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

2026-09-05 09:25 • The Motley Fool Positive Axe Cap view: Selective

Uber Technologies is positioned to double by 2030 with expected 19% annual earnings growth, driven by strong profitability expansion and revenue growth. Despite trading 24% below its peak and at a 20% discount to the S&P 500, the stock faces uncertainty from autonomous vehicle technology risks. The company's massive user base and strategic AV investments position it to remain competitive in a hybrid mobility future.

Axe note: Uber's path to doubling by 2030 looks solid, but South Africans should weigh the risk of emerging tech disruption and currency moves.

2026-09-05 09:15 • The Motley Fool Positive Axe Cap view: Selective

The article argues that dividend investors should prioritize dividend growth and stock stability over high current yields. Coca-Cola is highlighted as an excellent dividend stock despite its modest 2.4% yield, citing its 64-year streak of consecutive dividend increases and 7.4% average annual dividend growth over 30 years. The author warns against 'yield traps'—stocks with inflated yields that often underperform.

Axe note: Stable dividend growth often beats flashy yields, with Coca-Cola offering a solid template even from afar.

2026-09-05 09:05 • The Motley Fool Positive Axe Cap view: Selective

To generate $12,000 in annual dividend income from Apple stock, an investor would need to purchase approximately 11,111 shares at a cost of $3.6 million, given Apple's current quarterly dividend of $0.27 per share ($1.08 annually) and stock price around $325. The article cautions that Apple's dividend yield is low at 0.33% and suggests investors may be better served by focusing on Apple's price appreciation potential or seeking dividend income through dividend-focused ETFs instead.

Axe note: Generating a meaningful dividend income from Apple shares alone demands a hefty investment given its low yield.