Past Stories

2026-11-14 23:15 • The Motley Fool Positive Axe Cap view: Selective BRK.A BRK.B

The article explains Warren Buffett's investment philosophy for navigating potential bear markets. His core strategy involves buying quality businesses at reasonable prices and holding them long-term, focusing on company fundamentals rather than short-term stock price movements. Historical data shows the S&P 500 has recovered from bear markets to reach new highs, suggesting that patient, long-term investors who avoid panic selling during downturns are likely to succeed.

Axe note: Warren Buffett’s long-term buy-and-hold approach offers a steady hand amid market jitters, a lesson South African investors can take to heart.

2026-11-14 22:28 • The Motley Fool Negative Axe Cap view: Selective TSLA

Tesla and SpaceX experienced significant market value losses following the midterm elections due to investor concerns about increased regulatory scrutiny and congressional probes. Both companies face political risks related to AI data center expansion, regulatory oversight of autonomous vehicles, and potential government dependency issues. While both stocks have recovered, their high valuations leave little margin for error given these regulatory headwinds.

Axe note: Tesla’s plunge after US midterms highlights how political risk can suddenly hammer high-growth stocks, a lesson South African investors should watch closely.

2026-11-14 21:54 • The Motley Fool Positive Axe Cap view: Selective ASML NVDA AMD MSFT AMZN

The article compares ASML and NVIDIA as investment options for 2027. ASML, which holds a near-monopoly on advanced lithography equipment, generated $43.6B in revenue with strong growth and solid financial metrics. NVIDIA, a GPU leader for AI applications, posted $303B in revenue with 83.4% growth but faces regulatory risks and customer concentration concerns. The author recommends ASML for 2027 due to its defensible market position, while suggesting caution on NVIDIA given recent leadership changes and pending investigations.

Axe note: ASML’s locked-in lithography tech beats NVIDIA’s volatile AI GPU story for now, especially from a South African viewpoint.

2026-11-14 21:46 • The Motley Fool Positive Axe Cap view: Selective GOOG GOOGL GOOGM GOOGN NVDA MSFT AMD AVGO MU TSM SPCX

Anthropic is set to go public with a $1.4 trillion valuation and has attracted $26 billion in commitments from major AI companies including Alphabet, Nvidia, Microsoft, AMD, Broadcom, Micron, and TSMC. While the company shows strong revenue growth of 1,206% year-over-year, it remains unprofitable with significant losses. The investments signal confidence in Anthropic's potential, though valuation concerns and execution risks remain.

Axe note: Anthropic's mammoth $26 billion backing from AI heavyweights stokes tech excitement, but SA’s market response should be cautious.

2026-11-14 21:35 • The Motley Fool Mixed Axe Cap view: Selective NVDA AMD AVGO

Following CEO Jensen Huang's resignation amid scandal, Nvidia's stock fell 21% in November while competitors AMD and Broadcom gained. The article analyzes valuation metrics across the three chipmakers, finding Nvidia trading at 10.6x forward earnings (cheap), AMD at 29x (expensive), and Broadcom at 17x (reasonable). Despite Nvidia's near-term challenges, the author believes the company will recover and identifies Broadcom as the safest investment with the highest upside potential.

Axe note: Nvidia’s CEO scandal hit its shares hard, but Broadcom’s more reasonable valuation and growth outlook make it the safer play.

2026-11-14 21:31 • The Motley Fool Positive Axe Cap view: Selective AXP SPGI V MA DAL MAR AMZN

The article compares American Express and S&P Global as investment options for 2027. American Express operates a closed-loop payment network with $72.2B in FY2025 revenue and 15% net margins, benefiting from premium consumer spending. S&P Global provides financial ratings and data with $15.3B in FY2025 revenue and superior 29.2% net margins, benefiting from passive investing growth. The author recommends American Express for its younger customer base and different growth driver, while S&P Global suits investors seeking exposure to passive investing trends.

Axe note: A look at premium consumer spending and passive investing trends through the lens of American Express and S&P Global.

2026-11-14 21:15 • The Motley Fool Positive Axe Cap view: Selective JNJ MDT PG FRT FRTPC O

The article recommends five dividend stocks suitable for long-term buy-and-hold investors: Johnson & Johnson, Medtronic, Procter & Gamble, Federal Realty Investment Trust, and Realty Income. All five companies have strong dividend track records with at least 32 years of consecutive annual increases, combined with well-run underlying businesses that generate reliable income streams.

Axe note: Five US companies with decades of dividend increases offer lessons, but local investors should weigh currency and sector dynamics carefully.

2026-11-14 20:47 • The Motley Fool Neutral Axe Cap view: Selective CRWV AMZN MSFT GOOG GOOGL GOOGM GOOGN

CoreWeave delivered impressive Q3 earnings with 168% YoY revenue growth to $3.7B and a $132.5B customer backlog, but still reported a $709M net loss. While the company is executing well and raising guidance, it faces challenges converting growth into profits due to massive capital investments in infrastructure and high financing costs. The stock is viewed as a speculative opportunity after its recent sell-off, but remains risky for conservative investors until profitability improves.

Axe note: Impressive revenue growth meets heavy losses, making CoreWeave a risky play with no clear path to profit yet.

2026-11-14 20:36 • The Motley Fool Positive Axe Cap view: Selective FSLY

Fastly reported record Q3 2026 revenue of $190.2 million with expanding multiproduct adoption among large customers (34% using 4+ product suites). The company is leveraging security products for AI workloads and demonstrating strong operational leverage, delivering 20%+ revenue growth for four consecutive quarters while expanding operating margins and free cash flow.

Axe note: Fastly's rising revenue and AI security focus highlight growth potential but with cautious local relevance.

2026-11-14 20:15 • The Motley Fool Positive Axe Cap view: Selective PFE BMY CELGR O WPC HRL

The article examines five high-yield dividend stocks that appear riskier than they actually are. Pfizer and Bristol Myers Squibb face normal pharmaceutical industry headwinds from patent expirations but maintain sustainable dividends through strong cash flows. REITs Realty Income and W.P. Carey are pressured by rising interest rates, but historical market adjustments should protect profitability. Hormel Foods, despite slow turnaround progress, has strong financials and backing from the Hormel Foundation, making its dividend safer than its yield suggests.

Axe note: Five global dividend payers offer attractive yields with manageable risks, offering lessons for South African income seekers.

2026-11-14 20:12 • The Motley Fool Positive Axe Cap view: Selective AXP MA V

The article compares American Express and Mastercard as investment options for 2027. While American Express trades at a lower valuation (17.3x forward P/E vs. 32.5x), the analyst favors Mastercard for long-term investors due to its superior business model—it operates a pure-play payment network with minimal capital requirements and higher profit margins (45.6% net margin), whereas American Express must fund a lending business and hold capital reserves. The choice depends on whether investors prioritize valuation or business durability.

Axe note: Mastercard’s pure-play model looks better for long-term growth despite American Express’s cheaper valuation.

2026-11-14 20:04 • The Motley Fool Positive Axe Cap view: Selective FBT PBE GMAB REGN GILD BIIB

First Trust's FBT and Invesco's PBE are compared as primary vehicles for biotech sector exposure. FBT offers lower fees (0.55% vs 0.59%), higher AUM ($3.0B vs $438M), and stronger 1-year returns (35.7% vs 28.1%), while PBE provides dividend income and uses a multi-factor quantitative approach. The choice depends on investor priorities regarding cost, liquidity, and investment strategy.

Axe note: First Trust's FBT outperforms Invesco's PBE on fees, liquidity, and returns, but PBE offers dividends and a unique strategy.