Marc Hasenfuss Investors Monthly editor, writer & columnist

Another good month on the JSE (he says, with a sigh of relief). In fact, this has been a more than decent start to the year, and (touch wood) long may the momentum continue through those tricky months of April and May.There have been a few more delistings, just to sour the atmosphere a little. But there is an air of expectancy around corporate activity. If this market needed any further spurring on, a few hostile takeovers or daring tilts would do just the trick (spoken like a true journalist).Sadly, I have needed to cash out a substantial slab of my portfolio in the past few weeks. My eldest is off to university, and I really underbudgeted for that event. Who would have thought a textbook could cost more than R800?Paring down my favourite holdings, like Sabvest, Reinet and RECM & Calibre, was painful. I sincerely hope young Hasenfuss will repay me lavishly when he is a slick corporate lawyer.It’s a tricky thing being a forced seller — even if, in most instances, the vibrant sentime...

BL Premium

This article is reserved for our subscribers.

A subscription helps you enjoy the best of our business content every day along with benefits such as exclusive Financial Times articles, ProfileData financial data, and digital access to the Sunday Times and Sunday Times Daily.

Already subscribed? Simply sign in below.

Questions or problems? Email or call 0860 52 52 00. Got a subscription voucher? Redeem it now