NOT TOO FAT, BUT NOT FIT
By Jacqui Pile
Nobody seems to question returns in the financial services, food or clothing sectors, but mention health care and there are accusations - from inside and outside the sector - of excessive profits. "The difficulty is that spending on health i...
STICKING TO ITS GROWTH TARGETS
By Michael Coulson
Those whose job it is to find things to criticise have had a hard time with Standard's latest results, the only two discernible minor blemishes being a decline in profits from international operations and a failure to meet the cost-to-income targ...
MINING MEN'S MIXED SIGNALS
By Brendan Ryan
When it comes to Anglo American's plans for Kumba Resources, it seems the name of the game is passing the buck - from Anglo Plc CEO Tony Trahar to Anglo SA CEO Lazarus Zim. The confusion was started by comments attributed to Trahar in Busin...
READY FOR THE CHARGE
By Sibonelo Radebe
The worst could be over for Delta Electrical Industries. The market for its US dollar-denominated commodity, electrolytic manganese dioxide (EMD), a primary input for making dry-cell batteries, is set to improve. Once favoured by investors for...
HAY PILES UP AS THE LIVING'S EASY
By Stephen Cranston
Metropolitan has been the star performer of the life sector, on the stock market and in sales. At R11,10 it is 150% ahead of its 2003 low of R4,70. Metropolitan's recurring-premium income for the year to December increased by 48% to R1,31bn co...
THE POWER OF TELEVISION
By Themba Hlengani
Technology and media investor Venfin's share price has bounced back to levels last seen when it was listed in 2000, just after the Rembrandt group was split into two companies, Venfin and Remgro. Venfin's headline earnings came in at R406m dur...
SPRAGUE DUSTS HIMSELF OFF
By Mzwandile Jacks
AMB Holdings CE Andrew Sprague must be used to criticism over his continued commitment to the second-tier banking sector, especially at a time when every other small bank was throwing in the towel. Sprague's critics seemed to be vindicated whe...
BANKS SURGE ON CREDIT BINGE
By Andrew McNulty
A growing economy, with buoyant consumer and business confidence, is usually reflected in a prosperous domestic banking sector. Latest results from three of the four big banking groups confirm this. Nedcor is an exception to some of the broad ...
DIAMONDS & DOGS
By Jamie Carr
Diamond Gold Reef Roll up, roll up to Gold Reef Casinos since there's nothing that many South Africans like more than taking a bit of a chance. What this chance turns out to be, of course, depends on the time and p...
ADCORP
By Michael Coulson
Back on the growth path Ord price: 1 885c Div yield: 5,6% PE ...
ADVTECH
By Michael Coulson
Future looks promising Ord price: 131c Div yield: 3,4% PE rat...
AG INDUSTRIES
By Michael Coulson
Quality stock but buy on weakness Ord price: 328c Div yield: ...
ALEX WHITE
By Michael Coulson
It's always jam tomorrow Ord price: 140c Div yield: - PE rati...
AVI
By Chris Gilmour
Solid performer Ord price: 1 490c Div yield: 7,9% PE ratio: 9...
CADIZ
By Michael Coulson
A first-rate long-term holding Ord price: 335c Div yield: 5,2...
CERAMIC INDUSTRIES
By Michael Coulson
How long can growth rate continue? Ord price: R100 Div yield:...
CLIENTELE LIFE
By Michael Coulson
Fine record has been rewarded Ord price: R32 Div yield: 6,3% ...
COMAIR
By Michael Coulson
Looks good, but beware next downturn Ord price: 143c Div yie...
CONTROL INSTRUMENTS
By Stafford Thomas
Accumulate Ord price: 395c Div yield: 1,4% PE ratio: 13,6. Se...
DIGICORE
By Michael Coulson
Excellent small-cap growth stock Ord price: 164c Div yield: 3...
EXCELLERATE
By Michael Coulson
Balance sheet needs strengthening Ord price: 80c Div yield: -...
GOLD REEF CASINO
By Michael Coulson
Still a good bet Ord price: 1 351c Div yield: 3,6% PE ratio: ...
HOWDEN AFRICA
By Michael Coulson
Prospects look favourable Ord price: R4 Div yield: 2,5% PE ra...
METROPOLITAN HOLDINGS
By Stephen Cranston
An undervalued growth company Ord price: 1 130c Div yield: 4...
MUSTEK
By Michael Coulson
Should benefit from cyclical upturn Ord price: 1 020c Div yie...
PEERMONT GLOBAL
By Michael Coulson
Not dear but Gold Reef may be better Ord price: 770c Div yiel...
STANDARD BANK
By Michael Coulson
Likely to remain a popular stock Ord price: 6 380c Div yield:...
STEINHOFF INTERNATIONAL
By Chris Gilmour
Good relative value Ord price: 1 330c Div yield: 1,7% PE rati...
SUN INTERNATIONAL
By Chris Gilmour
Good value Ord price: 6 451c Div yield: 2,6% PE ratio: 12,4. ...
