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.
1 me gusta
Edenred ya en RPD del 5%. Voy juntando…
- Per 11 forward per 8.5.
- 2 veces ventas
- 6.5 veces cash flow.
- 3.21 EUR FCF x acción . Cotiza a 23. X debajo de 8 veces FCF. Y es cuasi financiera.
5 Me gusta
¿Sabes qué retención aplica IBKR a sus dividendos?
Ni idea. Es francesa así que lo suyo en Francia.
¿Cómo veis constellation Brands?? Por debajo de 140, máxima rentabilidad por dividendo histórico…
Buffet pilló sobre 180$
¿Alguien la tiene mirada?
3 Me gusta
Este es un video del profesor del dividendo analizando varias de bebidas entre ellas Morson coors si no me equivoco.
[https://www.youtube.com/live/3xZBxrcLwXs?si=9yTq5-C2vosFgLxU]
1 me gusta
Yo llevo comprando varios meses
4 Me gusta
Genial, gracias!
1 me gusta
El nicho tranquilo regresa: las acciones de funerarias y servicios
La escala y el poder de fijación de precios son importantes : los actores más grandes como Service Corporation International (SCI) se benefician de la consolidación de la industria y el poder de fijación de precios, mientras que empresas más pequeñas como Carriage Services (CSV) compiten centrándose en servicios personalizados de primera calidad.
Corporación Internacional Matthews (NASDAQ:MATW)
Corporación de Servicios Internacional (NYSE:SCI)
Servicios de transporte Inc. (NYSE:CSV)
6 Me gusta
Hay una película muy interesante y basada en hechos reales sobre funerarias. Se puede ver en Prime
3 Me gusta
Hola, el screener de este mes:
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0P0001HR5T | XNYS:AMCR | Amcor PLC | Materials | Packaging & Containers | 8.05 | 6.34% | Quarterly | 16.5% | 4.5% | 2 | A | 0.6372 | Narrow | Narrow | Standard | Medium | Low | 11.50 | 0.70 | ★★★★ | 17.0% | 24.0% | 20.5% | 35.0% |
| 0P000001Z9 | XNYS:EPD | Enterprise Products Partners LP | Energy | Oil & Gas Midstream | 31.63 | 6.77% | Quarterly | 3.0% | 10.5% | 2 | A | 0.7152 | Wide | Wide | Exemplary | Medium | Low | 33.00 | 0.96 | ★★★ | 16.0% | 25.0% | 20.5% | 10.0% |
| 0P0000042P | XNYS:OKE | ONEOK Inc | Energy | Oil & Gas Midstream | 73.89 | 5.52% | Quarterly | 4.0% | 4.0% | 3 | B++ | 0.5743 | Narrow | Narrow | Standard | Medium | Medium | 90.00 | 0.82 | ★★★★ | 15.0% | 26.0% | 20.5% | 40.0% |
| 0P000001DB | XNAS:CMCSA | Comcast Corp | Communication Services | Telecom Services | 31.72 | 4.04% | Quarterly | 9.0% | 7.0% | 2 | A | 0.6137 | Narrow | Narrow | Standard | Medium | Medium | 49.00 | 0.65 | ★★★★★ | 16.0% | 24.0% | 20.0% | 20.0% |
| 0P000004B0 | XNAS:PEP | PepsiCo Inc | Consumer Staples | Beverages - Non-Alcoholic | 140.44 | 3.96% | Quarterly | 7.5% | 4.0% | 1 | A | 0.7291 | Wide | Wide | Exemplary | Low | Low | 164.00 | 0.86 | ★★★★ | 17.0% | 23.0% | 20.0% | 15.0% |
