Vaya “pelotas” tienen las tabacaleras
Con bajadas más o menos acusadas uno se ve tentado de comprar valores que ahora tienen alta YOC. Sería el caso de MO, WBA, MAP, etc.
Sin embargo cada vez más veo estas bajadas para ampliar aquellos valores que pocas veces se ponen a tiro. Me estoy preparando la lista de la compra de los próximos JNJ
MMM
AAPL
ABBV
TXN
PG
PEP
KO
MSFT
INTC
ITW
HD
APD
HON
NKE
UNH
MA
V
15 Me gusta
Spoiler:
VZ
T
SPG
O
ETR:ALV
ETR:MUV2
BLK
ETR:BASF
MO
WHR
7 Me gusta
Entre BASF y DOW me quedo con DOW
Mismos criterios, usando screener del Value Line:
| Company Name | Ticker | Sector | Industry | Last | Currency | Safety™ | Financial Strength Rating | Dividend Yield | Proj Low TTL Return | Proj High TTL Return | Proj TTL Return | 18 Month Pricing Band | M* Moat | M* MoatQ | M* MoatQ Score | M* Stewardship | M* Uncertainty | M* UncertaintyQ | M* UncertaintyQ Score | M* distance to Default | Div frequency | FV | FVQ | P / FV |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Siemens AG | XETR:SIE | Industrials | Specialty Industrial Machinery | 103.62 | EUR | 2 | A | 4.17% | 16.0% | 25.0% | 20.5% | 65% | Narrow | Narrow | 0.982 | Exemplary | Medium | High | 0.154843 | 0.537348 | Annually | 145.00 | 149.61 | 0.70 |
| Rent A Center Inc | XNAS:RCII | Consumer Discretionary | Rental & Leasing Services | 20.25 | USD | 3 | B++ | 6.72% | 28.0% | 40.0% | 34.0% | 140% | — | None | 0.265 | — | — | Very High | 0.657752 | 0.278636 | Quarterly | — | 39.85 | 0.51 |
| T Rowe Price Group Inc | XNAS:TROW | Financials | Asset Management | 106.68 | USD | 1 | A+ | 4.50% | 18.0% | 23.0% | 20.5% | 65% | Wide | Wide | 0.997 | Exemplary | Medium | High | 0.223856 | 0.743563 | Quarterly | 155.00 | 168.22 | 0.66 |
| Vodafone Group | XNAS:VOD | Communication Services | Telecom Services | 15.49 | USD | 3 | B++ | 6.31% | 16.0% | 28.0% | 22.0% | 15% | None | None | 0.038 | Standard | Medium | High | 0.178081 | 0.57918 | Semi-annually | 17.00 | 18.35 | 0.88 |
| Walgreens Boots | XNAS:WBA | Consumer Staples | Pharmaceutical Retailers | 39.32 | USD | 3 | A | 4.86% | 16.0% | 25.0% | 20.5% | 20% | None | None | 0.042 | Standard | High | High | 0.213667 | 0.559529 | Quarterly | 48.00 | 51.11 | 0.79 |
| Best Buy Company | XNYS:BBY | Consumer Discretionary | Specialty Retail | 70.51 | USD | 3 | A | 4.99% | 12.0% | 23.0% | 17.5% | 75% | Narrow | Narrow | 0.949 | Standard | High | High | 0.249144 | 0.523642 | Quarterly | 126.00 | 120.26 | 0.57 |
| Franklin Resources Inc | XNYS:BEN | Financials | Asset Management | 23.31 | USD | 3 | B++ | 4.98% | 21.0% | 30.0% | 25.5% | 55% | Narrow | Narrow | 0.853 | Exemplary | High | High | 0.18804 | 0.540351 | Quarterly | 29.00 | 31.25 | 0.77 |
| Big Lots Inc | XNYS:BIG | Consumer Discretionary | Discount Stores | 21.42 | USD | 3 | B++ | 5.60% | 22.0% | 34.0% | 28.0% | 110% | — | None | 0.015 | — | — | Very High | 0.72799 | 0.229557 | Quarterly | — | 43.81 | 0.49 |
