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Off the radar
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Fallen giants: How are the turnarounds going?
29 Apr 2021 /
Keith McLachlan
Six once-large groups, and what the prognosis looks like for each.
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Off the radar
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Safer than houses: Stor-Age Property Reit
13 Apr 2021 /
Keith McLachlan
Up 43% over five years, and ticking many boxes.
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Off the Radar
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Inflation-linked bond options
25 Mar 2021 /
Keith McLachlan
They may have performed poorly as SA's credit risk has risen, but discarding them as an asset class would be premature.
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Preference for preference shares
15 Feb 2021 /
Keith McLachlan
An unappreciated asset class.
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Companies and Deals
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Discover the other healthcare stock option
20 Jan 2021 /
Keith McLachlan
Competitor AfroCentric has been quietly building up in the background – and its numbers are off the radar.
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Investment opportunities in the small cap space
12 Jan 2018 /
Keith McLachlan
Small cap analyst Keith McLachlan revisits some older calls.
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South Africa
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Renewables, new coal and gas-to-power IPPs – quo vadis?
7 Nov 2017 /
Chris Yelland
At this point, the future remains uncertain.
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Columnists
11
SA retail is in trouble
23 Nov 2016 /
Keith McLachlan
Retailers have been growing their own debt-levels and gearing's been exploding, while ROE has been falling.
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Moneyweb Investor
Read results like an analyst
14 Oct 2016 /
Keith MacLachlan
A basic guide.
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Columnists
7
Potential pair trades in small- and mid-caps
2 Nov 2015 /
Keith McLachlan
In a way, long a small cap and short a blue chip is a classic play against the former’s likely superior growth rate.
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Columnists
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Why small caps are safer than the Top 40
15 Aug 2015 /
Keith McLachlan
The stats show that over the past few years, the smaller a listed company is the (on average) less risky it is.
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Companies and Deals
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The proof is in the pudding
29 Apr 2015 /
Keith McLachlan
Taste Holdings vs Grand Parade.
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Columnists
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A fast growing and apparently undervalued company
19 Mar 2015 /
Keith McLachlan
Keith McLachlan shares his views on small cap CIL.
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Columnists
Small caps: five lessons learnt
25 Nov 2014 /
Investing in illiquid small caps is a long-term game.
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Columnists
Why I don’t (often) invest in turnarounds
6 Nov 2014 /
Keith McLachlan lists the 'death list' of companies in turnarounds.
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