🤑247capital #31 - STOXX 1800 Global | top dividend continuity 🤑
Follow-Up, Porfolio News of the week $TAP, Tweets of the Week, ...
Hi Everyone 👋,
Welcome to the #31 issue of 247capital — your weekly source of Investment Research. If you are new, you can join my email list here, or👇🏻
The follow-up to former Issues
Below you´ll find the overview of all bought shares since Issue 1 and the current state. Please keep in mind we´re here for the long run. 5-10 years horizon at least.
$TAP - bought at $44.95 - Issue 1
Closed the week at $46.51 (up 3.47%)🔥
💰$0.34 dividends
$GEO - bought at $5.79 - Issue 7
Closed the week at $7.07 (up 22.10%)🔥
XTRA:DFV - bought at 12.96€ - Issue 8
Closed the week at 12.60€ (down 2.77%)❄️
READ - bought at 39.25SEK - Issue 12+24
Closed the week at 30.98SEK (down 21.07%)❄️
$HIMS - bought at $8.28 - Issue 12+25
Closed the week at $8.10 (down 2.17%)❄️
👉🏻 All current portfolio stocks except $GEO are in the buy zone for those who are not already invested or want to increase their share count or to average down.
Portfolio News of the week
$TAP - Held their September IR-Event. Some Key-Numbers:
5th largest beer company in the
~100 countries
42 breweries
15 $100M brands
+17.000 employees
To deliver sustainable Top and Bottom-Line growth, they want to build on the strength of their iconic brands, aggressively grow above Premium, and expand beyond beer.
List of the Week - STOXX 1800 Global | top dividend continuity
Quite self-explaining. Stocks from the STOXX 1800 Global that didn´t reduce dividends for the last 20 years.
Of course, this should not be misinterpreted as the ultimate buy list or a ready-made stock picking strategy, but rather as a menu card. In a restaurant, you don't just chow down on everything the kitchen has to offer. Rather, you choose from the menu what suits your taste, what you're in the mood for, or what you don't know yet but somehow sounds tempting.
- Christian W. Röhl
UP/NL/PD indicates how many years in a row the company has increased/not decreased/paid its dividend. The maximum value is 25. Longer histories are not taken into account. Special dividends are considered in favor of history in this analysis, i.e., they are not included in the track record would deteriorate as a result.
Here´s the source with a total of +200 stocks and a better resolution.
Quote of the Week
The hustle brings the dollar.
The experience brings the knowledge.
The persistence brings success.
- Ross Simmonds
Tweets of the week
Company names of the week - U
This is a list of company names with their name origins explained.
Today's Top 5 letter U:
UBS – named from the initials of the Union Bank of Switzerland, which merged with the Swiss Bank Corporation (SBC) in 1998. The initials no longer stand for anything, says the company, possibly because "United Bank of Switzerland" might be confused with the United Bank's subsidiary, United Bank Switzerland.
Umbro – Umbro was founded in 1924 by the Humphrey (Umphrey) Brothers, Harold C. and Wallace.
Unilever – name created to reflect the merger of Margarine Unie and Lever Brothers, agreed in 1929. Lever Brothers were named after its founders, William Hesketh Lever and his brother, James.
Unisys – from United Information Systems, the new name for the company that resulted from the merging of two old mainframe computer companies, Burroughs and Sperry [Sperry Univac/Sperry Rand]. It united two incompatible ranges. The newborn Unisys was briefly the world's second-largest computer company after IBM.
UPS – United Parcel Service of America, Inc.
Got Feedback, Questions, or Suggestions? Just Hit Reply; I’d love to hear your comments.
Thanks for reading, and until next Monday,
Sebastian from 247capital