FERGY News and Press, Ferguson Plc. ADR From 11/19/20

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...

Ferguson's fourth-quarter revenue was basically in line with prior guidance, but earnings were notably better, with mid-single digit overall growth and low-double digit growth in the U.S. Both the U.S. and Canadian businesses have returned to organic revenue growth, and Ferguson conti...

The following slide deck was published by Ferguson plc in conjunction with their 2020 Q4 earnings call. For further details see: Ferguson plc 2020 Q4 - Results - Earnings Call Presentation

Ferguson plc (WOSCF), FERGY Q4 2020 Earnings Conference Call September 29, 2020 7:00 A.M. ET Company Participants Kevin Murphy - Group Chief Executive Mike Powell - Group Chief Financial Officer Bill Brundage - Chief Financial Officer, USA Conference Call Participants Will Jones - Redburn Par...

With the eventual disposal of the U.K. operations and a relisting process, Ferguson is pivoting toward becoming a much more U.S.-centric plumbing and heating distributor. The core operations remain strong, with Ferguson gaining share in the U.S. market for a decade and offering a comp...

This article is part of a series that provides an ongoing analysis of the changes made to Nelson Peltz's 13F portfolio on a quarterly basis. It is based on Peltz's regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Nelson Peltz's Trian Fund Management Portfolio article for ...

This article is part of a series that provides an ongoing analysis of the changes made to Nelson Peltz's 13F portfolio on a quarterly basis. It is based on Peltz's regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Nelson Peltz's Trian Fund Management Portfolio article for ...

Ferguson plc (WOSCF) Q2 2020 Results Earnings Conference Call March 17, 2020, 07:00 AM ET Company Participants Kevin Murphy - Group Chief Executive Mike Powell - Group Chief Financial Officer Conference Call Participants Paul Checketts - Barclays Capital Paul Roger - Exane ...

The following slide deck was published by Ferguson plc in conjunction with their 2020 Q2 earnings Read more ...

This article is part of a series that provides an ongoing analysis of the changes made to Nelson Peltz’s 13F portfolio on a quarterly basis. It is based on Peltz’s regulatory 13F Form filed on 02/14/2020. Please visit our Tracking Nelson Peltz’s Trian Fund Management Po...