16 November 2020
Stock Picks The week is buzzing with activity, U.S markets are at all-time highs and the sentiment is on the up in the Asian markets which should give...
10 November 2020
S.A Retail Apparel Sector With the United States about to see the 46th president move into the White House and S.A Inc starting to put stimulus plans ...
18 August 2020
Alibaba Group Holding Ltd (BABA) Alibaba’s success story is no “Arabian Nights” folk tale, but rather one of excitement as the retail and e-commerce g...
2 July 2020
Henno Nel Portfolio insights Who needs the “Oracle of Omaha” or those investors from the “Sherwood Forest” when we have our very own investment extrao...
12 May 2020
Retail sector The South African retail sector has been in the bargain bin for some time now and might offer a once in a lifetime investment opportunit...
17 March 2020
Wal-Mart Stores Inc (WMT) The people of Walmart come in all shapes and sizes, but nothing has delivered as much excitement as the recent market sell-o...
26 July 2018
I’ve had a Sell recommendation on Woolworths for a long time. Well-known brand names don’t always make for the best of investments if mispriced. The s...
13 July 2018
In providing context, I think the result for the six months ended 31 March 2018 has a glimmer of positivity – with one notable caveat, that Steinhoff ...
15 January 2018
I’ve had a Sell recommendation on Woolworths for some time. In fact, three years back I advised that “Woolies has its hands full with its empire build...