CVS has just started a big run that could last many years, even if not many people trusted in the management after the company shares lost 50% from 2015 to July 2019 (with 52$ as bottom … [Read more...]
Swiss Re is the largest Swiss Reinsurer and it’s dividend is sweeter than choccolate. Its capitalization 30BCHF is 20% cheaper than its book value (37B […]
Rio Tinto, as other mining companies, has been suffering in the last 5-7 years the decrease in commodity pricing and they have been deleveraging to […]
CVS has just started a big run that could last many years, even if not many people trusted in the management after the company shares […]
LVMH BETTER IN MY PORTFOLIO THAN IN MY WARDROBE
This week, I found some interesting articles in the web from Berkshire Hathaway annual shareholder meeting. In one of the articles, Mr Warren Buffet was […]
SWISS RE Dividend is sweeter than chocolate
Swiss Re is the largest Swiss Reinsurer and it's dividend is sweeter than choccolate. Its capitalization 30BCHF is 20% cheaper than its book value (37B CHF). Extremely solid Solvency II ratio … [Read more...]
Red Electrica Spanish Dividend Aristocrat
Red Electrica is 9B€ capitalization company that manages the electric grid in Spain one of the longest dividend aristocrats in Europe (17 years) with a current 4.9% dividend a very … [Read more...]
Saeta Yield is showing SOLAR Growth
Saeta is a 800m€ Spanish Yieldco, with 900MW in solar and wind farms with a very conservative approach focused on growth despite its 7.8% dividend. It’s targeting 10% growth and considering its small … [Read more...]
Rio Tinto is excellent for mining Dividends
Rio Tinto, as other mining companies, has been suffering in the last 5-7 years the decrease in commodity pricing and they have been deleveraging to reduce costs and risks. The best in this group is … [Read more...]
Is Retail business really doomed?
This week, I found some interesting articles in the web from Berkshire Hathaway annual shareholder meeting. In one of the articles, Mr Warren Buffet was explaining why he sold his Walmart shares, … [Read more...]
Possible Merge between Abertis and Atlantia
It looks like Dividend for Life is not the only one appreciating Abertis Cash flow consistency, Atlantia, one of the biggest toll road operator in the world, is considering merging with … [Read more...]
This road is paved with DIVIDENDS
ABE.SM is one the biggest toll road company in the world, one of the most profitable. Not only they increase its cash dividend consistently, but also they distribute 5% in additional … [Read more...]
What is Free Cash Flow? and always look for Capital Effective businesses
Any investor has to understand and evaluate company's Free Cash Flow. When I was younger, a lot younger in school, in order to teach me financial and economical terms they used to compare it with a … [Read more...]
My “Fab 4”
High Free Cash Flow, low Debt, excellent Top Executives and an expected price decline are key for success. They are my FAB 4. The Beattles will be forever The FAB 4, however I took the liberty of … [Read more...]