Diageo PLC

DEO-N

NYSE:DEO

123.69
2.18 (1.79%)
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
COMMENT
COMMENT
July 10, 2013

Own all the premium names. Decent growth rate at 8.5%. On the stock you are paying 2X peg ratio but at the same time you are getting that premium type of brand.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
July 10, 2013

Own all the premium names. Decent growth rate at 8.5%. On the stock you are paying 2X peg ratio but at the same time you are getting that premium type of brand.

BUY
BUY
May 16, 2013

Have held for a long time. Up 30% with a dividend over the last 12 months. Their strategy is to acquire all the premium names they can. Really not a lot of competition in their space.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
May 16, 2013

Have held for a long time. Up 30% with a dividend over the last 12 months. Their strategy is to acquire all the premium names they can. Really not a lot of competition in their space.

HOLD
HOLD
May 7, 2013

(Market Call Minute.) Good international growth.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
May 7, 2013

(Market Call Minute.) Good international growth.

HOLD
HOLD
May 2, 2013

(Market Call Minute.) Likes the business but it is too expensive for him.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
May 2, 2013

(Market Call Minute.) Likes the business but it is too expensive for him.

BUY
BUY
April 24, 2013

His clients have done very well on this. On a valuation point of view, it is a very expensive stock at 19X earnings. Has a progressive dividend. Good balance sheet. Have acquired many companies globally and you have to wonder what is left to buy. At some point it will become an organic story as opposed to an acquisition story.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
April 24, 2013

His clients have done very well on this. On a valuation point of view, it is a very expensive stock at 19X earnings. Has a progressive dividend. Good balance sheet. Have acquired many companies globally and you have to wonder what is left to buy. At some point it will become an organic story as opposed to an acquisition story.

BUY
BUY
March 15, 2013

(Market Call Minute.) Has been a fabulous stock. Leading the consolidation in the worldwide spirits business. Profitability continues to increase. The big plus for them is the emerging markets being very big on Scotch.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
March 15, 2013

(Market Call Minute.) Has been a fabulous stock. Leading the consolidation in the worldwide spirits business. Profitability continues to increase. The big plus for them is the emerging markets being very big on Scotch.

BUY
BUY
March 14, 2013

Hitting an all-time high. Still Buying for newer clients. Lower beta stock and a decent dividend. Owns 8 of the top 15 strongest global brands. Earnings profile should continue to grow over time.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
March 14, 2013

Hitting an all-time high. Still Buying for newer clients. Lower beta stock and a decent dividend. Owns 8 of the top 15 strongest global brands. Earnings profile should continue to grow over time.

COMMENT
COMMENT
February 19, 2013

Great global brand and tremendous diversification across the spirits business, both in terms of the number of products and the number of countries it sells to. Probably pretty expensive right now. Your dividend will grow over time and you will probably get your capital appreciation. For a long hold, in some ways, it is an ideal stock.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
February 19, 2013

Great global brand and tremendous diversification across the spirits business, both in terms of the number of products and the number of countries it sells to. Probably pretty expensive right now. Your dividend will grow over time and you will probably get your capital appreciation. For a long hold, in some ways, it is an ideal stock.

BUY WEAKNESS
BUY WEAKNESS
February 5, 2013

Near an all-time high. Very good company and growing well. Would like to see a little bit of a pull back from a valuation standpoint. Trading around 19X earnings. Normalized would probably be around 16X-17X. Well managed.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
February 5, 2013

Near an all-time high. Very good company and growing well. Would like to see a little bit of a pull back from a valuation standpoint. Trading around 19X earnings. Normalized would probably be around 16X-17X. Well managed.

BUY WEAKNESS
BUY WEAKNESS
January 23, 2013

Sin stocks have performed very, very well. Has grown on the back of a distilled liquor business and doing a global roll up in emerging markets. Look for an earnings dip to pick some of the stock up.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
January 23, 2013

Sin stocks have performed very, very well. Has grown on the back of a distilled liquor business and doing a global roll up in emerging markets. Look for an earnings dip to pick some of the stock up.

BUY
BUY
January 17, 2013

They are the premium alcohol company. Low beta stock but with a 10% long-term growth outlook. Nice dividend yield of about 2.4% that should grow by 9%-10% over the next 3 years.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
January 17, 2013

They are the premium alcohol company. Low beta stock but with a 10% long-term growth outlook. Nice dividend yield of about 2.4% that should grow by 9%-10% over the next 3 years.

BUY
BUY
December 18, 2012

World’s biggest liquor company. Been a wonderful investment and he thinks it will continue doing well. The big growth for the company is in developing markets. Well-run company. PE ratio is 18.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
December 18, 2012

World’s biggest liquor company. Been a wonderful investment and he thinks it will continue doing well. The big growth for the company is in developing markets. Well-run company. PE ratio is 18.

BUY
BUY
November 7, 2012

Great company and a great industry. It has all the attributes he likes when investing in a company. Great cash flow and solid management. They understand their business very well. Have a lot of operating leverage. Strong enough balance sheet that they can do acquisitions.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
November 7, 2012

Great company and a great industry. It has all the attributes he likes when investing in a company. Great cash flow and solid management. They understand their business very well. Have a lot of operating leverage. Strong enough balance sheet that they can do acquisitions.

BUY WEAKNESS
BUY WEAKNESS
October 30, 2012

Have fabulous brand names in liquor. Trades at about 15X earnings with a 3% yield. Payout ratio is about 50%. Had 5% organic growth this year. Great balance sheet. Should continue to do well. If you see a bad day on the stock market, that may be the time to Buy.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
October 30, 2012

Have fabulous brand names in liquor. Trades at about 15X earnings with a 3% yield. Payout ratio is about 50%. Had 5% organic growth this year. Great balance sheet. Should continue to do well. If you see a bad day on the stock market, that may be the time to Buy.

BUY
BUY
August 14, 2012

This has had phenomenal run. The thing that worries him is when will it come to an end. Global portfolio of distilled products. Driven by emerging markets. Demand is not going away. He likes it but is concerned about the run. At some point he will cut it in half.

Show full opinionHide full opinion
Diageo PLC (DEO-N)
August 14, 2012

This has had phenomenal run. The thing that worries him is when will it come to an end. Global portfolio of distilled products. Driven by emerging markets. Demand is not going away. He likes it but is concerned about the run. At some point he will cut it in half.

Showing 46 to 60 of 139 entries