Diageo PLC

DEO-N

NYSE:DEO

126.69
5.45 (4.50%)
Diageo plc is a British multinational alcoholic beverages company, with its headquarters in London, England and offices in six out of seven continents.
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Analysis and Opinions about DEO-N

Signal
Opinion
Expert
COMMENT
COMMENT
November 4, 2014

An expensive stock for a company with almost zero earnings growth and flat lining revenues at best. Have phenomenal brands in a very mature industry. They have been a great and smart acquirer of brands, but at 19X earnings with almost no growth, it is hard to find value here. The dividend is secure and there is room for dividend increases.

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Diageo PLC (DEO-N)
November 4, 2014

An expensive stock for a company with almost zero earnings growth and flat lining revenues at best. Have phenomenal brands in a very mature industry. They have been a great and smart acquirer of brands, but at 19X earnings with almost no growth, it is hard to find value here. The dividend is secure and there is room for dividend increases.

WATCH
WATCH
August 28, 2014

Growth by acquisition story. Now he asks, what is left to buy. It will become more of an organic story going forward. Once the market has digested that and once they pay down debt, there may be room to raise the dividend.

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Diageo PLC (DEO-N)
August 28, 2014

Growth by acquisition story. Now he asks, what is left to buy. It will become more of an organic story going forward. Once the market has digested that and once they pay down debt, there may be room to raise the dividend.

BUY WEAKNESS
BUY WEAKNESS
August 14, 2014

Trading around 16 or 17 times and pays a decent yield. However, they have been forecasting some reasonable organic growth and some good margin growth. That has really not occurred over the last little while, which has hurt the stock. Have estimated about 200 million€, which to him indicates a need to do a lot more. Have some great brands and thinks they can have some decent top line growth, especially with good global economic growth in the next while. Expects the stock can go down a little bit from here.

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Diageo PLC (DEO-N)
August 14, 2014

Trading around 16 or 17 times and pays a decent yield. However, they have been forecasting some reasonable organic growth and some good margin growth. That has really not occurred over the last little while, which has hurt the stock. Have estimated about 200 million€, which to him indicates a need to do a lot more. Have some great brands and thinks they can have some decent top line growth, especially with good global economic growth in the next while. Expects the stock can go down a little bit from here.

WATCH
WATCH
April 24, 2014

This was a growth by acquisition story, but late last year he sold it. There is not much left for them to buy. It will now turn into an organic growth story. High quality company, but probably very expensive and it will take a couple of years for the market to realize the growth is slowing. That will be the time to get in.

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Diageo PLC (DEO-N)
April 24, 2014

This was a growth by acquisition story, but late last year he sold it. There is not much left for them to buy. It will now turn into an organic growth story. High quality company, but probably very expensive and it will take a couple of years for the market to realize the growth is slowing. That will be the time to get in.

BUY
BUY
March 26, 2014

What is good is that there has been a consolidation on the drink side, but there is still room for more consolidation. Have some great brands. What has hurt them in the last little while is that they have gone through a period were margins had been compressed because they had to spend a little bit extra on marketing, especially in Asia. The fruits of this have not come through as yet.

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Diageo PLC (DEO-N)
March 26, 2014

What is good is that there has been a consolidation on the drink side, but there is still room for more consolidation. Have some great brands. What has hurt them in the last little while is that they have gone through a period were margins had been compressed because they had to spend a little bit extra on marketing, especially in Asia. The fruits of this have not come through as yet.

HOLD
HOLD
March 6, 2014

Sold it last year because it was growth by acquisition and there was not much left to buy.

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Diageo PLC (DEO-N)
March 6, 2014

Sold it last year because it was growth by acquisition and there was not much left to buy.

BUY WEAKNESS
BUY WEAKNESS
February 19, 2014

A very strong generator of cash flow and, as a result, it gets a premier multiple associated with it. This is one that you would definitely buy on the dips and you would buy it for the ability to keep growing free cash flow in lockstep or excess of the cost of inflation.

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Diageo PLC (DEO-N)
February 19, 2014

A very strong generator of cash flow and, as a result, it gets a premier multiple associated with it. This is one that you would definitely buy on the dips and you would buy it for the ability to keep growing free cash flow in lockstep or excess of the cost of inflation.

