Piensa en echarle unos eurillos a alguna de las grandes mineras de oro. Yo tambien tengo algo de liquidez ahora pero realmente prefiero guardarla para comprar alguno de mayor calidad en caida de mercado.
Lo que noto es que lo que queda por subir es la ‘chustilla’ y por eso no ha subido. No se, sensaciones.
¿Y en lugar de mineras de oro no preferirías comprar un ETF de Oro directamente?
Me refería simplemente a cazar una reversión a la media, por ejemplo, con Barrick Gold. Parece que se está dando una divergencia anormal entre precio de mineras y precio del oro. También vería incluso mejor comprar el ETF de grandes mineras. Con la plata también se está dando casi lo mismo.
Ojo cuidao que no es lo mismo la reversión a la media que la aversión a la mierda. 
MSCI World o S&P500
Un buen solomillaco con la parienta y caigan bombas
Lechuguita si eres vegano y/o con la vecina del quinto si eres soltero…
Schroders y S&U están baratas.
¿Y que os parece esta “porquería” de acción?
Forward Air Corp (XNAS:FWRD):
¿Razón para comprar? No la estáis comprando ninguno.
Value Line:
"The long haul is promising. Omni should prove highly accretive in the years to come, thanks to projected revenue and cost synergies. In addition, Forward’s balance sheet is healthy and free cash flow is solid. Lastly, share repurchases should further enhance value out to late decade.
Venturesome investors willing to buy and hold ought to keep an eye on this depressed stock."
Os dejo también el “screener mio”:
| SecId | M* Ticker | Company Name | Sector | Industry | Price | Dividend Yield | Div frequency | Dividend 5 Yr Growth Rate | Dividend Proj 3 To 5 Year Growth Rate | Safety™ | Financial Strength Rating | M* distance to Default | M* Moat | M* MoatQ | M* Stewardship | M* Uncertainty | M* UncertaintyQ | FV | FVQ | P/FV | P/FVQ | Rating | RatingQ | Proj Low TTL Return | Proj High TTL Return | Proj TTL Return | 18 Month Pricing Band |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0P0000029N | XNAS:FWRD | Forward Air Corp | Industrials | Integrated Freight & Logistics | 28.35 | 3.39% | Quarterly | 10.0% | 6.5% | 3 | B++ | 0.2962 | — | Narrow | — | — | Very High | — | 43.50 | — | 0.65 | — | ★★★★ | 29.0% | 42.0% | 35.5% | 130.0% |
| 0P000003B0 | XNYS:LNC | Lincoln National Corp | Financials | Insurance - Life | 26.81 | 6.71% | Quarterly | 8.5% | 6.5% | 3 | B++ | 0.4560 | — | None | — | — | Very High | — | 37.31 | — | 0.72 | — | ★★★★ | 19.0% | 28.0% | 23.5% | 70.0% |
| 0P000003YD | XNYS:ES | Eversource Energy | Utilities | Utilities - Regulated Electric | 59.06 | 4.64% | Quarterly | 5.5% | 5.5% | 2 | A | 0.5339 | None | None | Standard | Low | High | 73.00 | 73.45 | 0.81 | 0.80 | ★★★★ | ★★★★ | 12.0% | 21.0% | 16.5% | 35.0% |
