Atresmedia, Intel, ACS: Stocks the Market Eye Closely
Atresmedia trades at 3.6 euros with a 42-cent dividend, Intel boasts strong fundamentals, and ACS waits for 16: these are the stocks the market is watching closely.
English · Original discussion in Spanish · Published
Atresmedia, Intel, and Bayer: Stocks the Market Eye Closely
A dividend of 42 cents per share, potentially reaching 70 in two years. This is the promise behind one of the most frequently mentioned names worth watching: Atresmedia, trading at 3.6 euros with no debt and a generous dividend policy. Defenders argue shareholders approve payments even from debt, citing revenue growth and market share gains despite the declining TV business.
The debate on worthy values oscillates between dividend-seeking regulated businesses like Enagas and Redeia, and tech-energy cycles antiestéticaturing Intel and Bayer. In between lie uncomfortable consensus names like Meta, PayPal, and Shopify.
Which stocks pay the highest dividends now?
Dividends drive much of the conversation. Enagas and Redeia offer notable yields, though entry may be late. Belgian and Dutch postal services show strong returns. European insurers benefit from rate hikes.
Atresmedia is the most developed case. At 3.6 euros with rising dividends and no debt, the thesis suggests a 70-cent payout in two years. While some see confidence, others view debt-funded dividends as a red flag. The company grows revenue and market share in a contracting sector.
Other high-dividend names include British American Tobacco, EDP, BMY, Inditex, Verizon, and Taiwan Semiconductors. The warning remains: high dividends do not compensate for a dying business.
Intel, Bayer, and the industrial cycle: sleeping giants
Intel appears as a company with solid fundamentals but depressed stock. The argument: strong fundamentals, massive capital investment in an Ohio factory, and improving accounts once production issues are resolved. The burden: 10-nanometer manufacturing problems.
Bayer is another sleeping giant waking after years of litigation and the Monsanto acquisition. Silence in certain circles is read as opportunity.
In energy, FuelCell and Ballard are high-risk bets driven by the Nasdaq's irrationality. Cameco and Lithium Americas complete the critical materials list.
ACS and the recession: why wait for 16 euros?
ACS is the most technical case. The thesis: recessions disproportionately hit constructors, so wait for the value to drop to 16 euros. It is a cycle bet, not about dividends or growth. Defenders question entry price, not company quality.
The context involves a market potentially months without expansionary monetary policy. Cyclicals suffer, defensives hold, and indebted firms face complications.
Meta, PayPal, and the metaverse: unconvincing technology
Meta generates cross-sector rejection. The argument is technological: the metaverse lacks short-term viable technology. "It's a bluff of unimaginable size," says an insider. The warning: invest in Meta, but not for the metaverse.
The technical issue: virtual or augmented reality requires a screen three centimeters from the eyes, causing discomfort and eye damage. Until this bottleneck is resolved, the metaverse will not take off.
PayPal also lacks conviction. The proposed alternative is Block (formerly Square). For those seeking power in the sector, Atresmedia reappears. Shopify, Spotify, and Roblox, down 75%, are mentioned by some as uninvestable.
The unwritten rule: neither Spain nor China
A recurring recommendation is to avoid Spanish and Chinese stocks. The argument: thousands of US options exist, and China's regulatory and political risks are not worth it. Spanish defenders counter with Vidrala, Inditex, Faes, Grifols, Viscofan, Rovi, Logista, ACS, Sabadell, and CaixaBank. "I sleep very peacefully with the three," says one message referring to Vidrala, Inditex, and Faes.
The China investment debate crosses with the yuan and Chinese stocks in other forum threads. The repeated conclusion: regulatory risk is difficult to quantify.
The list of worthy values is long and contradictory: from Enagas and Redeia to Intel and Bayer, passing through Atresmedia, ACS, FuelCell, Ballard, Cameco, Lithium Americas, Verizon, British American Tobacco, EDP, BMY, Taiwan Semiconductors, Vidrala, Inditex, Faes, Grifols, Viscofan, Rovi, Logista, Sabadell, CaixaBank, Meta, PayPal, Block, Shopify, Spotify, and Roblox. No one agrees on the best. Almost all agree on the worst: the one they bought. Is there any in this list that is not a trap at these prices?
