Diageo PLC

DEO-N

NYSE:DEO

160.70
1.48 (0.91%)
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

Analysis and Opinions about DEO-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 2, 2019
Fine company and well known. It is a source of funds when the economy is improving. It is a cyclical market so it is not timely. It is a defensive company but this is not the time to be defensive.
Diageo PLC (DEO-N)
December 2, 2019
Fine company and well known. It is a source of funds when the economy is improving. It is a cyclical market so it is not timely. It is a defensive company but this is not the time to be defensive.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$162.770
Owned
Unknown
DON'T BUY
DON'T BUY
June 26, 2019
They've done an amazing job positioning in the high-end spirits business. It's had a great run but the PE is 26x with mid-single-digit growth. There's little room to grow in this mature industry.
Diageo PLC (DEO-N)
June 26, 2019
They've done an amazing job positioning in the high-end spirits business. It's had a great run but the PE is 26x with mid-single-digit growth. There's little room to grow in this mature industry.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$171.990
Owned
No
DON'T BUY
DON'T BUY
May 7, 2019
Trades at a high 25x earnings for a rock-solid group of beverages with decent dividend growth. Overall, it's too pricey for him.
Diageo PLC (DEO-N)
May 7, 2019
Trades at a high 25x earnings for a rock-solid group of beverages with decent dividend growth. Overall, it's too pricey for him.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$167.500
Owned
Unknown
SELL STRENGTH
SELL STRENGTH
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.
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.
Gavin Graham
Trustee, Pointbreak ETFs
Price
$163.520
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
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.
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.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$155.720
Owned
Unknown
DON'T BUY
DON'T BUY
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.
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.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$152.650
Owned
Unknown
DON'T BUY
DON'T BUY
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.

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.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$133.760
Owned
Unknown
DON'T BUY
DON'T BUY
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.

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.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$144.690
Owned
No
BUY WEAKNESS
BUY WEAKNESS
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.

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.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$132.950
Owned
No
HOLD
HOLD
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.

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.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$143.960
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
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.

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.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$137.160
Owned
Yes
PAST TOP PICK
PAST TOP PICK
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.

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.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$119.390
Owned
Yes
COMMENT
COMMENT
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.

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.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$122.700
Owned
No
BUY
BUY
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.

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.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$117.340
Owned
Unknown
BUY
BUY
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.

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.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$116.640
Owned
Unknown
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