Investing to become financially independent
Investing to become financially independent
An analysis of Clorox's remarkable performance following Carl Icahn's investment, with a focus on its dividend strategy and stability in times of crisis. The portfolio shows marked improvement with volatility under control, thanks in particular to strategic investments such as Coca-Cola.
Clorox (NYSE:CLX), +7.56% Friday Read More »
Find out why Enbridge, the Canadian oil and gas transmission giant, has been offering attractive long-term yields and growing dividends for 16 years. Despite its attractive dollar diversification benefits and low volatility, the high payout ratio of 67.30% currently prompts caution.
Enbridge (Toronto:ENB.TO) Read More »
The portfolio is showing encouraging signs thanks to the simultaneous progress of the dollar and the market, despite remaining in the red. Strategic adjustments to the algorithm have been made to better manage currency risk, with a particular focus on stocks offering good resistance to dollar fluctuations.
Slightly better... Read More »
Find out why Colgate-Palmolive, the US hygiene and household products giant, represents an attractive investment opportunity despite its recent underperformance. With iconic brands such as Colgate, Palmolive and Ajax, and an impressive history of dividend growth spanning more than 50 years, this defensive stock deserves the full attention of cautious investors.
Colgate-Palmolive (NYSE:CL) Read More »
The portfolio's disappointing performance has prompted us to refocus on our investment strategy of regular dividends, while maintaining a long-term view. In the face of current market volatility and a weak dollar, it is crucial to maintain a realistic and disciplined approach, staying true to our objective of investing in quality stocks.
A dark week for defensives and the dollar Read More »
Discover our detailed analysis of Sanofi Aventis, the world's 5th largest pharmaceutical group, and its attractiveness as a dividend stock. The stock, trading at attractive prices with a yield of 5.16% in 2011, has attractive characteristics despite its relative youth compared to other major players in the sector.
Sanofi Aventis (PA:SAN) Read More »
Since 2009, stock markets have risen spectacularly, with the SMI up 45% and the S&P 500 up 75%, raising legitimate concerns about current valuations. According to Warren Buffett's favorite indicator, the market is moderately overvalued, with a TMC/GNP ratio of 92.5%, suggesting a limited future annual return of 4.6%.
Market analysis: is it time to worry about overvaluation? Read More »
The portfolio suffered a drop in profitability to -4.74% following the fall of CenturyLink, but maintained a solid performance in euros with a Sharpe ratio higher than the benchmark indices. Dividends continue to rise, and new stocks such as Novartis and Roche are now being monitored to diversify the portfolio.
Released by CenturyLink... Read More »