Although we are now deep into the recovery phase of the COVID downturn, I still remain shocked at just how resilient Google’s parent company Alphabet has proved these past 18 months. I mean, a brief sequential drop in revenue and profit was about as bad as it got in FQ2 2020, and even then California-based Alphabet still managed to mint billions in net income and…

We are two-thirds of the way through the third quarter so my apologies for the lateness of this update! Q2 was another excellent one for stocks in general – with the 8.5% return posted by the S&P 500 representing an acceleration on Q1. Unfortunately, I had a slight hiccup with my own portfolios. For reasons I can’t explain, post-April I stopped manually executing the monthly…

My coverage of Wells Fargo (WFC) to date has basically been to channel a kind of Michael O’Higgins “Dogs of the Dow” approach. O’Higgins hypothesized that, thanks to their size, big blue chip firms often have a bit more breathing space to sort out any issues that may be plaguing their stock prices. In the meantime, reinvesting larger than average dividends yields (which is of…

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 that time too. Ultimately the SAB deal has left AB InBev with a bloated balance…

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, the selection process here is slightly more refined than just collecting the highest yielding stocks…