PDRDF News and Press, Pernod Ricard S.A. From 02/04/22

VGI Partners Global Investments Limited is an Australia-based investment company. The Company’s Investment Strategy is to create a concentrated Portfolio, predominantly comprised of Long and Short Positions in global listed securities, actively managed with a focus on capital prese...

Gardner Russo & Quinn’s 13F portfolio value decreased from $11.84B to $10.85B. Russo decreased JPMorgan Chase during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle, and Mastercard. They add up to ~37% of the portfolio. For further details see...

While Diageo shares have returned 21.9% year-to-date as the COVID situation continues to improve, they are still attractive in our view. A strong year-on-year rebound in FY21 (ending June) showed Diageo has resumed its long-term growth trajectory. Much recovery potential remains, ...

The following slide deck was published by Pernod Ricard SA in conjunction with their 2021 Q4 earnings call. For further details see: Pernod Ricard SA 2021 Q4 - Results - Earnings Call Presentation

Pernod Ricard SA (PDRDF) Q4 2021 Earnings Conference Call September 01, 2021, 03:00 AM ET Company Participants Julia Massies - Vice President, Financial Communications & Relations Alexandre Ricard - Chairman & Chief Executive Officer Hélène de Tissot - Director, Finance, Pro...

Gardner Russo & Quinn’s 13F portfolio value increased from $10.96B to $11.84B. Russo increased Alibaba Group Holding and Cable One while decreasing JPMorgan Chase during the quarter. The top three 13F stakes are Berkshire Hathaway, Mastercard, and Nestle. They add up to...

DS Smith is not well known but is providing sustainable packaging solutions to many of the large companies in the world. Financial performance in 2020-2021 was muted due to COVID-19 but results already started to improve later in that year. For 2022, I expect a further restoration...

Admiral, the #1 U.K. motor insurer, and Swedish Match, a Swedish tobacco company, moved into the top 10 in our Top Buys chart. Hargreaves Lansdown is now #3 by forecasted return, likely to see near-term headwinds but should do well over the long term. We initiated coverage on Henk...

We are downgrading our rating on Pernod Ricard from Buy to Neutral on valuation grounds after a 19.0% gain in 22 months. A combination of its current valuation and forecasted earnings growth mean the stock's annualized return will likely be below 10%. We assume a long-term Net Inc...

Gardner Russo & Quinn’s 13F portfolio value decreased marginally from $11.02B to $10.96B. Russo added Alibaba Group Holdings and increased Ashtead Group plc and Cable One. The top three 13F stakes are Berkshire Hathaway, Mastercard, and Nestle. They add up to ~38% of th...