Agriculture and Food Producers
Tiger Brands: tough times in the jungle
The market seemed to like the latest result. My bearish view on Tiger Brands remains.
Consumer and Retail
Bidcorp is ready for summer
Bidcorp is ready for a Northern Hemisphere summer. Shareholders are hoping that tourists feel the same way, armed with credit cards and empty stomachs.
Consumer and Retail
Dis-Chem: my pick in the sector
Dis-Chem has several growth levers and seems to be pulling all of them, delivering a strong result in FY22.
Consumer and Retail
Richemont’s best-ever sales result wasn’t enough
Despite releasing an exceptional result, the Richemont share price closed 12.9% lower. This left many investors scratching their heads!
Consumer and Retail
The Foschini Group: local(isation) is lekker
The Foschini Group sadly stole my future listed company ticker, trading under JSE:TFG. I'll forgive them for the shared acronym and focus on their...
Consumer and Retail
Messmart’s pink elephant in the room
Massmart continues its downward spiral, with negative real growth and an inability to fix Game.
Consumer and Retail
Transaction Capital: still my favourite
The latest interim results from Transaction Capital serve as another reminder of why I love (and own) this company.
Consumer and Retail
Pick n Pay: a new Boone sweeps clean
Pick n Pay looks stronger than ever before. CEO Pieter Boone is clearly having a positive impact on the group.
