3 May 2017
“What’s cooking?” Tesla and Purple have some similarities – both are loss making, both have a large investment in intellectual property, both are rate...
12 September 2016
Aspen Take a listen to Mark's thoughts here. Share price: R329,00 Net shares in issue: 456,4 million Market cap: R150,1 billion Exit PE ratio 23,8x; f...
12 September 2016
Pharmaceuticals Take a listen to Mark's thoughts here. Ascendis Share price: R28,66 Net shares in issue: 432,2 million Market cap: R12,4 billion Exit ...
12 September 2016
Take a listen to Mark's thoughts here. AVI Share price: R92,71 Net shares in issue: 320,8 million Market cap: R29,7 billion Exit PE ratio 19,6x; forwa...
12 September 2016
Take a listen to Mark's thoughts here. Energy Sasol Share price: R370,30 Net shares in issue: 610,6 million Market cap: R226,1 billion Exit PE ratio 9...
7 September 2016
I’ve cautioned on exposure to retail and apparel retail in particular for many months. Mr Price has been particularly overpriced in relation to its bu...
5 September 2016
This week, the following key stocks will be topical – Discovery, Sanlam and Steinhoff. With a collective market capitalisation of R530 billion these a...
29 August 2016
Recommendation I’d advise caution on exposure to interest rate sensitive stocks for the time being. Banks are particularly sensitive to fluctuations i...