Research Portal

"Glug, glug"

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Monster Beverage Corporation remains a highly rated consumer stock at a forward price earnings ratio of 30x. Should you own it? That ...
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What's the Beef with: Comcast Corporation (CMCSA)

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Comcast Corporation (CMCSA) The “Sky” (no pun intended) is the limit it seems and if you are into E! Entertainment and Telemundo is your ...
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What's the Beef with: The Coca-Cola Company (KO)

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The Coca-Cola Company (KO) The only thing like Coca-Cola, is Coca-Cola itself! The 1942 slogan by the soda-producing giant still rings true ...
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What's the Beef with: International Business Machines Corp. (IBM)

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International Business Machines Corp. (IBM) IBM has been around for ages, since 1911 and has given other iconic brands like Microsoft and ...
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"Artificial intelligence burgeoning" - MN Ingham

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Baidu is living up to its name, which roughly translates as “hundreds of times” in Mandarin. Judging by the searches in China, hundreds is ...
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What's the Beef with: Clover Industries Limited (CLR)

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Clover Industries Limited (CLR) Clover is “Krushing” it right now and if the F18 earnings release is anything to go by then this consumer ...
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"Focused commodity exposure" - MN Ingham

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Further to previous analysis, Mark still thinks BHP has solid fundamentals and in these jittery stock market times remains one of the ...
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Intellidex Reviews for October 2018

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In September JSE-listed ETFs gave up gains made in the prior month. An equally weighted portfolio of non-commodity JSE-listed ETFs lost ...
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What's the Beef with: Adobe System Inc. (ADBE)

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Adobe System Inc. (ADBE) “There’s Something for Everyone” no words every spoken rang truer and that is just what Adobe has to offer, there ...
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"Sitting pretty at $80 a barrel" - MN Ingham

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 As a shareholder in Sasol, you doubtless wince at the filling station whilst filling your motor car with 93 unleaded at R16.85 per litre ...
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"A Time for Warner" - MN Ingham

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Commonly known as a fixed line and mobile telecommunications conglomerate, with its origins dating back to Alexander Graham Bell, AT&T ...
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What's the Beef with: Electronic Arts Inc. (EA)

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Electronic Arts Inc (EA) Is it “Game Over” for Electronic Arts or just a golden opportunity to buy the dip in the share price? In the first ...
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What's the Beef with: Tilray Inc (TLRY)

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Tilray Inc (TLRY) The term “going green” has just gotten a new meaning as the Canadian based medical cannabis company Tilray has everyone ...
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Value ahead of Motus unbundling - MN Ingham

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EasyEquities investors with a canny eye for real value will be receptive to an oversold opportunity such as Imperial. The share price has ...
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What's the Beef with: Activision Blizzard inc. (ATVI)

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Activision Blizzard (ATVI) On Octobver 12 the world will go Black! BlackOps that is... Activision Blizzard are set to release Call of Duty: ...
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CA here we come - MN Ingham

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Broadcom (NASDAQ:AVGO) is a leading semiconductor device supplier that announced on 11 July that a definitive agreement had been reached ...
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What's the Beef with: Netflix (NFLX)

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Netflix (NFLX) And the Emmy goes to…  For the first time in history a streaming service claimed top honours at the Emmys, as Netflix tied ...
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What's the Beef with: Caterpillar Inc. (CAT)

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Caterpillar Inc. (CAT) Caterpillar Inc. (CAT) is just bulldozing (no pun intended) the competition out of the way with their results, and ...
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DStv appearing live on the JSE

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In my analysis on Naspers over the past year or two I have motivated for an unbundling of the video entertainment assets. In a note ...
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What's the Beef with: Boeing Company (BA)

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Boeing Company (BA) “Boeing”, the name that is synonymous with air travel is also the world’s largest aerospace company and leading ...
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Naspers outperforms Tencent of late

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Over time, Naspers has been a good portfolio choice for South African investors, and particularly EasyEquities investors, who have the ...
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What's the Beef with: Apple Inc (AAPL)

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Apple (AAPL) An apple a day, keeps poverty at bay? Is how the saying goes right?? On a more serious note, Apple Inc is probably one of the ...
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Spot 2020 EPS Edges Closer to R100

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I am looking at crazy numbers now for Sasol spot earnings with the rand having gone to R15.20/$ and with Brent crude at $79/bbl. With these ...
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'Turing' Up the Innovation

