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2024-03-24 13:38:10 ET More on the GRANOLAS Sequoia Fund - SAP SE: We See A Clear Path To Enhanced Profitability ASML: Don't Be Fooled Into Buying Its Overvalued Shares Now What AstraZeneca Is Getting Through The Acquisition Of Fusion Pharmaceuticals Mo...
2024-03-12 00:00:28 ET Summary Nestle's 4Q23 results fell short of expectations, with weaker margins and lower revenue than anticipated. The company's guidance for FY24 suggests slower growth and pricing normalization, hindering volume recovery. The ongoing Red Sea conflict an...
2024-03-11 08:22:37 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...
2024-03-05 22:43:45 ET Summary Dan Loeb's 13F portfolio value increased to $6.64B this quarter, with the top three holdings accounting for ~37% of the portfolio. Third Point returned 3.4% in 2023 compared to 26.3% for the S&P 500 Index. New stakes include Fleetcor Tech, Ve...
2024-02-29 07:18:00 ET InvestorPlace - Stock Market News, Stock Advice & Trading Tips When investors try to project their investment horizons , a long-term deal may only be up to five years; anything longer than that becomes wishful thinking to expect to know what could happ...
2024-02-25 23:20:17 ET Summary Nestlé, the largest consumer staples company, is facing challenges in turning around its performance due to FX volatility, increased out-of-home consumption, and price-conscious consumers. NSRGY has experienced stagnation in revenue and margins,...
2024-02-23 14:20:24 ET Nestlé S.A. (NSRGY) Q4 2023 Earnings Conference Call February 22, 2024 08:00 ET Company Participants Luca Borlini - Investor Relations Mark Schneider - Chief Executive Officer François Roger - Chief Financial Officer Confere...
2024-02-23 05:15:00 ET Summary Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in. The Global Growth Composite Portfolio outperformed the MSCI ACWI Index for the fourth quarter and t...
2024-02-20 04:44:08 ET Summary The Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund provides high income and exposure to foreign companies. The fund's current yield of 6.74% is better than most equity indices, although it is considerably lower than many other closed-e...
Propanc Biopharma Inc (PPCB) is expected to report for Q2 2024 Bank of Georgia Group Plc (BDGSF) is expected to report for quarter end 2023-12-31 Arch Resources Inc. Class A (ARCH) is expected to report $6.9 for Q4 2023 Bloom Energy Corporation Class A (BE) is expected to report $-0.0...
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2024-07-16 07:20:00 ET Between fundraising, legislating, and engaging in a number of other responsibilities, the politicians who serve in Washington, D.C., are busy. Many of them, however, find enough time to buy and sell stocks. And because many politicians demonstrate an uncanny ability t...