A dividend of 42 cents per share, potentially reaching 70 in two years. This is the promise behind one of the most frequently mentioned names worth watching: Atresmedia, trading at 3.6 euros with no debt and a generous dividend policy. Defenders argue shareholders approve payments even from debt, citing revenue growth and market share gains despite the declining TV business.
The debate on worthy values oscillates between dividend-seeking regulated businesses like Enagas and Redeia, and tech-energy cycles antiestéticaturing Intel and Bayer. In between lie uncomfortable consensus names like Meta, PayPal, and Shopify.
Which stocks pay the highest dividends now?
Dividends drive much of the conversation. Enagas and Redeia offer notable yields, though entry may be late. Belgian and Dutch postal services show strong returns. European insurers benefit from rate hikes.
Atresmedia is the most developed case. At 3.6 euros with rising dividends and no debt, the thesis suggests a 70-cent payout in two years. While some see confidence, others view debt-funded dividends as a red flag. The company grows revenue and market share in a contracting sector.
Other high-dividend names include British American Tobacco, EDP, BMY, Inditex, Verizon, and Taiwan Semiconductors. The warning remains: high dividends do not compensate for a dying business.
Intel, Bayer, and the industrial cycle: sleeping giants
Intel appears as a company with solid fundamentals but depressed stock. The argument: strong fundamentals, massive capital investment in an Ohio factory, and improving accounts once production issues are resolved. The burden: 10-nanometer manufacturing problems.
Bayer is another sleeping giant waking after years of litigation and the Monsanto acquisition. Silence in certain circles is read as opportunity.
In energy, FuelCell and Ballard are high-risk bets driven by the Nasdaq's irrationality. Cameco and Lithium Americas complete the critical materials list.
ACS and the recession: why wait for 16 euros?
ACS is the most technical case. The thesis: recessions disproportionately hit constructors, so wait for the value to drop to 16 euros. It is a cycle bet, not about dividends or growth. Defenders question entry price, not company quality.
The context involves a market potentially months without expansionary monetary policy. Cyclicals suffer, defensives hold, and indebted firms face complications.
Meta, PayPal, and the metaverse: unconvincing technology
Meta generates cross-sector rejection. The argument is technological: the metaverse lacks short-term viable technology. "It's a bluff of unimaginable size," says an insider. The warning: invest in Meta, but not for the metaverse.
The technical issue: virtual or augmented reality requires a screen three centimeters from the eyes, causing discomfort and eye damage. Until this bottleneck is resolved, the metaverse will not take off.
PayPal also lacks conviction. The proposed alternative is Block (formerly Square). For those seeking power in the sector, Atresmedia reappears. Shopify, Spotify, and Roblox, down 75%, are mentioned by some as uninvestable.
The unwritten rule: neither Spain nor China
A recurring recommendation is to avoid Spanish and Chinese stocks. The argument: thousands of US options exist, and China's regulatory and political risks are not worth it. Spanish defenders counter with Vidrala, Inditex, Faes, Grifols, Viscofan, Rovi, Logista, ACS, Sabadell, and CaixaBank. "I sleep very peacefully with the three," says one message referring to Vidrala, Inditex, and Faes.
The China investment debate crosses with the yuan and Chinese stocks in other forum threads. The repeated conclusion: regulatory risk is difficult to quantify.
The list of worthy values is long and contradictory: from Enagas and Redeia to Intel and Bayer, passing through Atresmedia, ACS, FuelCell, Ballard, Cameco, Lithium Americas, Verizon, British American Tobacco, EDP, BMY, Taiwan Semiconductors, Vidrala, Inditex, Faes, Grifols, Viscofan, Rovi, Logista, Sabadell, CaixaBank, Meta, PayPal, Block, Shopify, Spotify, and Roblox. No one agrees on the best. Almost all agree on the worst: the one they bought. Is there any in this list that is not a trap at these prices?
Summary of a discussion on Burbuja.info - Foro de economía, actualidad y política., translated from Spanish and reviewed before publication. Read the full discussion (102 replies).
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