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

2026-10-14 11:32 • The Motley Fool Positive Axe Cap view: Selective

Realty Income (O), a REIT specializing in brick-and-mortar retail properties, has raised its monthly dividend for the 116th consecutive quarter, extending a 29-year streak of dividend increases. With a 6% forward dividend yield and a 98%+ occupancy rate, the company demonstrates resilience despite retail headwinds. The REIT is also diversifying into data centers to strengthen future growth.

Axe note: Realty Income’s long streak of dividend hikes and strategy shift set an example for income seekers watching the rand.

2026-10-14 11:20 • The Motley Fool Positive Axe Cap view: Selective

The S&P 500 has reached record concentration levels with its top five tech stocks (Nvidia, Apple, Microsoft, Alphabet, and Amazon) comprising nearly 30% of the index. Despite this concentration risk, the article argues that four of these five companies remain attractive buys due to strong valuations and growth prospects, with Apple being the only exception due to higher valuation multiples.

Axe note: Top five US tech giants dominate the S&P 500, and most remain attractive despite valuation risks.

2026-10-14 11:13 • The Motley Fool Positive Axe Cap view: Selective

Alibaba and MercadoLibre represent two distinct investment paths: Alibaba offers deep value with a P/E of 24.61 and strong cloud/AI growth in China, while MercadoLibre trades at a premium P/E of 51.05 but delivers hyper-growth at 39.1% YoY in Latin America's emerging fintech and e-commerce markets. The author recommends MercadoLibre for patient investors seeking exposure to early-stage digital adoption, despite geopolitical risks favoring Alibaba's valuation.

Axe note: Alibaba offers value amid Chinese regulatory risks, while MercadoLibre boasts high growth in Latin America’s fintech and e-commerce space.