Anheuser-Busch InBev SA/NV News and Headlines -

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Despite the recent price drop and stagnating business, investors should not lose hope in this high-dividend tobacco company

Shares of tobacco giant Altria Group, Inc. (MO) sufferred a 16% price drop before recovering somewhat. They are now down a net of 2.4% since the last time I looked at the company this past August, which may cause investors to lose confidence in the stock.

However, the stock continues to offer a very high dividend yield that appears well covered. Altria is a Dividend King, one of just a handful of stocks in the entire market that has raised its dividend for at least 50 consecutive years. A dividend growth streak of this length means that the company

719 Views    Nathan Parsh    2020-12-30 15:29
Fund takes position in beer producer and trims 2 positions in autos

The IVA International Fund (Trades, Portfolio), part of New York-based International Value Advisors, disclosed this week that its top trades during the third quarter included a new position in Heineken NV (XAMS:HEIA) and sells in Hyundai Motor Co. (XKRX:005380), Bayerische Motoren Werke AG (XTER:BMW), AIB Group PLC (LSE:AIBG) and H U Group Holdings Inc. (TSE:4544).

Managed by Charles de Vaulx (Trades, Portfolio), the fund employs a global, value-oriented approach and seeks to invest in the stocks of companies that have temporarily depressed earnings or entrenched franchises. Emphasis is placed on the fundamental value of

152 Views    James Li    2020-12-03 21:35
Oakmark International Fund releases quarterly portfolio

David Herro (Trades, Portfolio), a portfolio manager of the Oakmark International Fund, disclosed this week that the fund's top four trades during the third quarter included new positions in Fresenius Medical Care AG & Co. KGaA (XTER:FME) and Anheuser-Busch InBev SA/NV (XBRU:ABI) and position reductions in NAVER Corp. (XKRX:035420) and Daimler AG (XTER:DAI).

The fund, which is part of Chicago-based Oakmark Funds, seeks long-term capital appreciation through equity investments in mid-cap and large-cap companies primarily in non-U.S. countries. The fund looks for companies that not only are trading below intrinsic value, but also have potential to grow

514 Views    James Li    2020-12-01 23:00
Discussion of markets and holdings

The [url=https://www.gurufocus.com/StockBuy.php?GuruName=IVA+International+Fund]IVA International Fund[/url] ([url=https://www.gurufocus.com/StockBuy.php?GuruName=IVA+International+Fund]Trades[/url], [url=https://www.gurufocus.com/holdings.php?GuruName=IVA+International+Fund]Portfolio[/url]) Class A (NAV) ended the quarter on September 30, 2020 with a return of 2.38% versus the MSCI All Country World Index (ex-U.S.) (Net) ("Index") return of 6.25% for the same period.

The brisk market rebound which began in April continued into the third quarter. By the end of August, markets were again reaching record highs fueled by mostly favorable data throughout the summer months. The rally seemed unstoppable spurred by better than expected employment results, expectations that rates would remain lower for even longer, and encouraging prospects for an effective vaccine. Come September,

8 Views    Sydnee Gatewood    2020-10-22 21:25
Guru stock highlight

Another name we bought this quarter was Heineken (XAMS:HEIA), the number two global beer company. While we still own Anheuser-Busch InBev (XBRU:ABI), we partially trimmed our position as the share price bounced back vigorously. In our opinion, Heineken offers a larger discount and less downside risk, especially as it is a lot less levered financially than ABI. The company is family owned, maintains a long-term oriented culture and has a good record of capital allocation. It lagged ABI on the rebound due to more on-trade consumption, which was negatively affected by the pandemic lockdowns in the U.S. and Europe.

0 Views    Sydnee Gatewood    2020-10-22 21:19
Discussion of markets and holdings

The IVA Worldwide Fund Class A (NAV) ended the quarter on September 30, 2020 with a return of 2.47% versus the MSCI All Country World Index (Net) ("Index") return of 8.13% for the same period.

The brisk market rebound which began in April continued into the third quarter. By the end of August, markets were again reaching record highs fueled by mostly favorable data throughout the summer months. The rally seemed unstoppable spurred by better than expected employment results, expectations that rates would remain lower for even longer, and encouraging prospects for an effective vaccine. Come September, volatility spiked, the

32 Views    Sydnee Gatewood    2020-10-22 21:15
Key takeaways and questions

GuruFocus had the pleasure of hosting a presentation with David Dietze, the founder, president and chief investment strategist at Point View Wealth Management Inc. Dietze was joined by Fritz Schoenhut, who is the Managing Director and Portfolio Manager at Point View.

