Keith McLachlan

Could Santova be a multi-bagger?

16 May 2022 /  Keith McLachlan
Arguments against the stock – and rebuttals.

Hospitals: Reopening trade overlooked by investors?

3 May 2022 /  Keith McLachlan
At some point the pent-up demand for elective surgeries will need to be met …

Beneficiaries of rising rates

19 Apr 2022 /  Keith McLachlan
In this tricky market, investors still have places to look.

Pick of the education stocks

4 Apr 2022 /  Keith McLachlan
Key metrics compared.

Three bizarre facts from the JSE

22 Mar 2022 /  Keith McLachlan
… shed light on the wild new world in which we're living.

Obvious value in Grindrod

7 Mar 2022 /  Keith McLachlan
The group is now almost entirely focused on Ports & Terminals and Logistics – seemingly at exactly the right time.

Expect the lights to be shot out

21 Feb 2022 /  Keith McLachlan
With rising utilisation rates and an order book that has tripled, Master Drilling’s huge rise in profits is no surprise.

Parts, plants and poultry-beating tech

8 Feb 2022 /  Keith McLachlan
The reason for the recent outperformance in this segment of the market? Good results coupled with low valuations.

Sabvest Capital keeps delivering

24 Jan 2022 /  Keith McLachlan
An investment holding company that ticks five key boxes.

Two new global ETFs in niche sectors

10 Jan 2022 /  Keith McLachlan
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.

Wescoal in a ‘sweat spot’

20 Dec 2021 /  Keith McLachlan
Group plans to sweat its existing coal assets – but, intriguingly, is seriously considering investing into renewable energy projects.

Italtile sales update belies strength

13 Dec 2021 /  Keith McLachlan
Its tightly-held shares may be too illiquid for larger institutions, but therein lies the opportunity for the rest of us …

What AVI shareholders made of the Mondelēz news

29 Nov 2021 /  Keith McLachlan
The market was probably right to sell AVI’s share price down.

What weakens one PGM miner strengthens the rest

15 Nov 2021 /  Keith McLachlan
Thoughts on Northam cornering Implats: the surprise Royal Bafokeng Platinum deal.

A look at how EOH’s turnaround is going

2 Nov 2021 /  Keith McLachlan
It’s likely the group still needs to sell assets to degear.

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