Investors Monthly

IM has liked Sabvest Capital for a long time, and the relationship is only getting stronger

The share price is drifting on concerns over the softening of Botswana’s economy

Food is again the star, with revenue up 11% to R52.4bn, supported by market share gains and positive volume growth

Is it time to turn away from the US and towards Europe? Agility and diversification across regions, sectors and asset classes are key

The foodservice group is a core holding for many JSE investors, providing steady returns over the long term and a reliable rand hedge

The share price is probably close to its nadir after just about everything that could go wrong, did go wrong

It’s the odd one out for the group, as the schools and tertiary businesses are doing well

Under Jason Quinn, it’s no longer content to be the ‘steady as she goes’ bank

In what is a booming sector Stadio is going from strength to strength, with all its campuses performing well and expansion continuing

Despite the money wrangle hanging over it, Spur presents a mouth-watering prospect

Libstar has received ‘expressions of interest’ — good news for long-suffering shareholders who have endured a lean time since the group was listed on the JSE in 2018

There are promising signals, but market reaction to Cell C’s listing will decide the success of its turnaround strategy

Platform businesses such as Netflix will reward careful scrutiny by those who are willing to risk a little pain before the big pay-off

It offers what domestic investors crave — hard-currency cash flows without offshore capex headaches

The picture was mixed and included serious challenges, but major projects hold out prospects for growth