DGEAF News and Press, Diageo Plc Ord From 01/29/24

2024-01-29 02:38:00 ET Summary The investment objectives of the Weitz Conservative Allocation Fund are long-term capital appreciation, capital preservation, and current income. The Fund’s Institutional Class returned +4.75% for the fourth quarter compared to +8.37% for the ...

2024-01-23 11:46:04 ET Summary Diageo aims to increase its value share of the global alcoholic drinks market from 4% to 6% by 2030. The company targets 5-7% net sales growth in an industry growing over 9% per year. Weakness in Latin America has been a key issue for Diageo, imp...

2024-01-20 01:15:00 ET Summary Vulcan Value Partners are value investors - business analysts with a long-term time horizon focused on purchasing publicly traded companies that are competitively entrenched at significant discounts to intrinsic worth. For the year, all five of our i...

2024-01-19 02:05:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Easing financial condi...

2024-01-18 10:15:07 ET Summary Diageo has significantly underperformed the global staples basket recently, with cyclical headwinds hitting earnings and the stock modestly de-rating in terms of its P/E multiple. Weakness in Latin America & Caribbean has led to downgraded 1H FY2...

2024-01-15 06:46:00 ET Summary This is hardly breaking news, but as we head into 2024, the UK stock market remains one of the most attractive markets for dividend investors on the planet. As has long been the case, these high-yield stocks mostly operate in a handful of sectors tha...

2024-01-14 12:20:00 ET Summary Fiduciary Management, Inc. is an independent money management firm. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. Financial conditions have tightened substantially, w...

2024-01-11 06:18:00 ET Summary Fundsmith Equity Fund underperformed the MSCI World Index in 2023 but has outperformed it since inception with lower price volatility. We sold our stake in Estée Lauder whose mishandling of the demand/supply situation in China following reopenin...

2024-01-08 17:27:47 ET Summary Diageo's share price has dropped during the last two years, making it cheaper than some of its most important peers. At the same time, the company is still steadily growing its revenue, earnings and dividend. Although there are risks and some pro...

2023-12-15 11:30:47 ET Summary Diageo's potential disposal of its non-Guinness beer brands could lead to a margin potential re-rating and increase in EBITDA margins. The completion of Diageo's buyback program and a potential 10% dividend per share hike support our downside protect...