Walt Disney Co is a strong brand with an effective execution that has helped OpCF and FCF grow during the years. In this short article, I would like to show you why I am interested in Disney and I … [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 […]
LVMH
LVMH BETTER IN MY PORTFOLIO THAN IN MY WARDROBE … [Read more...]
GILEAD: a lower price is the best medicine
Many investors have been showing their disappointment in Gilead share price. In fact, in the last 2 years GILD has gone nowhere but down. In this short article, I will explain why this is … [Read more...]
FCAU: is 30$ the new target?
FCAU: Fiat Chrysler Auto is the 4th biggest car company by units in USA and includes multiple brands (Chrysler, Jeep, Maserati, Fiat, Alfa Romeo, Dodge, Ram ...). Even if FCAU doesn't … [Read more...]
how life is better when you are financially Independent
Life is beautiful … [Read more...]
Munich Re: Dividend Machine
Munich Re the biggest Reinsurance in the world, is an amazing revenue generator. Some history In the last 30 years, it went from distributing 30m€ to 1.3B€ and it also repurchased 30% of its own … [Read more...]
Munich Re: the first European Dividend Aristocrats
Introduction Munich Re is the biggest Reinsurance in the world by revenue; it is also one the longest Dividend Aristocrats. He never decreased the dividend since 1970, 46 years increasing … [Read more...]
Intesa SanPaolo: The European Wells Fargo
Introduction Wells Fargo is one of the most respected and most profitable banks in the world and it might have an European cousin in Intesa SanPaolo (ISP.MI). I will try to explain shortly why and … [Read more...]