| 0P0000X7UQ | XNYS:MPLX | MPLX LP | Energy | Oil & Gas Midstream | 51.28 | 7.46% | Quarterly | 5.5% | 6.5% | 2 | B++ | 0.7110 | Narrow | Narrow | Standard | Medium | Medium | 55.00 | 0.93 | ★★★ | 15.0% | 23.0% | 19.0% | 15.0% |
| 0P000000WD | XNYS:BF.B | Brown-Forman Corp | Consumer Staples | Beverages - Wineries & Distilleries | 27.10 | 3.34% | Quarterly | 5.5% | 6.5% | 3 | B++ | 0.5803 | Wide | Wide | Exemplary | Medium | Medium | 40.00 | 0.68 | ★★★★★ | 13.0% | 24.0% | 18.5% | 15.0% |
| 0P000000ZV | XNYS:CBT | Cabot Corp | Materials | Specialty Chemicals | 77.23 | 2.28% | Quarterly | 3.5% | 5.0% | 3 | B++ | 0.6402 | — | Narrow | — | — | Medium | — | — | — | 13.0% | 24.0% | 18.5% | 15.0% |
| 0P000001TX | XNYS:EOG | EOG Resources Inc | Energy | Oil & Gas E&P | 117.31 | 3.27% | Quarterly | 31.5% | 8.0% | 3 | A | 0.7681 | Narrow | Narrow | Exemplary | Medium | Low | 137.00 | 0.86 | ★★★★ | 13.0% | 23.0% | 18.0% | 25.0% |
| 0P00000315 | XNAS:JJSF | J&J Snack Foods Corp | Consumer Staples | Packaged Foods | 95.61 | 3.28% | Quarterly | 9.0% | 4.0% | 2 | A | 0.7250 | — | Narrow | — | — | Medium | — | — | — | 14.0% | 22.0% | 18.0% | 35.0% |
| 0P000004R6 | XNAS:SBAC | SBA Communications Corp | Real Estate | REIT - Specialty | 194.22 | 2.22% | Quarterly | 69.0% | 12.5% | 3 | B++ | 0.6406 | Narrow | Narrow | Standard | Medium | Low | 265.00 | 0.73 | ★★★★ | 12.0% | 23.0% | 17.5% | 15.0% |
| 0P0000019P | XNAS:CINF | Cincinnati Financial Corp | Financials | Insurance - Property & Casualty | 156.90 | 2.18% | Quarterly | 6.5% | 6.5% | 3 | A | 0.7936 | — | Narrow | — | — | Medium | — | — | — | 11.0% | 22.0% | 16.5% | 10.0% |
| 0P000001P8 | XNYS:DEO | Diageo PLC | Consumer Staples | Beverages - Wineries & Distilleries | 94.15 | 4.40% | Semi-annually | 3.5% | 2.0% | 1 | A+ | 0.6749 | Wide | Wide | Standard | Low | Medium | 130.00 | 0.72 | ★★★★★ | 14.0% | 19.0% | 16.5% | 15.0% |
| 0P000002PP | XNYS:HRL | Hormel Foods Corp | Consumer Staples | Packaged Foods | 24.72 | 4.66% | Quarterly | 7.5% | 4.5% | 1 | A | 0.7241 | Narrow | Narrow | Exemplary | Medium | Medium | 29.00 | 0.85 | ★★★★ | 14.0% | 19.0% | 16.5% | 20.0% |
| 0P0000F8QU | XNAS:KDP | Keurig Dr Pepper Inc | Consumer Staples | Beverages - Non-Alcoholic | 25.50 | 3.61% | Quarterly | 13.0% | 8.0% | 2 | B++ | 0.6745 | Narrow | Narrow | Standard | Medium | Low | 32.00 | 0.80 | ★★★★ | 13.0% | 20.0% | 16.5% | 35.0% |
| 0P000005MX | XNYS:UDR | UDR Inc | Real Estate | REIT - Residential | 37.18 | 4.60% | Quarterly | 5.0% | 6.0% | 3 | B++ | 0.6770 | — | Narrow | — | — | Medium | — | — | — | 11.0% | 22.0% | 16.5% | 10.0% |
| 0P000003BP | XNYS:LMT | Lockheed Martin Corp | Industrials | Aerospace & Defense | 487.44 | 2.71% | Quarterly | 8.0% | 4.5% | 2 | A | 0.6979 | Wide | Wide | Exemplary | Medium | Medium | 529.00 | 0.92 | ★★★ | 12.0% | 20.0% | 16.0% | 15.0% |
