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
HOLD
HOLD
August 1, 2012

(Market Call Minute.) The premium drinks manufacturer. Has leverage to international and emerging markets.

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Diageo PLC (DEO-N)
August 1, 2012

(Market Call Minute.) The premium drinks manufacturer. Has leverage to international and emerging markets.

SELL
SELL
July 20, 2012
If he owned, he would be comfortable taking some money off the table. There is a lot of currency activity going on. With all the acquisition activities, valuations are being pushed with liquor companies. Would prefer to buy in the $80's. 2% yield.
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Diageo PLC (DEO-N)
July 20, 2012
If he owned, he would be comfortable taking some money off the table. There is a lot of currency activity going on. With all the acquisition activities, valuations are being pushed with liquor companies. Would prefer to buy in the $80's. 2% yield.
HOLD
HOLD
June 12, 2012
(Market Call Minute.) This is one you want to stick with.
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Diageo PLC (DEO-N)
June 12, 2012
(Market Call Minute.) This is one you want to stick with.
PAST TOP PICK
PAST TOP PICK
June 11, 2012
(A Top Pick June23/11. Up 24.99%.) About a 3rd of their earnings are from emerging markets and want to increase it to 50% within the next 5 years. Great defensive play with some growth exposure and a decent dividend.
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Diageo PLC (DEO-N)
June 11, 2012
(A Top Pick June23/11. Up 24.99%.) About a 3rd of their earnings are from emerging markets and want to increase it to 50% within the next 5 years. Great defensive play with some growth exposure and a decent dividend.
HOLD
HOLD
May 3, 2012
Has nothing negative to say about this company. He owns its key competitor Pernod Ricard SA (RI-FRA) but it is a very tough call to decide between the 2. (See Top Picks.)
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Diageo PLC (DEO-N)
May 3, 2012
Has nothing negative to say about this company. He owns its key competitor Pernod Ricard SA (RI-FRA) but it is a very tough call to decide between the 2. (See Top Picks.)
PAST TOP PICK
PAST TOP PICK
April 24, 2012
(Top Pick Jun 13/11, Up 26.86%) Continues to be one of the most attractive consumer staples stocks out there. It has that combination of organic growth and structurally high margins. 10 leading global brands. Still comfortable holding here at an all-time high.
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Diageo PLC (DEO-N)
April 24, 2012
(Top Pick Jun 13/11, Up 26.86%) Continues to be one of the most attractive consumer staples stocks out there. It has that combination of organic growth and structurally high margins. 10 leading global brands. Still comfortable holding here at an all-time high.
HOLD
HOLD
April 19, 2012
Has done extremely well and is up 15%-16% year to date. In the near-term, it has gotten a bit frothy but you should continue to hold it over the next 12 to 18 months.
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Diageo PLC (DEO-N)
April 19, 2012
Has done extremely well and is up 15%-16% year to date. In the near-term, it has gotten a bit frothy but you should continue to hold it over the next 12 to 18 months.
BUY
BUY
April 5, 2012
(Market Call Minute) Consumer staples is something you want to be in especially with a global focus
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Diageo PLC (DEO-N)
April 5, 2012
(Market Call Minute) Consumer staples is something you want to be in especially with a global focus
BUY
BUY
March 20, 2012
In developing world, they are developing a taste for scotch and DEO is the biggest producer of it in the world. As economies start to recover, people trade up to premium brands with premium margins. Regularly raises dividend and buys back stock.
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Diageo PLC (DEO-N)
March 20, 2012
In developing world, they are developing a taste for scotch and DEO is the biggest producer of it in the world. As economies start to recover, people trade up to premium brands with premium margins. Regularly raises dividend and buys back stock.
BUY
BUY
February 13, 2012
A market leader in spirits as well as having some brewery interests. Key is the developing world, which is developing quite a taste for Scotch. Shareholder friendly company, raising its dividends and buying back stocks. Has a lot of upside in it.
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Diageo PLC (DEO-N)
February 13, 2012
A market leader in spirits as well as having some brewery interests. Key is the developing world, which is developing quite a taste for Scotch. Shareholder friendly company, raising its dividends and buying back stocks. Has a lot of upside in it.
BUY
BUY
February 2, 2012
(Market Call Minute.) Likes at these levels. Organic growth has really accelerated. Good core holding.
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Diageo PLC (DEO-N)
February 2, 2012
(Market Call Minute.) Likes at these levels. Organic growth has really accelerated. Good core holding.
TOP PICK
TOP PICK
January 13, 2012
Holds many famous liquor brands. A third of its earnings are from emerging markets want to get to 50% in the next few years. Decent growth in sales and Operating Cash Flow of about 5% for the year through June. Raised its dividend 6%. 5% yield.
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Diageo PLC (DEO-N)
January 13, 2012
Holds many famous liquor brands. A third of its earnings are from emerging markets want to get to 50% in the next few years. Decent growth in sales and Operating Cash Flow of about 5% for the year through June. Raised its dividend 6%. 5% yield.
BUY
BUY
December 14, 2011
Has proven to be shareholder friendly, both by boosting its dividend fairly regularly and having share buyback. In a defensive business. In 2 segments of the market. Highly profitable premium beverage market and the lower margin lower end of the beverage market. They are seeing super growth in developing/emerging markets.
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Diageo PLC (DEO-N)
December 14, 2011
Has proven to be shareholder friendly, both by boosting its dividend fairly regularly and having share buyback. In a defensive business. In 2 segments of the market. Highly profitable premium beverage market and the lower margin lower end of the beverage market. They are seeing super growth in developing/emerging markets.
BUY
BUY
November 24, 2011
Relatively low beta and low volatile stock. Nice dividend at about 3.3%. Predictable, stable growth rate in the mid to high digit range.
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Diageo PLC (DEO-N)
November 24, 2011
Relatively low beta and low volatile stock. Nice dividend at about 3.3%. Predictable, stable growth rate in the mid to high digit range.
BUY
BUY
October 6, 2011
Spirits. Very good company well known brands. Trades at about 13X earnings with about 3.3% yield. Management wants to grow their top line by about 6% over the next few years. Also want to increase margins by about 200 basis points. Growth will come from Asia.
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Diageo PLC (DEO-N)
October 6, 2011
Spirits. Very good company well known brands. Trades at about 13X earnings with about 3.3% yield. Management wants to grow their top line by about 6% over the next few years. Also want to increase margins by about 200 basis points. Growth will come from Asia.
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