FERGY News and Press, Ferguson Plc. ADR

Ferguson has sold its UK business and will distribute the proceeds to shareholders. The disposal could be positive for the company economics but on a small scale which doesn't affect valuation in my view. Although I like the business, I continue to think the share price overvalues...

Ferguson Plc New ADR (FERGY) Q2 2021 Earnings Conference Call March 16, 2021, 08:00 AM ET Company Participants Mark Fearon - Director of Corporate Communications and IR Kevin Murphy - Group Chief Executive Bill Brundage - Group Chief Financial Officer Conference Call Participants Will Jones -...

The following slide deck was published by Ferguson Plc New ADR in conjunction with their 2021 Q1 earnings call. For further details see: Ferguson Plc New ADR 2021 Q1 - Results - Earnings Call Presentation

Nelson Peltz’s 13F portfolio value increased from $6.05B to $6.76B this quarter. The number of positions decreased from 9 to 8. Trian Fund Management increased Comcast while reducing Sysco, Procter & Gamble, and Janus Henderson Group plc. The top three positions are Sys...

Ferguson Selects Salesforce to Power its Digital Transformation With a unified view of all customer interactions and even better commerce capabilities, Ferguson will deliver a smarter, more frictionless experience for customers PR Newswire SAN FRANCISCO and NEW...

We focus on value-oriented investing through rigorous fundamental analysis of a company's operations. Our portfolios generated strong returns over the past year on both an absolute and relative basis. The large cap strategy was up 53% net of fees in 2020. One of our larger contrib...

Water doesn't typically get the same focus that I put on other utilities like electric and gas companies. Though, that doesn't mean that investing in water ETFs doesn't have its own merits; it certainly does as global demand rises, yet supply doesn't go up. Several of the funds al...

Building materials group is seeing growth in its core American business. Demand trends look good, and I expect revenue growth to continue. But the valuation is heady, and I would not buy at this price. For further details see: Ferguson Plc: Good Business Momentum But Fro...

Nelson Peltz’s 13F portfolio value increased from $5.53B to $6.05B this quarter. The number of positions decreased from 10 to 8. Trian Fund Management increased Comcast, Invesco, and Janus Henderson Group, while reducing Mondelez, General Electric, and nVent Electric. The long-...

We focus on value-oriented investing through rigorous fundamental analysis of a company's operations. Our Long Only portfolio returned 14.9% during the quarter and is up 28.0% for the year to date period. The Long Short portfolio returned 12.2% during the quarter and is up 16.1% f...