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There is no doubt that Diageo is a premium business, but its shares come with an equally premium price tag. We sold our entire position in early 2020 locking in a total return of over 55% in under 2 years. We maintain our "sell" rating at the current valuation. Our recent analysis...
The stock market has been more volatile than ever since the pandemic of 2020. What does that mean? On the road to financial freedom, acquiring assets that produce cash flow or income is the goal. Given the uncertainty, I continue to make smaller, weekly investments into Vanguard E...
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...
Diageo plc (DEO) FY2020 Earnings Conference Call July 28, 2022 4:30 AM ET Company Participants Ivan Menezes - Chief Executive Officer Lavanya Chandrashekar - Chief Financial Officer Conference Call Participants Sanjeet Aujla - Credit Suisse Celine Pan...
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...
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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...