BUDFF News and Press, Anheuser-Busch InBev SA/NV From 02/04/21

There are multiple ways to gain exposure to one of the world's great brands. KO gives you direct ownership of The Coca-Cola Company, while KOF gives you a stake in its largest bottler. KO has a stronger track record, more diversification, and a better credit rating, but KOF offers...

Altria expects 3% to 6% EPS growth in 2021. on! continued to expand distribution. Marlboro had a good quarter in terms of market share. Black & Mild had strong sales growth. JUUL lost market share again. IQOS is set to expand to 4 new cities in 2021. This is being promoted...

Altria is a regulatory capture play that sells addictive products. Its stock has recently performed poorly due to poor acquisition timing, regulatory worries, and changing sentiment. The original thesis of it having runway to raise prices is still intact. I think Alt...

Altria has had a difficult year, however, despite that, the company remains a great investment for the 2020s. The company has strong earnings potential, and its earnings should continue going forward. This supports its dividend of more than 8%, which should continue. On top of its...

The Boston Beer Co. delivered 35% revenue growth and 60% growth in EPS in 9M20. The strong 200% growth of truly hard seltzer brands compensated the drop in beer sales. SAM's share jumped 120% since mid February 2020 and tripled since its March lows, while other beer companies suffered...

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...

The company is making vast amounts of cash from limited CAPEX, but interest expenses are eating a big portion of it. Asbestos claims are slowly getting to an end, and this will allow the company to continue making strong cash in the medium term. The global glass packaging market i...

Fisher’s 13F portfolio value increased from $102.5B to $117.8B in Q3 2020. They increased NextEra Energy, UnitedHealth, 3M Company, and Thermo Fisher Scientific while decreasing Starbucks, Total SA, and Royal Dutch Shell during the quarter. Fisher has a number of small posi...

Altria is best of breed in the world of smoke and smokeless products. This is the top of all Dividend Kings, with a 9.53% yield and 54 consecutive dividend increases in the past 50 years. All that glitters is not gold. Beware as Altria steals your capital to pay its dividend. ...

Anheuser Busch Inbev NV (BUD) Q3 2020 Earnings Conference Call October 29, 2020, 09:00 ET Company Participants Carlos Brito - CEO Fernando Tennenbaum - CFO Conference Call Participants Edward Mundy - Jefferies Trevor Stirling - Sanford C. Bernstein & Co. Olivier Nicolai - Goldman Sachs Gr...