Research Portal

What's the Beef with: Cronos Group Inc. (CRON)

/
Cronos Group Inc. (CRON) Cannabis stocks and the Cronos Group in particular have been “blazing” trails since day one as this investment ...
Find out more >

Intellidex Reviews April 2019: International ETFs

/
The dim global outlook at the beginning of the year characterised by heightened China-US trade tensions and slowing growth looks like it is ...
Find out more >

What's the Beef with: Capitec (CPI)

/
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 ...
Find out more >

What's the Beef with: EOH Holdings Limited (EOH) - touching base

/
EOH Holdings Limited (EOH) Riddled with dodgy Government deals, EOH, once the golden child of the market has lost its lustre over the last ...
Find out more >

What's the Beef with: Netflix (NFLX)

/
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 ...
Find out more >

Intellidex Reviews April 2019: Local ETFs

/
The first quarter of 2019 was somewhat contradictory. Concerns of a slowing global economy and trade tensions, which caused much ...
Find out more >

What's the Beef with: Boeing BA

/
Boeing Co (BA) “Grounded” the word no airliner wants to hear ever! The multinational company was rocked by tragedy when an Ethiopian ...
Find out more >

Intellidex Reviews March 2019: Other ETFs

/
Bonds and cash were star performers in 2018. This is because of their low-risk attributes: investors tend to gravitate to lower-risk asset ...
Find out more >

Intellidex Reviews March 2019: International ETFs

/
 Apart from a few declines in the local bond and property markets, most ETFs extended their new year rally during February as, ...
Find out more >

Intellidex Reviews March 2019: Local ETFs

/
 The value of an equally weighted portfolio of non-commodity JSE-listed ETFs climbed 4.26% during February, slightly ahead of Intellidex’s ...
Find out more >

South African Interest Rate Decision - March 2019

/
The South African Reserve Bank (SARB)'s monetary policy committee will announce its interest rate decisions today at 15h00 SAST. Here is ...
Find out more >

JSE Power Hour, Tax-Free Investing by Just One Lap

/
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 ...
Find out more >

Intellidex Reviews for February 2019

/
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 ...
Find out more >

Intellidex Reviews for January 2019

/
2018 was marred by relatively high volatility and risk aversion in financial markets. Most equity markets – local and foreign – ended in ...
Find out more >

What's the Beef with: Ferrari N.V

/
Ferrari N.V (RACE)
Find out more >

"A gift to yourself and your family this Christmas" - MN Ingham

/
 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 ...
Find out more >

"Buy-back complete and special dividend announced" - MN Ingham

/
The mining behemoth has completed a significant share buy-back, for which there was strong shareholder demand. BHP has also announced a $1 ...
Find out more >

What's the Beef with: Microsoft Corp

/
Microsoft Corporation (MSFT) If it's reality you want, I suggest you look out the window. Microsoft’s window, that is, as the multinational ...
Find out more >

"Maintaining discipline" - MN Ingham

/
 BHP held a meeting with analysts on 21 November to update the market on capital allocation. The outlook is positive, and BHP remains the ...
Find out more >

What's the Beef with: PepsiCO

/
PepsiCo Inc. (PEP) The “Pepsi” brand is probably as “Iconic” as they come as this American multinational food, snack and beverage ...
Find out more >

"Insure, to be sure" - MN Ingham

/
I recently issued a note on Discovery and thought it timely to update the Easy Equities community on my latest thoughts on another insurer, ...
Find out more >

Banking on innovation

/
As the latest banking initiative shows, Discovery continues to evolve organically, happy to embrace change and capitalise on the innovative ...
Find out more >

Intellidex Reviews for November 2018

/
The stock market pullback that started towards the end of September continued during October. An equally weighted portfolio of ...
Find out more >

"Glug, glug"

/
Monster Beverage Corporation remains a highly rated consumer stock at a forward price earnings ratio of 30x. Should you own it? That ...
Find out more >

What's the Beef with: Comcast Corporation (CMCSA)

/
Comcast Corporation (CMCSA) The “Sky” (no pun intended) is the limit it seems and if you are into E! Entertainment and Telemundo is your ...
Find out more >

What's the Beef with: The Coca-Cola Company (KO)

/
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 ...
Find out more >

What's the Beef with: International Business Machines Corp. (IBM)

/
International Business Machines Corp. (IBM) IBM has been around for ages, since 1911 and has given other iconic brands like Microsoft and ...
Find out more >

"Artificial intelligence burgeoning" - MN Ingham

/
Baidu is living up to its name, which roughly translates as “hundreds of times” in Mandarin. Judging by the searches in China, hundreds is ...
Find out more >

What's the Beef with: Clover Industries Limited (CLR)

/
Clover Industries Limited (CLR) Clover is “Krushing” it right now and if the F18 earnings release is anything to go by then this consumer ...
Find out more >

