DGEAF News and Press, Diageo Plc Ord From 06/09/20

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 05/11/2020. Please visit our Tracking Wallace Weitz’s Weitz Investment Manag...

I started the Future Proof Portfolio for Young Investors more than two years ago, to serve as a model for young investors saving money for their retirement. As regular readers of my articles know, I try to select solid investments which are likely to continue to thrive decades from now. My fav...

Introduction We initiated our Buy ratings on Diageo ( DEO ) and Pernod Ricard ( OTCPK:PDRDY ) in July and August respectively, and on Rémy Cointreau ( OTCPK:REMYY ) in December: " Diageo: A Longer Historical Perspective " "Pernod Ricard: Long-Term Emerging Market Compounder" ...

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 05/13/2020. Please visit our Tracking Gardner Russo & Gar...

Let me be open and honest about this: investing during an economic and healthcare crisis feels terrible. It is difficult to make rational investment decisions in these times while a large part of the world is locked down and millions of people are losing their jobs. The last month has been a...

I am having a portfolio crisis... I have all these wonderful companies that in normal times fit like a beautiful mosaic to give me diversification, income and capital appreciation... In normal times that is. What we have experienced throughout the world in the last two months has undoubtedl...

The coronavirus situation is causing serious problems to many industries, not least the alcoholic beverages industry. To prevent the spread of infection, bars and restaurants have been closed in many areas across the world, while sports tournaments have been axed or delayed. However, once th...

In these times of economic collapse and the unavoidable bear market, being an investor is hardest. Even though I am a long term investor, the damage which has been done to my portfolio hurts, especially because it has been done over the course of such a short timespan. Right now it is more i...

This article is first in a series that provides an ongoing analysis of the changes made to Harris Associates' 13F stock portfolio on a quarterly basis. It is based on Harris Associates’ regulatory 13F Form filed on 02/14/2020. William Nygren’s 13F portfolio value increased ~10%...

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...