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

2026-10-10 18:30 • The Motley Fool Positive Axe Cap view: Selective

MercadoLibre emerges as the superior investment choice compared to Coupang, driven by significantly higher revenue growth (39.1% vs 14.1%), superior profitability (6.9% net margin vs 0.6%), and a much larger customer base across 18 countries. While Coupang trades at a lower valuation multiple, MercadoLibre's robust cash flow generation and expanding fintech ecosystem provide better long-term value despite operating in volatile emerging markets.

Axe note: MercadoLibre's scale and profitability make it a stronger pick than Coupang despite local challenges.

2026-10-10 18:30 • The Motley Fool Positive Axe Cap view: Selective

Palantir Technologies has gained over 1,000% in three years and continues strong growth through its AI Platform (AIP) that helps organizations turn data into actionable insights. The company closed 220 deals worth $3.37 billion in Q2 and is expanding partnerships with major tech firms. Its focus on AI sovereignty—enabling organizations to control their own AI systems—is expected to drive significant new business growth, with the author believing the stock still has substantial upside potential for long-term investors.

Axe note: Palantir’s rapid deal expansion and AI focus position it for growth—but watch valuation and local market relevance.

2026-10-10 18:15 • The Motley Fool Positive Axe Cap view: Selective

Abbott Laboratories is positioned for significant growth potential, with analyst projections suggesting the stock could reach approximately $210 per share by 2036 based on conservative 8% annual earnings growth. The healthcare company's strong track record includes a 9.7% compound annual earnings-per-share growth rate over the past decade, bolstered by strategic acquisitions. Abbott's status as a Dividend King with 54 consecutive years of dividend increases, combined with a 2.5% dividend yield, makes it an attractive option for income-focused investors seeking defensive holdings with upside potential.

Axe note: With steady earnings growth and 54 years of rising dividends, Abbott looks like a solid long-term pick for defensive portfolios.