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The equity correction has brought stock prices and sentiment closer to levels where risk/reward becomes asymmetric to the upside. We believe a pickup in merger & acquisition activity would be an early signal that undervalued assets are becoming monetized. Steadily growing, highly ...
Steadily growing, highly free-cash-flow-generative and more moderately valued companies enabled the Strategy to outperform through a sharp market pullback. Heightened volatility provided opportunities to purchase shares in growth companies on our watchlist, as well as add to existing ...
Gabelli Funds’ 13F portfolio value decreased from $15.84B to $15.22B this quarter. They increased Paramount Global and S&P Global while decreasing PNM Resources. The top five positions are Alphabet, Microsoft, NextEra Energy, Newmont, and Apple, and they add up to ~7% o...
Tweedy, Browne’s 13F portfolio value decreased from $3.15B to $3.10B this quarter. They added Ionis Pharma and Thor Industries and increased Intel while decreasing AutoZone, Cisco Systems, and Carlisle Companies. Alphabet at ~19% of the portfolio is the largest position. ...
Diageo stock has now fallen by 23.0% in USD from its peak in early January, and trades at a 26.9x P/E and 2.1% Dividend Yield. Structural growth in global spirits is continuing. Diageo now targets a sales CAGR of 5-7% and an EBIT CAGR of 6-9% in FY23-25. Sales were 21% higher orga...
The tobacco industry stays on top of the sector regarding valuation and quality scores. Food and staples retail is the most overvalued industry. KXI, a global alternative to XLP. 8 stocks cheaper than their peers in May. For further details see: KXI: Consumer Staples...
Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore funds. Tweedy,...
“Sin stocks” in the tobacco, alcohol, and gambling industries have historically outperformed the market on a total return basis. The stigma attached to these stocks gives them lower valuations, giving higher implied upside and making buybacks more accretive to earnings p...
We are upgrading Pernod Ricard to Buy after shares fell 13.5% from their peak, back to the level at our downgrade in June 2021. Pernod Ricard is a top global Spirits company and is benefiting from structural trends, including premiumization and rising affluence. Pernod Ricard targ...
MGP Ingredients has done well to grow its operations in recent years, with profits and cash flows following suit. The company isn't exactly cheap, but it's definitely not overpriced either. In fact, shares look cheap relative to its peers and, on the whole, it likely offers some n...
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This announcement contains inside information LONDON, UK / ACCESSWIRE / May 3, 2024 / Diageo plc ('Diageo') today announces that Nik Jhangiani will join the company as Chief Financial Officer, taking up the position and joining Diageo's Board and Executive Committee in Autumn 2024. Lavanya...
Diageo to appoint Sir John Manzoni as Chair Javier Ferrán to retire in February 2025 in his ninth year on the Diageo Board LONDON, UK / ACCESSWIRE / March 19, 2024 / Diageo today announces that current non-executive director Sir John Manzoni will be appointed Chair of the Board o...
SÃO PAULO, Brazil, Sept. 29, 2023 (GLOBE NEWSWIRE) -- Jacob Martin, from Canada, has been recognised by industry legends as the 2023 World Class Global Bartender of the Year. He shook off competition from over 10,000 other elite bartenders who attempted this year’s Everest of bartendi...