I recently noticed a share that on the one hand had a 65% price increase in the last 18 months (I think that's good for a boring bank share) and on the other hand offers a dividend yield of around 8%. It is the $ISP (-1,23%) ! Has anyone else looked into it and has an opinion on it?
Intesa Sanpaolo
Azione
Azione
ISIN: IT0000072618
Ticker: ISP
IT0000072618
ISP
Price
Discussione su ISP
Messaggi
13
3Settimana·
🔥 My top picks list - how it went in 2024 🔥
Hello everyone,
At the end of last year, I published my "top picks list" here, in which I presented the stocks that I have put on my watchlist for 2024 and am also partially invested in (unfortunately not in all of them 😁).
At the time, I had compiled a list of stocks recommended by well-known analysts and put them through "my requirements profile". The original 100 stock ideas then became the list below. A year later, I'm looking back. This was the performance:
🟢 $TMUS (-0,76%) +1,63%
🟢 Sterling Infrastructure: +100.68%
🟢 $CRM (+1,23%) Salesforce: +28.14%
🟢 $RR. (+2,9%) Rolls-Royce: +92.56%
🟢 $MOD (+0,41%) Modine Manufacturing: +98.68%
🟠 $MHO (+0,21%) M/I Homes: -1.46%
🟢 $META (+0,89%) Meta: +68.52%
🟢 $MCD (+0,06%) McDonalds: +0.14%
🟢 $MA (+0,51%) Mastercard: +26.26%
🟢 $ISP (-1,23%) Intesa Sanpaolo: +45.44%
🟢 $ISRG (+0,91%) Intuitive Surgical: +59.62%
🟠 $GCT Gigacloud Technologies: -0.66%
🟢 $FDX (+0,45%) FedEx: +11.11%
🟠 $LPG (+1,47%) Dorian LPG: -47.70%
🟢 $COST (+0,09%) Costco: +43.34%
🟢 $US1011372067 Boston Scientific: +63.23%
🟢 $BKNG (+0,13%) Booking: +44.19%
🟠 $ABX (+0,64%) Barrick Gold: -14.73%
🟢 $APP (+0,99%) Applovin: +753.81%
🟢 $GOOG (-1,14%) Alphabet: +39.28%
🟢 $AMZN (+0,7%) Amazon: +48,05%
🟢 $ANF (+0,28%) Abercrombie & Fitch: +69.99%
As you can see, my stock ideas have done quite well. $APP (+0,99%) with +753.81% was of course a big hit. $DORIAN With -47.70% it was a pipe-dropper.
🔥 I'm currently working on my top picks list for 2025. If you're interested, I'll be happy to share it again and put it up for discussion!
💬 What were your top picks in 2024? And what were the losers? I will reply to every comment and give you a brief assessment.
2Mes·
Cashflow day! 🌱
What do you think of $ISP (-1,23%) ?
YTD +40%
Div 9,15%
33
2 Commenti
2Mes
la migliore azione sullo FTSEMIB se vuoi adottare una strategia cassettista. Ottimi dividendi (divisi in anticipo e acconto). ma adesso il prezzo, anche post stacco del dividendo è troppo alto se vuoi fare un minimo di speculazione. se ce l'hai tienilo, almeno fino allo stacco del saldo del dividendo a maggio 2025
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11
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6Mes·
What do you think of the $ISP (-1,23%) , $BARC (-0,82%) , $ING (-1,56%)
still have a bit of money on the side 1k and would have divided it into the three or are there better ideas and tips? ( and savings plan of course)
15 Commenti
I would suggest you to drop the 1K in a all-world ETF to diversify :)
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66
•8Mes·
Which of my positions do you think I should make bigger (and why)?
On the following months I'd like to go for:
Airlines: $UAL (+0,71%) or $IAG (+0,91%) --> Good momentum, growth ahead, undervalued.
Insurance: $CS (+0,93%) or $ALV (+0,62%) --> Good dividend, good momentum, good perspectives, high dividend.
European Banks:
$ISP (-1,23%) or $CABK (-0,73%) --> Undervalued Vs American banks, better environment than years ago with lower valuations, higher interest and more security... possibility of gaining stock apretiation while receiving high dividends.
Homebuilding: $LEN (+0%) --> They have a clear problem with lack of homes in the US, good valuation, good growth prospects.