"Focused commodity exposure" - MN Ingham

/
Further to previous analysis, Mark still thinks BHP has solid fundamentals and in these jittery stock market times remains one of the ...
Find out more >

Intellidex Reviews for October 2018

/
In September JSE-listed ETFs gave up gains made in the prior month. An equally weighted portfolio of non-commodity JSE-listed ETFs lost ...
Find out more >

What's the Beef with: Adobe System Inc. (ADBE)

/
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 ...
Find out more >

"Sitting pretty at $80 a barrel" - MN Ingham

/
 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 ...
Find out more >

"A Time for Warner" - MN Ingham

/
Commonly known as a fixed line and mobile telecommunications conglomerate, with its origins dating back to Alexander Graham Bell, AT&T ...
Find out more >

What's the Beef with: Electronic Arts Inc. (EA)

/
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 ...
Find out more >

What's the Beef with: Tilray Inc (TLRY)

/
Tilray Inc (TLRY) The term “going green” has just gotten a new meaning as the Canadian based medical cannabis company Tilray has everyone ...
Find out more >

Value ahead of Motus unbundling - MN Ingham

/
EasyEquities investors with a canny eye for real value will be receptive to an oversold opportunity such as Imperial. The share price has ...
Find out more >

What's the Beef with: Activision Blizzard inc. (ATVI)

/
Activision Blizzard (ATVI) On Octobver 12 the world will go Black! BlackOps that is... Activision Blizzard are set to release Call of Duty: ...
Find out more >

CA here we come - MN Ingham

/
Broadcom (NASDAQ:AVGO) is a leading semiconductor device supplier that announced on 11 July that a definitive agreement had been reached ...
Find out more >

What's the Beef with: Netflix (NFLX)

/
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 ...
Find out more >

What's the Beef with: Caterpillar Inc. (CAT)

/
Caterpillar Inc. (CAT) Caterpillar Inc. (CAT) is just bulldozing (no pun intended) the competition out of the way with their results, and ...
Find out more >

DStv appearing live on the JSE

/
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 ...
Find out more >

What's the Beef with: Boeing Company (BA)

/
Boeing Company (BA) “Boeing”, the name that is synonymous with air travel is also the world’s largest aerospace company and leading ...
Find out more >

Naspers outperforms Tencent of late

/
Over time, Naspers has been a good portfolio choice for South African investors, and particularly EasyEquities investors, who have the ...
Find out more >

What's the Beef with: Apple Inc (AAPL)

/
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 ...
Find out more >

Spot 2020 EPS Edges Closer to R100

/
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 ...
Find out more >

'Turing' Up the Innovation

/
It is timely to assess Nvidia from a fundamental valuation point of view. For EasyEquities investors who are invested in Tencent indirectly ...
Find out more >

Cash Flush - BHP

/
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 ...
Find out more >

What's the Beef with: McDonald's (MCD)

/
McDonald's Corporation (MCD) What can be said about the famous golden arches that haven’t been said before? Maybe that this American fast ...
Find out more >

What's the Beef with: BHP Billiton (BIL)

/
BHP Billiton (BIL) BHP Billiton a diversified miner, multi listed stock and all-round power house of the JSE Top 40 has recently released ...
Find out more >

Bidcorp stock offering attractive comparable value

/
Bidcorp presents comparatively good value relative to international peers. At R290, the stock trades on a forward PE of 20x and EV/EBITDA ...
Find out more >

What's the Beef with: Nvidia (NVDA) update

/
Nvidia (NVDA) What “another great quarter” as stated by Jensen Huang (founder & CEO) on the release of the second quarter results ended ...
Find out more >

Understanding Market Volatility - Infographic

/
An Intro to Market Volatility Market volatility is a concept both seasoned and beginner investors need to understand and grasp if they are ...
Find out more >

What's the Beef with: Nvidia (NVDA)

/
Nvidia (NVDA) This stock is an absolute favourite of mine, not just because I am all about gaming (#BeForTheGame) and visuals (#Turing) but ...
Find out more >

What's the Beef with: Starbucks (SBUX)

/
Starbucks (SBUX) Starbucks, the name we all know and love reported earnings on 26th July with some surprising results, like: Consolidated ...
Find out more >

Intellidex Reviews for August 2018

/
ETFs remained largely flat in July with an equally weighted portfolio of the 64 ETFs that we cover marginally losing 0.43%. However, the ...
Find out more >

Mind the Gap - Brait

/
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 ...
Find out more >

Pick a number - Sasol

/
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 ...
Find out more >

Down to Earth with a Thump

/
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 ...
Find out more >

Intellidex Reviews for July 2018

/
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 ...
Find out more >

Option Pricing - Steinhoff

/
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 ...
Find out more >

Glencore DOJ Investigation, a Perspective by Ingham

/
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 ...
Find out more >

EasyEquities providing the investor with a bundle of choice

/
  EasyEquities is giving South African investors a bundle of choices through the mechanism of a pre-selected portfolio of shares that match ...
Find out more >

