SSDOY News and Press, Shiseido Co. Ltd. ADR From 04/03/22

March was a busy month for the portfolio. I sold my stake in South Jersey Industries, as it is being acquired, and that freed up money for more purchases than usual in March. Consumer staples, luxury goods companies, and Dividend Aristocrats were among the items on my shopping lis...

Unilever is a major conglomerate with IP in many industries. Operations have been substantial, and the variety of brands are supported through continued monetization efforts. The business can provide payouts for investors and have excellent capital appreciation. The risks are ...

I made my monthly portfolio buys in January as markets tanked. I concentrated purchases this month in the software sector, taking advantage of the recent sharp sell-off. I also found value in a few other names such as Brown-Forman and Lockheed Martin. For further details see...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Strategy outperformance was driven by diversified contrib...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy was held back by weakness among our emerging...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy was held back by weakness among our emerging...

Shiseido's move to spin off its Personal Care business highlights its core weaknesses: limited scope to raise profitability due to lack of global footprint. The core driver for longer term growth - namely material exposure to non-Asian markets - remains missing. We see limited dow...

I added to 9 positions and started three new ones for the portfolio in April, along with selling out of one position. The new positions include the IMF's first holdings in Japan and Denmark. I also continue buying speculative tech stocks which have plunged over the past three mont...

Shiseido Co Ltd (SSDOY) Q4 2020 Earnings Conference Call February 09, 2021, 01:00 ET Company Participants Takayuki Yokota - Executive Officer, CFO & Japan Region CFO Masahiko Uotani - CEO & President Conference Call Participants Ritsuko Tsunoda - JPMorgan Chase & Co. Haruka Miyake...

The following slide deck was published by Shiseido Company, Limited in conjunction with their 2020 Q4 earnings call. For further details see: Shiseido Company, Limited 2020 Q4 - Results - Earnings Call Presentation