RDEIF News and Press, Red Electrica Corporacion SA From 10/19/20

Another quarter of higher-than-expected valuations is here. As a result, with few good deals out there, my approach to deploying cash was very balanced. Portfolio keeps dragging the S&P 500 once again, mainly due to the absence of large tech stocks. Dividend income was up 52.6...

By Felipe Bijit Enel Américas S.A. (Enel Americas) ( ENIA ) provides resilience to the various shocks that might be presented by COVID-19 in the coming months. From both distribution and substantially green-power assets, ENIA has stakes in businesses whose product is essential to end-...

Welcome again to all my followers! Another interesting quarter is in the books! While I was not surprised to see the markets start to move upwards during this time, I was a bit surprised by the strength of this market rally. I did manage to deploy some extra cash in addition to my regular mo...

By Felipe Bijit Utilities continue to be a supremely interesting sector. It offers opportunities in diverse exposures across power technologies and geographies, all providing similar resilience to impacts that would result from another set of coronavirus-related lock-downs. This resilience...

(Source: Time and Date) The purpose of this article is to follow the previous article and complete our review of appealing companies for the month of June of 2020. As we move into summer, picking undervalued companies in the final five major sectors of investments (barring Energy/Oil) become...

Following our article on Red Eléctrica ( RDEIY ), the sole Spanish transmission agent and operator, we decided to analyze the Italian player called Terna ( TERRF ). Similar to other regulated electrical utilities, Terna are in charge of operating the electrical grid under a concession a...

Red Eléctrica ( RDEIY ) (RDEIF) is the sole transmission agent and operator ((TSO)) of the Spanish electricity system. In their mandate, they are naturally required to supply electricity to Spanish households through the electricity grid, but they are also being required to spend a lot in...

INTRODUCTION The Nest Egg Portfolio will be suffering from the suspension (or reduction) of dividends in 2020, as several companies in the portfolio have announced a revised dividend proposal. It’s perfectly understandable companies want to ‘play it safe’ and are focus...

Welcome once again to all my readers. The first quarter of 2020 was certainly an eventful one! While some may not agree, I have been extremely happy to have witnessed a real market crash! Of course, the reason for this crash is the opposite of fun and exciting, and I truly am saddened by the...

Red Electrica ( RDEIY ) is a Spanish utility which trades at a discount, as many stocks do, due to the coronavirus outbreak. The considerable impact that the epidemic has had on Spain may lead investors to be bearish on all Spanish stocks, but that bearishness is out of place in the case of th...