Tracking Tweedy Browne Portfolio - Q2 2020 Update

11:03pm, Wednesday, 12'th Aug 2020
Tweedy Browne’s 13F portfolio value increased from $2.15B to $2.51B this quarter. The largest five individual stock positions are Alphabet, Berkshire Hathaway, Johnson & Johnson, Cisco Systems, and
Firm reveals top trades of the 2nd quarter Continue reading...
FEMSA shares have continued to underperform, as COVID-19 has forced governments in Latin America to pursue more strenuous mobility restrictions, hitting store traffic and consumer confidence/spending.
FEMSA (FMX) second-quarter results reflect significant impacts of the coronavirus outbreak across all segments caused by restrictions on mobility, soft consumer demand and lower supplies.
The quarterly results for Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF) were released last week, making it a good time to...
KOF earnings call for the period ending June 30, 2020.
Global investor focuses on positions in several ‘boring’ businesses Continue reading...

New Strong Sell Stocks for July 6th

12:18pm, Monday, 06'th Jul 2020
Here are 5 stocks added to the Zacks Rank 5 (Strong Sell) List today
Mexico has been in a brutal 7-year bear market; the company's primary ETF has plunged 50% since 2013. This has created a great deal of value in specific names.
At the end of February we announced the arrival of the first US recession since 2009 and we predicted that the market will decline by at least 20% in (Recession is Imminent: We Need A Travel Ban NOW).
Firm takes advantage of ‘market chaos’ to invest in auto safety company, an airline and an industrial supplier Continue reading...
The analysts might have been a bit too bullish on Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF), given that the company...
The company reported a giant loss because of a huge drop in the paper value of its investments, though it is still sitting on a big pile of cash.
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