MARC HASENFUSS: Value lies in the eye of the beholder

Entities with long profit histories and superb cash flow credentials are so much more appealing than blue-sky bluster

MARC HASENFUSS: A haunted HomeChoice?

It will be intriguing to gauge whether a nasty legacy issue comes back to haunt HomeChoice

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MARC HASENFUSS: Howden holds out again

How can Howden directors continue with this farce in the absence of a meaningful acquisition or at least a half-hearted attempt at a share buyback

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MARC HASENFUSS: Remgro’s best investment

The best investment in Remgro lies tucked away in unlisted fibre-optic group Dark Fibre Africa

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MARC HASENFUSS: New Cape casino on the horizon

This would end a period of exclusivity for GrandWest, which has been the most profitable casino in SA over many years

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MARC HASENFUSS: The tricky nature of family-controlled businesses

Sometimes the second (or third) generation of family leaders doesn’t have the same hunger as the founding members

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MARC HASENFUSS: What’s irking Nick Krige?

Destroying R28bn in value to build a R10bn property portfolio is not prudent

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MARC HASENFUSS: BAT: not on fire, but still smoking

From a local perspective one might argue that the strong(er) rand environment is muting market enthusiasm for BAT

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MARC HASENFUSS: Oceana fishing for deals

Investors who have followed Oceana closely over the past few years will know Francois Kuttel has a nose for a deal

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MARC HASENFUSS: Do spin-offs live up to the spin?

History shows that spin-offs tend to surprise on the upside over the longer term

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MARC HASENFUSS: Why the market loves Argent

Argent has over the years proved capable of generating decent profits

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MARC HASENFUSS: Is something on the fritz at South Ocean Holdings?

That SOH is willing to raise R20m with its share price at bombed-out levels gives off a whiff of desperation

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MARC HASENFUSS: PSG finally putting distance between itself and Steinhoff

Gut feel is that the book-build might, in years to come, prove one of those all-too-rare moments when PSG shares offer great value

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MARC HASENFUSS: Eight dream deals of 2018

There could still be some intriguing deal making in the year ahead — especially on the small-to mid-cap company front

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MARC HASENFUSS: Trencor finds a remedy for its costly accounting headache

Its shares have enjoyed an encouraging spurt since the AGM, up more than 30% in less than six months, and 60% over the year

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MARC HASENFUSS: Choose investment strategy carefully

The simplicity of a company’s business model was consistently emphasised as a prudent concern in selecting an investment strategy