| 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 | P/FV | Rating | Proj Low TTL Return | Proj High TTL Return | Proj TTL Return | 18 Month Pricing Band |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0P0000028S | XNYS:FLO | Flowers Foods Inc | Consumer Staples | Packaged Foods | 15.42 | 6.27% | Quarterly | 5.0% | 3.5% | 2 | B++ | 0.6898 | — | Narrow | — | — | Medium | — | — | — | 25.0% | 32.0% | 28.5% | 25.0% |
| 0P000002ZD | XNYS:IPG | The Interpublic Group of Companies Inc | Communication Services | Advertising Agencies | 24.18 | 5.46% | Quarterly | 8.5% | 5.5% | 3 | B++ | 0.6729 | Narrow | Narrow | Standard | High | Medium | 39.00 | 0.62 | ★★★★ | 16.0% | 30.0% | 23.0% | 20.0% |
| 0P0001H3ZI | XNYS:DOW | Dow Inc | Materials | Chemicals | 28.34 | 9.88% | Quarterly | 6.0% | 4.5% | 3 | B++ | 0.5105 | Narrow | Narrow | Standard | High | High | 50.00 | 0.57 | ★★★★★ | 17.0% | 26.0% | 21.5% | 15.0% |
| 0P000004P8 | XNYS:RHI | Robert Half Inc | Industrials | Staffing & Employment Services | 41.86 | 5.35% | Quarterly | 12.0% | 9.0% | 2 | A+ | 0.7451 | — | Narrow | — | — | High | — | — | — | 17.0% | 25.0% | 21.0% | 25.0% |
| 0P000001TX | XNYS:EOG | EOG Resources Inc | Energy | Oil & Gas E&P | 117.68 | 3.26% | Quarterly | 31.5% | 8.0% | 3 | A | 0.7849 | Narrow | Narrow | Exemplary | Medium | Low | 127.00 | 0.93 | ★★★ | 15.0% | 26.0% | 20.5% | 25.0% |
| 0P000001Z9 | XNYS:EPD | Enterprise Products Partners LP | Energy | Oil & Gas Midstream | 31.35 | 6.76% | Quarterly | 3.0% | 10.5% | 3 | A | 0.7180 | Wide | Wide | Exemplary | Medium | Low | 33.00 | 0.95 | ★★★ | 16.0% | 25.0% | 20.5% | 15.0% |
| 0P0000042P | XNYS:OKE | ONEOK Inc | Energy | Oil & Gas Midstream | 83.30 | 4.85% | Quarterly | 4.0% | 4.0% | 3 | B++ | 0.5971 | Narrow | Narrow | Standard | Medium | Low | 100.00 | 0.83 | ★★★★ | 15.0% | 26.0% | 20.5% | 30.0% |
| 0P000001DB | XNAS:CMCSA | Comcast Corp | Communication Services | Telecom Services | 34.54 | 3.71% | Quarterly | 9.0% | 7.0% | 2 | A | 0.6312 | Narrow | Narrow | Standard | Medium | Low | 49.00 | 0.70 | ★★★★ | 17.0% | 23.0% | 20.0% | 15.0% |
| 0P000003KE | XNYS:MRK | Merck & Co Inc | Health Care | Drug Manufacturers - General | 79.96 | 4.00% | Quarterly | 8.0% | 6.0% | 2 | A | 0.7158 | Wide | Wide | Standard | Medium | Low | 111.00 | 0.72 | ★★★★ | 16.0% | 24.0% | 20.0% | 40.0% |
| 0P000004B0 | XNAS:PEP | PepsiCo Inc | Consumer Staples | Beverages - Non-Alcoholic | 143.24 | 3.83% | Quarterly | 7.5% | 4.0% | 1 | A | 0.7496 | Wide | Wide | Exemplary | Low | Low | 162.00 | 0.88 | ★★★★ | 17.0% | 23.0% | 20.0% | 10.0% |
| 0P000005NU | XNYS:UNH | UnitedHealth Group Inc | Health Care | Healthcare Plans | 282.65 | 3.01% | Quarterly | 16.0% | 11.0% | 3 | B++ | 0.5110 | Narrow | Narrow | Standard | High | Medium | 473.00 | 0.60 | ★★★★★ | 14.0% | 25.0% | 19.5% | 35.0% |
| 0P000000WD | XNYS:BF.B | Brown-Forman Corp | Consumer Staples | Beverages - Wineries & Distilleries | 28.92 | 3.10% | Quarterly | 5.5% | 6.5% | 3 | B++ | 0.6133 | Wide | Wide | Exemplary | Medium | Medium | 42.00 | 0.69 | ★★★★★ | 13.0% | 24.0% | 18.5% | 10.0% |
| 0P000000ZV | XNYS:CBT | Cabot Corp | Materials | Specialty Chemicals | 74.90 | 2.32% | Quarterly | 3.5% | 5.0% | 3 | B++ | 0.6062 | — | Narrow | — | — | High | — | — | — | 13.0% | 24.0% | 18.5% | 20.0% |
| 0P0000X7UQ | XNYS:MPLX | MPLX LP | Energy | Oil & Gas Midstream | 50.80 | 7.32% | Quarterly | 5.5% | 6.5% | 3 | B++ | 0.7178 | Narrow | Narrow | Standard | Medium | Medium | 56.00 | 0.91 | ★★★ | 14.0% | 23.0% | 18.5% | 20.0% |
