Investment highs: The case for buying tobacco companies and pharmaceutical giants; solid growth options

Anti-smoking campaigners have notched up enormous successes in their battle against tobacco companies. In Malaysia the sickly pairs of lungs decorating the box is enough to put you off having a puff, while in the UK it’s increasingly difficult for minors to buy cigarettes. Yet, tobacco companies have continued to produce wonderful returns for their … Read more

South Africa’s large-cap industrial stocks look scarily pricey, but financials, small caps and resources companies look interesting – investment expert

Barely a day goes by these days without an investment expert pondering whether the only way for the JSE FTSE All Share Index from here is down. Geoff Blount, CEO of Cannon Asset Managers, says his team has almost no exposure to South African large-cap industrial shares because they are incredibly expensive compared to other … Read more