The PIC’s trillions and how they are managed
The governing party is back in charge, but the hand of the sensible finance minister and the firm independence of the Reserve Bank are reassuring
MARC HASENFUSS: Readers, send us your five stock picks for 2024
2023 has been a shocker for Sibanye-Stillwater — and it’s not the only PGM counter that is creaking alarmingly
Marc Hasenfuss Investors Monthly editor, writer & columnist
Pick of the Month: PSG, a dependable engine that delivers the goods
For CEO Francois Gouws, it’s about making shareholders’ capital work for them
Trade of the Month: CMH vs Motus as South Africa gears up for summer
Car rental figures are going to be key for both companies in the next few months
ANTHONY CLARK: Grindrod is ready to roll
The cargo handling company is in prime position to gain from public-private partnerships in the rail and port sectors
WARWICK LUCAS: Revisiting the private vs listed debate
The trade-off between the benefits of private control or ownership and the benefits of ready liquidity through being listed is a long-standing one
When it comes to tech, stick with the tried and tested
The good ships Microsoft and Apple are far better equipped to navigate the treacherous currents of the technology boom than fancy yachts
When S stands for Spur strategy
Val’s plan and the spirit of Pierre van Tonder. A look at the past and future of the group, with Ari Jacobson
Sun International rises again
Sun International is continuing on a growth path, and investors who backed the management action plan during Covid are beaming
BEYOND SHARES: The attractions of investment trusts and private equity
Linking up to a blockchain could appeal to some, but the investor who does that might in the end have to take almost full responsibility for security
Tsogo Sun: will you bet the house, or will you fold?
The company may have an ace up its sleeve in the form of online sports betting platform playTsogo
Premier Group: Not quite fluffy, but beginning to look appetising
Premier Group is a brand well known to consumers and shoppers in South Africa — but it has been a little more scarce on investor shelves
Uptick in travel boosts City Lodge
City Lodge: comfort for long-suffering shareholders, with latest results revealing lots of good news
Karooooo investors will welcome more focus
The good news is that the Carzuka venture is a thing of the past
Super Group pumps up the volumes
Global diversification is key for the transport and logistics group, with operations outside South Africa contributing 54% to revenue and 56% to operating ...
Geopolitical risks weigh on economic outlook
The major concerns for 2024 remain uncertainty and volatility as the Russia-Ukraine war enters its third year and tensions rise in the Middle East
Are diamonds forever out of favour?
Diamonds may not be forever but Anglo American CEO won’t hear anything against De Beers
MARC HASENFUSS: Will diamond mining sparkle again?
It would be interesting, at this delicate juncture, to see the market response if Anglo American decided to relist De Beers
Marc Hasenfuss Investors Monthly editor, writer & columnist
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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.
