|BUY on WEAKNESS||$0.010||BULLISH on GLOBAL STOCKS||GLOBAL||No|
It is a much more pure play on beer. They are exposed to emerging markets. He likes the company, but the valuation is on the higher end. He would be very interested in the name if it sold off 10%. It could not get taken out because it is family controlled.
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates