In our monthly newsletter we take a sneak peak at Barloworld, Steinhoff and Capitec Bank.  We also illuminate the strong selling momentum we had on the currency front by comparing the performance of the JSE All Share Index in rand terms to its performance in US Dollar terms.

 

In this quarterly bulletin, we focus on how we respond to the current, somewhat less investor-friendly environment.  We give a quarterly overview of the current market and our model portfolio returns.  Thanks to Tongaat Hulett, our share focus will leave a sweet taste in your mouth.  A quick glance at the last six months’ performances is also given.

 

AVI's extensive brand portfolio spans hot and cold beverages, sweet and savoury snacks, fresh and convenience foods, cosmetics, shoes and clothing. It owns House of Coffees, Ciro Cremora and Frisco. It has a market cap of R27.3 billion, a PE of 19.4 and a dividend yield of 3.95%. Guest Gerbrand Smit from NEFG Fund Management and Byron Lotter from Vestact decide whether AVI Foods is hot or not.

Rhodes Food Group is a diversified food production and processing company that delivers products to local and international retailers. It has a market cap of R 4,7 billion, a PE of 44.84 and had no dividend yield. Guest Gerbrand Smit from NEFG Fund Management and Byron Lotter from Vestact decide whether Rhodes Food Group is hot or not.

Search

Other Updates