NSRGY News and Press, Nestle SA ADR Reg Shs Ser B From 04/05/21

International securities are currently priced well. Exposure to markets outside the U.S. can be a valuable source of diversification. ETO provides a reliable distribution from a solid portfolio with geographic diversification. ETO trades at a 7% discount with the 6.5% yield pa...

In my portfolio, I have five groups: Dividend growth, value, REIT, high yield, and growth. In today's article, I will talk about dividend growth and high yield stocks. There are rules I use to take out emotions of my decisions. For further details see: My Portfolio - Par...

Tweedy Browne’s 13F portfolio value increased from $2.58B to $2.95B this quarter. The largest five individual stock positions are Alphabet, Berkshire Hathaway, Baidu, Johnson & Johnson, and Cisco Systems, and they account for ~56% of the portfolio. Tweedy Browne added A...

As market valuations reach new all-time highs amidst increased risk, focusing on high-quality businesses is paramount for long-term returns. Direct comparability in the Packaged Foods segment is often hard to achieve due to accounting treatment of intangible assets. Which are the ...

Because the post-pandemic recovery is heightening inflation concerns, equity markets around the globe have been volatile. However, given the inelastic demand for consumer staples products, companies in that sector are not expected to be impacted significantly by inflation. Thus, we think stoc...

Dan Loeb's 13F portfolio value increased from ~$10B to ~$13B this quarter. The number of positions increased from 47 to 73. Third Point added Alphabet and increased Avantor and Planet Fitness while reducing Amazon.com and Alibaba Group Holdings. The top three positions are at ~20%...

This article is the fourth in a series designed to help investors decide for themselves if Jeremy Grantham's "epic bubble" call is correct. In this analysis, 129 of the 180 largest holdings of the Vanguard Total International ETF are put under the valuation microscope. These 129 I...

Nestlé S.A. (NSRGY) Q4 2020 Results Earnings Conference Call February 18, 2021, 08:00 AM ET Company Participants Luca Borlini - Head, IR Mark Schneider - CEO François Roger - EVP & CFO Conference Call Participants Richard Taylor - Morgan Stanley Bruno Monteyne - Bernstein Warren...

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

Gardner Russo & Gardner’s 13F portfolio value increased from $10.29B to $11.02B. Russo decreased MasterCard while increasing Comcast Corp during the quarter. The top three 13F stakes are Berkshire Hathaway, Mastercard, and Nestle. They add up to ~41% of the portfolio. ...