Hi, for this month given the situation in the Middle East I thought to make a short entry in the oil&gas sector, and so on 03/16/26 I bought $ENI (-3,72 %) , I don't intend to hold it for long, also because as you can see I bought it at too high a price, I decided to enter anyway since as long as the tension is high then the stock will have good support with the barrel now at almost $120, the current idea is to get to March 23, withdraw the dividend and sell taking home a 5-7% and then liquidate 90/95% of the position and move to a stock that has suffered from the outbreak of war.

This was the first time when emotionality played a decisive role in this purchase; in the next post I will discuss the reason for this late entry.

How did you guys go about this month? What did you sell or buy?

Price decline

OPEC+ countries

Brent futures curve

Oil supply

Kazakhstan

tariff war

Price target

Link: https://shorturl.at/asfT7

$SHEL (-0,78 %)
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$OXY (-1,54 %)
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$2222
$ENI (-3,72 %)

As an Italian investor focused on dividends, I cannot ignore companies listed on the Italian stock exchange, traditional sectors that tend to have low growth but also good dividends, in this post, however, I want to cover $ENI (-3,72 %) .

From the 2008 crisis to the COVID crisis the stock has graphically held a certain stability hovering between €17-18 and €14, and in general in the sector it is difficult to have great performance so it is also important when you buy, in a post it is more difficult to go into more detail, question for those who are interested in dividends and in general in the energy sector, how to judge the company? What entry price would you hypothetically give yourself? I told myself at the beginning of the year that under 13€ I would buy, and so I did, I bought at 12.75€, although we are talking about insignificant amounts.

https://www.offshore-technology.com/news/enis-new-oil-discovery-in-namibia/

• $ENI (-3,72 %) Eni officially confirmed the discovery in the Capricornus-1X well in the Orange Basin offshore Namibia on April 25, 2025. A production test on this well showed a surface-limited production rate of over 11,000 barrels per day (stock tank barrels per day, stb/d) using a 40/64-inch choke. The oil produced is light (API grade 37°) with low levels of associated gas and CO₂

Almost three-quarters of all DAX and MDAX companies pay out dividends in May.

Dividend calendar with payday and expected yield:

This year's dividend champion is likely to be $RTLL (+0,43 %) - RTL Group. Shareholders can expect a yield of around 8%. However, this is only half as high as three years ago.

Deutsche Telekom is now increasingly seen as a dividend pearl. $DTE (+0,99 %) - Deutsche Telekom is increasingly seen as a dividend pearl. This year's dividend is EUR 0.90, i.e. an increase of 17% on the previous year, with a yield of around 2.7%.

Other reliable payers are $SIE (+4,8 %) - Siemens and $SAP (+0,72 %) - SAP.

One of the most reliable payers of all is $MUV2 (+0,77 %) - Munich Re. There has never been a dividend shortfall since 1960 and the amount paid per share has increased sixteen-fold since the beginning of the millennium.

There are also some attractive dividend payers in Europe, such as $ENI (-3,72 %) - ENI and $ISP (+4,75 %) - Intensa and $BNP (+3,23 %) - BNP.

Source (excerpt) / graphics: WELT