| 0P000005GL | XNYS:TTC | The Toro Co | Industrials | Tools & Accessories | 73.73 | 2.03% | Quarterly | 11.0% | 4.5% | 3 | B++ | 0.6862 | — | Narrow | — | — | Medium | — | — | — | 13.0% | 24.0% | 18.5% | 15.0% |
| 0P000001BD | XNYS:CLX | Clorox Co | Consumer Staples | Household & Personal Products | 128.37 | 3.80% | Quarterly | 5.5% | 8.0% | 2 | B++ | 0.7457 | Wide | Wide | Exemplary | Medium | Low | 177.00 | 0.73 | ★★★★ | 14.0% | 22.0% | 18.0% | 15.0% |
| 0P000001P4 | XNYS:DVN | Devon Energy Corp | Energy | Oil & Gas E&P | 32.85 | 3.47% | Quarterly | 21.5% | 9.0% | 3 | B++ | 0.5153 | Narrow | Narrow | Exemplary | High | High | 40.00 | 0.82 | ★★★★ | 12.0% | 24.0% | 18.0% | 25.0% |
| 0P000005W9 | XNYS:ELV | Elevance Health Inc | Health Care | Healthcare Plans | 277.09 | 2.41% | Quarterly | 14.5% | 8.0% | 2 | A | 0.6350 | Narrow | Narrow | Standard | Medium | Medium | 507.00 | 0.55 | ★★★★★ | 12.0% | 24.0% | 18.0% | 55.0% |
| 0P0000SPS2 | XNYS:HII | Huntington Ingalls Industries Inc | Industrials | Aerospace & Defense | 254.49 | 2.10% | Quarterly | 13.5% | 12.0% | 3 | B++ | 0.4866 | Wide | Wide | Standard | Medium | Medium | 316.00 | 0.81 | ★★★★ | 14.0% | 22.0% | 18.0% | 20.0% |
| 0P00000315 | XNAS:JJSF | J&J Snack Foods Corp | Consumer Staples | Packaged Foods | 115.40 | 2.70% | Quarterly | 9.0% | 4.0% | 2 | A | 0.7337 | — | Narrow | — | — | Medium | — | — | — | 14.0% | 22.0% | 18.0% | 30.0% |
| 0P0000059E | XNAS:TROW | T. Rowe Price Group Inc | Financials | Asset Management | 105.77 | 4.75% | Quarterly | 12.5% | 5.0% | 2 | A+ | 0.8106 | Narrow | Narrow | Exemplary | High | Medium | 113.00 | 0.94 | ★★★ | 14.0% | 22.0% | 18.0% | 10.0% |
| 0P0000X4V5 | XNAS:FANG | Diamondback Energy Inc | Energy | Oil & Gas E&P | 141.37 | 3.71% | Quarterly | 50.5% | 9.0% | 3 | B++ | 0.5304 | Narrow | Narrow | Exemplary | High | High | 153.00 | 0.92 | ★★★ | 12.0% | 23.0% | 17.5% | 30.0% |
| 0P000002VR | XNYS:INFY | Infosys Ltd | Information Technology | Information Technology Services | 18.21 | 2.77% | Semi-annually | 7.5% | 9.0% | 2 | A | 0.8223 | Narrow | Narrow | Standard | Medium | Medium | 18.00 | 1.01 | ★★★ | 13.0% | 22.0% | 17.5% | 15.0% |
| 0P0000011H | XNYS:CNI | Canadian National Railway Co | Industrials | Railroads | 99.50 | 2.49% | Quarterly | 11.5% | 9.0% | 1 | A+ | 0.7386 | Wide | Wide | Standard | Medium | Low | 105.00 | 0.95 | ★★★ | 14.0% | 20.0% | 17.0% | 25.0% |
| 0P000003JU | XNYS:MDT | Medtronic PLC | Health Care | Medical Devices | 89.61 | 3.14% | Quarterly | 7.5% | 3.5% | 1 | A+ | 0.7506 | Narrow | Narrow | Standard | Medium | Low | 112.00 | 0.80 | ★★★★ | 14.0% | 20.0% | 17.0% | 10.0% |
| 0P000000HJ | XNYS:WTRG | Essential Utilities Inc | Utilities | Utilities - Regulated Water | 37.40 | 3.48% | Quarterly | 7.0% | 6.5% | 2 | A | 0.6828 | Narrow | Narrow | Standard | Low | Medium | 44.00 | 0.85 | ★★★★ | 13.0% | 21.0% | 17.0% | 10.0% |
| 0P0000019K | XNYS:CI | The Cigna Group | Health Care | Healthcare Plans | 295.71 | 1.97% | Quarterly | 162.5% | 10.5% | 3 | A | 0.6638 | Narrow | Narrow | Standard | Medium | Medium | 357.00 | 0.83 | ★★★★ | 11.0% | 22.0% | 16.5% | 20.0% |
| 0P000001RP | XNYS:DD | DuPont de Nemours Inc | Materials | Specialty Chemicals | 75.55 | 2.09% | Quarterly | 19.0% | 8.0% | 3 | A | 0.6453 | Narrow | Narrow | Standard | High | Medium | 90.00 | 0.84 | ★★★★ | 11.0% | 22.0% | 16.5% | 25.0% |
| 0P000002PP | XNYS:HRL | Hormel Foods Corp | Consumer Staples | Packaged Foods | 29.14 | 3.96% | Quarterly | 7.5% | 4.5% | 1 | A | 0.7583 | Narrow | Narrow | Exemplary | Medium | Low | 31.00 | 0.94 | ★★★ | 14.0% | 19.0% | 16.5% | 10.0% |
