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

2026-10-26 08:45 • The Motley Fool Positive Axe Cap view: Selective

Despite concerns about elevated valuations and potential market corrections, the author argues investors shouldn't worry about crashes if they hold quality stocks long-term. The S&P 500 has gained 100% over three years, but the Shiller CAPE ratio suggests stocks are expensive. The author recommends holding quality companies and buying dips rather than timing the market, citing historical data showing recovery after downturns.

Axe note: Holding quality stocks long-term remains the best defense against market panics.

2026-10-26 08:44 • The Motley Fool Positive Axe Cap view: Selective

The article recommends three high-yield dividend stocks for investors with $1,000: Bristol Myers Squibb (4% yield, 17-year dividend growth streak), Enterprise Products Partners (6.1% yield, 28-year distribution increase streak), and Verizon Communications (6.3% yield, 20-year dividend growth streak). All three stocks offer yields significantly above the S&P 500's ~1% yield and demonstrate strong dividend sustainability through low payout ratios and solid cash flow generation.

Axe note: Three US dividend stalwarts offer income opportunities, but South African investors should weigh currency risk carefully.

2026-10-26 08:30 • The Motley Fool Positive Axe Cap view: Selective

Nvidia is highlighted as a top stock pick due to its dominant position in AI infrastructure. The company is expected to grow at 70% annually, outpacing industry capex growth of 63%, while trading at an attractive forward P/E ratio of less than 14x. With global data center spending projected to reach $3-4 trillion annually by 2030, Nvidia's GPU dominance positions it for substantial long-term growth.

Axe note: Nvidia's growth story resonates even from a South African investor's perspective due to its leadership in AI hardware and a cheap valuation.