Is a break-even situation the best Curro shareholders can hope for?

Sabvest is the one part of my humble portfolio that does not keep me awake at night

Howden directors need to come up with more convincing arguments about how the growing cash pile will be deployed to extract value for shareholders

The small-cap malaise on the JSE could not be better illustrated than by the market looking past developments at Stellar Capital Partners

A rising oil price has added to projected future cash flows for Global Asset Management

The extreme price volatility in Trustco’s shares over the past few weeks is causing some consternation — even outrage — on social media

Surely there must be better opportunities to pursue than Radiant, which has managed shocking performances over the past decade

A focus on liabilities is far more prudent, if only to curb misplaced optimism, though I suspect the full extent of these won’t be clear for a while

Older readers will remember that Rupert and Wiese had a bitter tussle over Ocean Diamond Mining Holdings about 18 years ago

Owning a rugby team brand might fit more appropriately in the personal investment portfolio of Remgro chair Johann Rupert

Curro has an enviable track record of acquiring smaller private schools and then ratcheting up profitability with cost cutting and expansion

News that Grand Parade could sell a chunk of its strategic holding in Spur has done little to liven up its share price

Global experience of smoking bans has been an almost immediate 20% drop in casino revenues

Astral’s interim results to end-March show the lean and mean business dishing up fat profits, rich cash flows and a succulent dividend

The market has seemingly expressed optimism around a R1.5bn rights issue

The relentless focus on costs, production efficiencies, cash flow generation and gaining market share makes Astral a really tough old bird