Also tempted to double with my pharma losers $CAH (+0,14%) and $AMPH (+0,12%) , bought them when they were with good momentum and they've underperformed since, but I still like the future prospects... High growth, small caps, good drug portfolio... If I still like the numbers and they're cheaper now, should I double my bet here?(I hate going against momentum). $PFE (-0,13%) also on the list, but I have it on a small saving plan. Shifting momentum but still early to say so I prefer to buy slow...
I'm not planing on adding stocks that are not currently in my portfolio.
47Posizioni
30,53%
11
14 Commenti
8Mes
I doubled my $PFE yesterday, the price is good and I am happy to buy and hold it for a long period of time to get some more dividends
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11
•8Mes·
Opinion/experience on $ISP (-1,23%) ?
4 Commenti
8Mes
Good bank, less undervalued than UniCredit but still undervalued. It is my biggest bank position in my portfolio.
For me it is very interesting that a big portion of Intesa's earnings come from commissions, which make them less "high interest" dependent than other banks, and less affected by the Italian bank tax, that targets specially the extra eranings coming from higher interests .
Nice dividends, nice earnings, nice growth, good perspective... In general European banking sector is interesting with this interest environment.
For me it is very interesting that a big portion of Intesa's earnings come from commissions, which make them less "high interest" dependent than other banks, and less affected by the Italian bank tax, that targets specially the extra eranings coming from higher interests .
Nice dividends, nice earnings, nice growth, good perspective... In general European banking sector is interesting with this interest environment.
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22
•8Mes·
I am now up almost 30% here, the quarterly figures will be published tomorrow. What do you think, take profits or hold on?
2 Commenti
Market cap of € 64 billion and a negative cash flow of € 23 billion to maintain a yield of 6.5% and a payout ratio of over 50%.
In other words, slightly more than a third of the company's value in negative cash flow.
I would take the profits and be happy.
In other words, slightly more than a third of the company's value in negative cash flow.
I would take the profits and be happy.
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11Mes·
My new year's resolution is to start investing in traditional finance alongside crypto. I've decided to begin by purchasing a share of Italy's biggest financial institution, $ISP (-1,23%) .
As I can see, it come with good dividends, and due to its dominant position, I'm somewhat confident in its future stability. I'm curious to see how this experiment will unfold.
33
2 Commenti
11Mes
Honestly spocken.. I was surprised how well the MSCI Italy performed in 2023. Why did you not choose JP Morgen Chase?
The actual dividend might look great. But in my opinion it would be wiser to choose a stocks which could increase its dividend over the next 10 to 15 years 10% annually.. #CAGR
The actual dividend might look great. But in my opinion it would be wiser to choose a stocks which could increase its dividend over the next 10 to 15 years 10% annually.. #CAGR
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1Anno·
Hi All, After many months of playing around with options and bying into positions this is where I think I am going to land with my buy to hold portfolio with ideally a 10 year horizon. Any thoughts or observations welcome. Thank you.
Cash - 6%
$SUSW (+0,2%) MSCI WORLD SRI ETF - 10%
$XXSC (+0,29%) MSCI Euro Small Cap ETF - 5%
$CRWD (+1,52%) - 5%
$MSFT (+0,92%) - 4%
$SHOP (+1,28%) - 5%
$SMH (+1,45%) Semi Conductor ETF - 5%
$AAPL (-0,61%) Apple - 3%
$PAYC (+0,21%) Paycom - 2%
$PATH (+0,81%) UiPath - 2%
$VRTX (-0,1%) Vertex Pharma - 7%
$GILD (-0,32%) Gilead Sciences - 4%
$AZN (-0,04%) AstraZeneca - 3%
$CRSP (+1,01%) Crispr - 2%
$AMZN (+0,7%) Amazon - 5%
$MELI (+0,11%) Mercado Libre - 3%
$BKNG (+0,13%) Booking.com - 2%
$GOOGL (-1,07%) Alphabet - 3%
$META (+0,89%) Meta - 3%
$ADYEN (+0,22%) Adyen - 4%
$STNE (+0,47%) StoneC0 - 3%
$ISP (-1,23%) Intesa Sanpaolo - 3%
$ALPH Alpha Group International - 2%
$WHA (-0,71%) Wereldhave - 2%
$BYG (+0,45%) Big Yellow Group - 2%
$DHL (-1,01%) DHL - 2%
$UKW (-0,35%) Green Coat UKW - 2%
$ENPH (-0,86%) Enphase - 2%
3 Commenti
What’s the reason behind stocking when you get most of them in a world etf? Just curious.
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