Why investing in sports is just for kicks

It is big business, but requires careful research if you want to invest, writes The Finance Ghost

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Tourism: Time to book a recovery break?

Share prices in the local tourism and leisure industries will only fully recover when SA starts vaccinating, writes Shawn Stockigt

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Trade of the Month: Tsogo Sun vs HCI

Tsogo needs people to spend more, and what can HCI sell to reduce its debt?

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Pandemic reshapes investment trends

The economic impact of the pandemic has hastened the emergence of new investment industry trends and themes, writes Pedro van Gaalen

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Clicks: Quality business, but on the expensive side

The company is undeniably a quality business with great cash flow, but from a pure valuation perspective there may be less expensive opportunities elsewhere

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Finding alpha in a post-pandemic world

Some of Covid’s effects on investing may last, writes Pedro van Gaalen

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Distell: New revenue streams, thanks to alcohol bans

Distell has been a spirited performer during the prolonged Covid hangover

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Renergen: Not just hot air

Visit to Renergen site has encouraging aspects, writes Anthony Clark

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Unit trusts prove popular during Covid crisis

Experts (mostly) agree that investors should not jump in and out of unit trusts, writes Pedro van Gaalen

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Afrimat: Reliably consistent, but keep an eye on iron ore

Afrimat has been on a tear as the reopening of the domestic economy and a strong international iron ore price powered earnings and the share price

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Pick of the Month: Balwin Properties

As the pandemic unfolded, Balwin pulled in the reins, conserved cash and headed into its second half with gusto

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Argent: A stellar performer

The company, deeply unloved by institutional funds but with a cult following among private investors, has been dramatically transformed over the past three ...

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enX: A great deal depends on the Covid recovery

At this point, the enX share price is pencilling in a hard operational grind and a prolonged exercise to extract value from the operational structure

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Karooooo: Still an attractive long-term play

The company remains an attractive long-term play

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Crypto’s pros and cons

Bitcoin and gold have differences and similarities, writes Peter Little

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EDITOR’S NOTE: Booze business gets ready for another round

If Distell is sold to Heineken and delisted, that would leave AB InBev as the sole booze play on the JSE

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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.