Diageo PLC (DEO-N) Stock Predictions - Stockchase
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Diageo PLC (DEO-N)

ON STOCKCHASE SINCE Oct 2001

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

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Diageo PLC

DEO-N

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Diageo PLC (DEO-N) SAVE Apr, 23, 2019, 4:19 pm

163.80 1.22 (0.75%)

About Diageo PLC (DEO-N)

Diageo plc is a British multinational alcoholic beverages company, with its headquarters in London, England and offices in six out of seven continents. More at Wikipedia

What the experts are saying about DEO-N



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SELL ON STRENGTH
Diageo PLC(DEO-N) 

March 27, 2019

He took some profits. Pays a decent 2-3% yield. It didn't do well in the mid-2010s, and today's price is slightly ahead performance. DEO is very well run and a play on rising middle-class incomes in emerging markets.
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He took some profits. Pays a decent 2-3% yield. It didn't do well in the mid-2010s, and today's price is slightly ahead performance. DEO is very well run and a play on rising middle-class incomes in emerging markets.
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$163.520
Owned Owned
Unknown

BUY on WEAKNESS
Diageo PLC(DEO-N) 

February 13, 2019

A alcohol drinks company, trading at a high 21x earnings. Well-run. They've made and integrated good acqusitions, and have spent money on developing new products as well as marketing/sales. The U.S. is their best market. Great free cash flow. A lot of these companies are thinking of cannabis. DEO sells all over the world. Buy on pullbacks--they have periods when margins reduce when they launch products with marketing.
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A alcohol drinks company, trading at a high 21x earnings. Well-run. They've made and integrated good acqusitions, and have spent money on developing new products as well as marketing/sales. The U.S. is their best market. Great free cash flow. A lot of these companies are thinking of cannabis. DEO sells all over the world. Buy on pullbacks--they have periods when margins reduce when they launch products with marketing.
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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$155.720
Owned Owned
Unknown

DON'T BUY
Diageo PLC(DEO-N) 

January 31, 2019

World's largest alcoholic beverage company in the world. Minimum growth business in the last couple of years, Solid dividend payer. You are paying above market multiple for a very low growth company.
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World's largest alcoholic beverage company in the world. Minimum growth business in the last couple of years, Solid dividend payer. You are paying above market multiple for a very low growth company.
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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$152.650
Owned Owned
Unknown

DON'T BUY
Diageo PLC(DEO-N) 

October 12, 2018

Following the crowd on cannabis infused drinks. Problem is they’re not growing, free cash flow is falling. Going to have to cut costs. Slowdown in North America and Europe, and now Asia is not booming. Difficult to understand how they’re going to infuse alcohol with cannabis.

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Following the crowd on cannabis infused drinks. Problem is they’re not growing, free cash flow is falling. Going to have to cut costs. Slowdown in North America and Europe, and now Asia is not booming. Difficult to understand how they’re going to infuse alcohol with cannabis.

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David Driscoll

President , Liberty Internationa...

Price Price
$133.760
Owned Owned
Unknown

DON'T BUY
Diageo PLC(DEO-N) 

May 11, 2018

 It was a great company when it went through their acquisition phase.  However, about three years ago they ran out of big companies to buy.  Now they have to decide if they going into other beverage markets or decide to cut costs to grow earnings.  It still looks too expensive and he would stay away. 

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 It was a great company when it went through their acquisition phase.  However, about three years ago they ran out of big companies to buy.  Now they have to decide if they going into other beverage markets or decide to cut costs to grow earnings.  It still looks too expensive and he would stay away. 

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$144.690
Owned Owned
No

BUY on WEAKNESS
Diageo PLC(DEO-N) 

March 22, 2018

He thinks the spirits industry is in a good position now. Scotch whiskeys are in short supply, other whiskeys are selling well. Diageo is the world leader in this. He will buy this when it hits the right price. He discussed cannabis with them a few months ago. They have made initial investments in cannabis stocks but are still taking a wait-and-see attitude. He expects them to acquire a cannabis company later, after the dust settles.

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He thinks the spirits industry is in a good position now. Scotch whiskeys are in short supply, other whiskeys are selling well. Diageo is the world leader in this. He will buy this when it hits the right price. He discussed cannabis with them a few months ago. They have made initial investments in cannabis stocks but are still taking a wait-and-see attitude. He expects them to acquire a cannabis company later, after the dust settles.

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Mark Grammer

Managing D, Gluskin Sheff & Asso...

Price Price
$132.950
Owned Owned
No

HOLD
Diageo PLC(DEO-N) 

January 31, 2018

Up until about 2015, this was driven by acquisitions. Since that time, there are not many assets left to buy that would be large enough to move the needle. Because of that, this company has become a cost cutting story. At this point in the cycle, there are other places he would prefer.

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Up until about 2015, this was driven by acquisitions. Since that time, there are not many assets left to buy that would be large enough to move the needle. Because of that, this company has become a cost cutting story. At this point in the cycle, there are other places he would prefer.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$143.960
Owned Owned
Unknown

PAST TOP PICK
Diageo PLC(DEO-N) 

November 20, 2017

(A Top Pick Dec 16/16, Up 29%)  Spirits have been very strong.  Demand for scotch has increased.  They have Guinness which is not growing very fast.  China has come back for them.

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(A Top Pick Dec 16/16, Up 29%)  Spirits have been very strong.  Demand for scotch has increased.  They have Guinness which is not growing very fast.  China has come back for them.

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Mark Grammer

Managing D, Gluskin Sheff & Asso...

Price Price
$137.160
Owned Owned
Yes

PAST TOP PICK
Diageo PLC(DEO-N) 

July 25, 2017

(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.

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(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.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$119.390
Owned Owned
Yes

COMMENT
Diageo PLC(DEO-N) 

June 19, 2017

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.

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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.

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$122.700
Owned Owned
No

BUY
Diageo PLC(DEO-N) 

May 1, 2017

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.

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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.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$117.340
Owned Owned
Unknown

BUY
Diageo PLC(DEO-N) 

March 21, 2017

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.

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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.

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David Burrows

President , Barometer Capital Ma...

Price Price
$116.640
Owned Owned
Unknown

HOLD
Diageo PLC(DEO-N) 

February 9, 2017

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.

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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.

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Jim McGovern

CEO, Arrow Capital Manage...

Price Price
$114.210
Owned Owned
Yes

TOP PICK
Diageo PLC(DEO-N) 

December 16, 2016

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.)

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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.)

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Mark Grammer

Managing D, Gluskin Sheff & Asso...

Price Price
$103.930
Owned Owned
Yes

DON'T BUY
Diageo PLC(DEO-N) 

November 24, 2016

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%.

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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%.

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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$100.690
Owned Owned
No

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