I’m all about dividend yielding stocks with a good PE ratio but at the moment I’m torn! Like you say Tabacco and event alcohol are profitable but governments are cracking down on those industries and continue to pound it with sin tax which scalps profits into tax

I do like some energy minging and lumber stocks in Brazil look good but j still need to do the calculations on inflation in those countries and then the exchange rates because a lot of this could LOOk like you making money but you actually making a loss

With the bond market and gold markets kept down by government policy it’s hard to price assets and cash flow

So I just Make it simple and hit the BTC if BTCs yield eventually comes down you can jump into value stonks that offer a better return