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It is timely to assess Nvidia from a fundamental valuation point of view. For EasyEquities investors who are invested in Tencent indirectly ...
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Cash Flush - BHP

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Following on from my last note, the stock has been firm on the Australia Stock Exchange and has moved up on the JSE, largely due to rand ...
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What's the Beef with: McDonald's (MCD)

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McDonald's Corporation (MCD) What can be said about the famous golden arches that haven’t been said before? Maybe that this American fast ...
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What's the Beef with: BHP Billiton (BIL)

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BHP Billiton (BIL) BHP Billiton a diversified miner, multi listed stock and all-round power house of the JSE Top 40 has recently released ...
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Bidcorp stock offering attractive comparable value

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Bidcorp presents comparatively good value relative to international peers. At R290, the stock trades on a forward PE of 20x and EV/EBITDA ...
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What's the Beef with: Nvidia (NVDA) update

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Nvidia (NVDA) What “another great quarter” as stated by Jensen Huang (founder & CEO) on the release of the second quarter results ended ...
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Understanding Market Volatility - Infographic

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An Intro to Market Volatility Market volatility is a concept both seasoned and beginner investors need to understand and grasp if they are ...
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What's the Beef with: Nvidia (NVDA)

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Nvidia (NVDA) This stock is an absolute favourite of mine, not just because I am all about gaming (#BeForTheGame) and visuals (#Turing) but ...
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What's the Beef with: Starbucks (SBUX)

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Starbucks (SBUX) Starbucks, the name we all know and love reported earnings on 26th July with some surprising results, like: Consolidated ...
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Intellidex Reviews for August 2018

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ETFs remained largely flat in July with an equally weighted portfolio of the 64 ETFs that we cover marginally losing 0.43%. However, the ...
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Mind the Gap - Brait

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I continue to recommend avoiding Brait. The latest results from troubled New Look don’t hold out much hope that we’ll see recovery in that ...
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Pick a number - Sasol

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As each day that goes by with Brent crude oil at above $70/bbl so the EPS effect improves. However, it really is down to pick a number on ...
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Down to Earth with a Thump

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I’ve had a Sell recommendation on Woolworths for a long time. Well-known brand names don’t always make for the best of investments if ...
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Intellidex Reviews for July 2018

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June was largely a decent month for ETFs. The rand, which weakened 7.8% against the dollar and 6.8% against the euro, fuelled a strong ...
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Option Pricing - Steinhoff

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In providing context, I think the result for the six months ended 31 March 2018 has a glimmer of positivity – with one notable caveat, that ...
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Glencore DOJ Investigation, a Perspective by Ingham

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Just as Glencore thought it had put a few headaches behind it in DR Congo, the miner receives a subpoena from the US Department of Justice ...
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EasyEquities providing the investor with a bundle of choice

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  EasyEquities is giving South African investors a bundle of choices through the mechanism of a pre-selected portfolio of shares that match ...
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Here's looking at you! Results from our investor survey

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Knowing where you're at, and how we can keep creating and improving on more of the stuff you need as investors is what gets us up every ...
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#Easy ETFs broken down

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With 73 ETFs available on the JSE, all in different shapes and sizes it may feel tricky choosing which one is right one for you. With this ...
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Long4Life: It's all the Rage

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It has been an active time for Brian Joffe’s latest venture Long4Life since listing on the JSE on 7 April 2017. The Group, which takes as ...
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Intellidex Reviews for June 2018

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ETFs struggled during May with an equally weighted portfolio of the 60 ETFs that reported returns losing 2.32%. Local-asset ETFs performed ...
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What influences exchange rates - Infographic

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The 6 Factors That Influence Exchange Rates To quote the film Wall Street: "Money never sleeps", this rings true in the currency exchange ...
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Keeping a cool head in jittery markets

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EasyEquities clients will probably be wondering whether latest global and local developments will weigh on their stock choices or ...
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Forward Spot EPS surges

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When filling up your car, remember that the basic fuel price is affected by the Mediterranean and Singapore or Mediterranean and Arab Gulf ...
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Catching a Falling STAR?

