AHODF News and Press, Koninklijke Ahold Delhaize N.V. From 02/16/22

Koninklijke Ahold Delhaize N.V. (ADRNY) Q4 2021 Earnings Conference Call February 16, 2022 03:00 AM ET Company Participants JP O'Meara - SVP, Head of Investor Relations Frans Muller - President and Chief Executive Officer Natalie Knight - Chief Financial Officer Conference Call Participants J...

This month I had a total of 13 transactions of which 3 sales. Dividends were down slightly YoY due to a special dividend during January last year. My new forward dividend yield is $913.35 after tax. For further details see: My Portfolio January Update - 10 Buys, 3 Sells ...

Ariel Investments’ 13F portfolio value increased from $10.64B to $10.94B this quarter. They increased Madison Square Garden Entertainment, Madison Square Garden Sports, and ADT Inc. while decreasing Meredith Corp, Vail Resorts, and Keysight Technologies. The top three posit...

This month I started repositioning my portfolio, decreasing total holdings to 35. Dividend was almost double that of last November. My new forward dividend is $818.60 after tax. For further details see: My Portfolio November Update - Repositioning For The New Year

I made 8 transactions during the month. Dividends were up approximately $32.28. I will reposition my portfolio in the coming months. Forward dividend is currently €720 ($834). For further details see: My Portfolio October Update - 7 Buys, 1 Sell

Ahold Delhaize has upside potential to US peers as long as it manages to defend its operating margins (2021 outlook is for 4.3% underlying operating margin). Forecast for free cash flow for 2021 remains at 1.6B EUR, or approximately 1.45 EUR/share, and I think it will improve into 202...

I made 4 transactions during the month. Dividends were up approximately $55. Forward dividend is now $779. For further details see: My Portfolio September Update - 4 Buys

I made 7 transactions during the month. Dividends were up 200.6% YoY. Forward dividend is now €648 ($764) a year after tax. For further details see: My Portfolio August Update - 7 Buys

Ariel Investments’ 13F portfolio value increased from $10.15B to $10.64B this quarter. They added ADT Inc. and increased ViacomCBS, while decreasing Philip Morris and Meredith Corp. The top three positions are Baidu, Philip Morris, and Lazard, and they add up to ~11% of the...

Koninklijke Ahold Delhaize N.V. (ADRNY) Q2 2021 Earnings Conference Call August 11, 2021 03.00 AM ET Company Participants JP O'Meara - SVP, Head of Investor Relations Frans Muller - President and Chief Executive Officer Natalie Knight - Chief Financial Officer Conference Call Participants Rob...