Point View Wealth Management is an SEC registered investment adviser and part of Peapack Private, the wealth management division of Peapack-Gladstone Bank, managing over $7 billion, primarily in separately managed accounts. Point View provides fee-only independent customized portfolio management services.

Using extensive research and sound investment principles, the firm strives to produce superior returns for its clients in a

331 Views    Graham Griffin    2020-10-21 21:30
Guru stock highlight

We sold LafargeHolcim (XSWX:LHN) to opportunistically fund a position in Anheuser-Busch Inbev (BUD) (ABI). ABI is the world's largest brewer and its global 27% market share is more than twice the volume of the #2 player. Importantly, its dominant market share positions, strong brands and vertical integration allow it to generate industry-leading margins, returns and cash flows. ABI's significant scale advantage enables it to earn more than 4x the profitability of the #2 player. The majority of the company's profitability is derived from developing markets where duopoly market structures, growing per capita income and premiumization drive attractive growth and

64 Views    Sydnee Gatewood    2020-10-12 20:28
Firm's largest sales of the 2nd quarter

Tom Russo (Trades, Portfolio)'s Gardner Russo & Gardner manages a $9.84 billion equity portfolio composed of 86 stocks. The firm sold shares of the following stocks during the second quarter.

The Swatch Group

The firm closed its position in The Swatch Group AG (SWGAF). The trade had an impact of -2.05% on the portfolio.

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The Switss watch and jewelry company has a market cap of $10.83 trillion and an enterprise value of $9.45 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on

97 Views    Tiziano Frateschi    2020-08-31 16:19
The company trades with a single-digit price-earnings ratio and offers an 8% dividend yield

Shares of Altria Group Inc. (MO) have decreased nearly 15% year to date while the S&P 500 has climbed more than 4%. The stock trades with a single-digit price-earnings ratio, well off of its long-term average. Shares also pay an 8% dividend yield. Is now the right time to buy Altria?

Quarterly highlights

Altria reported second-quarter earnings results on July 28. Net revenues were down 3.8% to $6.4 billion. Revenues net of excise taxes declined 2.5% to $5.1 billion. This was $23 million lower than Wall Street had expected. Adjusted earnings per share declined 1 cent, or 1%, to

452 Views    Nathan Parsh    2020-08-16 19:33
Additional holdings seeing positive gains

Charles Brandes (Trades, Portfolio)'s Brandes Investment revealed its second-quarter portfolio that is seeing profits on many of its new investments. New positions with positive estimated gains include Corteva Inc. (CTVA), Ambev SA (ABEV) and Anheuser-Busch Inbev SA/NV (BUD). The firm also sold its holdings of Biggs & Stratton Corp. (BGGSQ) and Jefferies Financial Group Inc. (JEF).

Brandes, who is now retired, is a Benjamin Graham disciple. As such, his firm seeks to purchase out-of-favor securities that are trading at discounts to their intrinsic values, and then hold them until the market recognizes their true worth.

Portfolio overview

128 Views    Graham Griffin    2020-08-13 20:13
The brewer has had a rough ride over the past year, but its huge portfolio of leading brands is a major competitive advantage

Anheuser-Busch InBev SA (BUD) is the world’s largest brewer. The company produces, markets and sells over 500 different beer brands. Of its products, 17 generate more than $1 billion in annual sales each. These include Budweiser, Stellar Artois, Corona and many other iconic labels.

As a result, the company dominates the beer industry, having around half of the U.S.’s market share. You can get a deep-dive into the company’s 17 billion-dollar brands here.

Over the past several years, the company has closed multiple large acquisitions to expand its portfolio of brands. However, this has been an expensive process that

576 Views    Ben Reynolds    2020-07-08 19:14
The S&P 500 is expensive again, but there is still value to be found

It can be difficult for investors to find undervalued stock with the S&P 500 trading at a price-earnings multiple near 23. For income investors, finding stocks with generous yields is also becoming tricky.

In this article, we will look at five high-yielding stocks that trade at a lower valuation than the S&P 500.

AbbVie Inc.

