EasyStreet

1.22 again, frustrating as hell though.

6.80 now, down again eish

R3.93 now. Let's go!

MA keeps printing money because every time you swipe your card somewhere, Mastercard takes a tiny cut. Problem is the stock's already priced in all that growth, so there's not much left to get excited about at these levels.

19.35 now, eish. Red again today.

@someone ja, been saying this for weeks now

@kagiso_student nah not yet, waiting to see where this lands first

4.08 now, nice move up today

652.58 now, down but holding steady.

Cisco makes the networking gear that runs most company offices and data centres, so when businesses spend money they usually end up buying from them. At 118.39 the valuation isn't crazy and the dividend is decent if you're looking for some income while you hold it.

all my poultry stocks are getting hammered this year

@k_maphosa but didn't they just pick up Actelion for actual revenue, not just pipeline hope?

@cape_steel data centre upgrades are forced though, older chips can't handle AI workloads, yeah?

the thing is, people still need clothes even when money's tight, and mr price's whole thing is selling the cheaper stuff. so when load-shedding's hitting everyone's wallet, that's actually when value retailers do okay.

@cape_steel classifieds are tough, yeah, but the real money is in their stakes in the bigger platforms, stuff like their chunk of Takealot and the fintech plays. If those grow, NPN follows even if the classifieds part just sits there doing nothing.

MA keeps printing money off every swipe

All my junk is red but NPN looks decent at 721.69

@bongani_crypto_curious yeah exactly, everyone needs it now. That's the thing though, need doesn't mean the stock goes up forever, market's already pricing in that growth. But the retention data shows people actually stick around, which is different from hype stocks that crash when reality hits.

@fees_first_dan exactly, sentiment swings it more than the actual business does

RTX makes jet engines and missile systems, stuff the military and airlines actually need to buy. Defense spending isn't going anywhere and commercial flying is back, so the demand side looks solid to me.