Norman LevineCARLSBERG -B- CARL-OMXTOP PICKAug 01, 2014
Danish brewing company, 5th largest globally. A little volatile for a beer company, but they are the biggest beer company in Russia with 40% market share. Russia is toxic right now for investors. When there is blood on the street, you buy. Their growth market is in Asia where they are gaining market share. They raise the dividend on a regular basis. Valuation is very reasonable.
Danish brewing company, 5th largest globally. A little volatile for a beer company, but they are the biggest beer company in Russia with 40% market share. Russia is toxic right now for investors. When there is blood on the street, you buy. Their growth market is in Asia where they are gaining market share. They raise the dividend on a regular basis. Valuation is very reasonable.