ASHTF News and Press, Ashtead Group Plc From 02/18/21

Gardner Russo & Gardner’s 13F portfolio value increased from $10.29B to $11.02B. Russo decreased MasterCard while increasing Comcast Corp during the quarter. The top three 13F stakes are Berkshire Hathaway, Mastercard, and Nestle. They add up to ~41% of the portfolio. ...

Year to date, WTGDXG has outperformed its benchmark-the MSCI ACWI ex-US Index - by more than 800 basis points (bps), thanks to its quality dividend growth tilt. Fundamentals after our rebalance show a significant increase in quality metrics. ROA improves from 8.77% to 10.31%, and ROE ...

Herc Holdings has gone in a much different direction than its predecessor Hertz, with strong operating performance and prudent management of the balance sheet. The company should go back to growing consistently, having already taken the brunt of the crisis. Herc's stock price has ...

Ashtead Group plc (ASHTF) Q2 2021 Earnings Conference Call December 08, 2020, 05:00 AM ET Company Participants Brendan Horgan - CEO Michael Pratt - Group Finance Director Conference Call Participants Andrew Wilson - JPMorgan Rory McKenzie - UBS Will Kirkness - Jefferies Arnaud Lehman - Bank o...

The following slide deck was published by Ashtead Group plc in conjunction with their 2021 Q2 earnings call. For further details see: Ashtead Group plc 2021 Q2 - Results - Earnings Call Presentation

Gardner Russo & Gardner’s 13F portfolio value increased from $9.84B to $10.29B. Russo almost eliminated Diageo plc during the quarter. The top three 13F stakes are Mastercard, Berkshire Hathaway, and Nestle. They add up to ~44% of the portfolio. For further detail...

United Rentals was a tenbagger over the last decade. The equipement rental industry is in the process of consolidating. Growth is good and valuation reasonable. United Rentals is a buy. For further details see: Don't Worry, It's United Rentals

Ashtead Group plc (ASHTF) Q1 2021 Earnings Conference Call September 08, 2020 05:00 AM ET Company Participants Brendan Horgan - Chief Executive Michael Pratt - Finance Director Conference Call Participants Will Kirkness - Jefferies Robert Wertheimer - Melius Research Raj...

The following slide deck was published by Ashtead Group plc in conjunction with their 2021 Q1 earnings Read more ...

Ashtead Group ( OTCPK:ASHTF ) : FQ1 Non-GAAP EPS of 34.7p; GAAP EPS of 32p. More news on: Ashtead Group plc, Ashtead Group plc, Earnings news and commentary, Consumer stocks news, Read more ...