BBVA is the 2nd largest Spanish Bank (by capitalization) with business concentrated in Mexico, Spain and Turkey and with its profit growing fast (+ 50% in Q1 2023) thanks to strong operations in Mexico and interests’ rates increase in Europe. BBVA is a competitive and succesful player thanks to its technology and customer
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 or maintaining the dividend. It’s not a coincidence that the biggest shareholder is Warren Buffett, a well-known investor that he is always looking for profitable and
In music the Fab 4 were the Beatles and incredible band that has changed not only the music and but one entire generation. In my analysis, I have my Fab 4. This is my four principles for evaluating an opportunity: Free Cash Flow above 10% and sustainable Limited or manageable Debt Excellent stewardship
Rio Tinto is the 2nd largest mining company by Capitalization, with large majority of its revenue coming from Iron Ore, while Copper and Aluminum are the other main source of profit. If Rio Tinto reinstates its buyback program, I won’t be surprised to see 30-40$ dividend in 2030, especially if inflation materializes.
Royal Mail Group is the UK and Ireland postal service with a capitalization of more than 4B GBP and more than 500 years of experience in delivering parcels and letter The Company consists of two principal operations. Its United Kingdom-based operation includes Royal Mail and Parcelforce Worldwide (Royal Mail) and its international operation is General
BHP is the world largest mining company by Capitalization and revenue, with a diversified business from Iron Ore to Copper, from Nickel to Oil and Gas. It was badly affected by the Samarco dam collapse that killed 13 people and damaging a large area in Brazil, but diligently it has recovered from that tragedy.
Intesa Sanpaolo is the largest banking group in Italy, also with presence in East Europe, Russia and Egypt. It’s a bit unusual bank as its main revenue generator is assets management and insurance, strategy that has worked very well in a low interest economy. The company is one of the best capitalized banking group in