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

2026-07-18 05:10 • The Motley Fool Positive Axe Cap view: Selective

Despite Sandisk's 580% rally in 2026, analyst recommends three chip stocks as smart buys: Sandisk, Micron Technology, and Nvidia. The memory chip shortage is expected to persist beyond 2027, benefiting memory producers. Nvidia trades at an unusually low 23.7x forward P/E ratio despite 85% revenue growth and expected 42% growth in 2027, presenting a potential undervaluation opportunity.

Axe note: After Sandisk’s explosive gains, consider local angles on the global chip shortage story.

2026-07-18 04:19 • The Motley Fool Positive Axe Cap view: Selective

Under new CEO Greg Abel, Berkshire Hathaway has increased its stakes in three Japanese trading houses—Mitsubishi, Sumitomo, and Marubeni—during Q2 2026. Berkshire's combined five trading house positions, worth $35.4 billion (up from $23.5 billion a year prior), generate $862 million in annual dividends and are funded with cheap yen-denominated debt at 1.2% interest, creating an attractive 5.6% yield on original cost.

Axe note: Greg Abel’s Japan move shows smart capital allocation, but South African exposure is limited.

2026-07-18 03:35 • The Motley Fool Positive Axe Cap view: Selective

The article discusses three undervalued dividend stocks suitable for long-term buy-and-hold investing strategies. It emphasizes that investing in dividend stocks is an excellent way to generate passive income and requires a different mindset compared to short-term trading.

Axe note: A look at three undervalued dividend stocks offering steady income and growth, suitable for long-term investors.