EasyStreet

spar's been range bound between 44 and 47 for ages now. the dividend yield is still decent at that level but you're not getting growth, just slow bleed from load-shedding hitting foot traffic. gonna be shocked if they crack 50 without a proper turnaround in consumer spend or a margin surprise from their wholesale side.

3.39 and holding. Not bad today

Let's go PANW, run it up!

@bayman_jse happens every single time we get a run

someone's selling hard at 11.50. typical tuesday nonsense

48.10 now, come on push higher

Morning all, LIN looking rough.

Morning all, let's see what happens

Morning all, let's go.

META closed at 556.71 and the ad business is still firing on all cylinders. Revenue growth is real, not just hype, and they're actually making money now instead of burning it on metaverse stuff nobody asked for. Compare that to where they were two years ago and it's night and day. Long term if they keep the platforms sticky and the AI ads working, this is a solid hold.

Morning, let's see what Apple does today

PIK at R19.01 is still nursing that beaten-down valuation after the margin pressure, but if they can stabilize their own-brand mix and get costs under control, there's upside sitting here. Dividend yield is decent enough to hold through the noise while we wait for the operational

@mumu_data ja, debt's the real problem here. Revenue growth feels stuck.

Bear's got a point though, the feed and electricity costs are the real killer. But RCL's actually got decent scale in milling and the poultry side still moves volume even when margins get squeezed. I reckon if they can hold costs steady through the next earnings cycle they've got legs, but yeah, 8.10 assumes a lot goes right. Load-shedding alone could flip the whole story.

@rawssy_links yeah the guidance looks solid on that front. people panicking over nothing

The database cash machine plus cloud infrastructure growth at these prices is actually interesting. 23% cloud revenue isn't much yet but the margin trajectory on that segment is what matters, and they've got customer stickiness Salesforce will never match. If Ellison keeps executing on the infrastructure side without destroying database economics, this could surprise people in three years.

CVX closed at 196.83 so sitting just below that 200 level. Dividend's still solid and the refineries are making decent margin on the crack spread, but I'm watching whether they can actually grow production instead of just returning cash. Energy stocks feel stuck between the macro uncertainty and the reality that oil's not going anywhere for years. Not convinced it's a screaming buy from here but not leaving either.

linde's been solid on the industrial gases side but the engineering services division is what worries me. margins got squeezed last quarter and they're still expensive at current multiples compared to what air products is trading. long term the healthcare and semiconductor demand should hold it up though.

All my junk is red, INTC leading the way down.

All my TKG is red at 54.59 but I'm not panicking. Fixed-line revenue keeps sliding and the mobile side hasn't really moved the needle yet, but at least they're finally investing in fibre and not just milking the old copper network. The debt is heavy though, makes it hard to see when they actually turn this thing around. Gonna be shocked if they don't cut the dividend again.