Clear market notes built around the JSE, the rand, and what matters locally.

2026-07-28 12:30 • The Motley Fool Positive Axe Cap view: Selective

The article highlights three high-yielding dividend stocks—Brookfield Infrastructure, Energy Transfer, and Realty Income—that generate substantial excess cash flow after paying dividends. These companies reinvest retained cash into expansion projects and new investments, supporting dividend growth and stock price appreciation while delivering strong total returns to investors.

Axe note: Brookfield Infrastructure, Energy Transfer, and Realty Income prove strong cash flow fuels steady dividends and expansion.

2026-07-28 12:20 • The Motley Fool Mixed Axe Cap view: Selective

Vanguard Health Care ETF (VHT) outperforms VanEck Biotech ETF (BBH) with lower fees (0.09% vs 0.35%), higher dividend yield (1.6% vs 0.5%), and superior 5-year returns ($1,278 vs $1,004 on $1,000 invested). VHT offers broad diversification across 411 healthcare holdings, while BBH provides concentrated biotech exposure with 25 stocks and higher volatility.

Axe note: Vanguard’s broad healthcare ETF beats biotech-focused rivals, but local links matter for JSE investors.

2026-07-28 12:18 • The Motley Fool Positive Axe Cap view: Selective

The Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Dividend Appreciation ETF (VIG) have delivered similar returns over the past decade (12.4% and 12.8% annually, respectively), but employ different strategies. SCHD screens for balance sheet health, yield, and dividend growth, while VIG focuses solely on 10+ years of dividend growth history with market-cap weighting. Despite SCHD being the superior dividend ETF overall, VIG is expected to outperform over the next 20 years due to its greater growth and tech sector exposure.

Axe note: Comparing two popular US dividend ETFs through a South African investor’s perspective highlights key differences in strategy and growth potential.