| 0P0000022S | XNYS:NEE | NextEra Energy Inc | Utilities | Utilities - Regulated Electric | 59.54 | 3.22% | Quarterly | 10.5% | 9.0% | 2 | A | 0.5526 | Narrow | Narrow | Exemplary | Medium | High | 71.00 | 73.01 | 0.84 | 0.82 | ★★★★ | ★★★★ | 9.0% | 16.0% | 12.5% | 35.0% |
| 0P000005XP | XNYS:WHR | Whirlpool Corp | Consumer Discretionary | Furnishing | 105.68 | 6.62% | Quarterly | 6.0% | 6.0% | 3 | A | 0.4589 | — | None | — | — | Very High | — | 162.39 | — | 0.65 | — | ★★★★ | 9.0% | 22.0% | 15.5% | 35.0% |
| 0P000000N5 | XNYS:BCE | BCE Inc | Communication Services | Telecom Services | 34.04 | 8.52% | Quarterly | 5.0% | 3.0% | 2 | B++ | 0.6415 | Narrow | Narrow | Exemplary | Low | Medium | 45.00 | 41.75 | 0.76 | 0.82 | ★★★★★ | ★★★★ | 12.0% | 18.0% | 15.0% | 30.0% |
| 0P000000I0 | XNYS:ADM | Archer-Daniels Midland Co | Consumer Staples | Farm Products | 58.21 | 3.18% | Quarterly | 4.5% | 9.5% | 3 | B++ | 0.5437 | None | None | Standard | High | Very High | 60.00 | 74.37 | 0.97 | 0.78 | ★★★ | ★★★★ | 12.0% | 17.0% | 14.5% | 30.0% |
| 0P000005ZQ | XNYS:WKC | World Kinect Corp | Energy | Oil & Gas Refining & Marketing | 24.97 | 2.24% | Quarterly | 16.0% | 13.0% | 3 | B++ | 0.5460 | — | None | — | — | Very High | — | 36.55 | — | 0.68 | — | ★★★★ | 16.0% | 28.0% | 22.0% | 30.0% |
| 0P000002DT | XNYS:GIS | General Mills Inc | Consumer Staples | Packaged Foods | 65.55 | 3.52% | Quarterly | 2.0% | 4.5% | 1 | A | 0.6769 | Narrow | Wide | Exemplary | Low | High | 77.00 | 75.72 | 0.85 | 0.87 | ★★★★ | ★★★ | 9.0% | 13.0% | 11.0% | 25.0% |
| 0P000002NZ | XNYS:HSY | The Hershey Co | Consumer Staples | Confectioners | 195.06 | 2.46% | Quarterly | 7.5% | 11.0% | 1 | A+ | 0.7203 | Wide | Wide | Standard | Low | Medium | 208.00 | 206.97 | 0.94 | 0.94 | ★★★★ | ★★★ | 10.0% | 15.0% | 12.5% | 25.0% |
| 0P000000BP | XNYS:AEE | Ameren Corp | Utilities | Utilities - Regulated Electric | 71.38 | 3.59% | Quarterly | 5.0% | 6.5% | 1 | A | 0.6070 | None | None | Standard | Low | Low | 78.00 | 82.88 | 0.92 | 0.86 | ★★★★ | ★★★★ | 13.0% | 18.0% | 15.5% | 25.0% |
| 0P000003F8 | XNYS:MGA | Magna International Inc | Consumer Discretionary | Auto Parts | 52.05 | 3.56% | Quarterly | 9.0% | 6.0% | 3 | B++ | 0.5602 | None | None | Standard | High | High | 71.00 | 68.82 | 0.73 | 0.76 | ★★★★ | ★★★★ | 17.0% | 28.0% | 22.5% | 25.0% |
| 0P000003WE | XNYS:NEM | Newmont Corp | Materials | Gold | 34.21 | 4.24% | Quarterly | 59.0% | 8.0% | 3 | B++ | 0.5885 | None | None | Standard | Medium | High | 50.00 | 45.27 | 0.68 | 0.76 | ★★★★★ | ★★★★ | 17.0% | 24.0% | 20.5% | 25.0% |
| 0P000000HJ | XNYS:WTRG | Essential Utilities Inc | Utilities | Utilities - Regulated Water | 35.99 | 3.36% | Quarterly | 7.0% | 8.0% | 3 | B++ | 0.6072 | Narrow | Narrow | Standard | Low | Low | 42.00 | 42.45 | 0.86 | 0.85 | ★★★★ | ★★★★ | 11.0% | 22.0% | 16.5% | 25.0% |
