ANALYSE THIS: Afrifocus Securities’ Malcolm Riley
We analyse Malcolm Riley, analyst at Afrifocus Securities
If someone came to you tomorrow with R100m to invest in just one company, which would it be? Individual stock selection is highly risky. But if I didn’t have a choice for diversification, I would pick Attacq, as the Waterfall development has great potential. At this stage of the interest rate cycle (flattening), I prefer fixed income or other hybrids of fixed income, such as property stocks. What travel experience is on your bucket list? Catch a train from Prague to Munich, stopping along the way for sightseeing and ending up at Oktoberfest. Which talent would you most like to have? Prophecy. What was your first job? Initially I worked part-time as a waiter serving Greek cuisine. Temp work allowed me to focus on my finance and investment studies. If you could fix one thing in SA today, what would it be? Eliminate the digital divide. What’s the best investment you’ve ever made? SAB, before the offer by AB InBev. The stock was cheap on a relative basis and fortunately AB InBev offered...
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