| 0P0000011H | XNYS:CNI | Canadian National Railway Co | Industrials | Railroads | 92.88 | 2.69% | Quarterly | 11.5% | 9.0% | 1 | A+ | 0.7198 | Wide | Wide | Standard | Medium | Low | 105.00 | 0.88 | ★★★★ | 13.0% | 18.0% | 15.5% | 20.0% |
| 0P0000020J | XNAS:ERIE | Erie Indemnity Co | Financials | Insurance Brokers | 315.99 | 1.70% | Quarterly | 7.0% | 6.5% | 3 | A | 0.7477 | — | Narrow | — | — | Medium | — | — | — | 10.0% | 21.0% | 15.5% | 30.0% |
| 0P000002VR | XNYS:INFY | Infosys Ltd | Information Technology | Information Technology Services | 16.52 | 3.06% | Semi-annually | 7.5% | 9.0% | 2 | A | 0.8282 | Wide | Wide | Standard | Medium | Medium | 16.80 | 0.98 | ★★★ | 11.0% | 20.0% | 15.5% | 20.0% |
| 0P000002XF | XNAS:IPAR | Interparfums Inc | Consumer Staples | Household & Personal Products | 101.23 | 3.11% | Quarterly | 19.5% | 11.5% | 3 | A | 0.6733 | — | Narrow | — | — | Low | — | — | — | 10.0% | 21.0% | 15.5% | 30.0% |
| 0P000000E8 | XNYS:AWR | American States Water Co | Utilities | Utilities - Regulated Water | 72.41 | 2.62% | Quarterly | 9.0% | 8.0% | 1 | A | 0.7172 | — | Narrow | — | — | Low | — | — | — | 12.0% | 18.0% | 15.0% | 10.0% |
| 0P000001CL | XNYS:CL | Colgate-Palmolive Co | Consumer Staples | Household & Personal Products | 79.59 | 2.56% | Quarterly | 3.0% | 4.0% | 1 | A | 0.7621 | Wide | Wide | Exemplary | Low | Low | 88.00 | 0.90 | ★★★★ | 12.0% | 18.0% | 15.0% | 20.0% |
| 0P000002T9 | XNYS:IEX | IDEX Corp | Industrials | Specialty Industrial Machinery | 161.35 | 1.74% | Quarterly | 8.5% | 4.0% | 2 | B++ | 0.6920 | Wide | Wide | Exemplary | Medium | Low | 210.00 | 0.77 | ★★★★ | 11.0% | 19.0% | 15.0% | 25.0% |
| 0P000001P1 | PINX:DTEGY | Deutsche Telekom AG | Communication Services | Telecom Services | 33.49 | 3.05% | Annually | 1.0% | 12.0% | 2 | B++ | 0.6523 | Narrow | Narrow | Exemplary | Medium | Low | 33.00 | 1.01 | ★★★ | 10.0% | 19.0% | 14.5% | 10.0% |
| 0P000001C8 | XNAS:CTSH | Cognizant Technology Solutions Corp | Information Technology | Information Technology Services | 66.98 | 1.84% | Quarterly | 10.5% | 7.0% | 1 | A+ | 0.8080 | Narrow | Narrow | Standard | Medium | Low | 84.00 | 0.80 | ★★★★ | 11.0% | 17.0% | 14.0% | 25.0% |
| 0P00005TLP | XNYS:POR | Portland General Electric Co | Utilities | Utilities - Regulated Electric | 43.44 | 4.72% | Quarterly | 5.5% | 5.5% | 2 | B++ | 0.6742 | Narrow | Narrow | Standard | Low | Medium | 54.00 | 0.80 | ★★★★ | 10.0% | 18.0% | 14.0% | 10.0% |
| 0P00000357 | XNAS:KMB | Kimberly-Clark Corp | Consumer Staples | Household & Personal Products | 122.23 | 4.09% | Quarterly | 3.5% | 4.5% | 1 | A | 0.7592 | Narrow | Wide | Exemplary | Medium | Medium | 140.00 | 0.87 | ★★★★ | 10.0% | 16.0% | 13.0% | 15.0% |
