ASHTF News and Press, Ashtead Group Plc

2024-08-01 07:20:00 ET Summary After performing well in the first quarter of 2024, international equity markets appreciated modestly in the second quarter of 2024: the MSCI ACWI ex USA was up 1.0%. Our investment strategy focuses on finding attractively valued opportunities throug...

2024-07-09 04:00:14 ET Summary Ashtead has been a highly rewarding stock, up 153% in the past five years and over 6,000% since 2010. Ashtead is a leading player in the equipment rentals business, with a strong presence in North America. Ashtead's performance remains strong, wi...

2024-07-08 07:07:17 ET Summary I remain buy rated on Ashtead stock. Share price fell recently due to customer bankruptcy concerns, but I don't think this is much of an issue. ASHTF benefits from industry consolidation, high construction demand, and strong balance sheet. ...

2024-06-18 10:17:08 ET Ashtead Group plc (ASHTF) Q4 2024 Earnings Conference Call June 18, 2024 04:30 AM ET Company Participants Brendan Horgan - CEO & Executive Director Michael Pratt - CFO & Director Conference Call Participants James Rosenthal ...

2024-04-19 11:40:00 ET Summary Mayar Capital provides investment management services to institutions, family offices, and high net-worth individuals. For the three months ending March 31, 2024, the Mayar Responsible Global Equity Fund (Class A) was up 4.31% net of all expenses and...

2024-04-12 13:30:00 ET Summary The list ranks stocks based on their market cap and dividend yield alone. What I am looking for is quality dividend stocks with long track records of progressive dividend growth, and while dividend yield is still important, it's a secondary considera...

2024-04-09 12:55:31 ET More on STOXX Europe 600 Index: U.S. Employment Data To Set Dollar's Course Greenback Losses Extended, But Look For Consolidation In North America Rate Adjustment Underpins Greenback European losers of higher financing costs - JPMorgan ...

2024-04-08 09:41:08 ET J.P.Morgan analysts published a list of European companies that would suffer due to higher financing costs. ... Read the full article on Seeking Alpha For further details see: European losers of higher financing costs - JPMorgan

2024-03-22 10:15:00 ET Summary We recently initiated a position in Ashtead Group. We expect rental's penetration of the US equipment market to increase in the years to come, and we expect Ashtead's share of the equipment rental market to rise as well. Ashtead is highly likely ...

2024-03-22 10:00:00 ET Summary Sequoia Fund is a mutual fund that has been advised by Ruane Cunniff LP since its inception on July 15, 1970. The touchstone of our approach is the idea that a share of stock entitles its owner to an interest in the profits of a business enterprise. ...