| 0P00000431 | XNAS:OTEX | Open Text Corp | Information Technology | Software - Application | 38.76 | 2.56% | Quarterly | 13.0% | 9.0% | 2 | B++ | 0.5794 | — | Narrow | — | — | High | — | 43.77 | — | 0.89 | — | ★★★ | 19.0% | 29.0% | 24.0% | 25.0% |
| 0P000005KN | XNYS:UGI | UGI Corp | Utilities | Utilities - Regulated Gas | 24.25 | 6.19% | Quarterly | 7.0% | 3.5% | 3 | B++ | 0.4533 | — | None | — | — | High | — | 31.98 | — | 0.76 | — | ★★★★ | 18.0% | 26.0% | 22.0% | 25.0% |
| 0P000005HK | XNYS:TRP | TC Energy Corp | Energy | Oil & Gas Midstream | 40.37 | 6.82% | Quarterly | 7.5% | 5.0% | 3 | B++ | 0.6144 | Narrow | Narrow | Standard | Medium | Low | 47.00 | 44.39 | 0.86 | 0.91 | ★★★★ | ★★★★ | 19.0% | 31.0% | 25.0% | 20.0% |
| 0P00011RLP | XNYS:OGS | ONE Gas Inc | Utilities | Utilities - Regulated Gas | 61.39 | 4.25% | Quarterly | 8.0% | 3.0% | 2 | B++ | 0.5879 | — | Narrow | — | — | High | — | 75.65 | — | 0.81 | — | ★★★★ | 9.0% | 17.0% | 13.0% | 20.0% |
| 0P000000CR | XNAS:AEP | American Electric Power Co Inc | Utilities | Utilities - Regulated Electric | 81.86 | 4.18% | Quarterly | 5.0% | 5.5% | 1 | A+ | 0.6033 | Narrow | Narrow | Standard | Low | Low | 90.00 | 92.00 | 0.91 | 0.89 | ★★★★ | ★★★★ | 13.0% | 19.0% | 16.0% | 20.0% |
| 0P00000185 | XNYS:CVX | Chevron Corp | Energy | Oil & Gas Integrated | 155.70 | 3.96% | Quarterly | 4.5% | 6.5% | 3 | A | 0.7318 | Narrow | Narrow | Exemplary | High | Medium | 172.00 | 164.88 | 0.91 | 0.94 | ★★★ | ★★★ | 15.0% | 27.0% | 21.0% | 20.0% |
| 0P0000054E | XNYS:STT | State Street Corporation | Financials | Asset Management | 71.86 | 3.67% | Quarterly | 9.0% | 7.0% | 3 | B++ | 0.9106 | Wide | None | Standard | High | High | 70.00 | 79.48 | 1.03 | 0.90 | ★★★ | ★★★ | 10.0% | 21.0% | 15.5% | 20.0% |
| 0P0000022J | XNYS:FMC | FMC Corp | Materials | Agricultural Inputs | 64.07 | 3.62% | Quarterly | 26.5% | 8.0% | 3 | B++ | 0.4242 | Narrow | Narrow | Standard | High | High | 110.00 | 108.77 | 0.58 | 0.59 | ★★★★★ | ★★★★★ | 14.0% | 25.0% | 19.5% | 20.0% |
| 0P000001FX | XNYS:CAG | Conagra Brands Inc | Consumer Staples | Packaged Foods | 27.90 | 4.95% | Quarterly | 5.5% | 5.5% | 3 | A | 0.6251 | None | None | Standard | Medium | Medium | 31.00 | 33.44 | 0.90 | 0.83 | ★★★ | ★★★★ | 9.0% | 18.0% | 13.5% | 20.0% |
| 0P0000031B | XNYS:SJM | JM Smucker Co | Consumer Staples | Packaged Foods | 121.72 | 3.45% | Quarterly | 6.0% | 4.0% | 1 | A | 0.6159 | None | None | Poor | Medium | High | 135.00 | 145.56 | 0.90 | 0.84 | ★★★ | ★★★★ | 11.0% | 16.0% | 13.5% | 20.0% |
| 0P0000050S | XNYS:SON | Sonoco Products Co | Materials | Packaging & Containers | 56.86 | 3.59% | Quarterly | 4.5% | 3.5% | 2 | A | 0.6311 | None | None | Standard | Medium | High | 55.00 | 60.58 | 1.03 | 0.94 | ★★★ | ★★★ | 20.0% | 28.0% | 24.0% | 20.0% |
