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

2026-08-11 21:34 • The Motley Fool Mixed Axe Cap view: Selective

The article compares Amazon and Coupang as e-commerce investment options for 2026. Amazon demonstrates superior financial health with a 10.8% net margin, $3.0T market cap, and diversified revenue streams including AWS and advertising. Coupang, despite 14.1% revenue growth, struggles with a 0.6% net margin, recent data breach fallout, regulatory fines, and currency headwinds. The author recommends Amazon for long-term investors due to its scale, profitability, momentum, and lower risk profile compared to Coupang's multiple near-term challenges.

Axe note: Amazon’s scale and profits make it a safer bet than Coupang amid regional risks and operational challenges.

2026-08-11 21:30 • The Motley Fool Positive Axe Cap view: Selective

With the July 2026 Jobs Report showing weaker-than-expected hiring and recession concerns rising, the article recommends two dividend stocks as recession-resistant investments: Johnson & Johnson and Abbott Laboratories. Both are Dividend Kings with strong core businesses in healthcare that should remain resilient during economic downturns.

Axe note: With the US labor market softening, dividend stalwarts like Johnson & Johnson and Abbott offer a defensive play worth considering alongside rand dynamics.

2026-08-11 21:25 • The Motley Fool Positive Axe Cap view: Selective

Block's CFO Amrita Ahuja sold 8,971 shares worth $770,000 on August 5, 2026, under a pre-planned Rule 10b5-1 trading plan established in March 2026. The sale represents only 2% of her holdings, leaving her with 454,275 shares valued at $38.25 million. The article notes this is routine portfolio management and shouldn't concern investors, highlighting Block's strong business fundamentals including 5.1% YoY revenue growth to $25 billion and 65% YoY adjusted earnings growth.

Axe note: A modest insider sale at Block aligns with strong fundamentals and growth prospects.