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  1. Retailers are an interesting play given that we should start seeing inflation pulling back in the next few months with the uptick in farming following the drought. Some basic food producers like Pioneer present an interesting investment opportunity and I would be looking for an entry closer to 15000c or at least under 16000c. Tiger Brands has been on a tare and the momentum is strong, I would be waiting on a pullback to around 40000c. Be cautious of producers who will see a negative impact from the sugar tax like Rhodes Food group, all though I like the Rand hedge it offers and at 2400c I may be a buyer. Financials; I like the PSG, Peregrine and other mor diversified financial oportunities as I believe they provide a better defensive play against any political risks that may effect both banks and retailers with a devalation in the Rand. The above are all on my radar. I own: Woolworths Coronation Bidvest Consolidated Infrastructure Brait Life Healthcare ArcellorMittal Impala Platinum Holdings Steinhoff Intl Some value, some growth, some speculative, which I add to monthly or quarterly. I balance the pure play on equities with trying to maximize my tax through forced savings via an RA, reducing liability and given the uptick to 35% for the tax free saver I will further try and reduce my liability and kicker here by adding as much as I can. Just a thought.
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