Industrials

Generac: Light At the End of the Tunnel?

Magic Markets2023-02-22T21:45:13+02:00

Use the podcast player below to listen to our discussion on Generac and its Q4'22 result, which accompanies the detailed write-up below: (Date of report: 23 February 2023) Generac has been at it for more than half a century, providing businesses and homes with alternative power solutions like generators. Fuelled by liquid propane, natural gas or diesel fuel, generators have unfortunately become a reality for most South African businesses. The South African distributor is Bundu Power, which is being acquired by JSE-listed group Ellies. But with Generac, you can go right to the top and invest in the products themselves, giving [...]

Caterpillar: Playing the Cycles

2022-09-07T23:40:59+02:00

Use the podcast player below to listen to our discussion on Caterpillar and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 8 September 2022) When it comes to iconic brands in the real economy, Caterpillar is right up there. You’ll even find it at your local toy store, getting kids excited with all kinds of yellow machinery. There’s more to the business than just diggers and trucks, as Caterpillar even plays in the marine industry. With a core business focusing on mining, energy and infrastructure, Caterpillar is exposed to the nuts and bolts of the economy. This [...]

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