DON'T BUY
DON'T BUY
January 9, 2014

Underperformed the market over the last 12 months because there is not a lot of top line growth. Fine company, large, conservative. You won’t lose your shirt but he prefers business that benefit from a recovering economy.

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Diageo PLC (DEO-N)
January 9, 2014

Underperformed the market over the last 12 months because there is not a lot of top line growth. Fine company, large, conservative. You won’t lose your shirt but he prefers business that benefit from a recovering economy.

HOLD
HOLD
December 23, 2013

(Market Call Minute) Prefers Ambev in Brazil because it is beer.

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Diageo PLC (DEO-N)
December 23, 2013

(Market Call Minute) Prefers Ambev in Brazil because it is beer.

COMMENT
COMMENT
November 8, 2013

ADR or London exchange? This depends on whether you want to own US dollars or British pounds. He prefers British pounds right now because it is the cheaper currency. Also, there is more liquidity in the British pound stock. If you can do this without a lot of costs, he would go on the London exchange.

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Diageo PLC (DEO-N)
November 8, 2013

ADR or London exchange? This depends on whether you want to own US dollars or British pounds. He prefers British pounds right now because it is the cheaper currency. Also, there is more liquidity in the British pound stock. If you can do this without a lot of costs, he would go on the London exchange.

BUY WEAKNESS
BUY WEAKNESS
November 7, 2013

Great company and well run. Throw off lots of great cash flows. Good dividend yield. One issue facing these companies is that a lot of the bets have been on emerging markets, but with a slowdown in Brazil, China, etc. it has affected their numbers in the last little while. From a longer-term perspective, this doesn’t matter very much.

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Diageo PLC (DEO-N)
November 7, 2013

Great company and well run. Throw off lots of great cash flows. Good dividend yield. One issue facing these companies is that a lot of the bets have been on emerging markets, but with a slowdown in Brazil, China, etc. it has affected their numbers in the last little while. From a longer-term perspective, this doesn’t matter very much.

DON'T BUY
DON'T BUY
September 11, 2013

Just sold his holdings very recently because they were effectively a growth by acquisition company and have done very well. Doesn’t think there is much left to buy. It now becomes more of an organic growth story and he doesn’t expect to see as much growth as there has been in the past.

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Diageo PLC (DEO-N)
September 11, 2013

Just sold his holdings very recently because they were effectively a growth by acquisition company and have done very well. Doesn’t think there is much left to buy. It now becomes more of an organic growth story and he doesn’t expect to see as much growth as there has been in the past.

BUY
BUY
August 14, 2013

Premium alcohol maker. Great growth story. Really expanding into the emerging-market area, which he feels is carrying the company right now. Thinks there will be an uptick in alcohol usage in North America but emerging markets are picking up the slack. Great growth story. Trading at 18X estimated earnings.

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Diageo PLC (DEO-N)
August 14, 2013

Premium alcohol maker. Great growth story. Really expanding into the emerging-market area, which he feels is carrying the company right now. Thinks there will be an uptick in alcohol usage in North America but emerging markets are picking up the slack. Great growth story. Trading at 18X estimated earnings.

BUY
BUY
August 8, 2013

Likes the beverage companies. You will see very good dividend growth going forward. Market puts premium on companies’ ability to pay. Buy what’s working – good getting better.

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Diageo PLC (DEO-N)
August 8, 2013

Likes the beverage companies. You will see very good dividend growth going forward. Market puts premium on companies’ ability to pay. Buy what’s working – good getting better.

BUY
BUY
August 8, 2013

The price is okay right now. Has had a nice run from 13? to 20?. Had some challenges overseas in emerging markets but they are starting to break through to some degree. However, they still have the backdrop of US and Europe as their bellwether where they can continue to sell to them.

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Diageo PLC (DEO-N)
August 8, 2013

The price is okay right now. Has had a nice run from 13? to 20?. Had some challenges overseas in emerging markets but they are starting to break through to some degree. However, they still have the backdrop of US and Europe as their bellwether where they can continue to sell to them.

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