Here's looking at you! Results from our investor survey

/
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 ...
Find out more >

#Easy ETFs broken down

/
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 ...
Find out more >

Long4Life: It's all the Rage

/
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 ...
Find out more >

Intellidex Reviews for June 2018

/
ETFs struggled during May with an equally weighted portfolio of the 60 ETFs that reported returns losing 2.32%. Local-asset ETFs performed ...
Find out more >

What influences exchange rates - Infographic

/
The 6 Factors That Influence Exchange Rates To quote the film Wall Street: "Money never sleeps", this rings true in the currency exchange ...
Find out more >

Keeping a cool head in jittery markets

/
EasyEquities clients will probably be wondering whether latest global and local developments will weigh on their stock choices or ...
Find out more >

Forward Spot EPS surges

/
When filling up your car, remember that the basic fuel price is affected by the Mediterranean and Singapore or Mediterranean and Arab Gulf ...
Find out more >

Catching a Falling STAR?

/
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 ...
Find out more >

Infographic: Precious Metals and Diversification

/
Precious metals are not just about looking good and fashion appeal. With all the desirable traits for monetary metals, it's no wonder that ...
Find out more >

Preferred exposure in telecos

/
In previous analyses on telecommunications stocks I have advised that listed companies such as Vodacom, MTN, and Telkom, should be treated ...
Find out more >

Cannon Asset Managers - Monthly review

/
  Cannon Asset Managers provides their investors with great monthly insights around market themes and this month they look at the power of ...
Find out more >

Intellidex Reviews for May 2018

/
April was a good month for ETF investors, particularly those invested in international funds. Local equities recouped most of the losses ...
Find out more >

Q1 Tencent results due 16 May

/
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 ...
Find out more >

Infographic: EasyEquities research portal insights

/
We've got some interesting insights from our EasyCommunity, on the different instruments and shares you have bought. In this infographic, ...
Find out more >

Significant progress in a short time

/
Lifestyle Group Long4Life reported a fine set of result for the eleven months ended 28 February 2018. The company listed listing on the JSE ...
Find out more >

Infographic: What Berkshire Hathaway actually does

/
Run by Warren Buffett, who is often referred to as one of the most successful investors in the world, Berkshire Hathaway is a listed ...
Find out more >

Intellidex Reviews for April 2018

/
The local bourse retreated during March, taking direction from the global markets which were spooked by a looming trade war. JSE ...
Find out more >

Jaw not war, for now

/
At this point, it is premature to assume a very bad future outcome with respect to American trade policy. Whilst investors, including Easy ...
Find out more >

Purple Group unaudited summary for until 28 February 2018

/
Purple Group (PPE) have released the group's unaudited consolidated results for the six months ended 28 February 2018. EasyEquities' growth ...
Find out more >

Ciao private equity, hello (again) JSE

/
EasyEquities clients can look forward to an attractive new addition to their investment options. Subject to the usual caveats and market ...
Find out more >

Keeping calm in taxing times

/
With April underway, topics concerning us all included a higher rate of VAT in South Africa, a trade skirmish started by the Trump White ...
Find out more >

The scale of Amazon in an infographic

/
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 ...
Find out more >

Rallying round

/
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 ...
Find out more >

Trolley for Trolley

/
All supermarket trolleys are not created equal, and a street turf battle has waged for some years to get more of the consumers’ grocery ...
Find out more >

Naspers Valuation Update on Tencent Sell-Down

/
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. ...
Find out more >

Mind the Gap

/
The majority of us have bank accounts with the “big four” banks and, grudgingly, swallow debits for all manner of charges for transactions ...
Find out more >

Intellidex monthly review: March 2018

/
  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 ...
Find out more >

Progressive dividend hard to justify

/
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 ...
Find out more >

Listeriosis Infiltrates HACCP

/
For many South Africans, polony, among other processed meats, is a staple foodstuff that is affordable and nutritious. The presence of a ...
Find out more >

Keeping in Good Company with Your Equities

/
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 ...
Find out more >

Strengthening Fundamentals - M Ingham

/
Since my last note on Anglo American dated 16 February (see “South African political tailwind”) the company has reported a pleasing set of ...
Find out more >

Undervalued Offshore Opportunity on Rand Strength

/
Bidcorp, the international foodservice specialist, reported good underlying constant currency results for the six months ended 31 December ...
Find out more >

Intellidex monthly review: February 2018

/
  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 ...
Find out more >

South African Political Tailwind

/
A week is a long time in politics, a quote attributed to British Prime Minister Harold Wilson. In South Africa, the winds of political ...
Find out more >

A Hedged Half

/
Harmony produced a very solid set of interim results for the six months ended 31 December 2017. The result exceeded my earlier expectation ...
Find out more >

Bid-divest

/
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 ...
Find out more >
More Blog Posts
SEARCH ALL RESEARCH