| 0P000000F0 | XNAS:AMGN | Amgen Inc | Health Care | Drug Manufacturers - General | 271.54 | 3.18% | Quarterly | 10.0% | 7.0% | 1 | A+ | 0.6414 | Wide | Wide | Exemplary | High | Low | 268.00 | 266.31 | 1.01 | 1.02 | ★★★ | ★★★ | 9.0% | 13.0% | 11.0% | 20.0% |
| 0P000004B0 | XNAS:PEP | PepsiCo Inc | Consumer Staples | Beverages - Non-Alcoholic | 164.78 | 3.07% | Quarterly | 7.5% | 6.0% | 1 | A++ | 0.7262 | Wide | Wide | Exemplary | Low | Medium | 176.00 | 165.08 | 0.94 | 1.00 | ★★★★ | ★★★ | 9.0% | 14.0% | 11.5% | 20.0% |
| 0P000001K3 | XNYS:CCI | Crown Castle Inc | Real Estate | REIT - Specialty | 106.19 | 5.90% | Quarterly | 8.0% | 4.5% | 2 | A | 0.5750 | Narrow | Narrow | Poor | Medium | Medium | 130.00 | 116.93 | 0.82 | 0.91 | ★★★★ | ★★★ | 15.0% | 23.0% | 19.0% | 20.0% |
| 0P00000546 | XNAS:SBUX | Starbucks Corp | Consumer Discretionary | Restaurants | 91.66 | 2.40% | Quarterly | 16.5% | 7.0% | 1 | A++ | 0.6844 | Wide | Wide | Exemplary | Medium | High | 105.00 | 92.24 | 0.87 | 0.99 | ★★★★ | ★★★ | 9.0% | 15.0% | 12.0% | 20.0% |
| 0P000004EA | XNYS:PII | Polaris Inc | Consumer Discretionary | Recreational Vehicles | 90.64 | 2.88% | Quarterly | 2.5% | 3.0% | 3 | B++ | 0.5843 | Wide | Wide | Exemplary | Medium | High | 145.00 | 138.50 | 0.63 | 0.65 | ★★★★★ | ★★★★ | 13.0% | 24.0% | 18.5% | 20.0% |
| 0P000002L3 | XNYS:THG | The Hanover Insurance Group Inc | Financials | Insurance - Property & Casualty | 129.26 | 2.57% | Quarterly | 7.5% | 8.0% | 2 | B++ | 0.7234 | — | None | — | — | High | — | 127.39 | — | 1.01 | — | ★★★ | 12.0% | 19.0% | 15.5% | 20.0% |
| 0P000004C0 | XNYS:PFE | Pfizer Inc | Health Care | Drug Manufacturers - General | 28.13 | 5.87% | Quarterly | 4.5% | 2.5% | 2 | A | 0.6152 | Wide | Wide | Standard | Medium | High | 42.00 | 38.41 | 0.67 | 0.73 | ★★★★★ | ★★★★ | 15.0% | 23.0% | 19.0% | 15.0% |
| 0P000005Z8 | XNYS:WEC | WEC Energy Group Inc | Utilities | Utilities - Regulated Electric | 80.38 | 3.95% | Quarterly | 6.5% | 7.0% | 1 | A+ | 0.6260 | Narrow | Narrow | Exemplary | Low | Low | 96.00 | 89.02 | 0.84 | 0.90 | ★★★★ | ★★★★ | 14.0% | 19.0% | 16.5% | 15.0% |
| 0P000003WW | XNYS:NI | NiSource Inc | Utilities | Utilities - Regulated Gas | 26.36 | 3.85% | Quarterly | 3.5% | 4.5% | 2 | B++ | 0.6056 | Narrow | Narrow | Standard | Low | Low | 33.00 | 29.96 | 0.80 | 0.88 | ★★★★★ | ★★★★ | 10.0% | 18.0% | 14.0% | 15.0% |
| 0P000004BF | XNYS:PRGO | Perrigo Co PLC | Health Care | Drug Manufacturers - Specialty & Generic | 30.87 | 3.55% | Quarterly | 11.5% | 6.5% | 3 | B++ | 0.4923 | None | None | Standard | Medium | High | 37.00 | 42.73 | 0.83 | 0.72 | ★★★★ | ★★★★ | 17.0% | 29.0% | 23.0% | 15.0% |