| Buckle Inc | XNYS:BKE | Consumer Discretionary | Apparel Retail | 29.25 | USD | 3 | B++ | 4.79% | 18.0% | 28.0% | 23.0% | 60% | — | None | 0.622 | — | — | Very High | 0.435 | 0.560 | Quarterly | — | 44.99 | 0.65 |
| Dow Inc. | XNYS:DOW | Materials | Chemicals | 54.77 | USD | 3 | A | 5.11% | 17.0% | 29.0% | 23.0% | 35% | — | None | 0.239 | — | — | High | 0.168777 | 0.62084 | Quarterly | — | 60.67 | 0.90 |
| Foot Locker Inc | XNYS:FL | Consumer Discretionary | Apparel Retail | 28.7 | USD | 3 | B++ | 5.58% | 16.0% | 28.0% | 22.0% | 70% | — | None | 0.147 | — | — | Very High | 0.500913 | 0.309296 | Quarterly | — | 56.22 | 0.51 |
| Fidelity Nat’l Fin’l | XNYS:FNF | Financials | Insurance - Specialty | 35.1 | USD | 3 | B++ | 5.01% | 19.0% | 31.0% | 25.0% | 50% | — | None | 0.076 | — | — | High | 0.207087 | 0.673779 | Quarterly | — | 46.82 | 0.75 |
| International Paper Co | XNYS:IP | Materials | Packaging & Containers | 42.35 | USD | 3 | B++ | 4.37% | 14.0% | 25.0% | 19.5% | 30% | None | None | 0.101 | Standard | High | High | 0.168054 | 0.629399 | Quarterly | 52.00 | 53.03 | 0.81 |
| LCI Industries | XNYS:LCII | Consumer Discretionary | Recreational Vehicles | 104.53 | USD | 3 | B++ | 4.02% | 19.0% | 30.0% | 24.5% | 50% | — | Narrow | 0.909 | — | — | Very High | 0.388101 | 0.452836 | Quarterly | — | 157.15 | 0.67 |
| Leggett and Platt Inc | XNYS:LEG | Consumer Discretionary | Furnishing | 34.51 | USD | 3 | B++ | 5.10% | 17.0% | 27.0% | 22.0% | 30% | — | Narrow | 0.786 | — | — | High | 0.252111 | 0.561418 | Quarterly | — | 44.84 | 0.77 |
| Manulife Financial Corporation | XNYS:MFC | Financials | Insurance - Life | 16.49 | USD | 3 | B++ | 6.25% | 18.0% | 30.0% | 24.0% | 50% | None | None | 0.001 | Standard | High | High | 0.167524 | 0.814931 | Quarterly | 22.00 | 20.18 | 0.78 |
| 3M Company | XNYS:MMM | Industrials | Conglomerates | 129.84 | USD | 1 | A++ | 4.59% | 14.0% | 19.0% | 16.5% | 35% | Wide | Wide | 1.000 | Standard | Medium | High | 0.207408 | 0.689648 | Quarterly | 186.00 | 168.80 | 0.73 |
| MSC Industrial Direct Co Inc | XNYS:MSM | Industrials | Industrial Distribution | 72.91 | USD | 3 | B++ | 4.12% | 15.0% | 23.0% | 19.0% | 30% | Narrow | Narrow | 0.972 | Standard | Medium | Medium | 0.144757 | 0.683269 | Quarterly | 93.00 | 82.60 | 0.83 |
| Rio Tinto Plc | XNYS:RIO | Materials | Other Industrial Metals & Mining | 64.54 | USD | 3 | A | 12.29% | 12.0% | 22.0% | 17.0% | 30% | None | None | 0.038 | Standard | High | Medium | 0.144133 | 0.713115 | Semi-annually | 78.00 | 71.41 | 0.86 |
| AT&T | XNYS:T | Communication Services | Telecom Services | 19.38 | USD | 3 | B++ | 5.73% | 17.0% | 27.0% | 22.0% | 15% | Narrow | Narrow | 0.775 | Poor | High | High | 0.174207 | 0.5715 | Quarterly | 25.00 | 25.11 | 0.77 |
