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

2026-10-15 12:45 • The Motley Fool Positive Axe Cap view: Selective

Colgate-Palmolive, a Dividend King with 63 consecutive years of dividend growth, offers investors a quarterly dividend of $0.53 per share ($2.12 annualized). To generate $1,000 in yearly dividends, investors would need approximately 472 shares, requiring an investment of around $43,240 at the current share price of $91.61. The stock's ex-dividend date is October 20, with the dividend payable on November 13. With a forward dividend yield of 2.3% and average annual dividend growth of 3.2% over the past decade, the stock represents a stable long-term investment option.

Axe note: Colgate’s reliable dividends highlight stability, but South African investors should weigh currency risks and local yields.

2026-10-15 12:39 • The Motley Fool Neutral Axe Cap view: Selective

Electrovaya achieved profitability in fiscal 2025 with 43% revenue growth and a Superscore of 71, driven by proprietary ceramic-separator battery technology and expansion into data center energy storage. However, the stock faces headwinds from stretched valuation (forward P/E of 58), negative free cash flow (-$3.6M), and intense competition from larger incumbents. The company's success depends on executing large Fortune 500 deals and delivering on aggressive growth guidance.

Axe note: Strong growth but execution risks keep Electrovaya a cautious watch for investors.

2026-10-15 12:37 • The Motley Fool Mixed Axe Cap view: Selective

Intel is undergoing a massive foundry business transformation to compete in AI chip manufacturing, but faces significant losses, negative free cash flow, and suspended dividends. Qualcomm maintains strong profitability with 12.5% net margins and robust free cash flow of $12.8 billion, while expanding in 5G, automotive, and computing markets. Despite Intel's higher 5-year performance, the author recommends Qualcomm as the better buy due to superior financial metrics and lower valuation, though suggests an S&P 500 ETF as the optimal choice.

Axe note: Qualcomm’s financial health and valuation make it a better buy than Intel amid Intel’s costly turnaround and stretched multiples.