I enjoy predicting how certain shares will perform at the beginning of the year, and look forward to checking IM readers’ picks for 2024
It is clear from the weaknesses of the group’s model that it should concentrate on getting the basics right
A simplistic process of strategic asset allocation may no longer be enough. Investors need to think tactically, and prepare for increased risk and volatility
IM recommended Premier at R62 at the start of the year with two price targets met and exceeded.
Overall there have been a few dogs in my recommendations for 2024, but most delivered on my price targets and theses
Transpaco and Bowler Metcalf favour a low-key, hands-on approach and this has paid off over the years with steady growth and generous dividends
Given the cost of such systems and the sharp ramp-up in demand, these tended to be the preserve of the wealthy. Total grid independence is expensive and so ...
The calculations show that this strategy is worth consideration, though it’s unconventional and might not be top of a money planner’s mind
The Magnificent 7 have shot the lights out this year, though Netflix would have been a more magnificent choice than Tesla
Improvements have taken place at EOH but challenges remain, and a new name alone is not enough to guarantee smooth sailing
After a dazzling run this year, the stock seems to be taking a break and could be stuck sideways for a while — especially if cost pressures continue
As economic green shoots appear, sectional-title residential property demand should recover
It often makes most sense not to overengineer portfolios. I always believe in keeping it simple
It may be painfully slow, but there’s clearly an improving trend at Cashbuild
The company has been hammered from all sides, and risks still abound, though some potential deals may bring about a breakthrough
Trellidor makes a product that’s too good for its own good — the gates seldom need to be replaced, so the market is shrinking
As Beijing mulls an economic stimulus, investors want to know if communists know how to stoke a capitalist fire
Satrix says foreign investors are showing fresh interest, but the the GNU must live up to expectations if South Africa is to reap the full benefit
It did not have a great year, but investors seem to like what the company offers
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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.