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My 27 Stock Portfolio

20h seekingalpha
27 stocks and 1 short.  Top holdings include Apple, Microsoft, Alphabet, Novo Nordisk, Johnson & Johnson, Starbucks, Nike, Diageo, Nestle, Wal-Mart. (479-4)

Tracking Tweedy Browne Portfolio - Q3 2017 Update

2017-11-20 seekingalpha
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)

Tracking Dan Loeb's Third Point Portfolio - Q3 2017 Update

2017-11-10 seekingalpha
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)

Equity CEFs: Help! My Fund Has Been Ama-Zonked!

2017-11-06 seekingalpha
The most hated equity CEF right now has got to be the Gabelli Healthcare & WellnessRX fund. (110-0)

2 New Watch Lists

2017-11-04 seekingalpha
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)

Third Point's Q3 Letter: New Dover Position

2017-10-23 marketfolly
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 (NSRGY) CEO Mark Schneider on Nine-Month Sales 2017 Results - Conference Call Transcript

2017-10-19 seekingalpha
Nestle S.A. ADR (OTCPK:NSRGY) Nine-Month Sales 2017 Results Conference Call October 19, 2017 8:00 AM ET (3-0)

Nestle S.A. ADR 2017 Q3 - Results - Earnings Call Slides

2017-10-19 seekingalpha
The following slide deck was published by Nestle S.A. ADR in conjunction with their 2017 Q3 earnings call.

Global Packager Ardagh Looking Inexpensive When Comparing To Industry

2017-10-18 seekingalpha
The company cans and bottles for some of the best food companies out there including Coca-Cola, Heineken, and Nestle. (18-0)

Nestle: Another Win For The Activists?

2017-10-16 seekingalpha
So far, all but one request of Daniel Loeb, which were described in his letter, were accepted by Nestle. (1-0)

Nestle: Caving In

2017-10-02 seekingalpha
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: A Giant That Can Grow Further

2017-09-29 seekingalpha
Nestle is the biggest food & beverages company in the world and has a history dating back more than a century. (1-0)

4 Companies You Won't Believe Are Publicly Traded

2017-09-28 zacks
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)

Tracking David Winters' Wintergreen Advisers Portfolio - Q2 2017 Update

2017-08-18 seekingalpha
Wintergreen Fund's largest three positions are Reynolds American, Consolidated-Tomoka Land Co., and British American Tobacco plc. (0-1)

My Chemical Romance

2017-08-17 seekingalpha
Organic, "Natural", and Non-GMO foods were strong moneymakers, but now "Big Organic" is abusing the participants that helped create it.

CUSIP: 641069406