Trade of the Month: Satrix INDI vs NewGold

In the context of the latest developments in the world, gold is likely to outperform industrial companies

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Lewis Group: Learnt from mistakes and has rebounded

A few years ago the company was struggling with a large amount of bad debt and a number of reckless lending accusations and lawsuits

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TALKING TECHNICALS: Time to fasten seatbelts

Central banks are mostly unable to provide the stimulus markets need now

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Grim prospects for SA

But take heart, for things are always darkest before the dawn, writes Petri Redelinghuys

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Pick of the Month: NewFunds government inflation-linked bond index

Investors have had to scramble for safety — something that has been hard to find. Therefore the pick of the month is in pursuit of this aim as well

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EDITOR’S NOTE: Fork out your funds; food for thought

In this month’s IM, Anthony Clark looks at both the farm and the fork. In his cover story he writes about what should be a simple business

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Grindrod: A treasure chest of assets potentially for sale

Grindrod has been a feature of the SA shipping scene since 1910 and has diversified and expanded into ports, transport and logistics

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Sea Harvest: Smooth sailing with this fishing counter

Sea Harvest, 54% owned by Brimstone, has been favoured by IM for some time, and recently reported excellent results

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Momentum Metropolitan: Building steadily on two strong brands

As a mid-cap share MoMet is not as readily tradable. In the current climate, its share price could get worse before it gets better

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Telemasters Holdings: Not exactly masters of the universe, yet

Telemasters has been listed on the JSE since 2008 and has thus far not had the best performance in terms of share price

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Property posers: discounts aplenty for bargain hunters

It’s not a great time to sell your house but there’s discounts aplenty to be had for bargain hunters, writes Joan Muller

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ANTHONY CLARK: Deal with intriguing possibilities

Why doesn’t PSG Group use the cash from the PepsiCo transaction to buy more, or all, of Zeder?

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Is there value in holding companies?

Anthony Clark looks at value in the investment holding companies, where it’s evident that not all prospects and NAV discounts are equal

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ECONOMY WATCH: A tale of two uncertainties

There are two key issues on the economics calendar to watch in March: whether Moody’s junks SA’s last remaining investment-grade credit rating, and whether the ...

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Anchor Group: Weighing anchor and looking offshore

IM believes Anchor will boost its marketing and distribution capabilities with a greater push offshore

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Curro: Earning a C+; must try harder

After two years of lacklustre results, management needs to knuckle down and work hard, writes Anthony Clark

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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.