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 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…

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…