| 0P000000ZP | XNYS:CVS | CVS Health Corp | Health Care | Healthcare Plans | 76.42 | 3.25% | Quarterly | 4.5% | 9.0% | 2 | A+ | 0.5821 | Narrow | Narrow | Standard | Medium | High | 103.00 | 93.48 | 0.74 | 0.82 | ★★★★ | ★★★★ | 12.0% | 21.0% | 16.5% | 15.0% |
| 0P0000059B | XNYS:SYY | Sysco Corp | Consumer Staples | Food Distribution | 80.03 | 2.49% | Quarterly | 7.5% | 5.0% | 3 | B++ | 0.6865 | Wide | Wide | Exemplary | Medium | Medium | 78.00 | 79.60 | 1.03 | 1.01 | ★★★ | ★★★ | 9.0% | 19.0% | 14.0% | 15.0% |
| 0P000001P8 | XNYS:DEO | Diageo PLC | Consumer Staples | Beverages - Wineries & Distilleries | 148.20 | 2.71% | Semi-annually | 3.0% | 5.0% | 1 | A | 0.6763 | Wide | Wide | Standard | Low | Medium | 157.00 | 154.00 | 0.94 | 0.96 | ★★★★ | ★★★ | 11.0% | 15.0% | 13.0% | 15.0% |
| 0P0000007L | XNYS:APD | Air Products & Chemicals Inc | Materials | Specialty Chemicals | 245.14 | 2.86% | Quarterly | 11.0% | 6.0% | 1 | A++ | 0.6122 | Narrow | Narrow | Exemplary | Medium | High | 288.00 | 270.81 | 0.85 | 0.91 | ★★★★ | ★★★ | 10.0% | 16.0% | 13.0% | 15.0% |
| 0P000003IJ | XNYS:MCD | McDonald’s Corp | Consumer Discretionary | Restaurants | 281.73 | 2.26% | Quarterly | 8.0% | 8.0% | 1 | A++ | 0.7112 | Wide | Wide | Standard | Low | Medium | 312.00 | 284.24 | 0.90 | 0.99 | ★★★★ | ★★★ | 9.0% | 14.0% | 11.5% | 15.0% |
| 0P000001TX | XNYS:EOG | EOG Resources Inc | Energy | Oil & Gas E&P | 123.79 | 2.73% | Quarterly | 28.5% | 14.0% | 3 | B++ | 0.7508 | Narrow | Narrow | Exemplary | Medium | Medium | 129.00 | 126.08 | 0.96 | 0.98 | ★★★ | ★★★ | 20.0% | 33.0% | 26.5% | 15.0% |
| 0P0000001Z | XNYS:ALE | ALLETE Inc | Utilities | Utilities - Diversified | 57.42 | 4.77% | Quarterly | 3.5% | 3.5% | 2 | B++ | 0.6132 | — | None | — | — | High | — | 66.94 | — | 0.86 | — | ★★★ | 12.0% | 19.0% | 15.5% | 15.0% |
| 0P000005NC | XNYS:UPS | United Parcel Service Inc | Industrials | Integrated Freight & Logistics | 153.89 | 4.22% | Quarterly | 9.0% | 8.0% | 2 | A+ | 0.6843 | Wide | Wide | Standard | Medium | Medium | 158.00 | 158.09 | 0.97 | 0.97 | ★★★ | ★★★ | 12.0% | 20.0% | 16.0% | 10.0% |
| 0P0000009L | XNAS:LNT | Alliant Energy Corp | Utilities | Utilities - Regulated Electric | 48.07 | 3.82% | Quarterly | 6.5% | 6.0% | 2 | B++ | 0.6269 | Narrow | Narrow | Standard | Low | Low | 58.00 | 53.96 | 0.83 | 0.89 | ★★★★ | ★★★★ | 10.0% | 19.0% | 14.5% | 10.0% |
| 0P000001MG | XNYS:DTE | DTE Energy Co | Utilities | Utilities - Regulated Electric | 109.39 | 3.54% | Quarterly | 5.5% | 3.0% | 2 | B++ | 0.6188 | Narrow | Narrow | Standard | Low | Low | 119.00 | 122.40 | 0.92 | 0.89 | ★★★★ | ★★★★ | 9.0% | 16.0% | 12.5% | 10.0% |
