poultry sector, have been battered on all sides, writes Anthony Clark

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ANTHONY CLARK: Two gems the market ignores

At some stage the potential of Bowler Metcalf and Argent Industrial will regain wider sector interest

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Nu-World Holdings: Boosted by the needs of work-from-homers

Despite the SA economy having been in structural decline for more than a decade, Nu-World has done relatively well during this time

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Santova: Not so cheap anymore

The level of diversification and complexity for a company of Santova’s size is both admirable and concerning

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Pick n Pay: Lockdown or not, prospects are sound

Future cost-saving initiatives will help lift earnings and support dividends over the next two years

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TALKING TECHNICALS: ‘The rattler’ snaps back

The rand has acted exactly as predicted, showing that its nickname is deserved

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EDITOR’S NOTE: Bye to 2020, and the art of small-cap investing

I think we are finally seeing some local counters stir into life with clear(ish) recovery paths emerging from the frustrating Covid-19 lockdown(s)

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Great hopes for SA’s rail plan

Everyone will benefit, including private investors and Transnet, writes Donwald Pressly

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Wealth management: uncertainty is not over yet

Wealth managers are operating in a challenging environment, writes Pedro van Gaalen

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High Equity Global Balanced Funds: A fine balance

Investors with only modest sums to invest into global markets should look at the high equity global balanced funds at least as the first in their foreign ...

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JSE industrial mid-caps: Not much in the line of fireworks

This month we look at three alchemists of the JSE’s industrial mid-caps which will need to concoct the chemistry necessary for earnings growth in a moribund ...

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