| 0P0000F8QU | XNAS:KDP | Keurig Dr Pepper Inc | Consumer Staples | Beverages - Non-Alcoholic | 33.54 | 2.74% | Quarterly | 13.0% | 8.0% | 2 | B++ | 0.7290 | Narrow | Narrow | Standard | Medium | Low | 34.00 | 0.99 | ★★★ | 13.0% | 20.0% | 16.5% | 15.0% |
| 0P000003ZK | XNYS:NVO | Novo Nordisk AS | Health Care | Drug Manufacturers - General | 64.31 | 2.51% | Semi-annually | 12.5% | 11.0% | 3 | A+ | 0.5883 | Wide | Wide | Exemplary | High | Low | 86.00 | 0.75 | ★★★★ | 11.0% | 22.0% | 16.5% | 55.0% |
| 0P00018WBW | XNYS:YUMC | Yum China Holdings Inc | Consumer Discretionary | Restaurants | 46.83 | 1.71% | Quarterly | 23.5% | 14.0% | 3 | B++ | 0.6026 | Wide | Wide | Standard | Medium | Medium | 76.00 | 0.62 | ★★★★★ | 11.0% | 22.0% | 16.5% | 25.0% |
| 0P000005KW | XNYS:USB | U.S. Bancorp | Financials | Banks - Regional | 45.69 | 4.38% | Quarterly | 7.0% | 5.0% | 3 | A+ | 0.6346 | Wide | Wide | Exemplary | Medium | Medium | 53.00 | 0.86 | ★★★★ | 12.0% | 21.0% | 16.5% | 15.0% |
| 0P000000YD | XNAS:CHRW | C.H. Robinson Worldwide Inc | Industrials | Integrated Freight & Logistics | 97.48 | 2.54% | Quarterly | 4.5% | 5.0% | 2 | B++ | 0.6929 | Wide | Wide | Exemplary | Medium | Medium | 91.00 | 1.07 | ★★★ | 12.0% | 20.0% | 16.0% | 25.0% |
| 0P0000019P | XNAS:CINF | Cincinnati Financial Corp | Financials | Insurance - Property & Casualty | 150.73 | 2.23% | Quarterly | 6.5% | 6.5% | 3 | A | 0.8017 | — | Narrow | — | — | Medium | — | — | — | 11.0% | 21.0% | 16.0% | 10.0% |
| 0P000001UT | XNYS:EMN | Eastman Chemical Co | Materials | Specialty Chemicals | 77.75 | 4.24% | Quarterly | 7.0% | 3.0% | 3 | A | 0.5986 | Narrow | Narrow | Standard | High | Medium | 110.00 | 0.71 | ★★★★ | 11.0% | 21.0% | 16.0% | 20.0% |
| 0P000001GT | XNYS:STZ | Constellation Brands Inc | Consumer Staples | Beverages - Brewers | 170.57 | 2.37% | Quarterly | 5.5% | 10.0% | 3 | B++ | 0.6456 | Wide | Wide | Standard | Medium | Medium | 247.00 | 0.69 | ★★★★★ | 10.0% | 22.0% | 16.0% | 15.0% |
| 0P000001GE | XNYS:COP | ConocoPhillips | Energy | Oil & Gas E&P | 91.64 | 3.40% | Quarterly | 15.0% | 10.0% | 3 | A | 0.6547 | Narrow | Narrow | Exemplary | High | Low | 111.00 | 0.83 | ★★★★ | 10.0% | 21.0% | 15.5% | 30.0% |
| 0P0000023X | XNYS:FDX | FedEx Corp | Industrials | Integrated Freight & Logistics | 226.62 | 2.47% | Quarterly | 15.5% | 10.0% | 3 | B++ | 0.5709 | Narrow | Narrow | Standard | High | Medium | 237.00 | 0.96 | ★★★ | 10.0% | 21.0% | 15.5% | 25.0% |
| 0P00000464 | XNYS:PNC | PNC Financial Services Group Inc | Financials | Banks - Regional | 196.52 | 3.31% | Quarterly | 12.0% | 7.0% | 3 | A | 0.6834 | Narrow | Narrow | Standard | Medium | Medium | 181.00 | 1.09 | ★★★ | 10.0% | 20.0% | 15.0% | 20.0% |
| 0P000000F0 | XNAS:AMGN | Amgen Inc | Health Care | Drug Manufacturers - General | 294.76 | 3.14% | Quarterly | 11.0% | 5.0% | 1 | A | 0.6857 | Wide | Wide | Exemplary | High | Low | 333.00 | 0.89 | ★★★ | 12.0% | 17.0% | 14.5% | 25.0% |
| 0P000003BP | XNYS:LMT | Lockheed Martin Corp | Industrials | Aerospace & Defense | 463.96 | 2.81% | Quarterly | 8.0% | 4.5% | 2 | A | 0.7269 | Wide | Wide | Exemplary | Medium | Low | 539.00 | 0.86 | ★★★★ | 10.0% | 18.0% | 14.0% | 20.0% |
| 0P0000022S | XNYS:NEE | NextEra Energy Inc | Utilities | Utilities - Regulated Electric | 75.95 | 2.85% | Quarterly | 11.0% | 9.5% | 2 | A+ | 0.6230 | Narrow | Narrow | Exemplary | Medium | Low | 75.00 | 1.01 | ★★★ | 10.0% | 18.0% | 14.0% | 10.0% |
| 0P00005TLP | XNYS:POR | Portland General Electric Co | Utilities | Utilities - Regulated Electric | 40.02 | 5.06% | Quarterly | 5.5% | 5.5% | 2 | B++ | 0.6806 | Narrow | Narrow | Standard | Low | Medium | 54.00 | 0.74 | ★★★★★ | 10.0% | 18.0% | 14.0% | 15.0% |
