MARC HASENFUSS: Sabvest an example for others

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

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MARC HASENFUSS: Best to temper short-term dividend expectations

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

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MARC HASENFUSS: A costly blind spot?

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

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MARC HASENFUSS: Oil to the rescue

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

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MARC HASENFUSS: The trouble with Trustco

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

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MARC HASENFUSS: Have the chaps at ARB gone mad?

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

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MARC HASENFUSS: Limiting the Steinhoff fallout

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

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MARC HASENFUSS: Wiese and Rupert’s penchant for diamonds

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

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MARC HASENFUSS: Remgro calls time on R44m rugby loan

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

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MARC HASENFUSS: Why Curro is still a class act

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

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MARC HASENFUSS: Grand Parade’s grand plan

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

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MARC HASENFUSS: After the smoke clears how will Tsogo Sun fare?

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

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MARC HASENFUSS: Astral Foods still in fine feather

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

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MARC HASENFUSS: The fate of Sun International

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

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MARC HASENFUSS: Not chicken feed

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

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MARC HASENFUSS: MiXing it up

I can’t help but wonder whether there isn’t a fantastic deal to be made between MiX Telematics and Cartrack

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