Research Portal

Posts by Barry Dumas

5 undervalued stocks this Black Friday

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Consumers are chomping at the bit to score that "great deal" on soft drinks and other consumables on Black Friday but we cannot ignore the ...
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Investment banking 101: the Goldman Sachs way

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The Goldman Sachs Group, Inc. (GS) From Wall Street to Hollywood, the allure of the investment banking world has gripped our imaginations ...
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Estée Lauder's sweet smell of success

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Estee Lauder Companies Inc (EL) The sweet smell of success only got sweeter, and the businesswoman behind it all said it best when ...
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Telkom, the old darling of telecoms

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Telkom SA SOC Limited (TKG) Once upon a time in a South African town not that far away, the darling of telecommunications (when it was the ...
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Boxes are making a comeback (ROKU)

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Roku Inc. (ROKU) It looks like Sixth time’s the charm for CEO Anthony Wood judging by the stellar run Roku Inc. has had since going public ...
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(V) for VISA

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Visa Inc. (V) The only (V) for Vendetta we will see this time around is with ourselves, and that is because we didn't buy more, more of ...
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The new SPCE race

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Virgin Galactic Inc. (SPCE) Is it time to prepare the hyperdrive? Virgin Galactic will be the first spaceflight company to make the jump ...
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A snap back to Earth - Under Armour Inc.

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Under Armour Inc (UAA) From making moisture-wicking T-shirts in grandma’s basement to producing space suites for Virgin Galactic’s outer ...
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Refined management, new style for Sasol

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Sasol Limited (SOL) Sasol might need the “AmaGlugGlug” magic of old to return to the integrated energy and chemical company judging from ...
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Hasbro Inc: the real toy story

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Hasbro Inc. (HAS) It’s the battle of the 80s toymakers, and pretty much like Optimus Prime, Hasbro has transformed into a force to be ...
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The peoples' bank on 20% earnings increase

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Capitec (CPI) Banking! Boredom, reincarnate comes to mind when I think of banking, but that is all about to change with innovations by the ...
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What's inside the #BackTheFlag bundle

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BackTheFlag bundle link  Stimulating the economy? Check. Supporting an eco-friendly movement through your investments while donating to a ...
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The Beef's top 10 offshore cuts

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While the local economy is in for “repairs” the question remains? Where can we invest our hard earned Rands while times are tough? The ...
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AT&T gets the last laugh

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AT&T (T)  Some critics and cinema goers believe that the “Joker” is no laughing matter. The controversial film by Warner Bros. just made ...
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The Beef's top 10 cuts

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Nowadays it feels easier to decipher the Gaussian Integral mathematical equation than picking a wining stock on the JSE from the get-go. ...
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The Beef on securing the bag: USD IPOs

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Ready or Not, we are a go for launch? The year started with much anticipation for high-profile companies like Uber, Lyft, Pinterest, Beyond ...
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Small Caps - JSE category

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Not to be confused with a small “head dress” but you might have heard investors talk about investing into Small Caps or Small Cap stocks? ...
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To a pulp and out (of the Top 40)

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Sappi Limited (SAP)  “Falling out” of favour might be hard for some but I am pretty sure the worlds largest manufacturer of dissolving wood ...
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In QQQ we Trust: Invesco ETF analysis

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Invesco QQQ ETF (QQQ) ETFs are the way of the future? ETFs are the next Market bubble? I do not know, but this popular investment vehicle ...
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Does Shoprite make the shopping list?

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Shoprite Holdings Limited (SHP) Grocery shopping does not count as “Retail therapy” but Africa’s largest food retailer's share price is ...
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FirstRand stock analysis: the race for digital dominance

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FirstRand Limited (FSR) Who would have thought banking can be made fun? The race is on for digital dominance in the local banking sector ...
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WeWork on the way

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We all work together! This much anticipated Initial Public Offering is set to start its IPO roadshow this week. WeWork has lowered its ...
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What is the Tractor Supply Company?

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Tractor Supply Company (TSCO)  “The Stuff You Need Out Here” is a slogan that totally summarizes the total offering of this American retail ...
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Gold: the talk of the town

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Sibanye-Stillwater Limited (SGL) Gold has become the talk of the town as global economic fears rage on the commodity sector especially ...
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Swipe for dividends: Standard Bank stock analysis

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Standard Bank Group Limited (SBK) The recent slump in the banking sector has not spared Africa’s largest lender by assets Standard Banks ...
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Kellogg's: Snap, Crackle, and Dividends

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The Kellogg Company (K)  Whether you got it all this morning, or you have a Snap, Crackle and Pop in your step, Kellogg’s has certainly ...
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NVIDIA Corp stock analysis: The way it's meant to be played

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NVIDIA Corp (NVDA)  The Nvidia slogan “The way it's meant to be played” gives a glimpse into the way gaming has evolved and how it should ...
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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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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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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'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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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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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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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: Facebook Inc. stock analysis

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Facebook Inc (FB) The social network has come a long way since “the” Facebook days, and in recent years as popularity grew, so did the ...
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What's the Beef with: FAANG stock analysis

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FAANG stocks Probably the most popular and important investing acronym to be aware of this century, the “FAANG” index has gripped the ...
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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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What's the Vibe in the USA

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What’s Vibe’in in the USA It feels like the year 2015, the future as all Back to the Future enthusiasts will know where flying cars, ...
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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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