| 0P000002NZ | XNYS:HSY | The Hershey Co | Consumer Staples | Confectioners | 171.29 | 3.20% | Quarterly | 10.5% | 7.0% | 1 | A+ | 0.7054 | Wide | Wide | Standard | Low | Medium | 209.00 | 0.82 | ★★★★ | 11.0% | 16.0% | 13.5% | 5.0% |
| 0P000005MG | XNYS:UNP | Union Pacific Corp | Industrials | Railroads | 224.87 | 2.38% | Quarterly | 13.5% | 6.0% | 1 | A+ | 0.7237 | Wide | Wide | Standard | Medium | Low | 214.00 | 1.05 | ★★★ | 11.0% | 16.0% | 13.5% | 15.0% |
| 0P000001CL | XNYS:CL | Colgate-Palmolive Co | Consumer Staples | Household & Personal Products | 86.84 | 2.35% | Quarterly | 3.0% | 4.0% | 1 | A | 0.7723 | Wide | Wide | Exemplary | Low | Low | 85.00 | 1.02 | ★★★ | 10.0% | 16.0% | 13.0% | 15.0% |
| 0P0000004C | XNYS:ACN | Accenture PLC | Information Technology | Information Technology Services | 282.44 | 2.10% | Quarterly | 11.0% | 10.0% | 1 | A+ | 0.7856 | Wide | Wide | Standard | Medium | Low | 263.00 | 1.07 | ★★★ | 10.0% | 15.0% | 12.5% | 25.0% |
| 0P000000E8 | XNYS:AWR | American States Water Co | Utilities | Utilities - Regulated Water | 75.68 | 2.46% | Quarterly | 9.0% | 8.0% | 1 | A | 0.7221 | — | Narrow | — | — | Medium | — | — | — | 10.0% | 15.0% | 12.5% | 10.0% |
23 Me gusta
| Company | Yield | Dividend cover by earnings | Dividend cover by cash flow | Dividend growth per year, average over 5 years |
|---|---|---|---|---|
| British American Tobacco | 8.2% | 1.3 | 1.9 | 3.0% |
| Aviva | 7.6% | 1.4 | 8.1 | 11.8% |
| ITV | 6.8% | 1.3 | 1.7 | 14.0% |
| Schroders | 6.6% | 1.1 | 3.0 | 2.1% |
| MONY Group | 6.5% | 1.3 | 1.7 | 1.3% |
| TP ICAP Group | 6.2% | 1.3 | 2.8 | 1.4% |
| Sirius Real Estate | 5.9% | 1.9 | 1.5 | 10.6% |
| Johnson Matthey | 5.8% | 2.6 | 2.8 | 6.7% |
| IG Group Holdings | 5.7% | 2.3 | 2.2 | 1.4% |
| Rathbones Group | 5.6% | 1.0 | 3.0 | 5.8% |
Source: LSEG Datastream, 16/7/25
| Company | Yield | Dividend cover by earnings | Dividend cover by cash flow | Dividend growth per year, average over 5 years |
|---|---|---|---|---|
| B&M European Value Retail | 5.6% | 1.1 | 2.2 | 13.1% |
| Vesuvius | 5.6% | 1.4 | 2.6 | 30.5% |
| Pets at Home Group | 5.5% | 1.4 | 3.6 | 11.6% |
| Bakkavor Group | 5.5% | 1.3 | 3.2 | 32.0% |
| Admiral Group | 5.4% | 1.9 | 1.0 | 7.8% |
| Telecom Plus | 5.4% | 1.4 | 1.6 | 10.5% |
| J Sainsbury | 5.3% | 1.5 | 4.2 | 32.7% |
| Paragon Banking Group | 5.2% | 2.4 | 25.1 | 13.8% |
| United Utilities Group | 5.1% | 1.7 | 2.6 | 4.0% |
| Games Workshop Group | 5.1% | 1.4 | 1.4 | 33.6% |
Source: LSEG Datastream, 16/7/25
| Company | Yield | Dividend cover by earnings | Dividend cover by cash flow | Dividend growth per year, average over 5 years |
|---|---|---|---|---|
| Kingfisher | 5.0% | 1.8 | 5.6 | 30.1% |
| Mondi | 5.0% | 1.5 | 2.7 | 1.2% |
| BT Group | 4.9% | 1.9 | 8.6 | 12.0% |
| Severn Trent | 4.8% | 1.1 | 2.5 | 4.0% |
| WPP | 4.8% | 1.5 | 3.3 | 11.7% |
| National Grid | 4.6% | 1.6 | 3.1 | 0.9% |
| RHI Magnesita | 4.6% | 1.7 | 5.1 | 29.2% |
| Morgan Advanced Materials | 4.5% | 1.6 | 3.2 | 25.0% |
Source: LSEG Datastream, 16/7/25
3 Me gusta
Dentro del sector de las químicas IMCD, está a buen precio tras la caída que arrastra. Es una empresa holandesa con sede en Rotterdam, fundada en 1995, que se dedica a la distribución, comercialización y venta de productos químicos especializados e ingredientes alimentarios. Opera a nivel global en sectores como:
- Ciencias de la vida: Farmacéuticos, cuidado personal, alimentación y nutrición, cuidado del hogar e industrial.
- Segmento industrial: Recubrimientos y construcción, lubricantes y energía, soluciones industriales y materiales avanzados.
