Despite being a disappointing performer, I remain a big fan of Budweiser and Stella Artois owner AB InBev (BUD). I know that may sound daft given its ongoing struggle to digest the $110b purchase of SABMiller a few years ago, and that’s before even mentioning the woeful stock returns in…

It has been just under a year since the Vanguard International High Dividend Yield ETF (VYMI) first featured here. Remember this is basically a sister to domestic-focused VYM – the Vanguard High Dividend Yield ETF – which I’m sure many readers will know quite well. Despite its name suggesting otherwise,…

As regular readers will know, Molson Coors (TAP) had its issues even before COVID hit. In very broad terms I think you can boil those down to two points. Firstly, the company took on a bunch of debt to buy out the rest of the MillerCoors JV in 2016. Debt…

A year ago it might have been tough to imagine Toronto Dominion (TD) putting down the kind of financial results it has of late. The economic environment was obviously pretty darn scary back then, with the early economic data resembling nothing ever seen before. The potentially devastating impact to bank…

It really doesn’t feel like three months have passed since the last portfolio update. Domestic stocks largely continued where they left off, with the S&P 500 gaining another 6.2% inclusive of dividends in Q1. That came amid a $1.9t stimulus package and the ramping up of vaccine programs across the…