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

2026-10-04 15:30 • The Motley Fool Positive Axe Cap view: Selective

For long-term investors with a 20-year horizon, a diversified portfolio of four Vanguard ETFs can build substantial wealth through compounding. The recommended ETFs provide broad U.S. stock market coverage, dividend growth exposure, international diversification, and growth opportunities, with minimal expense ratios and the ability to weather market cycles.

Axe note: Vanguard’s top ETFs show solid long-term potential, but South African investors must weigh currency risks carefully.

2026-10-04 15:15 • The Motley Fool Positive Axe Cap view: Selective

The author recommends two high-yield dividend stocks for October: Medtronic (MDT), which has completed a business overhaul and is approaching Dividend King status with a 3.3% yield, and McCormick (MKC), a consumer staples company with 39 years of dividend increases and a 4.2% yield that is acquiring Unilever's food business to roughly double its sales.

Axe note: Medtronic and McCormick offer attractive yields and growth, but their direct impact on the JSE is limited.

2026-10-04 15:07 • The Motley Fool Positive Axe Cap view: Selective

The article compares two semiconductor stocks: Astera Labs, which provides AI connectivity solutions with explosive 115% revenue growth but faces customer concentration risk, and Arm, which licenses chip architecture with stable 22.8% growth and reliable royalty streams. The author recommends Astera Labs for growth-focused investors despite concentration risks, while Arm suits those preferring consistency.

Axe note: Astera Labs shows explosive growth but with risks; Arm offers steady returns backed by a proven business model.