ISNPY News and Press, Intesa Sanpaolo S.P.A. ADR Repstg Ord Shs From 09/17/20

This article is part of a series that provides an ongoing analysis of the changes made to Harris Associates' 13F stock portfolio on a quarterly basis. It is based on Harris Associates’ regulatory 13F Form filed on 08/14/2020. William Nygren’s 13F portfolio value increased ~14...

This article is part of a series that provides an ongoing analysis of the changes made to Kenneth Fisher’s 13F stock portfolio on a quarterly basis. It is based on Fisher Asset Management’s regulatory 13F Form filed on 08/07/2020. Please visit our Tracking Kenneth Fisher's Fis...

This article part of a series that provides an ongoing analysis of the changes made to Harris Associates' 13F stock portfolio on a quarterly basis. It is based on Harris Associates' regulatory 13F Form filed on 05/15/2020. William Nygren's 13F portfolio value decreased ~36% from $56.41B to $...

This article is first in a series that provides an ongoing analysis of the changes made to Harris Associates' 13F stock portfolio on a quarterly basis. It is based on Harris Associates’ regulatory 13F Form filed on 02/14/2020. William Nygren’s 13F portfolio value increased ~10%...

Intesa Sanpaolo ( ISNPY ) has made a surprising offer to combine with UBI Banca, but this isn't a threat to its investment case that continues to be based on its high and sustainable dividend yield. Background As I've discussed recently , Intesa's investment case is mainly related to ...

This article is part of a series that provides an ongoing analysis of the changes made to Kenneth Fisher’s 13F stock portfolio on a quarterly basis. It is based on Fisher Asset Management’s regulatory 13F Form filed on 02/12/2020. Please visit our Tracking Kenneth Fisher's Fis...

Most of January's market outlooks discuss things that are currently on everyone’s mind: central banks, trade wars, Brexit, you name it. Also, each year everyone has an opinion of how stocks will do and most of the time, they are proven wrong anyway. I want to use this market outlook for...

Intesa Sanpaolo ( ISNPY ) offers a very high dividend yield that is sustainable over the long term, even though the bank wants to reduce its payout ratio in the near future to a more sustainable level. This may lead to some dividend cuts, but current expectations seem to be too bearish and...

UniCredit ( UNCRY ) is an interesting value play in the European banking sector, as the bank is still trading at a discount to peers and its fundamentals are catching up to other large European banks, something that isn’t currently reflected in its share price. Background UniCre...

This article is part of a series that provides an ongoing analysis of the changes made to Kenneth Fisher’s 13F stock portfolio on a quarterly basis. It is based on Fisher Asset Management’s regulatory 13F Form filed on 10/28/2019. Please visit our Tracking Kenneth Fisher's Fis...