Resumen y seguimiento Febrero 2020 (incluye LVMH, TXN, MMM, MSFT, CSCO, SPG, BATS, MO, PM, ENB y DIS)

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https://www.lvmh.com/

Introducción

Ingresos netos pasivos febrero

Operaciones febrero

Ventas

Compras

“Following a strategic review that included a thoughtful internal process and expert external advice, the Board has concluded that this transaction with LVMH provides an exciting path forward with a group that appreciates and will invest in Tiffany’s unique assets and strong human capital, while delivering a compelling price with value certainty to our shareholders.” – Roger N. Farah, Presidente del Consejo de Administración de Tiffany

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https://r.lvmh-static.com/uploads/2020/01/lvmh-fy-2019-va.pdf
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https://r.lvmh-static.com/uploads/2020/01/lvmh-fy-2019-va.pdf
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https://r.lvmh-static.com/uploads/2020/01/lvmh-fy-2019-va.pdf

“Our model, which is based on a long-term vision, values the heritage of our Houses and stimulates creativity and excellence. It is the driving force for the Group’s success and the guarantee of its future.” – BERNARD ARNAULT, Presidente y CEO de LVMH

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https://investor.ti.com/static-files/d221f512-49ba-4217-b3c8-888fbecd5259

“The ultimate measure for any enterprise is superior long-term growth of free cash flow.” - Rich Templeton, Presidente y CEO de Texas Instruments

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Elaboración propia con datos publicados por la Compañía
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https://s24.q4cdn.com/834031268/files/doc_financials/2019/q4/Q4-2019-Earnings-vFINAL.pdf

“The value of a firm is a function of three variables – its capacity to generate cash flows, its expected growth in these cash flows, and the uncertainty associated with these cash flows” – Asward Damodaran

Perhaps one way for investors to think about what’s happening with cloud computing at large is to think about what the total spend in technology today is. It is around 5% of GDP. On a secular basis, I think it’s going to be 10% which is going to double in the next 10 years.

And that’s because every industry, whether it’s in retail, whether it’s in health care, whether it’s in manufacturing… they’re all being transformed by digital technology. And this technology stack we have and the platform approach our company has, means we will be able to participate in that 10% on the doubling of tech spend, but more importantly, it means really helping the global economy grow because of digital technology. – Satya Nadella (CEO de MSFT)

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https://www.microsoft.com/en-us/Investor/earnings/trended/cash-returned.aspx
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Elaboración propia con datos publicados por la Compañía
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Elaboración propia con datos publicados por la Compañía
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https://www.bat.com/group/sites/uk__9d9kcy.nsf/vwPagesWebLive/DO72TJQU/$FILE/medMDBM7BCN.pdf?openelement
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Elaboración propia con datos publicados por la Compañía
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Elaboración propia con datos publicados por la Compañía
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http://investor.altria.com/Cache/IRCache/7c349dc7-d462-8a2c-c36d-2d4ae231cdd7.PDF?O=PDF&T=&Y=&D=&FID=7c349dc7-d462-8a2c-c36d-2d4ae231cdd7&iid=4087349
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https://philipmorrisinternational.gcs-web.com/static-files/ff615399-bffc-43dc-8a0d-3c774ca2b63a
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https://philipmorrisinternational.gcs-web.com/static-files/ff615399-bffc-43dc-8a0d-3c774ca2b63a
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https://philipmorrisinternational.gcs-web.com/static-files/ff615399-bffc-43dc-8a0d-3c774ca2b63a
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Elaboración propia con datos publicados por la Compañía

“We had a strong first quarter, highlighted by the launch of Disney+, which has exceeded even our greatest expectations. Thanks to our incredible collection of brands, outstanding content from our creative engines and state-of-the-art technology, we believe our direct-to-consumer services, including Disney+, ESPN+ and Hulu, position us well for continued growth in today’s dynamic media environment.” — Robert A. Iger (Presidente y CEO de Disney)

Cartera (Top-50)

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Incrementos de dividendo anunciadas

“Do you know the only thing that gives me pleasure? It’s to see my dividends coming in” – John D. Rockefeller

Despedida

Inversor DGI (dividend growth Investing) en búsqueda de la IF, apasionado de los mercados y de todo lo que pasa en el mundo...aprendiendo de los errores

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