| 0P000003GV | XNYS:MMC | Marsh & McLennan Companies Inc | Financials | Insurance Brokers | 199.56 | 1.68% | Quarterly | 10.5% | 13.0% | 1 | A | 0.7536 | Narrow | Wide | Exemplary | Medium | Low | 197.00 | 1.01 | ★★★ | 10.0% | 15.0% | 12.5% | 20.0% |
| 0P000004TM | XNAS:SNY | Sanofi SA | Health Care | Drug Manufacturers - General | 45.54 | 4.86% | Annually | 2.0% | 6.5% | 1 | A++ | 0.7319 | Narrow | Narrow | Standard | Medium | Medium | 63.00 | 0.72 | ★★★★ | 11.0% | 14.0% | 12.5% | 20.0% |
22 Me gusta
estoy mirando de reojo a Infosys, a ver si baja un poco más
Dado que ahora es fácil le he pedido a Copilot que haga una tabla con los resultados hasta agosto 2025
Evolución de inversión en acciones NYSE (2016–2025)
| Acción | Empresa | Nº acciones | Valor ago 2025 (USD) | Revalorización (%) | Dividendos totales (USD) | Rendimiento total (%) | Rentabilidad anualizada (%) | Notas | Fuentes |
|---|---|---|---|---|---|---|---|---|---|
| CVS | CVS Health Corp | 139 | 6,950.00 | -33.81% | 369.74 | -30.29% | -3.98% | — | 1 2 |
| BMY | Bristol-Myers Squibb | 190 | 8,360.00 | -20.38% | 418.00 | -16.38% | -2.00% | — | 1 2 |
| OHI | Omega Healthcare | 338 | 10,140.00 | -3.43% | 1,320.00 | +9.71% | +1.03% | — | 1 2 |
| CL | Colgate-Palmolive | 130 | 10,660.00 | +1.52% | 340.00 | +4.76% | +0.51% | — | 1 2 |
| MDT | Medtronic | 111 | 10,770.00 | +2.57% | 313.91 | +5.55% | +0.59% | — | 4 5 |
| HCP | Healthpeak (ex HCP) | 388 | 11,080.00 | +5.52% | 1,050.00 | +15.52% | +1.61% | Cambio de nombre | 1 2 |
| JNJ | Johnson & Johnson | 115 | 12,420.00 | +18.29% | 577.30 | +23.80% | +2.39% | — | 7 8 |
| F | Ford Motor | 1,253 | 13,160.00 | +25.33% | 1,130.00 | +36.06% | +3.41% | — | 1 2 |
| BDX | Becton Dickinson | 65 | 13,910.00 | +32.47% | 270.40 | +35.03% | +3.30% | — | 10 11 |
| LOW | Lowe’s | 145 | 14,790.00 | +40.85% | 1,030.00 | +50.65% | +4.46% | — | 1 2 |
| O | Realty Income | 201 | 15,280.00 | +45.52% | 1,420.00 | +59.05% | +5.00% | — | 1 2 |
| NEE | NextEra Energy | 95 | 16,340.00 | +55.62% | 720.00 | +62.45% | +5.22% | — | 1 2 |
| LMT | Lockheed Martin | 51 | 20,910.00 | +99.14% | 1,530.00 | +113.71% | +8.11% | — | 1 2 |
| ROP | Roper Technologies | 61 | 30,840.00 | +193.71% | 1,220.00 | +205.33% | +11.48% | — | 1 2 |
Notas:
- Rentabilidad anualizada calculada con fórmula CAGR:
[
\left( \frac{\text{Valor final + dividendos}}{\text{Valor inicial}} \right)^{1/n} - 1
]
donde ( n = 8.67 ) años (desde cierre 2016 hasta agosto 2025). - Dividendos estimados con datos agregados por acción y multiplicados por el número de acciones.
Compradas a precio de cierre 2016.
Excepto las dos últimas, los resultados no parecen brillantes, al final me paso a la indexación, menos curro y resultados más que aceptables
6 Me gusta
También puedes hacer un mix conociendo lo que conoces