Viewing Company Diageo PLC | StockChase
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Diageo PLC Stock Symbol: DEO-N

Notes:Owns Burger King, Guiness, etc. Largest global liquor company.

Last Price Recorded: $132.1100 on 2017-09-22

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Date Signal Expert Opinion Price
2017-07-25 PAST TOP PICK Norman Levine

(Top Pick July 25/16, Up 7.59%)  It has been subject to BREXIT.  It benefited when the pound was getting hit.  When the pound went down the costs went down.  Sales continue to rise in North America.


Price:
$119.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-19 COMMENT David Fingold

This is in the consumer staples sector, an extremely expensive space with very limited growth. It is perceived as one of the better companies, but he thinks of it as average among distillers. A lot of growth in this sector came from premiumization of their products and from growth in emerging markets. Emerging markets have not been able to provide the kind of growth that this company has been looking for.


Price:
$122.700
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-05-01 BUY Paul Harris, CFA

This is a drinks company and their big thing is Johnny Walker and a couple of others. Trading at about 20X earnings. He likes the industry, and it throws up a lot of free cash. They’ve had some trouble with margins in the emerging markets area, but have sorted those out, so there should be better margins going forward. He likes the stock.


Price:
$117.340
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-21 BUY David Burrows

Consumer staples, as a group, have been a little sloppy over the last number of months. Some of the more economically sensitive sectors were behaving a little better. This company has a wonderful portfolio of various brands for alcohol, and has been lifting quite nicely since December. A European company and European markets have been behaving much better. Breadth is expanding there as well as in the US. This is a leading stock within the group, so he doesn’t think you are going to get hurt.


Price:
$116.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-09 HOLD Jim McGovern

A massive conglomerate. To him, it sits in the sweet spot of what he is looking for. A solid consumer staple and great brand recognition. Pays a decent dividend. It has had a good run, but he likes the prospects going forward. Not cheap, but the predictability of earnings continues to make this a Hold. He thinks it can trade up at $125-$130.


Price:
$114.210
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-12-16 TOP PICK Mark Grammer

He is seeing improving earnings for the 1st time in about 4 years. China is definitely improving for them. They are very strong in the US. The scotch and cognac business is doing very well. This is not an expensive consumer staple company, and is one of the few he is adding to right now. Dividend yield of 3.56%. (Analysts’ price target is $123.65.)


Price:
$103.930
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2016-11-24 DON'T BUY Lorne Steinberg

Has an amazing collection of world-class brands. However, a low growth company with strong dividend yield and growth. Not trading at a cheap price/earnings ratio. Consumer stocks have had a great run because of their dividend, and they are vulnerable to rising rates. Dividend yield of just over 3%.


Price:
$100.690
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
No
2016-11-15 HOLD Christine Poole

Market Call Minute. Large drinks manufacturer and they are growing on their beer side.


Price:
$100.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-10-14 COMMENT Don Vialoux

Technically this has had a bit of difficulty in the last week or so, because it is one of those stocks that has a tendency to reach a very important low around this time of year. Seasonal strength is between now and about the 1st week in January. You want this to get above its current level, but the decline in the British pound is having a short-term impact. It is more than what is happening with Diageo itself.


Price:
$108.500
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2016-08-02 DON'T BUY Greg Dean

Always struggles to understand why investors pay such a high premium for certainty. Businesses where organic growth is abysmal at 1% or 2%, investors willing to pay 18 or 20 times, it is really just better than a bond type of investment.


Price:
$115.900
Subject:
GLOBAL GROWTH
Bias:
UNKNOWN
Owned:
No
2016-07-25 TOP PICK Norman Levine

UK based and the largest liquor company in the world.  He recently came back to this one because it is a beneficiary of Brexit.  They have cut costs.  They will benefit from the lower pound, but it will not be reflected in the product prices, increasing margins. 


Price:
$113.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-04-04 DON'T BUY David Driscoll

They have been struggling in China.  Cash flows have dramatically declined.  Dividend growth has averaged about 9%, which is okay, but there are better companies in the beverage industry.


Price:
$108.060
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-07 BUY Craig Millar

Alcoholic beverage company.  80% of business is in spirits.  They also have a beer business with one of the world’s leading brands.  DEO-N has not been a good performer over the last couple of years.  It is a good industry.  It is time to take a good hard look at these businesses.  They continue to take market share.  He thinks they will sell the beer business and the stock will jump.


Price:
$104.700
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-02 COMMENT Lorne Steinberg

Diageo (DEO-N) or Unilever (UL-N) foreign income focused investor? Neither of these is cheap today. You are paying a high price for very stable earnings. The difference between the 2 companies is that this one has been basically a no growth story in terms of earnings and revenues. Unilever is well positioned globally, especially in emerging markets. Because of this, it will give you earnings growth along with better dividend growth. If he had to pick one or the other, it would definitely be Unilever.


Price:
$109.740
Subject:
DEEP VALUE GLOBAL EQUITIES
Bias:
UNKNOWN
Owned:
No
2015-05-04 DON'T BUY Darren Sissons

Stock vs. Stock.  DEO-N vs. UL-N.  He owned DEO-N and now owns UL-N.  There is really nothing left for DEO to buy of any size.  It has been a growth by acquisition story.  The market will re-price it back to a dividend story.


Price:
$110.990
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Yes
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