DGEAF News and Press, Diageo Plc Ord From 12/05/20

Wallace Weitz's 13F portfolio value increased from $2.01B to $2.13B this quarter. The number of positions increased from 65 to 66. Weitz Investment Management increased Liberty Sirius XM, Charles Schwab, and Aon plc, while reducing Liberty Broadband, Alphabet, and Facebook. The to...

November was one of the best months for equity markets on record; our average Buy-rated stock gained 12.9% (in local currency). Tobacco stocks continued to miss out on the wider market rally, although an end to the COVID-19 outbreak should be positive for most of them. Hargreaves ...

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...

Luxury goods conglomerate Louis Vuitton Moët Hennessy's ("LVMH") Wines & Spirits division boasts some of the world's most iconic brands. Diageo also benefits, thanks to its 34% stake in the Moët Hennessy JV. Wines & Spirits enjoy very high profitability, making t...

Pernod Ricard's sales stabilized significantly in Q3 2020, with year-on-year decline decelerating to 5.6%, from 36.2% the quarter before. Sales growth in the Americas turned positive, helped by the high mix of resilient "off premise" trade and partial re-openings in the U.S. market. ...

Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore funds. Tweedy,...

I apply dividend aristocrat criteria to the U.K. main board. Three names come up: Diageo, Halma and Scottish Mortgage Investment Trust. Its status, relatively higher yield and high dividend growth rate burnish Diageo's credentials. For further details see: Diageo: A Rare...

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. With a nearly 60% weighting in the benchmark, U.S. stock ...

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. While our emerging growth stocks again led Strategyperfor...

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...