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High quality (≥50) + low opportunity (<50)

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Relx PLC

REL.LSE 🇬🇧 London
Quality
78
Opportunity
48
Yield (Fwd)
2.9%
Technology

RELX is a premier B2B data analytics powerhouse with an exceptionally wide economic moat and massive free cash flow that...

Updated: Jul 04 Auto re-analysis: Jul 11
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Duke Energy Corporation

DUK 🇺🇸 NYSE/NASDAQ
Quality
75
Opportunity
45
Yield (Fwd)
3.4%
Utilities

Duke Energy is a premier regulated utility operating as a regional monopoly with highly predictable cash flows and a rel...

Updated: Jul 04 Auto re-analysis: Jul 11
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Viscofan

VIS.MC 🇪🇸 Madrid
Quality
75
Opportunity
45
Yield (Fwd)
4.6%
Materials

Viscofan is a high-quality global oligopoly leader in the essential food casings market, featuring a fortress balance sh...

Updated: Jul 04 Auto re-analysis: Jul 11
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Consolidated Edison Inc

ED 🇺🇸 NYSE/NASDAQ
Quality
72
Opportunity
45
Yield (Fwd)
3.3%
Utilities

Consolidated Edison is a premier regulated utility offering exceptional fundamental stability and an entrenched monopoly...

Updated: Jul 04 Auto re-analysis: Jul 11
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Chevron Corp

CVX 🇺🇸 NYSE/NASDAQ
Quality
70
Opportunity
45
Yield (Fwd)
4.0%
Energy

Chevron is a high-quality global energy major with a fortress balance sheet and a secure 4.1% dividend yield supported b...

Updated: Jul 04 Auto re-analysis: Jul 11
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TC Energy Corp

TRP.TO 🇨🇦 Toronto
Quality
63
Opportunity
45
Yield (Fwd)
3.6%
Infrastructure

TC Energy is a premier North American infrastructure operator with a highly contracted, utility-like business model. Whi...

Updated: Jul 04 Auto re-analysis: Jul 11
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Admiral Group PLC

ADM.LSE 🇬🇧 London
Quality
62
Opportunity
45
Yield (Fwd)
6.3%
Insurance

Admiral Group is a highly profitable UK insurance provider generating an exceptional 53% return on equity through discip...

Updated: Jul 04 Auto re-analysis: Jul 11
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Becton Dickinson and Company

BDX 🇺🇸 NYSE/NASDAQ
Quality
55
Opportunity
45
Yield (Fwd)
2.6%
Healthcare

Becton Dickinson is a dominant global provider of essential medical supplies with highly predictable recurring cash flow...

Updated: Jul 04 Auto re-analysis: Jul 11
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Canadian Natural Resources Ltd

CNQ.TO 🇨🇦 Toronto
Quality
55
Opportunity
45
Yield (Fwd)
4.1%
Energy

Canadian Natural Resources is a premier energy producer with exceptional free cash flow generation and a pristine track ...

Updated: Jul 04 Auto re-analysis: Jul 11
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ACS Actividades de Construccion y Servicios SA

ACS.MC 🇪🇸 Madrid
Quality
60
Opportunity
44
Yield (Fwd)
1.6%
Infrastructure

ACS is a global infrastructure leader with robust competitive advantages in complex construction and inflation-protected...

Updated: Jul 04 Auto re-analysis: Jul 11
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