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2026-10-07 13:40 • The Motley Fool Positive Axe Cap view: Selective

The article compares AMD and Broadcom as semiconductor investments for 2026. AMD shows strong growth with 34% revenue increase and expanding AI chip demand, while Broadcom demonstrates superior profitability with 36.2% net margins and diversified revenue streams. Despite AMD's higher growth expectations, Broadcom is recommended as the better buy due to its lower valuation multiples (30.4x forward P/E vs. 83.1x), stronger free cash flow ($26.9B vs. $6.7B), and more established market position with major tech clients.

Axe note: Strong growth at AMD looks tempting, but Broadcom’s cash flow and lower valuation make it a better buy for South African investors.

2026-10-07 13:15 • The Motley Fool Positive Axe Cap view: Selective

The 10-year Treasury yield has surged above 5.3%, its highest level since 2002, driven by inflation concerns and deficit spending. While REITs historically gained during rising rate periods, the 2022 pattern is repeating where REIT prices decline as rates rise due to inflation headwinds rather than economic growth. Realty Income's stock is down 20% from highs, creating an attractive valuation opportunity with a 6% dividend yield and trading at just over 12 times free cash flow.

Axe note: With US 10-year yields hitting 5.3%, REITs like Realty Income are down but may offer value in yield-starved markets.

2026-10-07 13:09 • The Motley Fool Positive Axe Cap view: Selective

Workiva, a software company specializing in regulatory compliance and data aggregation, has seen its stock decline 55% from its 2021 peak but is attracting analyst interest. The company is integrating AI capabilities into its platform to enhance functionality, driving growth among high-spending enterprise customers. With 19% revenue growth, improving profitability, and a valuation discount compared to historical averages, Wall Street analysts remain bullish with an average price target of $89.80, suggesting 26% upside potential.

Axe note: Workiva’s sharp revenue growth and AI push keep bulls on board despite a deep pullback.