DGEAF News and Press, Diageo Plc Ord From 03/14/20

By Daniel Shvartsman It's been quite a week, and really quite a 3-week stretch since February 21st. A bear market is here, COVID-19 has infected thousands of people and affected markets and events around the world. There are many fundamental battles out there to be waged and steps to be ta...

This article is part of a series that provides an ongoing analysis of the changes made to Tweedy Browne's 13F portfolio on a quarterly basis. It is based on Tweedy Browne's regulatory 13F Form filed on 02/14/2020. Please visit our Tracking Tweedy Browne Portfolio series to get an idea of t...

This article is part of a series that provides an ongoing analysis of the changes made to Wallace Weitz's 13F portfolio on a quarterly basis. It is based on Weitz's regulatory 13F Form filed on 02/13/2020. Please visit our Tracking Wallace Weitz's Weitz Investment Management Portfolio arti...

Another month in the books; another step towards financial freedom. Actually, speaking of dividend growth, February was the perfect sort of month to remind me why I love dividend growth investing so much. Admittedly, my net worth decreased in a meaningful way as the market sold off in the fi...

(We previously wrote about Diageo , Pernod Ricard a nd Rémy Cointreau as "Blue Sky Capital") Introduction We initiated our coverage on Diageo ( DEO ) with a Buy rating in July 2019 (" Diageo: A Longer Historical Perspective "). Since then shares have lost 8.4% in GBP (after ...

(We previously wrote about Pernod Ricard, Diageo and Rémy Cointreau as "Blue Sky Capital") Introduction Since our initial Buy rating ( "Pernod Ricard: Long-Term Emerging Market Compounder" ) in August 2019, Pernod Ricard ( PDRDF ) (referred here as "PR") shares have returned a...

This article is part of a series that provides an ongoing analysis of the changes made to Gardner Russo & Gardner’s 13F stock portfolio on a quarterly basis. It is based on Russo’s regulatory 13F Form filed on 02/11/2020. Please visit our Tracking Gardner Russo & Gardn...

Aurora Cannabis ( ACB ) is heading down a dangerous path of dwindling liquidity and negative cash flow. We first sounded the alarm in December 2019 but new developments have confirmed our concern. The company is doing all it could to raise capital and minimize cash outlays. However, we think m...

This article is part of a series that provides an ongoing analysis of the changes made to Gardner Russo & Gardner’s 13F stock portfolio on a quarterly basis. It is based on Russo’s regulatory 13F Form filed on 11/13/2019. Please visit our Tracking Gardner Russo & Gardn...

This article is part of a series that provides an ongoing analysis of the changes made to Gardner Russo & Gardner's 13F stock portfolio on a quarterly basis. It is based on Russo's regulatory 13F Form filed on 08/13/2019. Please visit our Tracking Gardner Russo & Gardner Portfolio ...