WOSCF News and Press, Ferguson Plc. From 03/23/21

Ferguson has sold its UK business and will distribute the proceeds to shareholders. The disposal could be positive for the company economics but on a small scale which doesn't affect valuation in my view. Although I like the business, I continue to think the share price overvalues...

Ferguson Plc New ADR (FERGY) Q2 2021 Earnings Conference Call March 16, 2021, 08:00 AM ET Company Participants Mark Fearon - Director of Corporate Communications and IR Kevin Murphy - Group Chief Executive Bill Brundage - Group Chief Financial Officer Conference Call Participants Will Jones -...

The following slide deck was published by Ferguson Plc New ADR in conjunction with their 2021 Q1 earnings call. For further details see: Ferguson Plc New ADR 2021 Q1 - Results - Earnings Call Presentation

Ferguson (WOSCF): 1H Non-GAAP EPS of $2.69; GAAP EPS of $2.71.Revenue of $10.31B (+4.2% Y/Y) misses by $740M.Press Release For further details see: Ferguson misses on revenue

Nelson Peltz’s 13F portfolio value increased from $6.05B to $6.76B this quarter. The number of positions decreased from 9 to 8. Trian Fund Management increased Comcast while reducing Sysco, Procter & Gamble, and Janus Henderson Group plc. The top three positions are Sys...

Water doesn't typically get the same focus that I put on other utilities like electric and gas companies. Though, that doesn't mean that investing in water ETFs doesn't have its own merits; it certainly does as global demand rises, yet supply doesn't go up. Several of the funds al...

Building materials group is seeing growth in its core American business. Demand trends look good, and I expect revenue growth to continue. But the valuation is heady, and I would not buy at this price. For further details see: Ferguson Plc: Good Business Momentum But Fro...

Nelson Peltz’s 13F portfolio value increased from $5.53B to $6.05B this quarter. The number of positions decreased from 10 to 8. Trian Fund Management increased Comcast, Invesco, and Janus Henderson Group, while reducing Mondelez, General Electric, and nVent Electric. The long-...

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

Ferguson plc (WOSCF), FERGY Q4 2020 Earnings Conference Call September 29, 2020 7:00 A.M. ET Company Participants Kevin Murphy - Group Chief Executive Mike Powell - Group Chief Financial Officer Bill Brundage - Chief Financial Officer, USA Conference Call Participants Will Jones - Redburn Par...