Welcome to Ghost Wrap. It’s fast. It’s fun. It’s informative.

In this week’s episode of Ghost Wrap, we cover:

• AB InBev is making a strong case for itself as a more defensive stock than the likes of British American Tobacco.
• Famous Brands doesn’t think that load shedding is working out well for the group but I disagree – and the latest numbers seem to support my view.
• Calgro M3 has released very strong numbers and is using the depressed share price as an opportunity for buybacks.
• CMH’s profitability has been a high performance machine of note.
• Astral Foods is firmly on the wrong side of load shedding, with narrow margins on a good day turning into nearly no margin at all on a bad day.
• Pick n Pay is taking serious strain at the moment and the share price has horribly underperformed Shoprite.
• Santova is a great example of what gets small cap investors excited.

The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Mazars website for more information.

Listen to the podcast below: