Diageo PLC | StockChase
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Diageo PLC (DEO-N)

Last Price Recorded: $136.1000 on 2017-11-17

ON STOCKCHASE SINCE Oct 2001

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

food processing

Diageo PLC


Signal Opinion Expert

2017-07-25

PAST TOP PICK
Diageo PLC (DEO-N)

(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.

food processing
Norman Levine

Managing Director, Portfolio Management Corp

Price: $119.390
Owned: Yes

2017-06-19

COMMENT
Diageo PLC (DEO-N)

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.

food processing
David Fingold

VP and Portfolio Manager, Dynamic Funds

Price: $122.700
Owned: No

2017-05-01

BUY
Diageo PLC (DEO-N)

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.

food processing
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $117.340
Owned: Unknown

2017-03-21

BUY
Diageo PLC (DEO-N)

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.

food processing
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $116.640
Owned: Unknown

2017-02-09

HOLD
Diageo PLC (DEO-N)

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.

food processing
Jim McGovern

CEO, Arrow Capital Management

Price: $114.210
Owned: Yes

2016-12-16

TOP PICK
Diageo PLC (DEO-N)

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.)

food processing
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $103.930
Owned: Yes

2016-11-24

DON'T BUY
Diageo PLC (DEO-N)

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%.

food processing
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $100.690
Owned: No

2016-11-15

HOLD
Diageo PLC (DEO-N)

Market Call Minute. Large drinks manufacturer and they are growing on their beer side.

food processing
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $100.970
Owned: Unknown

2016-10-14

COMMENT
Diageo PLC (DEO-N)

Technically this has had a bit of difficulty in the last week or so, because it is one of those stocks that has a tendency to reach a very important low around this time of year. Seasonal strength is between now and about the 1st week in January. You want this to get above its current level, but the decline in the British pound is having a short-term impact. It is more than what is happening with Diageo itself.

food processing
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $108.500
Owned: Unknown

2016-08-02

DON'T BUY
Diageo PLC (DEO-N)

Always struggles to understand why investors pay such a high premium for certainty. Businesses where organic growth is abysmal at 1% or 2%, investors willing to pay 18 or 20 times, it is really just better than a bond type of investment.

food processing
Greg Dean

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $115.900
Owned: No

2016-07-25

TOP PICK
Diageo PLC (DEO-N)

UK based and the largest liquor company in the world.  He recently came back to this one because it is a beneficiary of Brexit.  They have cut costs.  They will benefit from the lower pound, but it will not be reflected in the product prices, increasing margins. 

food processing
Norman Levine

Managing Director, Portfolio Management Corp

Price: $113.780
Owned: Yes

2016-04-04

DON'T BUY
Diageo PLC (DEO-N)

They have been struggling in China.  Cash flows have dramatically declined.  Dividend growth has averaged about 9%, which is okay, but there are better companies in the beverage industry.

food processing
David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $108.060
Owned: Unknown

2016-01-07

BUY
Diageo PLC (DEO-N)

Alcoholic beverage company.  80% of business is in spirits.  They also have a beer business with one of the world’s leading brands.  DEO-N has not been a good performer over the last couple of years.  It is a good industry.  It is time to take a good hard look at these businesses.  They continue to take market share.  He thinks they will sell the beer business and the stock will jump.

food processing
Craig Millar

Chief Investment Officer & Portfolio Mgr, Norrep Funds

Price: $104.700
Owned: Unknown

2015-06-02

COMMENT
Diageo PLC (DEO-N)

Diageo (DEO-N) or Unilever (UL-N) foreign income focused investor? Neither of these is cheap today. You are paying a high price for very stable earnings. The difference between the 2 companies is that this one has been basically a no growth story in terms of earnings and revenues. Unilever is well positioned globally, especially in emerging markets. Because of this, it will give you earnings growth along with better dividend growth. If he had to pick one or the other, it would definitely be Unilever.

food processing
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $109.740
Owned: No

2015-05-04

DON'T BUY
Diageo PLC (DEO-N)

Stock vs. Stock.  DEO-N vs. UL-N.  He owned DEO-N and now owns UL-N.  There is really nothing left for DEO to buy of any size.  It has been a growth by acquisition story.  The market will re-price it back to a dividend story.

food processing
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $110.990
Owned: Yes

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