$O (-1,37 %)

$NN (+0,57 %)

$V (+0,54 %)

$ABN (-0,34 %)

$TDIV (+0,39 %)

$VWRL (+0,18 %)

$JEGP (+0,16 %)

After having invested before in $1COV (+0,2 %) with the aim to be acquired by Adnoc/XRG and another investment in $ILTY Illimity Bank in Italy giving access to $IF (-0,55 %) 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 (-0,66 %) Unicredit stakebuilding in both $ALPHA (+0,29 %) Alphabank & $CBK (+0,14 %) Commerzbank and a failled attempt to acquire $BAMI (+0,16 %) Banco BPM. We saw $BMPS (+0,38 %) Monte dei Pachi acquire $MB (-0,23 %) Mediobanca. $BPE (-0,02 %) Bper Banca merge with $BPSO (-0,09 %) and rumored to be on the wishlist of Unicredit.

Denmark is consolidating but could be still more ongoing:

A recent merger of $SYDB (+0,5 %) 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 %) Banco Bilbao of $SAB (+0,33 %) Banco Sabadell.

The Netherlands:

$ING (+0 %) ING taking a substantial stake in $VLK (-0,66 %) Van Lanschot Kempen.

$ABN (-0,34 %) 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 (-0,02 %) - Bper Banca - Italy

$BAMI (+0,16 %) - Banca BPM - Italy

$ABN (-0,34 %) - ABN Amro Bank - Netherlands

$ALPHA (+0,29 %) - Alpha Bank - Greece

$JYSK (+0,7 %) - Jyske Bank - Denmark

$ALR (-0,81 %) - Ailor Bank - Poland

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

Working on the base with solid stocks this week. Bought 20 shares of $ABN (-0,34 %) en 14 of $AD (-0,52 %) .

Sold 50 shares with and average buy price of €11.18

(re)New entries today, because I stepped in to $ABN (-0,34 %) again(20 shares), at a somewhat lower price. The forecast is recovered again with > 5% dividend/y.

The other one is a bit of a outcast, I bought 20 shares $HSBK Halyk Bank of Kazakhstan on the London exchange. You need to push on the transaction to see the right ticker. 😅 The dividend was 17% this year (€4/share) but the forecast for 2026 is €6/share and paying in January, June and October. We will see how this evolves. 😇

Sold my 26 $ABN (-0,34 %) with 38% profit and invest in 100 $WINC (+0,14 %) . Added 15 $AD (-0,52 %) and 14 $BATS (-0,15 %) . Maybe step in later again at $ABN, but got a lot other financials like $NN (+0,57 %) , $VLK (-0,66 %) ,and $WHA (-0,42 %) .

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 (-0,32 %) , $ABN (-0,34 %) , $EVO (+0,05 %) , $VLK (-0,66 %) . A few others are still underperforming for now but are known stable companies like $ALV (+0,2 %) and $TTE (+0,03 %) . 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 (+0,05 %) which I expect to launch🚀 in the coming year.

I'm looking at three dividend stocks right now: $PFE (-1,9 %), $AEP (-0,31 %) and $ENEL (+0,92 %). They each have different profiles, and I'm trying to figure out which could be the most attractive at this point.

$PFE (-1,9 %) 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 (-0,31 %) 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 (+0,92 %) 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 (+0,39 %)

$JEGP (+0,16 %)

$VWRL (+0,18 %)

$NN (+0,57 %)

$ABN (-0,34 %)

$O (-1,37 %)

$V (+0,54 %)

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

$ABN (-0,34 %)

$NN (+0,57 %)

$V (+0,54 %)

$O (-1,37 %)

$TDIV (+0,39 %)

$JEGP (+0,16 %)

$VWRL (+0,18 %)

got to 20 today, beyond my wildest expectations...let's see how long it lasts# $ABN (-0,34 %) old analisys https://getqu.in/qNFJ7w/

#dividends
#stock
#abn