DGEAF News and Press, Diageo Plc Ord From 03/15/22

MGP Ingredients has done well to grow its operations in recent years, with profits and cash flows following suit. The company isn't exactly cheap, but it's definitely not overpriced either. In fact, shares look cheap relative to its peers and, on the whole, it likely offers some n...

With the war in Ukraine, I'm taking a look at the high-level implications and guiding toward what would be considered decent targets and considerations. There are negatively and positively impacted sectors to consider. The current environment offers buying opportunities as well as ris...

Tweedy, Browne’s 13F portfolio value increased from $2.99B to $3.15B this quarter. They increased FMC Corp, Intel Corp, and Fresenius while decreasing Emerson Electric and dropping American Express. Alphabet at ~20% of the portfolio is the largest position. For furthe...

Diageo and its competitors have emerged from the pandemic very well and are experiencing strong growth. The company is growing in a disciplined manner and has a very strong portfolio of Scotch whisky brands and other spirits such as gin and rum. Diageo is highly profitable and rep...

My passive income increased by 23.59% y/y during November. This pushed my year-to-date dividend growth rate up to 14.42%. I made 30 trades during November: 27 buys and 3 sales. For further details see: Nicholas Ward's Dividend Growth Portfolio: November 2021 Review

Ready-to-drink alcohol consumption has taken off during the pandemic due to restrictions on bars and restaurants. Brown-Forman and Diageo are taking advantage of the growing market, acquiring businesses and investing in organic growth. Both companies sport healthy profit margins a...

Tweedy, Browne’s 13F portfolio value decreased from $3.56B to $2.99B this quarter. They decreased Alibaba Group Holdings and Baidu while increasing Fresenius Medical Care. They also added FMC Corp. Alphabet Inc. at ~19% of the portfolio is the largest position. For fu...

The size of the Ward family grew by 33.3% last month. My passive income increased by 19.91% y/y in September. Year-to-date, my passive income is up 12.76%. For further details see: Nicholas Ward's Dividend Growth Portfolio: September 2021 Update

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Total return for Harding Loevner International Equity Fund net of fees was 5.43% vs. MSCI All Country World ex-US ...

Wallace Weitz's 13F portfolio value increased from $2.26B to $2.37B this quarter. The number of positions remained steady at 60. Weitz Investment Management added Roper Technologies and increased Dun & Bradstreet while dropping Box Inc. and Summit Materials. The top three posi...