IMCD cuenta con una red internacional de almacenes y ofrece servicios de valor agregado como reempaquetado, dilución y mezclado. Su modelo de negocio es “asset-light”, lo que significa que se enfoca en la distribución sin poseer grandes activos de producción, lo que le permite flexibilidad y escalabilidad. La empresa opera en cuatro segmentos geográficos: EMEA (Europa, Oriente Medio y África), Américas, Asia-Pacífico y Holding companies, con la mayoría de sus ingresos provenientes de EMEA.
Sirve a más de 43,000 clientes en todo el mundo y colabora con aproximadamente 1,900 proveedores, manejando una cartera de más de 37,000 productos. Sus clientes incluyen empresas en industrias como:
- Farmacéutica: Empresas que desarrollan medicamentos y productos relacionados.
- Cuidado personal: Fabricantes de cosméticos, productos para el cuidado de la piel y cabello.
- Alimentación y nutrición: Compañías de alimentos que requieren ingredientes especializados.
- Recubrimientos y construcción: Empresas que producen pinturas, recubrimientos y materiales de construcción.
- Lubricantes y energía: Fabricantes de lubricantes y combustibles.
- Otros sectores industriales: Incluyen plásticos, detergentes, agroquímicos, tratamiento de aguas, entre otros.
9 Me gusta
Con harto dolor, la acabo de vender. También he vendido PRU, la otra aseguradora que me quedaba. Me ha dado el pálpito de que el sector asegurador, cíclico por naturaleza, iniciaba su camino hacia el fondo del ciclo.
Sé que puedo haberme precipitado pero …
Salu2
4 Me gusta
Compre en las caídas de las acciones de esta ‘automatización pura’, dice Bank of America
Bank of America mantiene su apoyo a Emerson Electric tras la liquidación posterior a la publicación de resultados, ya que la compañía podría beneficiarse del regreso de la fabricación a EE. UU. Los resultados fiscales del tercer trimestre de Emerson Electric fueron dispares, afectados por unas ventas inferiores a las esperadas. La compañía, que fabrica tecnología autónoma y bienes industriales, redujo sus previsiones para todo el año y ahora estima que las ventas aumentarán un 3,5 % con respecto al ejercicio anterior, en lugar de su previsión anterior de un crecimiento del 4 %. Las acciones cayeron alrededor de un 8 % tras el informe del miércoles y bajaron otro 2 % en las operaciones del jueves. El retroceso podría ser “una oportunidad para comprar automatización pura con descuento”, dijo el analista Andrew Obin, añadiendo que el sentimiento negativo probablemente sea exagerado. “Creemos que la reacción de las acciones refleja una narrativa de ‘menor potencial alcista’ frente a la preocupación de que la demanda subyacente sea más débil”, dijo. Los pedidos del tercer trimestre del 25 (final de junio) crecieron un 4 % interanual, lo que se mantuvo estable con el ritmo del trimestre anterior a pesar de una comparación más difícil de 400 puntos básicos. Sin embargo, solo estuvo en línea con la guía anterior de un dígito medio. EMR YTD mountain Emerson Electric stock en 2025. Las acciones han ganado alrededor de un 6 % hasta la fecha en 2025. Bank of America prevé que la acción subirá a 165 USD por acción, o alrededor de un 23 % por encima del cierre de 133,95 USD del miércoles. La firma reiteró su recomendación de compra. Obin dijo que espera que Emerson se beneficie de los esfuerzos de relocalización de EE. UU., que ha sido un enfoque clave para el segundo mandato del presidente Donald Trump. “Vemos a Emerson como un beneficiario de la relocalización de EE. UU., con una fuerte participación en Life Sciences/Pharma”, dijo Obin. “Se han realizado un total de 216 000 millones de USD en anuncios de relocalización en lo que va de año”.
2 Me gusta
En cambio Barclays le da un precio objetivo de 127 USD…
BMI, EIX, IPG, PRU
Claro, aquí tienes el análisis en castellano de España.
Caza de altas rentabilidades: ¿Son estos dividendos del 5% una ganga o una trampa?
Para los inversores centrados en los ingresos, encontrar acciones con una rentabilidad por dividendo alta y sostenible es cada vez más difícil. Un reciente filtro de mercado identificó solo cuatro empresas del S&P 500 con rentabilidades superiores al 5% que además cumplen criterios clave de seguridad, pero cada una de ellas conlleva importantes riesgos específicos que los inversores deben sopesar frente al atractivo pago.
Por qué es importante:
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Las altas rentabilidades suelen ser señal de un riesgo elevado. Las acciones de esta lista —Bristol Myers Squibb (BMY), Edison International (EIX) y Prudential Financial (PRU)— tienen rentabilidades por dividendo superiores al 5% en gran parte porque el precio de sus acciones ha caído de forma significativa este año (un 19%, 31% y 13% respectivamente). Se está compensando a los inversores por asumir riesgos relacionados con la cartera de futuros medicamentos (BMY), responsabilidades legales por incendios forestales (EIX) y un cambio en su modelo de negocio (PRU).
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La seguridad del dividendo es un factor clave positivo. A pesar de las presiones sobre el precio de las acciones, el filtro buscó específicamente empresas que pudieran permitirse sus pagos. Para las tres, los analistas de Wall Street esperan que los beneficios de 2025 cubran holgadamente sus dividendos actuales, lo que sugiere que el flujo de ingresos no corre un peligro inmediato. Por ejemplo, se espera que BMY gane 6,50 $por acción, más que suficiente para cubrir su dividendo de 2,48$.
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Una de estas altas rentabilidades no durará. Interpublic Group (IPG) está en proceso de ser adquirida por su rival Omnicom en un acuerdo exclusivamente en acciones. Aunque IPG ofrece actualmente una rentabilidad del 5,3%, sus accionistas pronto recibirán acciones de Omnicom, que tienen una rentabilidad menor (aunque sólida) del 4,1%. Esto reduce la lista de empresas con más del 5% de rentabilidad a solo tres.
