Company Overview and News
27 stocks and 1 short. Top holdings include Apple, Microsoft, Alphabet, Novo Nordisk, Johnson & Johnson, Starbucks, Nike, Diageo, Nestle, Wal-Mart. (479-4)
The largest five individual stock positions are Cisco Systems, Berkshire Hathaway, Baidu Inc., Johnson & Johnson, and Alphabet, and they account for ~44% of the portfolio. (558-0)
Dan Loeb's 13F portfolio value increased 5.45% from $11.28B to $11.90B this quarter. The number of positions increased from 32 to 37. (1016-2)
The most hated equity CEF right now has got to be the Gabelli Healthcare & WellnessRX fund. (110-0)
This is a brief introduction to two watch lists, with some ideas for how you can keep up with stocks that you have identified as potential buys. I share some resources I use and invite your suggestions for other resources. (185-2)
Dan Loeb's hedge fund firm Third Point has released its third quarter letter. Thus far for 2017, they're up 14.5% in their Offshore Fund and up 23% in their Ultra Fund. While they feel earnings multiples are high by historical standards, they think earnings growth and low interest rates combine to make an environment ripe for higher valuations anyways. The biggest risk they see currently? A recession. (2-0)
Nestle S.A. ADR (OTCPK:NSRGY) Nine-Month Sales 2017 Results Conference Call October 19, 2017 8:00 AM ET (3-0)
The following slide deck was published by Nestle S.A. ADR in conjunction with their 2017 Q3 earnings call.
The company cans and bottles for some of the best food companies out there including Coca-Cola, Heineken, and Nestle. (18-0)
So far, all but one request of Daniel Loeb, which were described in his letter, were accepted by Nestle. (1-0)
Nestle (OTCPK:NSRGY) has decided to heed much of activist investor Dan Loeb’s, and his hedge fund Third Point’s, advice. Loeb announced a stake earlier this year and wanted the company to boost shareholder value. Nestle took much of Loeb’s advice.
Nestle is the biggest food & beverages company in the world and has a history dating back more than a century. (1-0)
A small handful of multinational conglomerates seemingly own almost every major consumer packaged goods brand, food company, or restaurant chain—yet some big-name brands and firms have managed to survive, sometimes for decades, all on their own. (22-0)
Wintergreen Fund's largest three positions are Reynolds American, Consolidated-Tomoka Land Co., and British American Tobacco plc. (0-1)
Organic, "Natural", and Non-GMO foods were strong moneymakers, but now "Big Organic" is abusing the participants that helped create it.
2017-10-28 - Wilton
2017-10-25 - Wilton
2017-10-10 - Wilton
2017-10-09 - Wilton
2017-08-25 - Wilton