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

2026-09-27 08:20 • The Motley Fool Positive Axe Cap view: Selective

The article highlights three Fidelity ETFs designed for investors seeking high yields with portfolio diversification and lower volatility. FDVV focuses on dividend-paying large and mid-cap companies with a 2.63% yield and 13.2% annualized returns over a decade. FYEE uses covered calls on S&P 500 stocks to generate a 9.11% yield but with tax implications. FIDI offers international diversification with a 3.89% yield and 19.9% annualized three-year returns, avoiding tech sector concentration.

Axe note: Three Fidelity ETFs offer different ways to balance yield, growth, and risk with some global flavour for rand investors.

2026-09-27 08:05 • The Motley Fool Positive Axe Cap view: Selective

Target has raised its dividend for 55 consecutive years, qualifying as a Dividend King. The retailer's stock is up 61% year-to-date, driven by improving sales momentum with comparable sales rising 3.8% in the recent quarter. With a 2.9% yield, 47% payout ratio, and management expecting 5% full-year sales growth, the stock remains attractive for dividend investors despite its recent gains.

Axe note: Target’s 55-year dividend growth streak and sales rebound highlight a reliable, if foreign, income play worth watching.

2026-09-27 08:02 • The Motley Fool Positive Axe Cap view: Selective

Palantir Technologies has surged over 60% in three months, driven by strong demand for its AI Platform (AIP) among commercial customers. The company increased full-year revenue guidance to over $8 billion with 82% growth, while U.S. commercial revenue is projected to exceed $3.4 billion with 134% growth. However, the article cautions that while Palantir could be a valuable portfolio addition for long-term investors, a single stock is unlikely to make someone a millionaire on its own.

Axe note: Palantir’s recent surge looks impressive, but caution is warranted for South African investors eyeing tech growth stories.