21 September 2018
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 with power-ho...
19 September 2018
Caterpillar Inc. (CAT) Caterpillar Inc. (CAT) is just bulldozing (no pun intended) the competition out of the way with their results, and looking at t...
19 September 2018
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 entitled “Marked-d...
14 September 2018
Boeing Company (BA) “Boeing”, the name that is synonymous with air travel is also the world’s largest aerospace company and leading manufacturer of co...
12 September 2018
Over time, Naspers has been a good portfolio choice for South African investors, and particularly EasyEquities investors, who have the benefit of frac...
7 September 2018
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 most recogn...
6 September 2018
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 two variab...
6 September 2018
It is timely to assess Nvidia from a fundamental valuation point of view. For EasyEquities investors who are invested in Tencent indirectly through Na...
31 August 2018
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 weakness. At ...