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
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