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Investors Monthly is a magazine published by Times Media, Media Division included in the Financial Mail on the last Thursday of the month.



Picture: SUNDAY TIMES

What’s the catch?

Watching investment opportunities rise and fall on the swell, Marc Hasenfuss considers the fishing deal scene


Opening Bell and Opinion


Investors Monthly

Interwaste: For once, more waste would be good news

Interwaste Holdings CEO Alan Willcocks. Picture: FINANCIAL MAIL

Group says a new business model of getting rid of unprofitable contracts and focusing on getting larger ones is starting to pay off

Investors Monthly

Recognise the hazards

Picture: Investors Monthly

A minimum investment of R1m sets the bar high for the bulk of the country’s financially savvy investors, writes Johann Barnard

Investors Monthly

New market for industry

Picture: ISTOCK

Strict regulations and a conservative approach should help allay investors’ fears

Investors Monthly

Gate opens for investors

Picture: THINKSTOCK

New regulations mean that a wider group of investors can benefit from hedge funds and they are not as risky as many people think, writes Johann Barnard

Investors Monthly

Another go at the grape

KWV  & Cola. Picture: TREVOR SAMSON

Could this be the takeover that actually produces a profit for KWV shareholders to celebrate? asks Ann Crotty

Picture: THINKSTOCK

Excessively expensive?

Banks allegedly ask big fees to underwrite PPC’s capital raising, writes Fifi Peters

Opinion

Editor’s Note: Bloodied but unbowed by Brexit, it’s not all bad

I would like to reassure you that I steered stoically through the Brexit ripples. But that would be a fib, writes Marc Hasenfuss

Opinion

Talking Technicals: Milling about for two years

Picture: JSE

JSE top 40 index has not gone anywhere as a whole, though sectors differ widely


Features


Pravin Gordhan. Picture: THE TIMES

Economy Watch: Glimmer of hope from second quarter

What has been encouraging is finance minister Pravin Gordhan’s ongoing commitment to fiscal consolidation

Investors Monthly

Kaap should consider a JSE listing

Picture: THINKSTOCK

The valuation of the Boere Massmart is being limited because the company is ‘trapped’ in the OTC market, writes Anthony Clark

Investors Monthly

Investment Briefs: Admirers with a bouquet

Paul Mansour. Picture: FINANCIAL MAIL

Going Short notes that Old Mutual has been merrily offloading shares, and an entity called Wild Rose Capital has been enthusiastically snapping up scrip

Picture: ISTOCK

Opening Bell: Deep value in challenging times

When the economic climate is difficult, profitability, dependable cash flows and dividends look especially attractive

Investors Monthly

Trade of the Month: Distell vs Capevin

Picture: THINKSTOCK

You can buy a cheaper round of Distell by ordering Capevin, and get in the mood for some exciting corporate action

Investors Monthly

Pick of the Month: Capital & Counties Properties

Picture: THINKSTOCK

London-focused Capital & Counties Properties was punished more harshly than any other rand hedge counter on the JSE when Brexit was announced


Analysis


Picture: THINKSTOCK

Unit Trusts — Neglected funds worth a look

The high-equity category is by far the largest in the unit trust industry, with R414bn under management

Investors Monthly

Zeder: A new fee structure could freshen the basket

Zeder Investments CEO Norman Celliers

The market, which two years ago coveted the company’s agribusiness basket, appears now to be taking a more jaundiced view

Investors Monthly

Sephaku: Soft sell as hard times for cement loom

Picture: THINKSTOCK

The group has filled a gap left by some Pakistani players exiting the bagged market, which caters to consumers mainly in the rural areas, as well as the ready-mix bulk market

Investors Monthly

Mustek: Moving with the times, from a solid background

Picture: THINKSTOCK

PC assembler has been around since the late 1980s but has still managed to stay relevant despite big shifts in trends and being at the mercy of SA’s rollercoasting currency

Investors Monthly

Hudaco: The future lies in old cars and Internet access

Picture: THINKSTOCK

Hudaco’s management team is passing the test with flying colours in an economy that group’s CE, Graham Dunford, describes as ‘a war zone’

Investors Monthly

Overview of the Month: Brexit sows even more muddle in markets

Picture: ISTOCK

Decision caused already jittery global markets to weaken as the consequences of Brexit appeared uncertain

Investors Monthly

A shoulder (or two) to lean on

Picture: THINKSTOCK

The signs are good for some resources and property stocks, writes Karin Richards

Standard Bank

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