Investing in education: SA value-style investor on ADvTECH, Curro and more.

 Value-style investors are known for picking up stock market gems when the investment herd is unsettled and looking away. It is worth listening to what they say, if you are on the hunt for stock market bargains. Wilhelm Hertzog of Regarding Capital Management, a value-oriented asset management company, shares his views on whether a range … Read more

JSE indices change so trackers to chase Oceana and four others High Yielders

Stock market indices are an interesting invention. In some ways, they’re very arbitrary – why do we have the JSE Top 40 and not, say, the Top 50? Why is the Dividend plus Index made up of 30 companies? Despite their arbitrariness, they are important indicators, and their composition and changes therein can spell big … Read more

Telkom Dream Team’s dilemma: a rich, out-of-sync CFO who is righteously indignant

The Internet really has changed everything. More for my profession than most others. Apart from the havoc it has wrought on the old media models, the web has also made research a hundred times easier. Young journalists wouldn’t believe the lengths previously required to access stuff downloaded in seconds today. Having come from the old … Read more

xmas

What shares to buy with that Xmas bonus (2011)

xmasIn December 20112, Robert K sent this email:

I am wanting to invest my bonus in some share but I am not 100% sure where to find value at the moment. I already have MPC, Curro (which has done well for me), Steinhoff and Old Mutual as well as Satrix Top 40 and Stanlib unit trusts.

Are there any shares you would recommend? I have been looking at AGL but they are very expensive although I do see value there.

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