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Posts by Barry Dumas

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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