Research Portal

Intellidex August 2019 International ETF review

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Growth in international markets slowed as US-China trade tensions escalated and fears of global economic slowdown increased. However, most ...
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Intellidex 2019 reviews: CoreShares PrefTrax

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A preference share is a hybrid instrument possessing features of both common shares and debt. When it has convertibility features, (it is ...
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The Beef goes Beyond Meat Inc (BYND)

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Beyond Meat Inc (BYND) If it looks like a burger, smells like a burger, and tastes like a burger, then it probably is a burger, right? Yeah ...
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Intellidex Reviews August 2019: Local ETFs

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Financial markets were subdued in July. The equally weighted portfolio of JSE-listed ETFs shed 0.8% while the Intellidex portfolio gained a ...
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Intellidex 2019 ETF Reviews: Ashburton Global 1200 ETF

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Among its JSE peers, the Ashburton Global 1200 ETF is the most extensive in terms of geographical coverage because it includes a portion of ...
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What's the Beef with: Ulta Beauty (ULTA)

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Ulta Beauty Inc. (ULTA) Whether its time for Mr DeMille to take a closeup or you firmly believe “beauty is only skin deep” cosmetics have ...
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Intellidex 2019 ETF Reviews: Satrix Quality SA ETF

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The Satrix Quality SA ETF ticks most of the boxes on our check list for a good ETF – low cost, sound investment philosophy, ...
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What's the Beef with: Richemont SA (CFR)

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Compagnie Financiere Richemont SA (CFR) They say Diamonds are a girl’s best friend? well then, a girls second best friend should be the ...
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What a time to be alive! A DCX10 & crypto update

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In the last 18 months a lot has happened in the world of Crypto and DCX10. We’ve seen the market pull back by 80% and then stage a 200% ...
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What's the Beef with: JSE stock analysis (JSE)

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JSE Limited (JSE) The largest and oldest stock exchange in Africa, the Johannesburg Stock Exchange Limited (JSE) has seen its fair share of ...
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What's the Beef with: Alphabet Inc. (Google)

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Google (Alphabet Inc.) What’s better……or……? wait I’ll Google it...! Like it or not this popular search engine has become a part of our ...
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Intellidex Reviews July 2019: Other ETFs

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As a rule of thumb, we like ETFs that follow a watertight investment philosophy. They should also be tax smart, which means they should ...
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What's the Beef with: Naspers stock analysis (NPN)

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Naspers Limited (NPN) The date is set, and we are almost set for lift off as Prosus the latest e-commerce business offering from Naspers is ...
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Intellidex July 2019 International ETF review

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International equity markets were impressive in June from the lows of May. The S&P500 index rose 6.9% with other international indices ...
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What's the Beef with: Netflix Inc. (NFLX)

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Netflix Inc. (NFLX) Sure, I do marathons - on Netflix! One of the many quotes (Dad Jokes aside) we have come to enjoy but Netflix’s ...
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What's the Beef with: Apple Inc. (APPL)

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Apple Inc. (APPL) Has the iconic Apple fallen far from the tree? Once the forerunner of innovation, Apple Inc. has not made any innovation ...
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Intellidex Reviews July 2019: Local ETFs

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Following May’s dismal returns, June’s curtain call saw resource stocks reminding us of their yester-year dominance of the JSE, pulling the ...
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What's the Beef with: Amazon.Com Inc stock analysis (AMZN)

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Amazon.Com Inc (AMZN) What is in a name?... “Exotic and Different” comes to mind but I am no Shakespeare. From its humble online bookstore ...
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What's the Beef with: Nike stock analysis

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Nike Inc. (NKE) Nike Inc has had its fair share of controversy over the years, challenging the Status Quo every step of the way and going ...
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What's the Beef with: AT&T Inc.

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AT&T (T) “Because I am A(T&T)... I’m dynamite… A(T&T)” as the song goes. Well not really, but one thing is for certain: the stock is for ...
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What's the Beef with: Slack Tech stock analysis

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Slack Technology Inc. (WORK) Slacking off or $work(ing) hard? What a play on words, but Slack technologies mean business and from the get ...
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Investing in Crypto, the Easy way

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Investing in Crypto and “security” in the same sentence? Well this just tickles my fancy, and upon further investigation I can say: YES, ...
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US interest rate on the South African market

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U.S Interest Rate Decision and the South African market The U.S. Federal Reserve's Federal Open Market Committee (FOMC) will announce ...
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Intellidex Reviews May 2019: Other ETFs

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In April the all-share index rose 3.66%, propelled by local retailers (up 10.01%) and banks (up 6.82%) on the back of an anticipated ANC ...
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What's the Beef with: a Capitec stock update (CPI)

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Capitec (CPI) Not much has changed since our last Capitec research note except, the non-executive chairman stepped down, we had National ...
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What's the Beef with: Harley Davidson Inc. (HOG)

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Harley Davidson Inc. (HOG) The “Hog Boys” ride again, the legendary American motorcycle manufacturer, Harley-Davidson has become an iconic ...
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Striking Gold! An AngloGold Ashanti stock analysis

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AngloGold Ashanti (ANG) The gold rush of the 19th century is a Tale filled with triumphs, hardships and greed. These attributes still ring ...
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Intellidex Reviews May 2019: International ETFs

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US President Donald Trump raised the ante on trade talks with China, turning the global markets into their gloomiest state for months. For ...
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Intellidex Reviews May 2019: Local ETFs

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We delayed releasing this note because of two important events which took place last week: the South African elections and the outcome of ...
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Our First Anniversary with InvestSure: a Round-Up