En resumen:
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Estas acciones representan potenciales inversiones de tipo “valor más renta” (value-plus-income), en las que los inversores cobran un dividendo elevado mientras esperan a que la empresa resuelva sus problemas. Esta estrategia requiere paciencia y tolerancia a los riesgos específicos que afectan a cada compañía.
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La alta rentabilidad es, en esencia, una compensación por asumir el riesgo. Si bien el filtro proporciona un buen punto de partida al seleccionar por la sostenibilidad del dividendo, no son inversiones del tipo “comprar y olvidarse”. Debes sentirte cómodo con las dificultades que afronta cada empresa antes de comprar por el dividendo.
Perspectivas
El universo de acciones de primer nivel (blue-chip) que ofrecen una rentabilidad del 5% se está reduciendo, obligando a los inversores que buscan ingresos a considerar empresas con “defectos” notables. Las compañías identificadas —BMY, EIX y PRU— ofrecen un flujo de ingresos atractivo que parece sostenible por ahora, pero el precio de sus acciones podría permanecer estancado o caer más hasta que se resuelvan sus problemas principales. Para un inversor particular cuya principal preocupación sea la rentabilidad por dividendo, merece la pena investigar más a fondo estas acciones, pero requieren un seguimiento activo de los desafíos específicos que afectan a cada una.
5 Me gusta
¿Alguien lleva y tiene opinión y conocimiento sobre Record PLC? Rec.l
Le fui a echar un ojo cuando la compró Gorka hace unas semanas, era una cap de 100 millones, muy pequeña, con lo poco que miré tampoco me quedó claro qué hacían: gestión de activos, fondos, cambios de divisa… me dio pereza.
Te paso alguna nota que cogí de lo que ha comentado Gorka sobre ella:
Nueva posición adquirida con los dividendos de Iberdrola. La ve superior a Iberdrola por su “mayor ROE”, no tener deuda, tener mejores márgenes y pagar “más dividendo”.
“Tranquilota con buenos márgenes”. El principal riesgo que identifican es una posible OPA (Oferta Pública de Adquisición).
2 Me gusta
Las empresas del S&P 500 están cotizando a precios tan altos que, por mucho que suben los dividendos año tras año, los yield se van al carajo.
Hace ya mucho tiempo que los yield hay irlos a buscar a otros lares.
Salu2
3 Me gusta
El Screener mio me da esto:
| 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 | P/FV | Rating | Proj Low TTL Return | Proj High TTL Return | Proj TTL Return | 18 Month Pricing Band |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0P0000XP82 | XNYS:WES | Western Midstream Partners LP | Energy | Oil & Gas Midstream | 38.05 | 9.38% | Quarterly | -1.5% | 9.0% | 3 | B++ | 0.6577 | — | Narrow | — | — | Low | — | — | — | 12.0% | 21.0% | 16.5% | 25.0% |
| 0P000004C0 | XNYS:PFE | Pfizer Inc | Health Care | Drug Manufacturers - General | 25.38 | 6.74% | Quarterly | 4.0% | 2.5% | 2 | A | 0.6899 | Narrow | Narrow | Standard | Medium | Medium | 38.00 | 0.67 | ★★★★★ | 15.0% | 21.0% | 18.0% | 30.0% |
| 0P0000042P | XNYS:OKE | ONEOK Inc | Energy | Oil & Gas Midstream | 73.68 | 5.54% | Quarterly | 4.0% | 4.0% | 3 | B++ | 0.5765 | Narrow | Narrow | Standard | Medium | Medium | 100.00 | 0.74 | ★★★★ | 15.0% | 26.0% | 20.5% | 45.0% |
| 0P000000VL | XNYS:BMY | Bristol-Myers Squibb Co | Health Care | Drug Manufacturers - General | 48.26 | 5.10% | Quarterly | 7.5% | 2.5% | 1 | A+ | 0.6372 | Wide | Wide | Exemplary | Medium | Medium | 66.00 | 0.73 | ★★★★ | 11.0% | 15.0% | 13.0% | 10.0% |
| 0P00005TLP | XNYS:POR | Portland General Electric Co | Utilities | Utilities - Regulated Electric | 42.50 | 4.76% | Quarterly | 5.5% | 5.5% | 2 | B++ | 0.6764 | Narrow | Narrow | Standard | Low | Medium | 54.00 | 0.79 | ★★★★★ | 10.0% | 18.0% | 14.0% | 10.0% |
| 0P000004TM | XNAS:SNY | Sanofi SA | Health Care | Drug Manufacturers - General | 50.53 | 4.38% | Annually | 1.0% | 6.5% | 1 | A++ | 0.7468 | Narrow | Narrow | Standard | Medium | Low | 63.00 | 0.80 | ★★★★ | 10.0% | 13.0% | 11.5% | 10.0% |
