Finweek English Edition - - COMPANIES & INVESTMENTS -

JP Ver­ster:

Pin­na­cle – It has a great man­age­ment team that has po­si­tioned the busi­ness prof­itably in the com­puter hard­ware (and, more re­cently, soft­ware) distri­bu­tion value chain in South Africa.

Keith McLach­lan:

The at­trac­tive val­u­a­tions of Clover, Pere­grine, ISA Hold­ings, Trans­ac­tion Cap­i­tal, Calgro M3 and Jasco are why I cur­rently like th­ese small caps.

An­thony Clark:

Ellies Hold­ings (645c) – I like the stock as its move into in­fra­struc­ture (power & tele­coms) has led to a dra­matic surge in its earn­ings abil­ity as it ex­pands into this sec­tor es­pe­cially into Africa. Earn­ings growth has been strong and on a forecast P/E of 8 times, I think the stock is well priced and I have a tar­get price of 1200 cents.

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