| Pick n Pay CEO Richard Brasher leaves the retailer on a high note when he retires at the end of the month. If you ignore the impact of Covid-19 on sales of alcohol and tobacco, as well as the additional costs it incurred, it has done pretty well over the past year, helped by the modernisation programmes he's overseen. According to analysts, it's now in better share than when Brasher took over the role eight years ago. While Pick n Pay is paying a dividend (although reduced from last year), Octodec Investments is playing it safe for now. It has deferred a decision on an interim payout until the end of its financial year due to the ongoing uncertainty around Covid-19. However, due to its status as a real estate investment trust, it is likely to make a final payout as required by the JSE. More on those stories to follow, along with upbeat first-quarter reports from Royal Bafokeng Platinum and UK wealth manager Quilter. Kaap Agri has also prepared investors for a strong first-half performance, sending its shares more than 10% higher at their best yesterday. Also today, Cartrack holding company Karooooo has made its debut on the JSE three weeks after listing on the Nasdaq in the US. Finally, if you are a cryptocurrency enthusiast, don't miss The CURRENCY HUB crypto-arbitrage active strategy and 3 Stocks to trade which have exposure to Cryptocurrencies. I hope you have a good day. Stephen Gunnion Managing Editor, InceConnect
The latest from Ingham Analytics Top risk expert and trader Andrew Kinsey takes a dive into a precious metal in a note entitled "Shapely gold". After a strong rise since 2019, despite a recent pullback, is there further to go? How do you play it? Also, "There's a coach comin' in, hear those wheel spin" says that US company profits are in for quite a bounce. Other notes of interest include "NOPE, you can make money out of volatility" and "Slap". | 