Intesa Sanpaolo: High-Yield Dividends Fueled By Consistent Earnings Growth
Group 1 - The banking sector was previously viewed as a risky investment due to the Great Financial Crisis and a zero-interest environment, which negatively impacted their credibility and earnings [1] - There is a shift in focus towards long-term growth and dividend growth investing, emphasizing the importance of profitability over low valuation [1] - Key metrics for evaluating investments include margins, free cash flow stability and growth, and returns on invested capital [1]