COUNTING THE COST OF CONSUMER PROTECTION
By Heather Formby
The impact of the new National Credit Act on banks' earnings is expected to be neutral, despite the large costs they will incur to change systems and processes to accommodate its introduction. As usual, banks will probably just pass costs on to...

RUMOUR OF CAXTON PLAN WON'T DIE
By Themba Hlengani
Talk is that media company Johncom, which has been without a major shareholder since it was unbundled from Johnnic Holdings in March 2005, might announce Terry Moolman's Caxton Holdings as new major shareholders. Discussions with potential sha...

COROVEST LISTS
By Ian Fife
Coronation's UK property arm, Corovest International, is at last bringing its property fund, Ciref, to London's Alternative Investment Market (AIM). An announcement was due to be made as the FM went to press. Ciref is expected to have a...

A CHANGE OF TACK IN CHINA
By Chris Gilmour
SABMiller expects its Chinese beer sales to grow by double-digit percentages as it consolidates and concentrates on its existing businesses. This is a change in strategy in China for the world's second-largest brewer by volume, after several year...

ALL HANDS ON HEAVY PORTFOLIO
By Ian Fife
Madison, SA's most spectacularly successful property asset manager, is about to list on the JSE. True to character, it is doing things differently. The company will list in the real estate sector as a property loan stock (PLS) company, like th...

CHANGES TAKE THEIR TOLL
By Stafford Thomas
Control Instruments has been a great share for three years, soaring from 43c to a high of 650c in late 2005. But all good things come to an end. Lately this automotive component manufacturer and supplier's share price has looked decidedly top-hea...

TIGER BRANDS: ANOTHER BITE
By Andrew McNulty
Tiger Brands has been favourably re-rated relative to the market in the past year. That, arguably, has occurred as much because of its relentless pursuit of its strategy as the quality of its recent financial results. The group has moved on fr...

DIAMONDS & DOGS
By Jamie Carr
Diamond Oando Hats off to the JSE for its endeavours in attracting quality foreign companies to liven up the local market with a secondary listing. The more global our exchange the better, with opportunities for...

AFRICAN DAWN
By Michael Coulson
Tax may retard this year's growth Ord price: 89c Div yield: -...

CAPITEC
By Michael Coulson
Stellar performer still shines bright Ord price: R31 Div yiel...

ELECTRONICS & ELECTRICAL
By Stafford Thomas
Looking pricey Ord price: 570c Div yield: 1,2% PE ratio: 20,1...

DIAMOND CORE
By Michael Coulson
One of the better mining specs Ord price: 130c 12-month high ...

ELB
By Michael Coulson
Could still be worth picking up Ord price: R7 Div yield: 1,4%...

EXCELLERATE
By Stafford Thomas
More promise than delivery Ord price: 58c Div yield: - PE rat...

GOOD HOPE DIAMONDS
By Michael Coulson
Still defying gravity Ord price: 195c Div yield: - Sector PE:...

IDION
By Stafford Thomas
Avoid Ord price: 130c Div yield: - PE ratio: 36. Sector PE: 2...

IFA HOTELS & RESORTS
By Chris Gilmour
Welcome newcomer Ord price: 500c Div yield: n/a PE ratio: 26,...

IFOUR
By Michael Coulson
Slow growth and big premium to NAV Price: 1 280c Yield: 6,7% ...

KWV INVESTMENTS
By Michael Coulson
A cheap way into Distell Ord price: 4 250c Div yield: 4,4% PE...

LONFIN
By Michael Coulson
Lack of liquidity detracts from merits Ord price: R4 Div yiel...

MARSHALLS
By Michael Coulson
Only for contrarian investors Ord price: R3 Div yield: 4,0% P...

MICROMEGA HOLDINGS
By Michael Coulson
Should justify premium rating Ord price: R4 Div yield: - PE r...

PUTPROP
By Michael Coulson
Better value elsewhere in sector Ord price: R6 Div yield: 7,5...

SABLE
By Michael Coulson
Could be time to take profits Ord price: 1 810c Div yield: 2,...

WB HOLDINGS
By Michael Coulson
How much is Meyer worth? Ord price: R4 Sector PE: 16,2 Ma...

YORKCOR
By Michael Coulson
Could still be a buy Ord price: 1 250c Div yield: 2,0% PE rat...