$O (+0.92%)

$NN (+1.27%)

$V (-0.46%)

$ABN (+0.83%)

$TDIV (+0.86%)

$VWRL (-0.32%)

$JEGP (-0.39%)

After having invested before in $1COV (-0.1%) with the aim to be acquired by Adnoc/XRG and another investment in $ILTY Illimity Bank in Italy giving access to $IF (+0.74%) Banca IFIS with a 10% discount.

I'm now thinking to invest in further banking consolidation. Since there seems to be a wave of banking consolidations coming up both cross boarder and within individual European countries.

Italy shows:

$UCG (+0.48%) Unicredit stakebuilding in both $ALPHA (-3.55%) Alphabank & $CBK (-1.21%) Commerzbank and a failled attempt to acquire $BAMI (-0.12%) Banco BPM. We saw $BMPS (+0.82%) Monte dei Pachi acquire $MB (+2.43%) Mediobanca. $BPE (+0.4%) Bper Banca merge with $BPSO (+1.07%) and rumored to be on the wishlist of Unicredit.

Denmark is consolidating but could be still more ongoing:

A recent merger of $SYDB (-1.32%) Sydbank, Arbejdernes Landsbank & $VJBA Vestjysk Bank.

In Spain

We've seen a major but failed attempt to forget about the Spanish attempt of $BBVA (+1.02%) Banco Bilbao of $SAB (-0.85%) Banco Sabadell.

The Netherlands:

$ING (+0%) ING taking a substantial stake in $VLK (-1.06%) Van Lanschot Kempen.

$ABN (+0.83%) Doing several take overs in Germany and buying the trading app Bux and rumored to be bought themselves.

When thinking this through I see a potential for take over but, if it won't happen there is still good dividends to be earned. Therefore there is less of a need of a quick turn around.

I'm now looking for a "smaller" bank that traded and a likely take over candidate.

Where would you invest?

$BPE (+0.4%) - Bper Banca - Italy

$BAMI (-0.12%) - Banca BPM - Italy

$ABN (+0.83%) - ABN Amro Bank - Netherlands

$ALPHA (-3.55%) - Alpha Bank - Greece

$JYSK (-0.85%) - Jyske Bank - Denmark

$ALR (-0.66%) - Ailor Bank - Poland

Any other alternatives, or opinions about this idea, I'm happy to read!

Sold 50 shares with and average buy price of €11.18

I have been building my portfolio this year and it is doing quite well. Currently my focus is diversifying my portfolio. I have some nice performers in my portfolio like $BESI (-3.03%) , $ABN (+0.83%) , $EVO (-0.36%) , $VLK (-1.06%) . A few others are still underperforming for now but are known stable companies like $ALV (+0.92%) and $TTE (+1.93%) . My focus now is also a bit towards US stocks due to dollar diversification since I am mainly invested in Europe, Switserland and Scandinavia. I am always looking for companies with strong balance sheets, low debt ratio's compared to their peers, growth, dividend and maybe undervalued. One great example is $EVO (-0.36%) which I expect to launch🚀 in the coming year.

I'm looking at three dividend stocks right now: $PFE (+0.69%), $AEP (-1.25%) and $ENEL (+0.85%). They each have different profiles, and I'm trying to figure out which could be the most attractive at this point.

$PFE (+0.69%) seems undervalued. The stock is still well below its pre-COVID levels, the balance sheet is strong, and the dividend is over 5 percent. The real question is whether the company can return to solid growth with its pipeline.

$AEP (-1.25%) is a US utility with stable cash flow, a solid dividend track record, and relatively low debt. It doesn’t move fast, but it offers a good level of reliability and income, especially if rates come down.

$ENEL (+0.85%) is more of a question mark. The dividend is growing by nearly 9 percent a year and paid in multiple installments, which I like. But the stock is already up over 20 percent this year. Debt is quite high, and revenue growth is limited. I like the exposure to renewables, but I'm not sure if this is the right entry point.

• What do you think of these names?
• Any clear favourites? Or red flags?

Also curious: what are your expectations for the USD-EUR exchange rate in the second half of the year? I'm considering the FX angle too, since two of these names are US-listed.

#DividendInvesting
#Pfizer
#AEP
#Enel
#StockIdeas
#USD
#InvestingEurope

Today I reached a €100 monthly milestone

$TDIV (+0.86%)

$JEGP (-0.39%)

$VWRL (-0.32%)

$NN (+1.27%)

$ABN (+0.83%)

$O (+0.92%)

$V (-0.46%)

I try to build a portfolio with combinations of growth and dividends:

$ABN (+0.83%)

$NN (+1.27%)

$V (-0.46%)

$O (+0.92%)

$TDIV (+0.86%)

$JEGP (-0.39%)

$VWRL (-0.32%)

got to 20 today, beyond my wildest expectations...let's see how long it lasts# $ABN (+0.83%) old analisys https://getqu.in/qNFJ7w/

#dividends
#stock
#abn