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Safraner Investment

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  • Europe And Russian Gas: 8 Options To Play This Diversification Theme
    Thu, Apr. 24 BRGYY, CPYYY, ENGGY 2 Comments

    Summary

    • Russia will likely continue to be a key supplier of natural gas to Europe.
    • Alternatives to Russian gas are being considered in Europe.
    • A list of companies that could benefit from diversification is identified.
  • How To Value Dividends That Grow By A Fixed Amount Each Year
    Thu, Mar. 13 ABM, AUBN, EBTC 12 Comments

    Summary

    • A variation of the dividend discount model for fixed-amount increases of dividends is discussed.
    • AT&T valuation is discussed based on this adjusted model. AT&T looks overvalued.
    • A list of dividend champions and contenders with this behaviour is provided.
  • Why Dividends Actually Might Be Relevant
    Thu, Feb. 27 56 Comments
  • Why Dividends Are Irrelevant
    Thu, Feb. 20 330 Comments
  • Enagas: A 6% Yield Undervalued Stock With Double-Digit Dividend Growth
    Mon, Jan. 13 KMP, ETP, OKS 5 Comments
  • Illusion And Dilution In Spanish Banks Dividends
    Oct. 28, 2013 BBVA, BKNIY, BNDSY 1 Comment
  • Banco Santander's Dividend Can't Last
    Sep. 8, 2013 SAN 142 Comments
  • Viscofan's Rising Dividends Set To Continue As Investment In China Pays Off
    Aug. 26, 2013 VSCFF Comment!
  • Bolsas Y Mercados Espanoles: Dividend Sustainable Despite Declining Market Share
    Aug. 19, 2013 BATS, BOLYY 2 Comments