| Unilever PLC | XNYS:UL | Consumer Staples | Household & Personal Products | 43.72 | USD | 1 | A+ | 4.58% | 16.0% | 21.0% | 18.5% | 20% | Wide | Wide | 1.000 | Standard | Low | Medium | 0.107378 | 0.656085 | Quarterly | 56.00 | 47.29 | 0.85 |
| Verizon Communications Inc | XNYS:VZ | Communication Services | Telecom Services | 49.03 | USD | 1 | A++ | 5.22% | 19.0% | 25.0% | 22.0% | 20% | Narrow | Narrow | 0.980 | Standard | Medium | Medium | 0.140526 | 0.631991 | Quarterly | 59.00 | 55.25 | 0.86 |
| Whirlpool Corp | XNYS:WHR | Consumer Discretionary | Furnishing | 151.25 | USD | 3 | A | 4.63% | 15.0% | 27.0% | 21.0% | 55% | — | None | 0.672 | — | — | High | 0.347737 | 0.547062 | Quarterly | — | 221.06 | 0.68 |
| WPP PLC | XNYS:WPP | Communication Services | Advertising Agencies | 49.37 | USD | 3 | B++ | 4.28% | 15.0% | 26.0% | 20.5% | 15% | Narrow | Narrow | 0.927 | Exemplary | High | High | 0.202636 | 0.578153 | Semi-annually | 90.00 | 74.55 | 0.60 |
| Canadian Imperial Bank of Commerce | XTSE:CM | Financials | Banks - Diversified | 64.15 | CAD | 1 | A | 5.18% | 23.0% | 29.0% | 26.0% | 35% | Narrow | Narrow | 0.948 | Standard | Medium | Very High | 0.386358 | 0.947193 | Quarterly | 77.00 | 84.97 | 0.79 |
9 Me gusta
Las acciones de energía Oneok y Chesapeake Energy bajaron en junio. Los ejecutivos compraron acciones.
El analista de Truist, Neal Dingmann, reiteró una calificación de Compra en las acciones de Oneok con un precio objetivo de $ 78…
El analista de Credit Suisse, William Janela… Clasifica las acciones de Chesapeake en Outperform con un precio objetivo de $115.
2 Me gusta
2 Me gusta
3 Me gusta
14 Me gusta
Justo lo que estaba buscando
2 Me gusta
Mordidita a trow
5 Me gusta
Precios de empresas IBEX para compra si volvemos a minimos de marzo
2 Me gusta
Ni con un láser!! 
2 Me gusta
Alguna noticia sobre Ebro Food para el 2 y pico que cae hoy? No se suele mover tanto y estaba buscando algún punto de entrada
Según algún comentario de Investing, indican que (y más o menos, cito)
- En tiempos de crisis son los más caros del lineal,
- Hay posiciones en corto (de nosequien) . … pues vaya, EBRO solía tener poco volumen, pensé que eso la haría algo más estable en precio.
- Existe cierta ingerencia política (SEPI y tal)
Yo tengo mi propia teoría: ha bajado simplemente porque yo amplié posición justo la semana pasada… 
7 Me gusta
Pues entonces estás igual que yo, amplíe la semana anterior jua, jua, jua
1 me gusta
Sin fisuras el FerdiS
La verdad es que me gustan todas. Tengo muchas ganas de BLK, pero no está costando decidir darle al botón de la pantalla de móvil 
. Viendo el exitazo de TROW ahora pienso que blk también puede caer más.
Justo ahora acabo de mirar la CQSS para comprar del súper sector cíclico en estos días y BLK me ha hecho ojitos