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2026-08-05 14:30 • The Motley Fool Positive Axe Cap view: Selective

The Vanguard International High Dividend ETF (VYMI) is outperforming both the S&P 500 and broader international ETFs in 2026, despite receiving limited attention. With a $19.5 billion asset base, a 3.5% dividend yield, and a low 0.07% expense ratio, the fund offers quality dividend stocks with minimal tech exposure (5.4%) and strong exposure to financial services and industrial sectors.

Axe note: The Vanguard International High Dividend ETF leads global income plays with steady dividends and low costs.

2026-08-05 14:20 • The Motley Fool Negative Axe Cap view: Selective

Tesla and SpaceX have lost a combined $1.19 trillion in market value since June, with Tesla down 20% and SpaceX down 40%. Both companies are heavily investing in ambitious AI projects—Tesla in Optimus robots and full self-driving, SpaceX in orbital data centers—requiring billions in spending and debt. SpaceX faces additional pressure as lockup period restrictions begin expiring, potentially flooding the market with shares. The article suggests these declines may present buying opportunities for long-term investors willing to tolerate near-term volatility.

Axe note: Tesla and SpaceX have massively lost value amid heavy spending on AI and space projects—should South African investors buy the dip?

2026-08-05 14:19 • The Motley Fool Positive Axe Cap view: Selective

Booking Holdings and Carvana represent different investment profiles in the consumer sector. Booking operates a profitable global travel platform with $26.9B in FY2025 revenue, 20.1% net margins, and $9.1B in free cash flow, trading at a Forward P/E of 18.5x. Carvana is aggressively scaling with 48.6% revenue growth and $20.3B in FY2025 revenue but thinner 6.9% margins, trading at a premium Forward P/E of 38.5x. The analyst recommends Booking as the better buy for long-term investors due to its superior profitability, attractive valuation, and consistent earnings performance, despite acknowledging Carvana's impressive turnaround story.

Axe note: Booking's proven profitability and fair valuation outshine Carvana's rapid growth with risky margins.