PDRDY News and Press, Pernod Ricard S.A. ADR From 01/05/21

We review our Diageo investment case 4 months since our last update, and with key developments on currency, peers’ trading and COVID-19. While the pound has appreciated more than 5% against the dollar since September, we expect this to have limited impact on Diageo's earnings. ...

Diageo has an excellent portfolio with some of the best selling spirit brands in the world. The 2020 business was significantly impacted by the pandemic. All key measures show a serious performance decrease. Quick decisions for cost reduction, cash conservation and increased liqui...

2020 was my second year writing for Seeking Alpha. Introspection and reflection are key tenets to invest by. To that end, here is a review of my 2020 Seeking Alpha write-ups and how the companies assessed have performed. For further details see: My 2020 Seeking Alpha Yea...

The U.S. decision to expand tariffs against the European Union to components for U.S.-made aircraft will harm U.S. workers and consumers and Europe should respond "appropriately," Airbus ([[EADSY]] -1.7%) says.The office of the U.S. Trade Representative said earlier today that was adding airc...

Pernod Ricard North America Donates $300,000 to Support the Bartending Community This Holiday Season NEW YORK , Dec. 3, 2020 /PRNewswire/ -- Pernod Ricard North America today announced a $300,000 contribution to support the bartending community this holiday...

November was one of the best months for equity markets on record; our average Buy-rated stock gained 12.9% (in local currency). Tobacco stocks continued to miss out on the wider market rally, although an end to the COVID-19 outbreak should be positive for most of them. Hargreaves ...

Gardner Russo & Gardner’s 13F portfolio value increased from $9.84B to $10.29B. Russo almost eliminated Diageo plc during the quarter. The top three 13F stakes are Mastercard, Berkshire Hathaway, and Nestle. They add up to ~44% of the portfolio. For further detail...

Luxury goods conglomerate Louis Vuitton Moët Hennessy's ("LVMH") Wines & Spirits division boasts some of the world's most iconic brands. Diageo also benefits, thanks to its 34% stake in the Moët Hennessy JV. Wines & Spirits enjoy very high profitability, making t...

As dividend growth investors, we know that wide moat stocks make a good starting point, but it is just one of many considerations on our hunt for high-quality dividend growth stocks. The stocks I'm covering in this article cover both developed and emerging markets. None of these s...

Jameson® Irish Whiskey Introduces Limited Run of Legendary "Whiskey Trees" for 2020 Holiday Season World's best-selling Irish whiskey ends the year with nearly nine-foot-tall holiday trees made from its signature green bottles. PR Newswire NEW YORK, Nov. 11, 2020 ...