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

2026-09-30 09:37 • The Motley Fool Positive Axe Cap view: Selective

PepsiCo raised its quarterly dividend by 4% to $1.48 per share in July, marking its 54th consecutive year of dividend increases. A $10,000 investment would generate approximately $461 in annual dividend income with a forward yield of 4.61%. The company expects organic revenue growth of 2-4% in 2025 and benefits from strong global volume growth, making it an attractive dividend stock for long-term investors.

Axe note: PepsiCo’s 54th consecutive dividend increase highlights steady income potential, but South Africans should consider the FX and sector angle.

2026-09-30 09:30 • The Motley Fool Positive Axe Cap view: Selective

MP Materials and USA Rare Earth stocks surged on news of a U.S.-Denmark-Greenland defense agreement, but neither company has any assets or direct exposure to Greenland's rare-earth resources. The real beneficiaries are Critical Metals Corp. and REalloys, which have active projects in Greenland. Both MP Materials and USA Rare Earth have solid long-term growth prospects through their mine-to-magnet strategies, but these are independent of the Greenland deal.

Axe note: MP Materials and USA Rare Earth's share jumps on a Greenland deal hype overlook actual exposure.

2026-09-30 09:15 • The Motley Fool Neutral Axe Cap view: Selective

Beginning investors often mistake share price for a stock's true size and value, but market capitalization is the key metric to assess a company's scale and long-term potential. While market cap alone isn't sufficient for investment decisions, it provides crucial context when combined with valuation metrics like P/E and EV/EBITDA ratios. Smaller market cap stocks theoretically offer greater appreciation potential but come with higher volatility.

Axe note: Starting investors often confuse share price with company size, missing the bigger picture market cap provides.