Tag Archives: ExxonMobil

GLENCORE is the ultimate inflation Hedge

The global recovery from the COVID-19 – much faster and stronger than expected In spring 2020, amid global lockdowns due to the pandemic, the world was litterallly awashed in commodities such as oil, coal, natural gas. The world economy and our societies were litterally brought to a standstill at that …

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Sometimes dividend cuts are good signs

The communicated and executed dividend policy of a publicly-traded company is an important factor to consider when it comes to investing in income-generating assets. An immanent dividend cut for instance is often a warning sign that the business is running into troubles, that it has been applying an unsustainable dividend …

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Pernod Ricard the French spirits jewel

A glance at some outstanding European businesses If I had to make a list with thirty of the strongest European businesses that made excellent long term stock holdings, creating huge intergenerational wealth for investors, I would certainly choose the following three French company giants for that selection: the world largest …

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Good stock repurchase programs are rare

Companies have various possibilities to “reward” their shareholders besides delivering strong and growing profits which are commonly referred to as “good earnings quality”. The two most commonly used ways to allocate capital towards stock investors are usually made in form of cash payouts to shareholders (dividends) and/or by repurchasing own …

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Beware of investor community standard narratives

Professional and small retail investors alike constantly rely deliberately or unconsciously on story narratives. That’s the way we human beings understand our complex world, how we try to make sense of events and bring different elements into a kind of consistent framework. There are thousands of different media reports on …

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Why portfolio rebalancing can be risky

When it comes to investing, asset allocation is the most important factor, having an influence on risk exposure and long-term performance. Realigning the weightings of different assets such as stocks, bonds, etc. in an investment portfolio is a very tricky process. It always bears the risk of changing things for …

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Are there any European Dividend Aristocrats?

The term dividend aristocrat commonly refers to a US company that is a member of the S&P 500 index and has increased its dividend for at least twenty-five consecutive years in a row. Examples are enterprises such as The Coca-Cola Company, PepsiCo, Procter & Gamble, Johnson & Johnson. Companies having the ability to raise …

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