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Posts by Barry Dumas

New Stocks Land on Easy

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New U.S additions to the EasyEquities platform Our Easy investor community have spoken, and we listened, debated and added some of your ...
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Aussie Aussie Aussie, Oi Oi Oi!

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EasyEquities Australia Aussie Oi, Aussie Oi! as we are beyond excited to launch EasyEquities Australia and take over the investment ...
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The Young Warren Buffett of Bothaville

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Henno Nel Portfolio insights Who needs the “Oracle of Omaha” or those investors from the “Sherwood Forest” when we have our very own ...
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The Harvard guy is making headlines again (FB)

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Facebook Inc (FB) The social network's dirty laundry is being aired once again as Mark Zuckerberg tries to save face with an about-turn on ...
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BIG BOY Bank (JPM)

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JP Morgan Chase & Co (JPM) The "El Patron" of investment banking and financial services in the U.S., JP Morgan Chase & Co could gain ...
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“Junk Status 2.0”

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South African debt market With the COVID-19 pandemic attracting all the headlines and focus from market participants and Central Banks ...
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Going Pro might not be that expensive?

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GoPro Inc (GPRO) This niche market might have gone from “Riches to Rags” over the last couple of years but is worth the look as it might ...
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Taking the fight to COVID-19

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Coronavirus stocks The coronavirus pandemic has spread far and wide and has genuinely changed the way we view the world and for investors, ...
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Big Pharma to the rescue (GILD)

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Gilead Sciences Inc (GILD) Gilead has become as controversial as the lockdown rules, but there is no stopping this American bio ...
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Meds for COVID-19

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Healthcare Sector The global healthcare system has been pushed to the brink of exhaustion while the COVID-19 pandemic rages on as the world ...
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Small Caps, the little engines that can!

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Small Caps The little engines that can are usually overlooked when compared to their bigger counterparts, but some of these companies hold ...
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The new “retail” normal is on fire!

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E-commerce stocks Through great hardships comes excellent opportunity, especially so for companies who geared and upgraded their businesses ...
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The E-commerce’s Boom? (EBAY)

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eBay Inc (EBAY) Not even the dotcom bubble could damper the success story of eBay, but it begs the question, will it remain inflated during ...
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New Stocks on the Block (NSOTB)

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New stock additions to the Easy platform “You got it, the right stuff!” is a combination of different factors which cater to various facets ...
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This is no “Micky Mouse” company (DIS)

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The Walt Disney Company (DIS) What can be said about the Walt Disney company that has not been said before? One thing for sure is that this ...
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Vaccine incoming! (JNJ)

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Johnson & Johnson (JNJ) I have been “stuck on Johnson & Johnson like Band-Aid’s stuck on me” after reports surfaced that the pharma giant ...
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Bargains in the Retail bin

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Retail sector The South African retail sector has been in the bargain bin for some time now and might offer a once in a lifetime investment ...
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Airlines might be a flight of fancy, for now!

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Airliners To say that Airliners have been affected by the COVID-19 pandemic would be an understatement which spared no one locally or ...
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“The force is strong with this one”

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The Walt Disney Company (DIS) No need to “Use the force, Luke” or feel like you have been frozen in carbonite during lock down without a ...
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Moody about Banking

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South African Banking System No mood swings accepted here! But the Banking System might experience levels of discomfort last seen during ...
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Setting sail on a Royal Caribbean Cruise

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Royal Caribbean Cruises Limited (RCL) In scouring the vast ocean of stocks, searching for endless opportunities to capitalize on when the ...
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When opportunity knocks on oil

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The Oil Market and Sasol Limited (SOL) The Oil market has seen it’s fair share of ups and downs, but mostly downs the last couple of weeks ...
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The people’s bank 2.0 (CPI)

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Capitec Bank Holdings Limited (CPI) The “people’s bank” has come a long way in defying the odds by innovating and changing the way we look ...
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SASOiL

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The Oil Market and Sasol Limited (SOL) The world seems to be at a turning point with the effects of COVID-19 filtering through to the ...
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When Goliaths meet

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Video Gaming Industry What’s your poison? Shooters or Strategy? Racing or Footy? When two of the biggest gaming brands go head to head, who ...
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MTCH made in heaven

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Match Group Inc (MTCH) Finding your MTCH on an exotic Royal Caribbean Cruises RCL destination sounds like every romantic's dream? Well, ...
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Cards for Africa (MA)

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Mastercard Inc. (MA)
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Moody's Blues

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“Junk Status” They say history repeats itself and patterns are fractal? Twenty-five years ago, South Africa received Moody’s Investment ...
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Flatten the curve

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Air Products & Chemicals Inc (APD) It’s off to the races as investors and investment managers alike try to find some protection against the ...
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Perspective is everything!

