Chris Gilmour
What is Du Pont of it all?
Get the textbook and calculator out: it's time to learn about the Du Pont formula and how to use Return on Equity to assess Price/Earnings multiples. Chris Gilmour walks you through this process.
Chris Gilmour
Winter is coming and it’s going to bite
Winter is coming to the Northern Hemisphere and the cost of living is a major concern. Against this backdrop, there is substantial activity in the gold market.
Chris Gilmour
After DIY stocks have been hammered, are there opportunities?
DIY stocks have taken a beating this year as things cooled off after the pandemic. Are we at the point where there are opportunities in the market? Chris Gilmour gives us his view.
Chris Gilmour
The dollar blows them all away
Chris Gilmour reminds us that the UK has had these problems coming for a while, with the strength of the dollar highlighting that the Great British Pound isn't so great anymore.
Chris Gilmour
A check-in on the hotel sector
With a focus on City Lodge's recent results, Chris Gilmour gives an encouraging view on the local tourism sector.
Chris Gilmour
War in Ukraine – sanctions, gas and cold winters
As the war in Ukraine grinds on and the Ukrainians continue to resist the Russian invasion, Chris Gilmour explains key nuances on the battlefield and in the energy markets.
Chris Gilmour
Retail review: Woolworths | Truworths | Massmart
Retail analyst Chris Gilmour weighs in on the recent results from Massmart, Woolworths and Truworths, as well as the offer from Walmart to take Massmart off the market.
Chris Gilmour
South African grocery market share
Chris Gilmour explains why grocery market share data in South Africa is complicated. The informal sector is significant and StatsSA reporting doesn't necessarily tie up with categories that listed companies play in.