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There remains the question of stock overhang. Steinhoff has a 71% shareholding and is a forced seller. To put that in context, that is R37 ...
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Infographic: Precious Metals and Diversification

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Precious metals are not just about looking good and fashion appeal. With all the desirable traits for monetary metals, it's no wonder that ...
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Preferred exposure in telecos

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In previous analyses on telecommunications stocks I have advised that listed companies such as Vodacom, MTN, and Telkom, should be treated ...
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Cannon Asset Managers - Monthly review

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  Cannon Asset Managers provides their investors with great monthly insights around market themes and this month they look at the power of ...
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Intellidex Reviews for May 2018

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April was a good month for ETF investors, particularly those invested in international funds. Local equities recouped most of the losses ...
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Q1 Tencent results due 16 May

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Tencent, now 31,2% owned by Naspers after selling 190 million shares or 2% of the 9,5 billion Tencent stock in issue, is reporting ...
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Infographic: EasyEquities research portal insights

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We've got some interesting insights from our EasyCommunity, on the different instruments and shares you have bought. In this infographic, ...
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Significant progress in a short time

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Lifestyle Group Long4Life reported a fine set of result for the eleven months ended 28 February 2018. The company listed listing on the JSE ...
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Infographic: What Berkshire Hathaway actually does

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Run by Warren Buffett, who is often referred to as one of the most successful investors in the world, Berkshire Hathaway is a listed ...
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Intellidex Reviews for April 2018

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The local bourse retreated during March, taking direction from the global markets which were spooked by a looming trade war. JSE ...
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Jaw not war, for now

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At this point, it is premature to assume a very bad future outcome with respect to American trade policy. Whilst investors, including Easy ...
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Purple Group unaudited summary for until 28 February 2018

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Purple Group (PPE) have released the group's unaudited consolidated results for the six months ended 28 February 2018. EasyEquities' growth ...
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What we're investing in this month: TeamEasy on their TFSAs Apr 18

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Carly Barnes, Waylon Smit, Standwa Nongauza and and special East London guest Jono Bruton chat about why the ETFs in their Tax Free Savings ...
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Ciao private equity, hello (again) JSE

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EasyEquities clients can look forward to an attractive new addition to their investment options. Subject to the usual caveats and market ...
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Keeping calm in taxing times

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With April underway, topics concerning us all included a higher rate of VAT in South Africa, a trade skirmish started by the Trump White ...
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The scale of Amazon in an infographic

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AMAZON: AT A GLANCE Amazon has more than 304 million users, and 3 billion products selling on their 11 marketplaces – and every day, 1.3 ...
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Rallying round

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In my recent strategy note on banks (see “Mind the Gap” dated 20 March) I assessed only the big four banks, excluding Capitec as it has ...
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Trolley for Trolley

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All supermarket trolleys are not created equal, and a street turf battle has waged for some years to get more of the consumers’ grocery ...
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Naspers Valuation Update on Tencent Sell-Down

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Naspers’s sale of Tencent shares in the amount of 190 million, which is 2% of the 9,5 billion in issue, will realise around $10 billion. ...
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Mind the Gap

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The majority of us have bank accounts with the “big four” banks and, grudgingly, swallow debits for all manner of charges for transactions ...
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Intellidex monthly review: March 2018

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  Welcome to the first ETF Monthly Review, a neat monthly update of market news affecting ETFs, as well as a set of favourite funds chosen ...
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Progressive dividend hard to justify

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What was noteworthy about the 2017 annual result was a return to a “progressive” dividend policy, the sort of policy that hit a buffer once ...
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Listeriosis Infiltrates HACCP

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For many South Africans, polony, among other processed meats, is a staple foodstuff that is affordable and nutritious. The presence of a ...
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Keeping in Good Company with Your Equities

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What a difference a few weeks makes. The political landscape has shifted, South Africa has a new State President, there is a new dawn and ...
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Strengthening Fundamentals - M Ingham

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Since my last note on Anglo American dated 16 February (see “South African political tailwind”) the company has reported a pleasing set of ...
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Undervalued Offshore Opportunity on Rand Strength

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Bidcorp, the international foodservice specialist, reported good underlying constant currency results for the six months ended 31 December ...
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Intellidex monthly review: February 2018

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  Welcome to the first ETF Monthly Review, a neat monthly update of market news affecting ETFs, as well as a set of favourite funds chosen ...
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South African Political Tailwind

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A week is a long time in politics, a quote attributed to British Prime Minister Harold Wilson. In South Africa, the winds of political ...
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A Hedged Half

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Harmony produced a very solid set of interim results for the six months ended 31 December 2017. The result exceeded my earlier expectation ...
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Bid-divest