| 0P000005KW | XNYS:USB | U.S. Bancorp | Financials | Banks - Regional | 42.35 | 4.56% | Quarterly | 9.0% | 2.0% | 3 | B++ | 0.8697 | Wide | None | Exemplary | Medium | Very High | 52.00 | 48.09 | 0.81 | 0.88 | ★★★★ | ★★★ | 9.0% | 19.0% | 14.0% | 10.0% |
| 0P000000Q5 | XNYS:GOLD | Barrick Gold Corp | Materials | Gold | 15.76 | 2.54% | Quarterly | 24.0% | 12.0% | 3 | A | 0.6756 | None | None | Standard | Medium | High | 21.00 | 19.37 | 0.75 | 0.81 | ★★★★ | ★★★★ | 11.0% | 20.0% | 15.5% | 10.0% |
| 0P000003LS | XNYS:MET | MetLife Inc | Financials | Insurance - Life | 71.90 | 2.89% | Quarterly | 4.0% | 7.5% | 3 | A | 0.6524 | None | None | Standard | Medium | Medium | 66.00 | 69.84 | 1.09 | 1.03 | ★★★ | ★★★ | 10.0% | 21.0% | 15.5% | 10.0% |
| 0P0000055B | XNYS:SF | Stifel Financial Corp | Financials | Capital Markets | 73.55 | 2.04% | Quarterly | 76.0% | 18.0% | 3 | B++ | 0.9206 | None | None | Standard | High | High | 72.00 | 78.60 | 1.02 | 0.94 | ★★★ | ★★★ | 13.0% | 25.0% | 19.0% | 10.0% |
| 0P000005B5 | XNYS:TGT | Target Corp | Consumer Staples | Discount Stores | 164.31 | 2.67% | Quarterly | 7.0% | 12.0% | 3 | B++ | 0.5714 | None | None | Exemplary | Medium | High | 132.00 | 161.06 | 1.24 | 1.02 | ★★ | ★★★ | 13.0% | 24.0% | 18.5% | 10.0% |
| 0P000000ED | XNYS:AMT | American Tower Corp | Real Estate | REIT - Specialty | 199.19 | 3.24% | Quarterly | 16.0% | 10.0% | 2 | A | 0.5974 | Narrow | Narrow | Standard | Medium | Medium | 215.00 | 205.57 | 0.93 | 0.97 | ★★★ | ★★★ | 15.0% | 23.0% | 19.0% | 10.0% |
| 0P000000BY | XNYS:AMX | America Movil SAB de CV | Communication Services | Telecom Services | 19.38 | 2.75% | Semi-annually | 6.0% | 7.5% | 3 | B++ | 0.6079 | Narrow | Narrow | Exemplary | Medium | Medium | 21.00 | 22.62 | 0.92 | 0.86 | ★★★ | ★★★★ | 10.0% | 18.0% | 14.0% | 10.0% |
| 0P000005M8 | XNYS:UL | Unilever PLC | Consumer Staples | Household & Personal Products | 49.28 | 3.77% | Quarterly | 6.0% | 4.0% | 1 | A+ | 0.7229 | Wide | Wide | Standard | Low | High | 56.00 | 50.53 | 0.88 | 0.98 | ★★★★ | ★★★ | 11.0% | 17.0% | 14.0% | 10.0% |
| 0P000003BP | XNYS:LMT | Lockheed Martin Corp | Industrials | Aerospace & Defense | 435.77 | 2.82% | Quarterly | 8.0% | 5.0% | 1 | A++ | 0.7173 | Wide | Wide | Exemplary | Medium | Medium | 482.00 | 446.09 | 0.90 | 0.98 | ★★★ | ★★★ | 10.0% | 15.0% | 12.5% | 10.0% |
| 0P000003CR | XNYS:MTB | M&T Bank Corp | Financials | Banks - Regional | 140.34 | 3.71% | Quarterly | 10.0% | 6.5% | 3 | A | 0.8795 | Narrow | None | Exemplary | High | Very High | 168.00 | 172.22 | 0.84 | 0.81 | ★★★★ | ★★★ | 10.0% | 20.0% | 15.0% | 10.0% |
| 0P000002EG | XNYS:GPC | Genuine Parts Co | Consumer Discretionary | Specialty Retail | 151.87 | 2.54% | Quarterly | 4.5% | 6.0% | 3 | B++ | 0.6649 | Narrow | Narrow | Standard | Medium | Medium | 146.00 | 157.58 | 1.04 | 0.96 | ★★★ | ★★★ | 10.0% | 21.0% | 15.5% | 10.0% |