| 0P000001BD | XNYS:CLX | Clorox Co | Consumer Staples | Household & Personal Products | 121.25 | 4.04% | Quarterly | 5.5% | 8.0% | 3 | B++ | 0.7430 | Wide | Wide | Exemplary | Medium | Medium | 177.00 | 0.69 | ★★★★★ | 14.0% | 22.0% | 18.0% | 25.0% |
| 0P000001DB | XNAS:CMCSA | Comcast Corp | Communication Services | Telecom Services | 33.29 | 3.84% | Quarterly | 9.0% | 7.0% | 2 | A | 0.6152 | Narrow | Narrow | Standard | Medium | Medium | 49.00 | 0.68 | ★★★★★ | 17.0% | 23.0% | 20.0% | 15.0% |
| 0P000003KE | XNYS:MRK | Merck & Co Inc | Health Care | Drug Manufacturers - General | 84.66 | 3.78% | Quarterly | 8.0% | 6.0% | 2 | A | 0.7131 | Wide | Wide | Standard | Medium | Medium | 111.00 | 0.76 | ★★★★ | 16.0% | 24.0% | 20.0% | 25.0% |
| 0P000004B0 | XNAS:PEP | PepsiCo Inc | Consumer Staples | Beverages - Non-Alcoholic | 150.73 | 3.64% | Quarterly | 7.5% | 4.0% | 1 | A | 0.7350 | Wide | Wide | Exemplary | Low | Low | 164.00 | 0.92 | ★★★★ | 17.0% | 23.0% | 20.0% | 10.0% |
| 0P000001P8 | XNYS:DEO | Diageo PLC | Consumer Staples | Beverages - Wineries & Distilleries | 115.25 | 3.59% | Semi-annually | 4.0% | 2.0% | 1 | A+ | 0.6805 | Wide | Wide | Standard | Low | Low | 130.00 | 0.89 | ★★★★ | 14.0% | 19.0% | 16.5% | 15.0% |
| 0P000000WD | XNYS:BF.B | Brown-Forman Corp | Consumer Staples | Beverages - Wineries & Distilleries | 30.43 | 2.95% | Quarterly | 5.5% | 6.5% | 3 | B++ | 0.5941 | Wide | Wide | Exemplary | Medium | Medium | 42.00 | 0.72 | ★★★★ | 13.0% | 24.0% | 18.5% | 10.0% |
| 0P000003BP | XNYS:LMT | Lockheed Martin Corp | Industrials | Aerospace & Defense | 446.00 | 2.93% | Quarterly | 8.0% | 4.5% | 2 | A | 0.6958 | Wide | Wide | Exemplary | Medium | Medium | 529.00 | 0.84 | ★★★★ | 10.0% | 18.0% | 14.0% | 15.0% |
| 0P00000315 | XNAS:JJSF | J&J Snack Foods Corp | Consumer Staples | Packaged Foods | 112.33 | 2.78% | Quarterly | 9.0% | 4.0% | 2 | A | 0.7293 | — | Narrow | — | — | Medium | — | — | — | 14.0% | 22.0% | 18.0% | 25.0% |
| 0P0000011H | XNYS:CNI | Canadian National Railway Co | Industrials | Railroads | 93.81 | 2.65% | Quarterly | 11.5% | 9.0% | 1 | A+ | 0.7204 | Wide | Wide | Standard | Medium | Medium | 105.00 | 0.89 | ★★★★ | 13.0% | 18.0% | 15.5% | 25.0% |
| 0P000000E8 | XNYS:AWR | American States Water Co | Utilities | Utilities - Regulated Water | 75.26 | 2.53% | Quarterly | 9.0% | 8.0% | 1 | A | 0.7188 | — | Narrow | — | — | Medium | — | — | — | 10.0% | 15.0% | 12.5% | 10.0% |
| 0P000001GT | XNYS:STZ | Constellation Brands Inc | Consumer Staples | Beverages - Brewers | 166.30 | 2.44% | Quarterly | 5.5% | 10.0% | 2 | B++ | 0.6284 | Wide | Wide | Standard | Medium | Medium | 247.00 | 0.67 | ★★★★★ | 10.0% | 22.0% | 16.0% | 20.0% |
| 0P0000019P | XNAS:CINF | Cincinnati Financial Corp | Financials | Insurance - Property & Casualty | 153.65 | 2.19% | Quarterly | 6.5% | 6.5% | 3 | A | 0.7940 | — | Narrow | — | — | Medium | — | — | — | 11.0% | 21.0% | 16.0% | 10.0% |
| 0P0000SPS2 | XNYS:HII | Huntington Ingalls Industries Inc | Industrials | Aerospace & Defense | 267.09 | 2.00% | Quarterly | 13.5% | 12.0% | 3 | B++ | 0.4936 | Wide | Wide | Standard | Medium | Low | 324.00 | 0.82 | ★★★★ | 14.0% | 22.0% | 18.0% | 20.0% |
| 0P000003UY | XNAS:NTAP | NetApp Inc | Information Technology | Software - Infrastructure | 108.42 | 1.92% | Quarterly | 13.5% | 4.5% | 3 | B++ | 0.7040 | — | Narrow | — | — | Medium | — | — | — | 10.0% | 20.0% | 15.0% | 15.0% |
| 0P000002ED | XNAS:GNTX | Gentex Corp | Consumer Discretionary | Auto Parts | 27.37 | 1.75% | Quarterly | 2.0% | 6.0% | 3 | B++ | 0.7663 | Narrow | Narrow | Standard | Medium | Medium | 42.00 | 0.65 | ★★★★★ | 18.0% | 27.0% | 22.5% | 15.0% |
| 0P000001C8 | XNAS:CTSH | Cognizant Technology Solutions Corp | Information Technology | Information Technology Services | 70.49 | 1.74% | Quarterly | 10.5% | 7.0% | 1 | A+ | 0.8102 | Narrow | Narrow | Standard | Medium | Medium | 84.00 | 0.84 | ★★★★ | 11.0% | 17.0% | 14.0% | 20.0% |
