Arguments against the stock – and rebuttals.

At some point the pent-up demand for elective surgeries will need to be met …

In this tricky market, investors still have places to look.

Key metrics compared.

… shed light on the wild new world in which we're living.

The group is now almost entirely focused on Ports & Terminals and Logistics – seemingly at exactly the right time.

With rising utilisation rates and an order book that has tripled, Master Drilling’s huge rise in profits is no surprise.

The reason for the recent outperformance in this segment of the market? Good results coupled with low valuations.

An investment holding company that ticks five key boxes.

With few real investable infrastructure plays and no major global healthcare players listed on the JSE, tracking a global index can be a compelling option.

Group plans to sweat its existing coal assets – but, intriguingly, is seriously considering investing into renewable energy projects.

Its tightly-held shares may be too illiquid for larger institutions, but therein lies the opportunity for the rest of us …

The market was probably right to sell AVI’s share price down.

Thoughts on Northam cornering Implats: the surprise Royal Bafokeng Platinum deal.

It’s likely the group still needs to sell assets to degear.