IDEXF News and Press, Inditex SA From 02/28/23

Summary I cover Zara, one of Inditex's companies, and it's a high-quality business model. Inditex is trading at a discount through Discounted Cash Flow analysis. Zara has downsides if fashion trends remain stagnant and they are late comers to the ecommerce scene. Thesis In...

Summary This month I had 3 transactions. New forward dividends are approximately $1,225. Next month I will look into Ahold, CTPNV, Prosus and CBOE Global. The first month of the year is already done and what a month it has been in terms of stock returns. The S&P500 ( ...

Summary I managed to outperform the S&P 500 this year by a small margin. Dividends were up over 50%. In the new year, I hope to reach a forward dividend of $1,200. In January, I will look at the following stocks: BAM, MSFT, VONOY, and LHX. For further d...

Summary Inditex outperformed its European retail peers yet again in Q3, delivering a double-digit % increase in sales despite the headwinds. Gross margins were the only blemish, but decelerating inventory growth provides a tailwind into Q4. With the company also maintaining cost dis...

Summary IQDG is a large-cap, ex-US dividend growth ETF. 79% of asset value is in European companies. It is well-balanced across sectors, but quite concentrated in the top holdings. Past performance is underwhelming relative to its peers. IQDG's strategy and portfolio...

Summary This month I had 6 transactions. New forward dividend is approximately $1,165. Next month I will look into Fresenius, CBOE Global, Armada Hoffler, and Brookfield Asset Management. The end of the year is approaching and it hasn't been a pretty one for stock investor...

Summary This month I had 6 transactions. New forward dividend is approximately $1.134. Next month I am looking to add capital to the IGaming sector, CVS Health, and/or Brookfield Asset Management. I am also looking to consolidate one of my smaller positions. Octo...

Summary Industria de Diseño Textil, S.A., aka Inditex, has an estimated intrinsic value at €85.6 billion, or €27.5 per share - implying a 20% discount. The company has defensive characteristics and may increase market share as customers experience a decline in p...

Summary This month I had 7 transactions. New forward dividend is approximately $1,080. Next month I will look into the European real estate sector, TJX, L3Harris and Microsoft. September is over and it is yet another month to quickly forget when it comes to stock ret...

Industria de Diseño Textil S.A (IDEXY) Q2 2022 Results Conference Call September 14, 2022 03:00 AM ET Company Participants Marcos López - Capital Markets Director Oscar Garcia Maceiras - CEO Ignacio Fernández - CFO James O’Shaughnessy - ...