DGEAF News and Press, Diageo Plc Ord From 10/12/20

Anheuser-Busch InBev is the biggest beer brewer worldwide. The company is overleveraged as a result of the SABMiller acquisition. A strong dollar and flat volumes have put the company under pressure for five years. The coronavirus crisis has impacted the business model strongl...

We highlight the most attractive opportunities this month, by reviewing notable price moves and rating changes in our research. Our top Buy is Charter, expected to deliver an annualized return of nearly 30%. Altria and British American Tobacco are also highly attractive. In Septem...

We review the Pernod Ricard investment case after FY20 results on September 2; after COVID, the P/E has shrunk 17% vs. last August. FY20 H2 (January-June 2020) results showed the full impact of lockdowns, with sales down 25% and EBIT down 46% year-on-year. However, the long-term s...

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 08/14/2020. Please visit our Tracking Wallace Weitz’s Weitz Investment Manag...

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 08/14/2020. Please visit our Tracking Gardner Russo & Gardn...

The growth vs value debate is usually framed as an either or proposition, you are either a growth investor or a value investor. The young are usually painted as sheep skipping aimlessly toward the slaughter of high priced hyper growth companies and the old as dinosaurs missing out on all the r...

Investment thesis Pernod Ricard ( OTCPK:PDRDF ) ( OTCPK:PDRDY ) is a bullet-proof investment that enjoys particularly favorable profit margins. Furthermore, sales have been slowly increasing in recent years, with further increases expected as a result of a series of acquisitions that took ...

As the general market indices keep on rising, pushing valuations higher, we are looking to buy companies that offer tangible returns, while trading at decent valuations, with resilient business models. One such company is U.K.-based Diageo ( DEO ), which boasts 33 years of consecutive divide...

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 08/11/2020. Please visit our Tracking Tweedy Browne Portfolio series to ge...

Introduction After I first published the article " The Coming Stock Market Crash - Smart Money Is Already Ringing The Death Bell " exclusively on my TEV blog and then here , it became my most read article ever on Seeking Alpha. In the article, I pointed out how massively the net assets in...