UN News and Press, Unilever NV From 08/30/22

Unilever U.S. is donating $13 million worth of cleaning products, personal care items and food to local communities Food banks across America report they are struggling to stock their shelves, affected by surging demand, supply chain issues, a decrease in donations, and the ...

Summary Tweedy, Browne’s 13F portfolio value decreased from $3.10B to $2.45B this quarter. They added FedEx Corp., American Express, and Paramount Global while decreasing AutoZone and dropping 3M. Alphabet at ~18% of the portfolio is the largest position. This...

Nelson Peltz’s 13F portfolio value decreased from $5.97B to $4.55B this quarter. The number of positions remained steady at 8. Trian Fund Management decreased Sysco and almost eliminated Mondelez International during the quarter. The top three positions are Ferguson plc, In...

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Many of the first quarter’s equity market dynamics continued to be ...

Inflation and the better than feared earnings season dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. Inflation is softening in July and markets have started to rally again. U...

Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...

The energy sector often offers high dividend yields, but also comes with a lot of volatility directly correlated to the global energy prices. The dividend is also not always safe and reliable. This means dividend investors often avoid or have been burned by investments in the ener...

SCHY is an international, ex-U.S. dividend ETF. The heaviest country is the U.K. with over 20% of asset value. About 45% of the fund is in 3 sectors: consumer staples, communication and financials. The fund is 15 months old, but the underlying index beats popular competitors i...

Gardner Russo & Quinn’s 13F portfolio value decreased from $10.39B to $8.94B. Russo added Netflix and increased Ashtead Group plc during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle, and Mastercard. They add up to ~39% of the portfolio. ...

While the Tweedy, Browne Funds were not immune to the challenges during the quarter, they, for the most part, held up much better than their benchmark international and global indices. It is impossible, of course, to know whether markets have hit bottom, but if the past is prologue co...