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If you want an example on the JSE of the shift in political mood, Bidvest, among others, fits the bill. The stock price has been almost ...
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Holding the line by M N Ingham

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Vodacom released a reasonable Q3 F2018 trading update but there is little fundamental reason to warrant a valuation upgrade. I tend to view ...
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Mispriced - by M N Ingham

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Mr Price is a good apparel retailer that is mispriced. After climbing by 37% since the end of November and by over 60% in six months the ...
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What we're investing in this month: TeamEasy on their TFSAs Jan 18

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Carly Barnes, Waylon Smit, Shaun Keeling and special guest Martin Harris chat about the Exchange Traded Funds, baskets and bundles they are ...
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Expensive, even at $74/ton spot iron ore - Kumba Iron Ore by M N Ingham

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Kumba is now significantly overvalued on a fundamental evaluation. Despite easing back to around R350 per share from highs above R400 a ...
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Mischievous rumblings or grains of truth? - by M N Ingham

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The now infamous Viceroy have a cloak-and-dagger modus operandi within a guise of anonymity that disregards common professional scruple. ...
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Earnings in Davy Jones' locker - by M N Ingham

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I’ve had a Sell recommendation on Woolworths for some time. In fact, three years back I advised that “Woolies has its hands full with its ...
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Trump's gift to Sasol - by M N Ingham

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In December, US President Donald Trump signed into law H.R. 1, originally known as the “Tax Cuts and Jobs Act.” There are major changes to ...
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Music to your ears - Naspers by M N Ingham

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Tencent, 33,3% owned by Naspers, is not short on corporate activity or pipeline. Spotify, a leader in music streaming, and Tencent Music ...
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Intellidex Reviews: Sygnia Itrix Top 40 & Swix 40

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Sygnia is a relative newcomer to ETF market, launching its own versions of the most popular funds and taking on the established players by ...
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Opinion: Disney, is the business model also magical?

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We all have that very fond memory of watching our favourite Disney movie over and over, or listening repeatedly to the soundtrack of our ...
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“Politics-proofing your portfolio” M N Ingham

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The 54th ANC national conference runs from the 16th to the 20th of December. A new ANC president is to be elected. The difference between ...
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Intellidex Reviews: Sygnia 4th Industrial Revolution ETF

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Local investors now have a viable option to invest in the world’s most exciting global technology stocks that have the potential to ...
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Mark Ingham: Still value left, but it’s eroding fast at shuttered-up Steinhoff

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Mark Ingham: Still value left, but it’s eroding fast at shuttered-up Steinhoff "It becomes obvious early during this interview that ...
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Looking at Liquidity - Steinhoff

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The latest ad hoc announcement from Steinhoff has two components – one which begs more questions than it answers relating to the validity ...
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"Glamorous goodies:" Richemont fundamental analysis

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 In the past year, Richemont took some internally disruptive measures to make sure that the Group remains top of its game in luxury goods. ...
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Intellidex Reviews: Sygnia Itrix S&P 500

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Sygnia introduced four new ETFs to the JSE at the end of last month: Itrix S&P 500; Itrix Global Property ETF; Itrix SWIX 40 ETF; and ...
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What we're investing in this month: TeamEasy on their TFSAs Nov 17

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Standwa Nongauza, Waylon Smit, Shaun Keeling and Carly Barnes chat about the Exchange Traded Funds (ETFs), baskets and bundles they are ...
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Intellidex Reviews: Ashburton Inflation ETF

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The politically seismic events occurring in Zimbabwe serve as a strong reminder of the importance of protecting investments against ...
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Investing in the USA - BizNews US Exponential Bundle

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How exciting! A USA bundle to start investing in dollars on our platform! The first one and not the last!
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Intellidex on the Resource Sector

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Performance review:  Resource shares have been stellar performers over the past two years. The general mining index, which is made up of ...
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"Glamorous goodies:" Richemont fundamental analysis

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 In the past year, Richemont took some internally disruptive measures to make sure that the Group remains top of its game in luxury goods. ...
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Intellidex's favourite funds for November

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Each month Intellidex updates a list of ETFs, from a pool of 57 listed on the JSE, that it considers the best on offer across several asset ...
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Intellidex Reviews: Satrix INDI 25

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Performance review: Industrial companies have been the best performers on the JSE over the 10 years to end-September. This has been the top ...
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