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Financial Market Cycles If I had a penny for every time, I heard the phrases "this is the end of the market", "a total collapse of the ...
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(SOL) Waiting for a lifeline

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Sasol Limited (SOL) The opening line, “I believe in miracles” from Hot Chocolate’s 1975 hit “you sexy thing” might be more relevant to ...
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Social Dissonance 2.0 (WMT)

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Wal-Mart Stores Inc (WMT) The people of Walmart come in all shapes and sizes, but nothing has delivered as much excitement as the recent ...
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Bundles of Joy

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Managed Bundles on the EasyEquities platform Bundles of joy come in all shapes and sizes, and the level of excitement around the ...
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Open a can of “Happiness”

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The Coca-Cola Company (KO) "Open Happiness" the 2009 Coke slogan rings true with the confirmed cases in the coronavirus in excess of ...
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Feels like the Daytona 500

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The local and international markets are moving faster than a stock car at the Indianapolis 500, and it looks like we are not making a pit ...
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Time to travel (EXPE)?

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Expedia Group Inc (EXPE) While the pending pandemic placed a hold on your travel plans and the idea of sipping a couple of Corona’s under a ...
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The Budget Blows Up!

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The 2020 Budget Speech Result "Winning takes patience, prudence and perseverance. As Saint Paul tells us we must run in such a way that we ...
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How to Vaccinate your portfolio

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It's only the second month of 2020, and the world has already averted a nuclear world war, and now we are at odds with a world epidemic ...
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ETFs, friend or foe?

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Exchange Traded Funds (ETFs) Friend or foe? You decide, but there is no ignoring the fact that Exchange Traded Funds (ETFs) have become the ...
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Drop(box) it like it hot

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Dropbox Inc. (DBX) Hosting has taken on a whole new meaning since this cloud-based storage company arrived on the scene, and the famous ...
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(SHOP) till you drop!

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Shopify Inc (Shop) Shopify, not to be confused with Spotify has undoubtedly changed the way we view e-commerce with its online retailer’s ...
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Final clearance sale (Steinhoff)

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Steinhoff International Holdings NV (SNH) Emotions of pain and regret still run deep for investors who lost more than they bargained for ...
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The Billion Rand Man! (ARC)

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Mining legend and businessman extraordinaire, Patrice Motsepe, made headlines recently. Thrown in with a side of Trump fries, his ...
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"Intel" required (INTC)

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Intel Corporation (INTC) Every bit of "intel" is required to make profitable investment decisions nowadays, but for some, Silicon Valley ...
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Is the time right for some “Retail therapy”?

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With the economy trotting along to avoid the dust bin, our retailers saw their worst year in over two decades gauging from the general ...
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Member of the $100B club (TSLA)

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Tesla Inc. (TSLA) Cyber trucking through the Hollywood hills, counting your Benjamin’s while reflecting on all the naysayers as your ...
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Here's my Amex

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American Express Company (AXP) For some the blues is like American Express, they never leave home without it! But there is nothing to feel ...
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Being first had its perks, a Netflix story

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Netflix Inc. (NFLX) Options, options, options! With so many options in the streaming entertainment space nowadays, one might wonder if the ...
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How did EasyEquities Research stack up in the U.S.A

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EasyEquities Research U.S stock review You pick a stock, I pick a stock, we all pick stocks! Everywhere you look, analysts, traders, the ...
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Retail therapy with Woolworths (WHL)

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Woolworths Holdings Limited (WHL) Retail therapy can come in all shapes and sizes, like a CEO resigning while you are drinking your ...
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The Beef's guide to Safeguard your portfolio

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With missiles flying back and forth, 2020 has kicked off with a “Bang” while some say World War 3 is upon us? Fact or Fiction the markets ...
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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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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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