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SA equities
“The best time to plant a tree was 20 years ago. The second best time is now.” – Chinese proverb
2018 in review
“The margin of safety is always dependent on the price paid. It will be large at one price, small at some higher price, nonexistent at some still higher price.” – Benjamin Graham, The Intelligent Investor
An attractive new add to our portfolios.
Transformation through green initiatives and new demand sources
Significant opportunities may underlie a bleak outlook
Growth potential at MMH undervalued
What now that the kings are gone?
Reflecting on a tough year
A chance to add good quality domestic businesses to your portfolio
A gem within the small- and mid-cap space
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