| 0P0000019Y | XNAS:CSCO | Cisco Systems Inc | Information Technology | Communication Equipment | 49.79 | 3.13% | Quarterly | 6.5% | 2.5% | 1 | A++ | 0.8279 | Wide | Wide | Exemplary | Medium | Medium | 50.00 | 52.58 | 1.00 | 0.95 | ★★★ | ★★★ | 9.0% | 14.0% | 11.5% | 10.0% |
| 0P000001DB | XNAS:CMCSA | Comcast Corp | Communication Services | Telecom Services | 42.82 | 2.71% | Quarterly | 10.5% | 7.0% | 1 | A+ | 0.6225 | Wide | Wide | Standard | Medium | High | 60.00 | 53.27 | 0.71 | 0.80 | ★★★★ | ★★★★ | 18.0% | 24.0% | 21.0% | 10.0% |
| 0P0000032T | XNYS:JCI | Johnson Controls International PLC | Industrials | Building Products & Equipment | 63.09 | 2.33% | Quarterly | 4.0% | 5.0% | 2 | A | 0.6468 | Narrow | Narrow | Standard | Medium | Medium | 72.00 | 72.26 | 0.88 | 0.87 | ★★★★ | ★★★★ | 11.0% | 18.0% | 14.5% | 10.0% |
| 0P000000YN | XNYS:CNA | CNA Financial Corp | Financials | Insurance - Property & Casualty | 44.12 | 3.85% | Quarterly | 6.5% | 5.5% | 3 | B++ | 0.6790 | — | None | — | — | High | — | 45.68 | — | 0.97 | — | ★★★ | 21.0% | 32.0% | 26.5% | 10.0% |
| 0P000003SF | XNYS:NFG | National Fuel Gas Co | Utilities | Oil & Gas Integrated | 50.93 | 3.85% | Quarterly | 2.5% | 3.0% | 2 | B++ | 0.6204 | — | None | — | — | High | — | 55.15 | — | 0.92 | — | ★★★ | 16.0% | 25.0% | 20.5% | 10.0% |
| 0P0000MO7U | XNYS:LEA | Lear Corp | Consumer Discretionary | Auto Parts | 140.09 | 2.20% | Quarterly | 4.0% | 11.0% | 3 | B++ | 0.6453 | Narrow | Narrow | Standard | High | Medium | 174.00 | 162.49 | 0.81 | 0.86 | ★★★★ | ★★★★ | 13.0% | 24.0% | 18.5% | 10.0% |
| 0P0000037S | XNYS:SR | Spire Inc | Utilities | Utilities - Regulated Gas | 59.81 | 4.93% | Quarterly | 5.5% | 4.5% | 2 | B++ | 0.5864 | — | Narrow | — | — | Medium | — | 69.53 | — | 0.86 | — | ★★★★ | 11.0% | 18.0% | 14.5% | 5.0% |
| 0P000002TG | XNYS:ITW | Illinois Tool Works Inc | Industrials | Specialty Industrial Machinery | 264.92 | 2.05% | Quarterly | 11.0% | 7.0% | 1 | A++ | 0.7388 | Narrow | Wide | Exemplary | Medium | Medium | 211.00 | 226.96 | 1.26 | 1.17 | ★★ | ★★ | 10.0% | 15.0% | 12.5% | 5.0% |
| 0P00000357 | XNYS:KMB | Kimberly-Clark Corp | Consumer Staples | Household & Personal Products | 124.81 | 3.81% | Quarterly | 4.0% | 2.0% | 1 | A | 0.7203 | Narrow | Wide | Exemplary | Medium | Medium | 139.00 | 127.41 | 0.90 | 0.98 | ★★★★ | ★★★ | 11.0% | 16.0% | 13.5% | 5.0% |
| 0P000000MF | XNAS:AVT | Avnet Inc | Information Technology | Electronics & Computer Distribution | 47.50 | 2.57% | Quarterly | 7.5% | 10.0% | 3 | A | 0.5835 | — | None | — | — | High | — | 58.78 | — | 0.81 | — | ★★★★ | 16.0% | 27.0% | 21.5% | 5.0% |
