Hello all
I'm working on topping on my portfolio with some defensive continental equities, while they're still cheap.
My current picks include Generali Group (OK78.L), the insurer Terna Retta Electrica nationzale (OLBM.L), the Italian electricity company and Atlantia (OI2R.L).
I'm also considering Telefonica (TDET.L). What do others think? Cheap defensive stocks with a decent dividend yield are preferable.
Ju