Anheuser Busch Companies Inc.

BUD-N

NYSE:BUD

77.74
0.52 (0.66%)
Anheuser-Busch InBev SA/NV is a Belgian transnational beverage and brewing company with global headquarters in Leuven, Belgium.
More at Wikipedia

Analysis and Opinions about BUD-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 7, 2019
It has been a controversial stock because it has been losing market share. It was trying to get its Asian subsidiary public. People hoped a really good valuation on their Asian assets would help. They took a lot of debt on.
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It has been a controversial stock because it has been losing market share. It was trying to get its Asian subsidiary public. People hoped a really good valuation on their Asian assets would help. They took a lot of debt on.
HOLD
HOLD
February 1, 2019
Long term, he wonders about their growth plans. Will they get into cannabis? Beer only grows by 1-2% per year. The dividend is decent. He expects it to be a quiet stock. Yield 2.4%.
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Long term, he wonders about their growth plans. Will they get into cannabis? Beer only grows by 1-2% per year. The dividend is decent. He expects it to be a quiet stock. Yield 2.4%.
HOLD
HOLD
August 28, 2018

Range-bound to $110. Hold it here. But it's got plenty of chance to go up. He likes it.

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Range-bound to $110. Hold it here. But it's got plenty of chance to go up. He likes it.

DON'T BUY
DON'T BUY
May 31, 2018

The chart back to 2012 shows a move from $50 to $110. Now it is coming down. There has been a lot of volume at the higher range. He thinks there could be a lot of profit taking going on will the recent pullback. This is technically a bad sign that could trigger further selling down to $85. It needs to make a new high above $105 before he would become a buyer.

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The chart back to 2012 shows a move from $50 to $110. Now it is coming down. There has been a lot of volume at the higher range. He thinks there could be a lot of profit taking going on will the recent pullback. This is technically a bad sign that could trigger further selling down to $85. It needs to make a new high above $105 before he would become a buyer.

COMMENT
COMMENT
June 9, 2017

The beer business is very competitive and very tough. This is a “steady Eddie”, good dividend type stocks, but you need to have growth in your portfolio because we haven’t seen any inflation yet.

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The beer business is very competitive and very tough. This is a “steady Eddie”, good dividend type stocks, but you need to have growth in your portfolio because we haven’t seen any inflation yet.

BUY
BUY
February 21, 2017

(Market Call Minute.) This would be a Buy on weakness, and we are now at that weak point.

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(Market Call Minute.) This would be a Buy on weakness, and we are now at that weak point.

Alex Ruus

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Price
$109.330
Owned
Unknown
COMMENT
COMMENT
September 23, 2014

Beer companies are getting bigger and bigger as quick as they can. This is more likely to be a buyer than being bought.

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Beer companies are getting bigger and bigger as quick as they can. This is more likely to be a buyer than being bought.

COMMENT
COMMENT
April 30, 2014

Anheuser Busch (BUD-N) or Dollar Tree (DLTR-Q)? Given the choice, he would probably go with Anheuser Busch. Consumer spending has been a little bit suspect and he would tend to shy away from the purer play of consumer spending. Anheuser Busch would be more of a staple as opposed to a discretionary.

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Anheuser Busch (BUD-N) or Dollar Tree (DLTR-Q)? Given the choice, he would probably go with Anheuser Busch. Consumer spending has been a little bit suspect and he would tend to shy away from the purer play of consumer spending. Anheuser Busch would be more of a staple as opposed to a discretionary.

Gordon Reid

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Price
$105.820
Owned
Unknown
DON'T BUY
DON'T BUY
December 9, 2013

This is the wrong time of year for beer stocks and the volumes are down anyway. Demographic is younger people not drinking beer. BUD sees volumes picking up next year. These names are seen as a little more growth.

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This is the wrong time of year for beer stocks and the volumes are down anyway. Demographic is younger people not drinking beer. BUD sees volumes picking up next year. These names are seen as a little more growth.

BUY WEAKNESS
BUY WEAKNESS
October 30, 2013

A very nice healthy dividend of 2.2%. Continental Europe has helped them because of their suffering as well as opportunities to celebrate by being out of recession. Feels the 12.2X current earnings valuation is better than some of its closest peers. You want to look at this trading at the lower end of a positive band. A reasonable price would be somewhere under $100.

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A very nice healthy dividend of 2.2%. Continental Europe has helped them because of their suffering as well as opportunities to celebrate by being out of recession. Feels the 12.2X current earnings valuation is better than some of its closest peers. You want to look at this trading at the lower end of a positive band. A reasonable price would be somewhere under $100.

COMMENT
COMMENT
August 29, 2013

One good thing about the alcohol industry is that they have really consolidated over the last 10 years. There are 3 or 4 really big players and this is one of them. The growth is going to be coming from the emerging markets side and this company is doing very well there. Has a reasonable dividend and is not trading at an excessively high multiple. 2.3% dividend and think they will continue to increase them.

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One good thing about the alcohol industry is that they have really consolidated over the last 10 years. There are 3 or 4 really big players and this is one of them. The growth is going to be coming from the emerging markets side and this company is doing very well there. Has a reasonable dividend and is not trading at an excessively high multiple. 2.3% dividend and think they will continue to increase them.

BUY
BUY
August 8, 2013

(Market Call Minute) Great dividend growth story.

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(Market Call Minute) Great dividend growth story.

BUY
BUY
July 11, 2013

In the early stages of a secular bull market, very often, the more defensive companies are the ones that garner a lot of investment dollars. Relatively modest dividend of about 2%. In general he feels these companies are raising what they are paying out as a percentage of their earnings so you’ll see pretty good dividend growth. This is not a bad place to be.

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In the early stages of a secular bull market, very often, the more defensive companies are the ones that garner a lot of investment dollars. Relatively modest dividend of about 2%. In general he feels these companies are raising what they are paying out as a percentage of their earnings so you’ll see pretty good dividend growth. This is not a bad place to be.

COMMENT
COMMENT
June 7, 2013

Beer stocks have had decent runs but are selling off a little bit right now because of concerns of a global slow down, particularly in emerging markets where the real growth was expected to come from. This is a very well run company and would probably be at the top of his list if he were adding one. He would probably get pretty excited about it 10% cheaper.

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Beer stocks have had decent runs but are selling off a little bit right now because of concerns of a global slow down, particularly in emerging markets where the real growth was expected to come from. This is a very well run company and would probably be at the top of his list if he were adding one. He would probably get pretty excited about it 10% cheaper.

COMMENT
COMMENT
June 4, 2013

Molson Coors (TAP-N) or Anheuser Busch (BUD-N) for a 5-10 year hold? He is not long anything in this sector because growth is not that strong, but between the 2 he would probably be more inclined to go with Molson Coors because he thinks you will continue to see more consolidation.

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Molson Coors (TAP-N) or Anheuser Busch (BUD-N) for a 5-10 year hold? He is not long anything in this sector because growth is not that strong, but between the 2 he would probably be more inclined to go with Molson Coors because he thinks you will continue to see more consolidation.

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