MGDDF News and Press, Compagnie Generale des Etablissements Michelin From 05/08/22

Michelin has established itself as the second-largest tire manufacturer in the world. Michelin has global scale and a market-leading position with ~14% share of all global tire sales. We believe Michelin's current stock price is offered at a discount. For further details see...

Aristotle Capital Management is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. For the first quarter of 2022, Aristotle Capital’s Global Equity C...

Major tire-makers are pumping up prices as material costs and supply chain problems impact the industry. The Japanese conglomerate Bridgestone (OTCPK:BRDCY) is beefing up its prices on all Bandag on all Bandag tread rubber and cushion across North America by 17% starting Monday. The latest in...

The Polaris International Equity Composite returned -5.24%. Now with ‘higher inflation for longer’ rhetoric, commodities have another leg up as in the past they have served as a hedge against inflation. We are considering the risks of a big slowdown in Europe, contin...

The Polaris Global Equity Composite returned -3.83%. We are constantly assessing the portfolio seeking to ensure that our holdings thrive in an inflationary period. We are actively seeking attractively-priced stocks with good upside potential and lesser downside risk. We belie...

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,...

Ariel Investments’ 13F portfolio value increased from $10.94B to $11.86B this quarter. They increased Nielsen Holdings and Core Laboratories while reducing KKR and dropping Johnson & Johnson. The top three positions are Madison Square Garden Entertainment, Mattel, and F...

Compagnie Générale des Établissements Michelin Société en commandite par actions (MGDDF) Q4 2021 Earnings Conference Call February 14, 2022 12:30 P.M. ET Company Participants Florent Menegaux - Chief Executive Officer Yves Chapot - Chief Financial Officer Conference C...

Ariel Investments’ 13F portfolio value increased from $10.64B to $10.94B this quarter. They increased Madison Square Garden Entertainment, Madison Square Garden Sports, and ADT Inc. while decreasing Meredith Corp, Vail Resorts, and Keysight Technologies. The top three posit...

Pricing remains firm, more than offsetting cost increases. Margins recovering even before the benefit of Cooper Tire. Street earnings estimates remain too low. Company winning market share for EV. Stock is a potential double. For further details see: Goodyear Tir...