| BUY | 0.001 | David Driscoll | Retailer out of South Africa, interesting and compelling play as well as 6% yield on top. | 2008-08-11 | |
| TOP PICK | 0.001 | David Driscoll | (South African exchange.) Like a Costco in North America without any Wal-Mart competition. When he goes into an emerging market he likes to use a financial or consumer stock because it gives quick access to the entire economy. Revenue growth in South Africa is about 15% versus 4% in North America. Yield of about 5.5%. | 2008-07-04 | |
| TOP PICK | 0.001 | David Driscoll | (Past Top Pick Feb 15/07. Down 8.5%.) General merchandise company. Dropped only because int. rates have been rising in South Africa where GDP growth is 6% to 8%. North America retail sales growth is 4% while theirs is 12%-15%. Stock trades at a PE of about 11. | 2007-12-06 | |
| PAST TOP PICK | 0.001 | Charles Lannon | Jan 9 2007.
24.5 % rise.
A leading South African retailer. Very little credit sales.
Great cash flow generator.
He's still holding it. | 2007-06-07 | |
| PAST TOP PICK | 0.001 | Charles Lannon | (A Top Pick Jan 9/07. Up 17%.) A South African retailer. A play on the black growing middle class. Continues recommending to Buy. | 2007-03-01 | |
| TOP PICK | 0.001 | David Driscoll | One of the largest retailers in South Africa. Limited competition. Revenue growth is 15%-17%. Only take a half position. | 2007-02-15 | |
| TOP PICK | 0.001 | Charles Lannon | Retail sales came in at 15% year-over-year in South Africa. Great cash flow generator. Great dividend growth track record. | 2007-01-09 | |
Experts that have talked about Massmart Holdings
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