Consumer and Retail
SABC News interview: patience in a bear market
In an SABC News interview, I discussed recession risks, the importance of share buybacks in this environment and whether I am buying or selling at the moment.
Consumer and Retail
STADIO: the alternative to UNISA
STADIO has 38,000 students and a perfectly achievable plan to get to 56,000. It's not hard to build a strong bull case for this business.
Agriculture and Food Producers
Brait: bread, boets and (exchangeable) bonds
Brait is an investment holding company with fascinating underlying businesses. Many people are scratching around this group, deciding if there's an opportunity here.
Consumer and Retail
The Foschini Group can’t put a foot wrong
The Foschini Group has great operating momentum, with significant positive steps taken in differentiating the business. The share price isn't quite telling that story.
Consumer and Retail
Mr Price: red cap, green earnings
Value fashion seems to be the right place and Mr Price is in it at the right time.
Consumer and Retail
Spar: a trade that didn’t work
My long trade on Spar was a speculative play on the latest earnings. In this article, I explain why it didn't work out as I had hoped it would.
Consumer and Retail
A new(ish) listing on the JSE
CA Sales Holdings is moving its listing to the JSE. Although the market knows about the company, this is a far greater level of visibility and direct access to its story.
Consumer and Retail
Famous Brands – results fresh out the oven
After releasing results for the year ended February 2022, Famous Brands rallied by as much as 11% before settling down to a 4.9% gain...
