NSRGY News and Press, Nestle SA ADR Reg Shs Ser B From 12/06/23

2023-12-06 21:22:23 ET Summary Dan Loeb's 13F portfolio value decreased by 3% this quarter, with the top three holdings accounting for 34% of the portfolio. Third Point returned negative 0.9% in Q3 2023, compared to negative 3.3% for the S&P 500 Index. New stakes include M...

2023-12-05 22:50:05 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...

2023-12-04 12:53:49 ET Summary Unilever is undergoing a management change and starting fresh with a new approach, showing potential for a turnaround. The valuation gap between Unilever and its competitor Procter & Gamble is widening, suggesting undervaluation of Unilever. ...

2023-12-01 16:43:30 ET More on Cal-Maine Foods Cal-Maine to appeal decision in egg price fixing lawsuit Cal-Maine Foods: Remain On The Sidelines As Egg Prices Are Normalizing Cal-Maine Foods: The Egg-Ceptional Dividend Dip Can Be Reversed Cal-Maine: Back To R...

2023-11-30 00:50:33 ET Summary Tweedy, Browne's 13F portfolio value decreased by 2% to $1.87B this quarter. The largest position in the portfolio is Berkshire Hathaway, followed by Alphabet, Johnson & Johnson, Ionis Pharma, and Coca-Cola FEMSA. Tweedy, Browne made new stak...

2023-11-29 17:57:54 ET Summary Ajinomoto is diversifying its revenue segments, particularly in the biopharma and semiconductor industries, for organic growth opportunities. The company has a leading market position, high R&D investment, and above-peer margins in the consumer s...

2023-11-25 01:43:31 ET Summary Novo Nordisk has surpassed Nestle as the largest developed-market stock outside of the US, indicating the success of the GLP-1 drug segment. The company had a strong Q3 with a 29% YoY increase in revenue and raised its full-year outlook. Analysts...

2023-11-23 05:54:59 ET Summary Campari has a strong brand portfolio with premium drinks, appealing to the upper middle class and is therefore less sensitive to recessions. The company has little exposure to Asia, leaving room for future growth in this massive untapped market. ...

2023-11-22 10:31:30 ET More on Cal-Maine Foods Cal-Maine Foods: Remain On The Sidelines As Egg Prices Are Normalizing Cal-Maine Foods: The Egg-Ceptional Dividend Dip Can Be Reversed Cal-Maine: Back To Reality Cal-Maine Foods slides after lower egg prices crac...

2023-11-15 13:37:37 ET The Federal Trade Commission has issued a warning letter to the American Beverage Association over its use of social media influencers to tout the safety of the sweetener aspartame. The agency alleges that posts on Instagram and TickTok made by several dieticians ...