Utility Stocks-2020

This article , titled as “Top 10 Utility Stocks For Dividend Growth And Income”, show a table with data of the selected companies. The analysis is very rich and didactic about the data he collects and how he assess it.

To me this table is very good summary. I was thinking about how to retrieve data from different list of companies and have a quick look on dividend growth indicators in a semi-automatic way.

So, how could I do it?

Sources of data

Google Sheets enables you to retrieve data from their page with a nice set of formulas, it’s very easy to retrieve data, the problem is that the amount of data is very limited.

Then I went to https://www.finviz.com/ and I discovered that you can take all different parameters of a given company.

Last but not least, I missed some data, so I went to yahoo finance and I got what I missed.

The sheet

I have build a sheet that tries to:

  • Build quickly a numeric analysis of a list of companies (as in this example utilities companies).
  • Be able to define the data I want to analyze using the map of finviz.com and other related data from yahoo finance.
  • Be able to adequate 5 – 8 indicators oriented to whatever you want to analyze: fundamental analysis on growth, technical analysis, fundamental analysis on revenue and gross margin…

The outcome

This google sheets document contains the analysis I did on the same list of utilities companies.

It’s not as complete and professional analysis as the one done by Eric Landis, but it’s a quick way to discard companies and then focus on a short list.

Things to improve

Some of the parameters do not refresh always in the right way, so from time to time you have to review the tables where the data come from: specially from yahoo finance.

 

 

Red Electrica Española (REE)

Some notes related to Red Electrica Española (REE)

21 – November – 2019

Positive things found:

  • It’s a moat.
  • Protected by the government.
  • Defensive company with good fundamentals.
  • good dividend >5%, dividend growth 5Y 6,75%, so chowder rule >10%

Negative things found:

  • CEO is a politician that was minister and now they have given this role to him.
  • Hispasat acquisition is not in their core business. It looks like a protection move promoted by the Spanish government.

Actions:

  • Buy at 17,26€
  • Sell when RSI is over 70%
  • wait for dividends
  • Wait for a second short.