| 0P000002T9 | XNYS:IEX | IDEX Corp | Industrials | Specialty Industrial Machinery | 164.47 | 1.70% | Quarterly | 8.5% | 4.0% | 1 | A | 0.6959 | Wide | Wide | Exemplary | Medium | Low | 210.00 | 0.78 | ★★★★ | 14.0% | 19.0% | 16.5% | 20.0% |
| 0P0000028T | XNYS:FLS | Flowserve Corp | Industrials | Specialty Industrial Machinery | 52.15 | 1.61% | Quarterly | 1.0% | 4.0% | 3 | B++ | 0.5884 | — | Narrow | — | — | Low | — | — | — | 13.0% | 25.0% | 19.0% | 40.0% |
| 0P000000OM | XNYS:BALL | Ball Corp | Materials | Packaging & Containers | 53.13 | 1.51% | Quarterly | 13.0% | 6.0% | 3 | B++ | 0.6554 | Narrow | Narrow | Standard | Medium | Medium | 60.00 | 0.89 | ★★★★ | 19.0% | 31.0% | 25.0% | 15.0% |
| 0P0000020J | XNAS:ERIE | Erie Indemnity Co | Financials | Insurance Brokers | 364.28 | 1.47% | Quarterly | 7.0% | 6.5% | 3 | A | 0.7462 | — | Narrow | — | — | Medium | — | — | — | 10.0% | 22.0% | 16.0% | 25.0% |
| 0P00009D4B | XNYS:G | Genpact Ltd | Industrials | Information Technology Services | 44.04 | 1.46% | Quarterly | 12.5% | 13.0% | 3 | B++ | 0.6834 | — | Narrow | — | — | Medium | — | — | — | 12.0% | 23.0% | 17.5% | 15.0% |
| 0P000000UV | XNYS:BRC | Brady Corp | Industrials | Security & Protection Services | 72.74 | 1.32% | Quarterly | 2.0% | 9.0% | 2 | A | 0.7864 | — | Narrow | — | — | Low | — | — | — | 10.0% | 19.0% | 14.5% | 15.0% |
| 0P000005O7 | XNAS:OLED | Universal Display Corp | Information Technology | Electronic Components | 140.29 | 1.21% | Quarterly | 41.0% | 12.5% | 3 | A | 0.6781 | — | Narrow | — | — | Low | — | — | — | 11.0% | 22.0% | 16.5% | 20.0% |
| 0P0000038K | XNAS:LSTR | Landstar System Inc | Industrials | Integrated Freight & Logistics | 129.03 | 1.18% | Quarterly | 27.5% | 9.0% | 2 | A | 0.8195 | Wide | Wide | Exemplary | Medium | Medium | 147.00 | 0.88 | ★★★★ | 12.0% | 20.0% | 16.0% | 15.0% |
| 0P000002A6 | XNAS:FELE | Franklin Electric Co Inc | Industrials | Specialty Industrial Machinery | 95.81 | 1.09% | Quarterly | 12.5% | 5.5% | 2 | A | 0.7358 | — | Narrow | — | — | Medium | — | — | — | 13.0% | 21.0% | 17.0% | 10.0% |
| 0P000003PT | XNYS:MLI | Mueller Industries Inc | Industrials | Metal Fabrication | 91.66 | 0.98% | Quarterly | 26.0% | 19.0% | 3 | A+ | 0.7763 | — | Narrow | — | — | Medium | — | — | — | 11.0% | 23.0% | 17.0% | 25.0% |
| 0P000004KN | XNYS:RLI | RLI Corp | Financials | Insurance - Property & Casualty | 67.90 | 0.88% | Quarterly | 4.5% | 16.0% | 2 | A | 0.7831 | — | Narrow | — | — | Low | — | — | — | 10.0% | 17.0% | 13.5% | 25.0% |
| 0P0000007E | XNYS:A | Agilent Technologies Inc | Health Care | Diagnostics & Research | 119.11 | 0.82% | Quarterly | 8.5% | 6.0% | 3 | B++ | 0.7083 | Wide | Wide | Exemplary | Medium | Low | 151.00 | 0.79 | ★★★★ | 10.0% | 19.0% | 14.5% | 20.0% |
Yo me quedaría con Clorox creo:
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|
| ROCE | 37.84% | 40.99% | 28.96% | 34.87% | 20.73% | 16.55% | 7.13% | 11.54% | 27.70% | 31.77% |
| Gross Margin | 44.72% | 43.68% | 43.90% | 45.57% | 43.58% | 35.81% | 39.36% | 42.97% | 45.23% | 45.23% |
| Operating Marging | 18.70% | 18.37% | 17.81% | 18.76% | 16.69% | 10.12% | 11.14% | 10.19% | 16.57% | 16.57% |
| Cash conversion | 77.44% | 86.76% | 89.61% | 122.60% | 104.16% | 109.32% | 140.70% | 96.13% | 83.35% | 83.35% |
| Interest cover | 12.69 | 13.33 | 11.53 | 12.95 | 10.04 | 6.68 | 3.47 | 5.17 | 13.15 | 13.15 |
| FCF yield | 3.73% | 0.64% | 3.98% | 5.10% | 3.63% | 3.11% | 5.07% | 2.76% | 5.17% | 5.89% |
16 Me gusta
Nuevo, necesito ayuda, maximo yield
1 me gusta
¿Un ordenador con un procesador de textos que pueda sustituir tu telégrafo?
11 Me gusta
Una ouija?
2 Me gusta
Telefonica sin duda
1 me gusta
¿Clorox no era una empresa que tenía mucha deuda? Me parece recordar que la eliminé de mi lista por algo así pero ahora mismo no estoy muy seguro
Hace poco Chuck la incluyó en uno de sus vídeos, el precio creo que es el mismo actual, yo no la sigo.
