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

2026-07-21 10:30 • The Motley Fool Mixed Axe Cap view: Selective

While the Nasdaq-100 technology index has declined 3.6% over the past month due to AI semiconductor stock weakness, Atlassian and CrowdStrike have outperformed with one-month returns of 10.5% and 18.9% respectively. Atlassian, trading at a cheap 3.9 P/S ratio, benefits from its AI platform Rovo and large enterprise customer base. CrowdStrike's Falcon platform dominates cybersecurity with strong growth in AI modules, but its 40.5 P/S ratio leaves limited near-term upside.

Axe note: Despite a tech slump led by AI chip stocks, Atlassian and CrowdStrike are holding their ground.

2026-07-21 10:15 • The Motley Fool Positive Axe Cap view: Selective

The article recommends two industrial stocks as ideal crash-buying opportunities: Waste Management, a recession-resistant business with essential services and strong cash flow, and Union Pacific, which benefits from an irreplaceable rail network and a proposed merger with Norfolk Southern that could unlock significant long-term value despite cyclical economic pressures.

Axe note: Two US industrial giants show traits useful for crash buying; here’s how that mindset translates to JSE firms and the rand.

2026-07-21 10:05 • The Motley Fool Positive Axe Cap view: Selective

A $1,000 investment in Coca-Cola 30 years ago would be worth $3,443 today without dividend reinvestment, or $7,374 with dividends reinvested. The article highlights how dividend reinvestment's compounding effect accelerated significantly in the final third of the period, demonstrating the power of long-term buy-and-hold investing in quality stocks with enduring consumer demand.

Axe note: Coca-Cola’s long-term returns highlight why steady dividend payers matter for patient investors.