Clear market notes built around the JSE, the rand, and what matters locally.

2026-10-15 09:54 • The Motley Fool Positive Axe Cap view: Selective

The article emphasizes that successful stock investing requires treating stocks as ownership stakes in real businesses rather than gambling instruments. Key investment criteria include understanding a company's business model, evaluating revenue and earnings growth, analyzing profit margins, identifying competitive advantages, assessing debt levels, and buying at fair or undervalued prices rather than overpaying for quality companies.

Axe note: Investing isn't about luck; it's about knowing the businesses behind the stocks.

2026-10-15 09:48 • The Motley Fool Positive Axe Cap view: Selective

The article recommends five diversified stocks for beginner investors with $1,000: Palantir Technologies for growth through AI, AGNC for high dividend income, Eli Lilly for healthcare exposure, SoFi for fintech innovation, and Berkshire Hathaway for stability and security. The piece emphasizes that even small initial investments can compound significantly over decades, with potential returns ranging from $2,594 to $267,864 depending on annual growth rates.

Axe note: A simple guide to building a small, diversified portfolio with growth, income, and safety.

2026-10-15 09:30 • The Motley Fool Mixed Axe Cap view: Selective

Agentic AI, which requires more computing power than standard chatbots, is expected to benefit semiconductor stocks, particularly AMD. The chipmaker's leading position in data center CPUs and ability to combine CPUs with GPUs into complete solutions positions it well for growth. Multiple Wall Street analysts have raised price targets for AMD, citing its partnerships with Meta and agentic AI infrastructure opportunities, though the stock's high valuation at 77x forward P/E warrants caution.

Axe note: Wall Street’s bullish stance on AMD’s chip leadership highlights opportunities for South African investors through USD/ZAR and sector exposure.