morningstar publicó su lista y 14 de las 16 son británicas. pasé las 13 que ya tengo analizadas por mi herramienta:

🟢 ÓPTIMO (4)

• $NWG (+0,58 %) natwest - 5.06%, PER 8.68x, calidad 75/100

• $RKT (-3,1 %) reckitt - 4.16%, PER 11.6x

• $HSBA (+0,38 %) hsbc - 3.70%, PER 10.36x

• $LLOY (+0,61 %) lloyds - 3.58%, PER 15.6x

🟣 OBSERVAR (3)

• Relx AstraZeneca y Unilever ($REL (-1,94 %) , $AZN (-0,46 %) , $ULVR (-0,01 %) ). negocios de calidad, pero la valoración ya no deja margen

🟠 PRECAUCIÓN (4)

• BP (4.87%), Shell (3.39%), Rio Tinto (4.52%) y Barclays ($BP. (-1,17 %)
$SHEL (-0,49 %) , $RIO (+0,67 %) , $BARC (-0,06 %) ). rentabilidades altas que esconden ciclicidad. el 78% de impuesto marginal al petróleo en reino unido no ayuda

🔴 BAJO UMBRAL (2)

• Rolls-Royce $RR. (+0,66 %) : está en la lista de morningstar, pero paga 0.39%. calidad 35, oportunidad 5

• Glencore $GLEN (-0,29 %) : calidad 10/100. una rentabilidad también puede esconder un negocio en declive

🛢️💰 Exxon, Chevron, BP, Shell, and TotalEnergies posted a combined $48B in Q2 profit and nearly $90B in cash generation, an all-time high, fueled by elevated oil prices from U.S.-Iran tensions.

$XOM (-0,01 %)
$CVX (+0,65 %)
$BP. (-1,17 %)
$SHEL (-0,49 %)
$TTE (-0,48 %)

#Oil
#Earnings
#Energy

$SHEL (-0,49 %) came in good

Fund score is at good spot

margin and roic can be better

$VAR (+0,51 %) is better placed from what i see

But lot more volatility (safety score)

$EQNR (-1,67 %)

equinor is the one i would choose, but all 3 will be ok, choose shell or equinor if you plan on holding for 20-years region

final score

1-$EQNR (-1,67 %)

2-$SHEL (-0,49 %)

3-$VAR (+0,51 %)

$SHEL (-0,49 %)

⠀

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Adjusted earnings: $9.84B vs. $6.92B QoQ and $4.26B YoY

• Adjusted EPS: $1.76 vs. $1.22 QoQ and $0.72 YoY

• Adjusted EBITDA: $20.71B vs. $17.74B QoQ

• Operating cash flow: $21.43B

• Free cash flow: $17.52B

• Income attributable to shareholders: $10.82B

⠀

💰 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐑𝐞𝐭𝐮𝐫𝐧𝐬

• Q2 shareholder distributions: $5.2B

• Share buybacks completed: $3.0B

• Cash dividends paid: $2.2B

• Dividend declared: $0.3906 per share

• New buyback programme: $4.2B, including $3.0B of new repurchases and $1.2B carried over

⠀

📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Higher realised prices, LNG trading, refining, chemicals and oil-products optimisation supported earnings

• Net debt fell to $41.8B from $52.6B QoQ, while gearing declined to 18.7% from 23.2%

• Shell has delivered $5.8B of structural cost reductions since 2022, including $0.7B in H1 2026

• Production declined to 2.46M boe/d, partly reflecting the impact of the Middle East conflict on Qatari volumes

⠀

💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐅𝐨𝐜𝐮𝐬

Shell continues to prioritize performance, capital discipline and portfolio simplification while maintaining substantial shareholder distributions.

I had 15 shares of $JNJ (+1,54 %) , but now I own 10.

I have a lot of confidence in JNJ for stable dividends, but I was up 73% and had set myself a target of taking some profit at 70%.

It feels to get realist profits.

I also have more cash on the sidelines until the end of the month. After three months of vacation with no income, I felt uneasy having no cash available. Now I feel more comfortable again, that’s why I’m investing!

I am looking for more energy stock like $TTE (-0,48 %)
$SHEL (-0,49 %)
$NEE (+0,46 %) . All the AI needs energy !

Are there any energy companies you would recommend?

Cheers,

Daan

€10k added since September, with half of that invested from my own money. I’m honestly surprised by how much these “boring,” stable dividend stocks have appreciated. €2.5k in just one month!

On top of that, I’m currently receiving an average of €28 in dividends every week. That adds up nicely over time.

I did find it difficult to keep buying at all-time highs, but I still do. I have confidence in the long-term future of these companies, I know I can’t control what the market does, and I believe I’ll still earn a better return than leaving my money in the bank.

That said, I do need to build up my cash position again. I’ve been considering selling 3 of my 15 Johnson & Johnson shares, as they’re currently up 60%

What should you do in my position?$JNJ (+1,54 %)
$VHYL (+0,23 %)
$TDIV (-0,29 %)
$O (+0,19 %)
$VPK (-1,18 %)
$SHEL (-0,49 %)
$ULVR (-0,01 %)

$BAYN (+0,95 %)
$LDO (+1,46 %)
$FCT (-0,33 %)
$VOW (-2,58 %)
$SAN (+0,29 %)
$VWRL (+0,22 %)
$ENI (+0,27 %)
$SHEL (-0,49 %)
$KO (+0,53 %)
$ISP (+1,29 %)
$INTC (+0,81 %)
$SL (-0,03 %)
$GOOGL (+0,66 %) .