Investors Monthly
Low-key Argent remains exceptional
Despite Argent stock recently hitting a new 52-week high it is still well worth considering
Losing fat could soup up Super Group
Letting go of its SG Fleet stake makes it a leaner operation with a sharper focus on Africa
Mushroom-like growth at Libstar, but nibble cautiously
Six months ago, you would have done well to heed our advice and buy. But 43% later ...
Is the DIY boom over for bricks and mortar?
Demand for Cashbuild’s building materialsfalls as consumers tighten their belts
Check-in time at City Lodge
Current investors in City Lodge might not be in a holiday mood right now, but it could be a good time to book your stake
The A to B of dual share structures
They offer companies some protection against proxy wars and hostile takeovers, but they concentrate power in the hands of a few
The quiet profit machine behind TFG
Store credit is both a growth catalyst and a loyalty lock-in. But the retailer’s overreliance on South Africa’s fragile consumer credit cycle presents risk
HCI bets on Tsogo Sun and energy projects
The HCI group could close its steep discount to NAV if Tsogo Sun recovers and energy plans come to fruition
Capitec capitalises on courting new customers
Capitec’s growth should be flashing warning signals to competitors, even if its overall share is still relatively small
MARC HASENFUSS: Juicy moves to spice up the markets
What listings, mergers, unbundlings and takeovers can we expect before the year ends?
KAL: Gassing up the farm stall
Some judicious pruning has helped resolve the identity crisis that the market thought the company might be experiencing
DIY fund calls for balance, options and flexibility
Ready to build your own balanced fund? IM offers advice, tips and a bit of moral support for investors wanting to do it for themselves
Some seaborne reasons to love Santova
Tech-driven trade specialist Santova seems well-insulated against the Trump tariff wars
How to invest in the Trump Volatile World scenario
Is it time to turn away from the US and towards Europe? Agility and diversification across regions, sectors and asset classes are key
Juicy stakes on the menu
Despite the money wrangle hanging over it, Spur presents a mouth-watering prospect




