AbbVie Inc. (ABBV) was spun off from Abbot Laboratories (ABT) in 2013. The company’s Humira was the best-selling drug in the world for quite some time. Humira has lost patent protection in the European Union already and will do the same in the U.S. in

1248 Views    Nathan Parsh    2020-06-07 14:22
Fund's new buys include a brewer and an aviation company

The IVA International Fund (Trades, Portfolio), part of Charles de Vaulx (Trades, Portfolio)’s International Value Advisors, disclosed this week that its top five buys in the first quarter were Anheuser-Busch InBev SA/NV (XBRU:ABI), Publicis Groupe SA (XPAR:PUB), Aena SME SA (XMAD:AENA), Dassault Aviation SA (XPAR:AM) and Sodexco (XPAR:SW).

The fund seeks long-term capital appreciation through investments in equity securities from markets around the globe. The managers emphasize financial strength and fundamental value, with the latter defined as the amount that a knowledgeable investor or corporate competitor would pay for a company’s economic and controlling

238 Views    James Li    2020-06-05 21:20
They could represent value opportunities

When investors screen the market for stocks whose market capitalization exceeds $10 billion and whose price-book ratio stands below 1.5, they could have a higher chance of discovering value stocks, in my opinion.

Thus, value investors may want to consider the following securities, as they meet the above-listed criteria.

Anheuser-Busch InBev SA/NV

The first company under consideration is Anheuser-Busch InBev SA/NV (BUD).

Shares of the Belgian brewer were trading at $40.90 per unit at close on May 22 for a market capitalization of $80.41 billion and a price-book ratio of 1.07.

The share price declined by 50.6% over the

125 Views    Alberto Abaterusso    2020-05-26 16:23
Discussion of markets and holdings

Market overview

The emergence and spread of the COVID-19 virus have precipitated an extraordinary effort to contain the outbreak globally. While these initiatives are of utmost importance in defeating the virus’ spread, they have also resulted in significant economic deterioration, including the closure of businesses, a rise in furlough or unemployment, and have fueled steep declines in risky assets around the world.

Authorities have acted quickly to support the economy through unprecedented monetary and fiscal stimulus, and investor sentiment has whipsawed ever since in the tug-of-war between the positive impact of the stimulus versus the continued suppression of economic demand.

110 Views    Sydnee Gatewood    2020-04-09 20:59
British American Tobacco tops the list

According to the GuruFocus All-In-One Screener as of April 1, the following stocks are popular among gurus.

British American Tobacco

Tobacco giant British American Tobacco PLC (BTI) has a market cap of $81.23 billion. Its revenue of $33.3 billion has grown 5% over the past 10 years.

The company is held by six gurus, the largest of which is Lee Ainslie (Trades, Portfolio) with 0.11% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.10% and Sarah Ketterer (Trades, Portfolio) with 0.04%.

As of April 1, the stock was

239 Views    Tiziano Frateschi    2020-04-01 19:14
Two CEOs of small energy companies are defying the trend, buying their companies' shares recently

Investors loathe energy stocks, which are down more than 40% since their peak in June 2014. A 2018 rebound proved to be a sucker rally.

Two CEOs of small energy companies are defying the trend, buying their companies’ shares recently.

Joseph Foran, the CEO of Matador Resources Co. (MTDR) spent $282,000 on Nov. 25 to add to his hoard of Matador shares. His total stake is valued at $67 million at the Nov. 29 price of $14.04.

The balding, bespectacled Foran is a veteran oilman who has an accounting degree from University of Kentucky and a law degree from Southern

212 Views    John Dorfman    2019-12-02 15:08
The future looks much better than the last two years, but investors are fearful

Investment thesis

Investors, at times, presume that every stock owned and embraced by top gurus will likely outperform the broad market each year. This could turn out to be a costly mistake, and the Kraft Heinz Co. (KHC) is a classic example. According to company filings, Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway (BRK.A)(BRK.B) owns 26.69% of Kraft Heinz’s outstanding shares and is the top investor of the company. The share price, on the other hand, has declined 50% over the last 12 months, and the total return, which takes dividends into account, is a

451 Views    Dilantha De Silva    2019-10-22 16:43
Stocks have outperformed the S&P 500 over the past six months, Buffett's Coke makes list

As investors continue grappling with U.S. market slowdown concerns, the beverage industry contains four stocks that have outperformed the Standard & Poor’s 500 Index over the past six months and offer dividend yields of at least 2.1% according to the All-in-One Screener.

Beverage industry overview

The beverage industry includes companies that manufacture and sell drinks and other potable products. The industry contains two categories: alcoholic beverages and nonalcoholic beverages. The former includes wineries, distilleries and breweries, while the latter includes companies that produce soda, energy drinks and fruit juice.

411 Views    James Li    2019-10-03 20:21

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