PICK OF THE MONTH: Redefine Properties

Income-chasing investors looking to hedge currency bets both ways (against a potentially stronger or weaker rand) should look afresh at Redefine Properties

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GARTH MACKENZIE: Weighing in on weightings

A few large companies have significant pull on the performance of the JSE top 40 index

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MARC HASENFUSS: Sometimes it is worth the effort of digging so deep

Will it be worthwhile to take a closer look at poorly rated industrial counters where the share price might be poised for a low-risk bounce?

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Renergen an exciting prospect for risk-takers

Renergen is no low-risk investment, but it is one with exciting prospects, highlighted by its ability to attract KAP, Linde and Afrox as partners

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Octodec’s residential assets to provide growth

Octodec investors should expect share price appreciation in the coming months, while the company maintains dividend payouts of 6%-7%

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PROPERTY FUND ANALYSIS: Some soft, some really robust

What do prospective investors need to know before investing in these funds?

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Old Mutual SA Quoted Property Fund analysis

The fund lives up to its SA tag, as there are only two internationally focused shares

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Sesfikile BCI Property Fund analysis

This billion-rand fund is the most benchmark-cognisant fund we are reviewing, perhaps alongside Old Mutual

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Catalyst SA Property Fund analysis

Along with Sesfikile, Catalyst is a leading listed property specialist manager

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Nedgroup Investments Property Fund analysis

Managed by Bridge Fund Managers (previously Grindrod) this is the “least benchmark” of the five funds reviewed

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Absa Property Equity Fund analysis

This fund has been given five stars by Morningstar. It has run with a successful blend of large and mid caps

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Strong balance sheet, perennial profitability for Nu-World

Investors are staring at a perennially profitable firm with a strong balance sheet, dependable cash flows and generous dividend policy trading at a discount to ...

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Steady recovery after a disastrous decade for Afrox

Trading on a modest 10.4 p:e, Afrox is a share to consider as a core long-term portfolio holding

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Don’t panic about passives

Though there is mounting concern about the growth of ETFs as a tool of passive trading, active fund managers still have an important role to play, writes ...

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Are index trackers the answer to investors’ concerns about protecting their wealth?

In turbulent times, index trackers are one strategy for preserving wealth — but they’re no silver bullet, writes Johann Barnard

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SIN STOCKS: To gamble, to smoke or to drink?

‘Sin stocks’ have traditionally been strong performers for investors, so let’s see whether there is any leisurely, burning or spirited action for them to ...

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