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

2026-10-26 17:58 • The Motley Fool Positive Axe Cap view: Selective

Abbott Laboratories reported solid Q3 2026 results with 7% sales growth and 9% higher adjusted EPS. The company announced a significant decision to spin off its struggling nutrition business into a standalone company, which should improve growth prospects. Abbott's core medical device segment, particularly its FreeStyle Libre diabetes care products and recent Exact Sciences acquisition for cancer diagnostics, positions the company well for future growth. As a Dividend King with 50+ consecutive years of dividend increases, Abbott remains attractive for income investors.

Axe note: Abbott Laboratories’ decision to separate its nutrition business sharpens its growth focus, a move worth noting from a rand investor’s perspective.

2026-10-26 17:55 • The Motley Fool Neutral Axe Cap view: Selective

Silver's spot price has declined 17% to $54 per troy ounce from its January 2026 peak of $121.67, driven by rising inflation, higher interest rates, and reduced industrial demand. However, long-term supply deficits and potential Fed rate cuts could support a recovery. Analysts expect silver to reach $63-$70 by year-end 2026, making it a potential buying opportunity for patient investors.

Axe note: Silver’s 17% slide from January has raised questions about its near-term potential and the impact on South African resource stocks.

2026-10-26 17:53 • The Motley Fool Negative Axe Cap view: Neutral

Six Flags stock has plummeted 60% over three months following a fatal roller coaster accident and weak attendance trends, with Goldman Sachs cutting its price target to $6. Despite significant headwinds including high debt and operational challenges, the author argues the stock presents a contrarian buying opportunity for risk-tolerant investors, citing the company's ability to stabilize sentiment during its slow winter season and potential for a bullish catalyst in 2027.

Axe note: Six Flags’ dramatic fall offers lessons more than opportunities for South African investors today.