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Wait a minute!... Insurance for my investment? Yes, you heard right, with InvestSure you can insure shares (in companies) trading on the ...
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What's the Beef with: Uber stock analysis

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Uber Technology Inc. (UBER) Uber is not off to the races as we might have expected after that stellar $82 Billion valuation week. Listing ...
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Tech Roundup - Tim "Apple"on a shopping spree

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Tim Cook voice* - "Siri, what company shall we buy this week...?" Cheesy? Yes, but it is not that far fetched seeing as Apple’s Tim Cook ...
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Elections & Protecting Your Portfolio: Rand Hedged Stocks

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As the saying goes, in this world nothing is certain, except “Volatility and Elections.” Yes I made that up, but the one certainty we have ...
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Your Investment Portfolio and the 2019 Elections

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“In politics… never retreat, never retract…never admit a mistake” - Napoleon Bonaparte. These words spoken centuries ago still rings true ...
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What's the Beef with: Walt Disney stock analysis

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The Walt Disney Company (DIS) A not-so long time ago, in a galaxy not at all far away (cue dramatic music), we may be set to witness Stream ...
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Jumia stock analysis - Africa's unicorn with an SA connection lists on the NYSE

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  On Friday, 12th April 2019,  the German founded start-up Jumia Technologies listed on the NYSE after months of speculation. An indicative ...
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Intellidex Reviews April 2019: Other ETFs

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The JSE all share index edged up 0.8% in March driven by the rand hedges and large caps (+1.2%). Sentiment towards SA stocks remains ...
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What's the Beef with: Cronos Group stock analysis

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Cronos Group Inc. (CRON) Cannabis stocks and the Cronos Group in particular have been “blazing” trails since day one as this investment ...
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Intellidex Reviews April 2019: International ETFs

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The dim global outlook at the beginning of the year characterised by heightened China-US trade tensions and slowing growth looks like it is ...
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What's the Beef with: Capitec (CPI)

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Capitec (CPI) The year is 2001 and much like the original “Fab Four” back in the day major banking in South Africa thought it would live on ...
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EOH Holdings Limited sell-off: touching base

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EOH Holdings Limited (EOH) Riddled with dodgy Government deals, EOH, once the golden child of the market has lost its lustre over the last ...
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What's the Beef with: Netflix stock analysis

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Netflix (NFLX) “Tech is back baby” or is it? Only time will tell which means, get ready for an onslaught of earnings releases which include ...
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Intellidex Reviews April 2019: Local ETFs

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The first quarter of 2019 was somewhat contradictory. Concerns of a slowing global economy and trade tensions, which caused much ...
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What's the Beef with: Boeing stock analysis

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Boeing Co (BA) “Grounded” the word no airliner wants to hear ever! The multinational company was rocked by tragedy when an Ethiopian ...
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Intellidex Reviews March 2019: Other ETFs

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Bonds and cash were star performers in 2018. This is because of their low-risk attributes: investors tend to gravitate to lower-risk asset ...
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Intellidex March 2019 International ETF review

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Apart from a few declines in the local bond and property markets, most ETFs extended their new year rally during February as, ...
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Intellidex March 2019 local ETF review

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 The value of an equally weighted portfolio of non-commodity JSE-listed ETFs climbed 4.26% during February, slightly ahead of Intellidex’s ...
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South African Interest Rate Decision - March 2019

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The South African Reserve Bank (SARB)'s monetary policy committee will announce its interest rate decisions today at 15h00 SAST. Here is ...
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JSE Power Hour, Tax-Free Investing by Just One Lap

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With a new tax year having just kicked off, we thought it might be useful to share this recording from the team at Just One Lap, who ...
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Intellidex ETF Review for February 2019

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We’ve seen an upbeat start to the year for global markets which warmed to the US Federal Reserve’s sentiments of a more accommodative ...
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Intellidex ETF Reviews for January 2019

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2018 was marred by relatively high volatility and risk aversion in financial markets. Most equity markets – local and foreign – ended in ...
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What's the Beef with: Ferrari stock analysis

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Ferrari N.V (RACE) Ferrari, what an absolute pile of substandard racing machinery. Said No one EVER! The prancing horse has been idealized ...
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Ingham stock analysis on Naspers (JSE:NPN)

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 As we near Christmas, it is timely to revisit the JSE’s largest stock by market capitalisation, namely Naspers. You can’t escape this R1.2 ...
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"Buy-back complete and special dividend announced" - MN Ingham

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The mining behemoth has completed a significant share buy-back, for which there was strong shareholder demand. BHP has also announced a $1 ...
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What's the Beef with: Microsoft Corp

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Microsoft Corporation (MSFT) If it's reality you want, I suggest you look out the window. Microsoft’s window, that is, as the multinational ...
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"Maintaining discipline" - MN Ingham

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 BHP held a meeting with analysts on 21 November to update the market on capital allocation. The outlook is positive, and BHP remains the ...
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What's the Beef with: PepsiCO

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PepsiCo Inc. (PEP) The “Pepsi” brand is probably as “Iconic” as they come as this American multinational food, snack and beverage ...
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"Insure, to be sure" - MN Ingham

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I recently issued a note on Discovery and thought it timely to update the Easy Equities community on my latest thoughts on another insurer, ...
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Banking on innovation

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As the latest banking initiative shows, Discovery continues to evolve organically, happy to embrace change and capitalise on the innovative ...
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Intellidex Reviews for November 2018

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The stock market pullback that started towards the end of September continued during October. An equally weighted portfolio of ...
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"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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