Zoom CFO Kelly Steckelberg told CNBC’s Jim Cramer on Tuesday that the company is not just a video conferencing platform, saying it has successfully broadened its offerings. “We have customers that are fully remote still, they’ve chosen that as a way of working because of the flexibility it provides,” she said. “We have customers that are fully back in the office, and then a lot that are somewhat in between, in a hybrid or, pot...
Diageo's 'premiumization' strategy is under scrutiny due to warnings from luxury-goods firms about a slowdown in consumer demand. Investors are also keen on understanding how price increases and cost efficiencies can counter cost inflation.
HSBC believes companies will reinvest gross margin benefits into demand-generating initiatives. Bud Light's recovery is not anticipated by them, but stock potential is seen. Nestle is foreseen to have continued growth with more margin progression. Diageo's value compared to competitors is deemed historically low.
The company's underwhelming outlook in Latin America and the Caribbean may impact its overall financials. There's hope for gradual organic sales growth in other regions, but Diageo needs to show operative leverage from productivity efforts.
New CEO Debra Crew conveys that the worsening conditions in Latin America surprised the company's regional team and maintains that the operating environment is likely to remain challenging. Customer behavior is shifting towards less consumption and cheaper brands.
$ビヨンド・エアー(XAIR.US)$initiated at buy by BTIG, announced target price at $15.00. $エアロバイロメント(AVAV.US)$initiated at buy by Jefferies, announced targe price at $115.00. $コールズ(KSS.US)$was upgraded by TD Cowen from market perform to outperform, increased target price from $23.00 to $30.00. $コーニング(GLW.US)$was upgraded by Citigroup from neutral to buy, increased target price from $36.00 to $40.00. $勒莫国航(GOL.US)$was do...
On May 15th, Berkshire issued a clarification announcement on the official website about the change of the statistical caliber of holdings. The core idea is that the statistical caliber of holdings in 23Q1 has changed, and we cannot simply use 2023Q1 to compare 13F in 2022Q4. Berkshire said: 1. In December 1998, Berkshire acquired General Re (General Re Corp.). 2. From December 1998 to December 2022, General Re's stock holdings were disclosed by New England Asset Ma...
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Zoom CFO explains how the company serves remote and in-person workers
“We have customers that are fully remote still, they’ve chosen that as a way of working because of the flexibility it provides,” she said. “We have customers that are fully back in the office, and then a lot that are somewhat in between, in a hybrid or, pot...
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Here's Buffett's recent activity:
$ウォーレン・バフェット保有銘柄(BK2999.US)$$バークシャー・ハサウェイ(BRK.A.US)$$バークシャー・ハサウェイ クラスB(BRK.B.US)$$コカ・コーラ(KO.US)$$オキシデンタル・ペトロリアム(OXY.US)$$HPインク(HPQ.US)$$バンク・オブ・アメリカ(BAC.US)$$マーケル・グループ(MKL.US)$$シティグループ(C.US)$$パラマウント・グローバル(PARA.US)$$キャピタル・ワン・ファイナンシャル(COF.US)$$ディアジオ(DEO.US)$$ビテッセ・エナジー(VTS.US)$$アマゾン・ドット・コム(AMZN.US)$$エーオン(AON.US)$$アライ・ファイナンシャル(ALLY.US)$$动视暴雪(ATVI.US)$$セラニーズ(CE.US)$$シェブロン(CVX.US)$$マケッソン(MCK.US)$$ゼネラル・モーターズ(GM.US)$$バンク・オブ・ニューヨーク・メロン(BK.US)$$RH(RH.US)$$タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$$USバンコープ(USB.US)$
コラムUS Top Rating Updates on 6/15: KSS, GLW, GOL, ZION and MORE
$エアロバイロメント(AVAV.US)$ initiated at buy by Jefferies, announced targe price at $115.00.
$コールズ(KSS.US)$ was upgraded by TD Cowen from market perform to outperform, increased target price from $23.00 to $30.00.
$コーニング(GLW.US)$ was upgraded by Citigroup from neutral to buy, increased target price from $36.00 to $40.00.
$勒莫国航(GOL.US)$ was do...
Warren Buffett's transactions last quarter:
コラムBuffett wasn't Adding to Apple
Berkshire said:
1. In December 1998, Berkshire acquired General Re (General Re Corp.).
2. From December 1998 to December 2022, General Re's stock holdings were disclosed by New England Asset Ma...
In the first quarter, Buffett increased his holdings of $アップル(AAPL.US)$, $オキシデンタル・ペトロリアム(OXY.US)$, $HPインク(HPQ.US)$, $パラマウント・グローバル(PARA.US)$, and $マーケル・グループ(MKL.US)$.
The stocks underweight are $シェブロン(CVX.US)$(-18%), $Activision Blizzard(ATVI.US)$(-6%), $ゼネラル・モーターズ(GM.US)$(-20%), $エーオン(AON.US)$, $アマゾン・ドット・コム(AMZN.US)$, $セラニーズ(CE.US)$, $マケッソン(MCK.US)$, $アライ・ファイナンシャル(ALLY.US)$.
The newly added stocks are $キャピタル・ワン・ファイナンシャル(COF.US)$, ...
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