LLDTF News and Press, Lloyds Banking Group Plc From 04/28/21

The following slide deck was published by Lloyds Banking Group plc in conjunction with their 2021 Q1 earnings call. For further details see: Lloyds Banking Group plc 2021 Q1 - Results - Earnings Call Presentation

On March 23, 2021, the S&P 500 recorded its largest one-year price increase in the past 85 years, 75%. And just a few days earlier, on March 18, the Oakmark Fund recorded its largest ever one-year increase of 113%. Following a painful four years for value investors, we’ve f...

Harris Associates’ 13F portfolio value increased from $41.07B to $51.71B this quarter. They added CNH Industrial and doubled Keurig Dr Pepper while dropping CVS Health and Baidu. The top three positions are Alphabet, CNH Industrial, and Bank of America, and they add up to ~...

Lloyds Banking Group plc (LYG) Full Year 2020 Earnings Conference Call February 24, 2021 4:30 AM ET Company Participants Robin Budenberg – Chairman António Horta-Osório – Executive Director and Group Chief Executive Officer William Chalmers – Executive Director ...

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

Harris Associates’ 13F portfolio value decreased marginally from $41.11B to $41.07B this quarter. They increased Automatic Data Processing and added Keurig Dr. Pepper while reducing Pinterest and CoreLogic. The top three positions are Alphabet, Bank of America, and Charter ...

I've been pretty upbeat about Lloyds Bank recently - and there was 10% in taking that advice. However, my view is changing as a result of two things. One is that the earlier view was absent a second lockdown, something now happening. The second is that I think they're underprovidi...

Lloyds Banking Group plc (LYG) Q3 2020 Earnings Conference Call October 29, 2020 5:30 AM ET Company Participants António Horta-Osório – Executive Director and Group Chief Executive Officer William Chalmers – Executive Director and Chief Financial Officer Conference Cal...

This article is part of a series that provides an ongoing analysis of the changes made to Harris Associates' 13F stock portfolio on a quarterly basis. It is based on Harris Associates’ regulatory 13F Form filed on 08/14/2020. William Nygren’s 13F portfolio value increased ~14...

The big UK macroeconomic bet What's the shape of this recession going to be then? The V shape that we've had so far? That is, an horrendous slump in GDP of 20% and more followed by clawing back half of that in the subsequent three months? Presumably to be followed by another climb in the mon...