| 0P000003JU | XNYS:MDT | Medtronic PLC | Health Care | Medical Devices | 84.39 | 3.26% | Quarterly | 7.0% | 4.5% | 1 | A++ | 0.7109 | Wide | Wide | Standard | Medium | High | 112.00 | 102.82 | 0.75 | 0.82 | ★★★★ | ★★★★ | 12.0% | 18.0% | 15.0% | 5.0% |
| 0P000000CV | XNYS:AFG | American Financial Group Inc | Financials | Insurance - Property & Casualty | 131.49 | 2.04% | Quarterly | 11.0% | 11.5% | 3 | B++ | 0.7451 | — | Narrow | — | — | Medium | — | 125.49 | — | 1.05 | — | ★★★ | 9.0% | 19.0% | 14.0% | 5.0% |
| 0P0000032R | XNYS:WLY | John Wiley & Sons Inc | Communication Services | Publishing | 37.05 | 3.77% | Quarterly | 2.0% | 3.0% | 3 | B++ | 0.5153 | — | None | — | — | High | — | 42.52 | — | 0.87 | — | ★★★ | 12.0% | 22.0% | 17.0% | 5.0% |
De esas estoy comprando y ampliando en lo que va de año AMT, NEE, HSY y CCI.
en el radar, esperando que bajen un poco más SBUX, MCD y PEP
Diversificación como pocos👍, buena estrategia. Pero acaso no llevas nada de tabaco? o no lo he visto, claro.
No es mi cartera. Llevo BATS desde el 2020. Es mi segunda peor posición, solo por delante de VZ.
Son mis compras potenciales. Tengo de tiempo hasta el 31 de marzo para comprar algo.
Con tanto DCA del SP500 me estoy poniendo “fofo” en esto del stock picking
¿Hay alguna DGI de calidad indiscutible, alto crecimiento y que cotice con mucho descuento o muy barata ahora mismo?
Tengo varias en mente pero o no tienen mucha calidad, o crecen poco o no están demasiado baratas
¿Ideas que tengáis ahora mismo?
No cumplen todos los requisitos, pero andan en el punto de mira / he comprado recientemente:
UNH aunque ha repuntado un poco ya
APD
DSV
ZTS
EVO
Suelta la lista ya que estamos a ver 
Yo a MCD cerca de 250 la veo con ojitos… Ademas, quizas se venga otro ciclo de crecimiento si despega esto del CosMc’s. Mira que iba detras de YUMC por el alto crecimiento, expasion de margen, uso de tech, etc. Pero viendo las publis que esta lanzando MCD incluso aqui en Ispania, es que la veo muy fuerte y si encima esta buscando un piso el precio de la accione… Yo por debajo de $250 lo tengo claro.
Luego te puedes mirar para ideas:
Pensando, mira si cae una, y queda gente con dinero de severance payment. No se si el CosMc’s como franquicia es o no mas barata que montar un macdonals, pero yo diria que si… Tecnologicamente MCD es top. Yo cuando voy ya uso la app, me siento y pido desde la mesa con el MyOrder. Y mi problema es que lo tengo al cruzar la carretera. La app fideliza un monton y ni hablar el descuento de familia numerosa! 
Estaba en mi lista pero duró un día el buy de dip 
Me echa un poco para atrás los añitos que se va a pasar sin generar FCF. Por lo demás bien
No quiero más divisas. Tampoco tiene nada especial ¿no?
Está en mi lista
No quiero más divisas. Aunque tiene buenas estimaciones de crecimiento.
