Top Brewers Stocks to Buy in 2019
The second biggest wine company in Canada is also into beer. They recently launched the Wayne Gretzky Craft Beer. They are focusing on marketing and valuation has recently come down. In good times and bad, people will go out for a drink. The company grows by acquisition and the multiple has come down, making it a perfect entry point. A very well-managed, growing company. The legalization of marijuana is not expected to impact wine consumption.
🍺 Brewers
Canada Stocks
Molson Coors Canada (B) (TPX.B-T)
The well known Canadian brewer has several well-known brands under their wing, including Coor Light and Molson Canadian. They are working together with Hexo in order to start selling marijuana infused beverages in Canada.
Opinion about TPX.B.TO: Technically there is still a downward trend. Fundamentally, a lot of consumer stocks like this are struggling right now.
Stockchase Brick Brewing Company Ltd. (BRB-T)
A well-run Ontario based brewery that is growing their brands. They are also looking into cannabis beverages as a big opportunity. They are the second largest craft brewer in Canada. They are well positioned for growth.
Opinion about BRB.TO: What normally happens with the smaller brewers is that they get taken out. He likes the company, but doesn’t follow it…
Stockchase Andrew Peller (ADW.A-T)
The second biggest wine company in Canada. They are focusing on marketing and valuation has recently come down. In good times and bad, people will go out for a drink. The company grows by acquisition and the multiple has come down, making it a perfect entry point. A very well-managed, growing company. The legalization of marijuana is not expected to impact wine consumption.
Opinion about ADW.A.TO: The stock has seen some significant down moves in recent weeks. Starting to show up with buy recommendations based on value.…
Stockchase Big Rock Brewery (BR-T)
An Alberta based brewery that makes premium craft beer and cider. They have a wholesale and retail segment. They have a strong following in Alberta and is trying to expand outside of its home province through wholesale to provincial liquor boards.
Opinion about BR.TO: Great company and good product. Too small for their funds. Not a fan of breweries. Expert opinions on Big Rock Brewery (BR.TO) —…
Stockchase U.S Stocks
Constellation Brands Inc (STZ-N)
An international producer of beer, wine and spirits. They have recently sold lower premium brands in order to invest in cannabis product development. They have major stakes in Canopy. A good defensive play.
Opinion about STZ: 80% of revenue from Mexican beer imports like Corona and Modelo. Relative to industry, has done well. Wine and spirits side hasn't…
Stockchase Boston Beer (SAM-N)
A leading brewer of beer. They’ve won more than 500 awards, and they have a huge market share on the craft beer sector. They recently jumped following a SmarTrend’s Buy recommendation.
Opinion about SAM: Has been a lot of consolidation of beer companies globally and beer is starting to taste the same. They have a good quality…
Stockchase Molson Coors Brewing Company (TAP-N)
One of the world’s largest brewers. They are entering into the craft beer market, though these are expensive acquisitions. They generate good cash flow and are paying down debt. A concern is the limited space for growth. They are entering into joint ventures with cannabis companies for infused beverages.
Opinion about TAP: Had a terrific 2015-2016 and a “not so good” 2017. Thinks that was part of a rotation out of defensive, boring stocks…
Stockchase Ambev S.A. (ABEV-N)
The biggest brewery in Latin America. The stock price jumped recently, folowing a strong second-quarter 2019 results. THe company offers a diverse set of products, including beer, carbonated soft drinks, and other non-alcoholic beverages.
Opinion about ABEV: World cup this summer which is good. It has a big dividend and is a good income stock. Thinks this thing should do better as the…
Stockchase Anheuser Busch Companies Inc. (BUD-N)
One of the most well established companies in the sector. Their brands include Budweiser, Corona, and Stella. They are the largest brewing company following a merger with SABMiller.
Opinion about BUD: This is the wrong time of year for beer stocks and the volumes are down anyway. Demographic is younger people not drinking beer.…
Stockchase Thai Beverage PCL (TBVPF-OTC)
Thailand’s largest beverage companies, and a leader in Southeast Asia. They are making acquisitions of other beer companies, such as in Vietnam, and also working on their whisky business. It is listed on the Singapore Stock Exchange.
Opinion about TBVPF: Pan-Asian conglomerate. Have grown there for the last 15 years about 9% per annum. Just bought a Vietnamese beer company. Thinks…
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