🍚 Ebro Foods is the largest group in the food sector in Spain, specializing in rice and pasta.
🌎 The company is highly internationalized, with only 7% of its sales from the local market.
🛡️ Ebro Foods is considered a defensive business, making its earnings predictable regardless of the macroeconomic scenario.
✅ Currently trading below its historical average, suggesting it may be undervalued.
🍔 Kraft Heinz produces and sells food and beverage products, known for condiments and sauces like ketchup and mayonnaise.
🇺🇸 Most of its sales come from the United States.
🤝 The company was formed from the merger of Kraft Foods and Heinz.
💰 It has a good net margin, a slightly high debt, and a dividend yield of over 5%.
✈️ Grupo Aeroportuario Centro Norte manages 13 airports in central and northern Mexico and two hotels.
📈 The company has shown strong growth in revenues and profits, even generating profits in 2020.
✅ It has a high net margin, low debt, and a dividend yield of over 6%.
⚠️ The risk is medium because aeronautical revenues are regulated by the government.
⚡ Iberdrola is one of the largest electricity companies in the world and the largest producer of wind energy.
✅ The electricity sector is defensive, with stable revenues and profits.
📈 The company has shown constant growth in profits, allowing it to progressively increase its dividend.
⚠️ It has an acceptable net margin and a somewhat high debt due to the nature of the sector.
🏥 NHI is a REIT that buys and leases senior housing and medical centers.
🇺🇸 All of its properties are located in the United States.
⚠️ The company's funds from operations (FFO) decreased in 2021 due to occupancy problems in senior housing.
💰 It has a somewhat high debt but a dividend yield of almost 5%.
