Keyword results: diageo

PREMIUM CONTENT

I'm still not buying the stock - or drinking the product - of Fever-tree

I think I have tried a Fever-tree (FEVR) product once but I do not have the right drink preference to be a natural big fan.  Anyhow, I did not decide to chase the stock when I last wrote it up in April last year here which actually turned out to be a duff call, as it seems many investors seemed comfortable in paying a higher and higher multiple.  Well, funnily enough, I have never really found a forward 40 plus earnings multiple as an easy purchase.  

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DGE
DGE

Drink King Diageo Defies the Virus and should Bounce Higher when the Bug Goes

Hello, Share People. What’s not to like about the latest six-month report from drinks giant Diageo (DGE)? It shows an encouraging return to growth, good cash generation and an increased dividend. So how has the mighty Diageo fended off the big drop in sales that must have followed closures of pubs, restaurants and nearly every other hospitality venture?

Madness

How Green is Your Portfolio - and Do You Care, Anyway?

Hello, Share Revellers. With the markets closed today, let’s take the opportunity to reflect on ethical investing. Once a strategy for folks considered to be cranks, the idea is taking an ever stronger position in the mainstream of investing. And I should jolly well think so, too. But what’s the best way of cleaning up our portfolios? First, it must be remembered that one person’s ‘unethical’ share is another trader’s perfectly acceptable choice.

DGE
DGE
PREMIUM CONTENT

Is Diageo telling us something about November's US election?

Back in April, I mused about how the spirits behemoth Diageo (DGE) was a great insight into the broader markets. Interestingly, the share price today is within one percent of where it was when I wrote about the company more than five months ago – which tells you just how much we have been treading water at multiple levels over that period. Anyhow, the above observation includes factoring in a 5% odd share price bump today. So what did the owner of the Johnnie WalkerBell’sSmirnoffBailey’s and Gordon’s brands among many others say today in a pre-AGM trading commentary to induce such a reaction? And what can be discerned about the wider view of the world?…

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DGE
DGE

Diageo's Sales Drop But the Drinks Giant Should Soon Be Back on its Sturdy Feet

Hello Share Mates. There is evidence that companies that sell a good time, like cinemas, leisure centres and drinks firms do better when times are difficult. It’s all to do with consolation. But thanks to the virus, that no longer really applies to the first two. However, Diageo (DGE), the famous drinks purveyor, could soon be back on its very sturdy feet…

DGE
DGE

Drink, Drink, Drink to the Company Whose Chances of Recovery Are Strong (With Apologies to The Student Prince)

Hello, Share Choosers. If you had shares in a brewer or drinks producer like Diageo (DGE), you will have seen your portfolio creak under the virus. For example, Heineken’s first-half underlying profits were down by 52.5%. While the company that does Budweiser and Stella Artois lost 45%. Diageo’s full-year to end June dropped by 14%, still a big blow…

SXS
SXS
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Losing my analytical virginity on Spectris...and I'm impressed

I see ‘quality growth’ darling Diageo (DGE) has got a bit of a tonking this morning. You do not need me to ramble on about how such stocks remain overvalued as I detailed here in April, building off a podcast chat Tom and I had back in October. So onto something different. I see that nobody on this website has written on Spectris (SXS) before…

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DGE
DGE

Drink Companies Like Diageo Should Recover from the Virus Hangover Faster than Most Firms

Hello, Share Seekers. One of my favourite motes is that companies that purvey drink do better in hard times. Fortunately, I’ve not had a chance to test this theory very often. But in this particularly ‘hard time’ we may prove that the theory works in practice. So let’s have a look at one of the biggest drinks companies...

DGE
DGE
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Drink up! Diageo tells you how it is out there...

You may recall that Tom and I had a conversation back in October about Diageo (DGE) and how this loved-up bond proxy captured everything that was wrong about consensus investing. Naturally, shareholders who had followed our lead and sold could buy back today at a considerable discount to the share price back then...however what I like to think we highlighted was that the cosy consensus that such global consumer behemoths were always and everywhere a core portfolio holding is far from obvious…

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Newsboy
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Why I am still not eating at The Restaurant Group nor banking with Metro Bank

Where do we start today? First, there is no surprise to me that shares in the loved-up bond proxy Diageo (DGE) have continued to rollover, as Tom W and I discussed here back in October. The downgrades it talks about are approximately equivalent to the 2% odd fall in the shares today but the real issue remains the very firm valuation in this sort of stock. Still not the first name I am chasing to buy in the coronavirus-related equity market fall. Next up has to be badboy Restaurant Group (RTN)

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DGE
DGE

This Drinks Giant Could Say Cheers Whether Economic Times are Good or Bad

Hello, Share Shapers. A lot of my gelt is tied into Diageo (DGE). Perhaps a bit more than my usual cut-off point of no more than ten percent of my portfolio. The reason for this out-of-ordinary support is that Diageo seems one of those companies that can command zippy shares prices in times, which in world economy terms, are good or bad. But let’s have a look at the fundamentals rather than making general pronouncements...

Newsboy
PREMIUM CONTENT

I do stocks speed dating #1

Too much to write about and too little time at the moment – it is always this way during the peak weeks of the global corporate earnings season. So time for some stocks speed dating…

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In shares and life what matters is how you react

The next couple of weeks or so is peak earnings season for people such as myself who busy themselves with looking for opportunities across global equity markets.  Whilst many UK corporate names issue only a couple of meaty earnings updates a year, the average American, European or Asian company has a quarterly earnings cycle.  Thanks to the passage of time, I am less than two years away from racking up my one hundredth quarterly reporting period in what passes for my professional life and - during the last twenty three odd years - I have learnt that the key is how you react to numbers and not to focus on what they might say or even nominally if they have 'beaten' or 'missed'. 

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Top-10

Notes from Underground - Most read articles from the page week and I rant pointlessly about Craft Beer

Chris Bailey's article Has Fevertree (FEVR) completely lost its fizz? by Chris Bailey (spoiler alert: it's the top non-Tom story) made me think about the wider drinks industry.

WPP
WPP

WPP shares are advertising a change in the market and a challenge for itself

In one of his shareholder letters, Warren Buffett talks about how instead of spending countless hours at his desk musing about investment opportunities, the results he had generated would have suggested much of his time would have been better spent sneaking off to the cinema. In a strange way, I kind of felt the same way recently as the Brexit talks rumbled on, the Pound went up and market rotation occurred...whilst I was sitting in a meeting room doing some broader civic duty whilst the net value of my pension fund powered forward…

BP
BP

Are You an Ethical or Impact Investor or Don't You Care?

Hello, Share Turners. My conscience has nagged me lately. It’s over the ethical nature of my shares. I described myself as a socially responsible investor. But am I really? As previously pointed out on this delicious website, my holding in Diageo (DGE) the drinks firm would raise questions with some.

Newsboy
PREMIUM CONTENT

Large caps are all about levels (as shown by Next, Diageo and Johnson Matthey today)

Elephants cannot gallop but that does not mean larger cap shares are uninteresting, because institutional investor types can get overly excited (or rudely underwhelmed) about shares almost just as easy as bulletin board types can do crazy things around smaller cap shares. With large caps it is about spotting big themes, looking carefully at the numbers and setting your levels. With this mindset you can find plenty of double digit plus total return opportunities – which is way better than money in the bank earning you the square root of nothing. Three cases in point today…

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Malcolm

Drugs and Drink Vessels Which May Ride the Storm on the Crest of a Wave

Hello Share Tasters. Having scoured my sources, I cannot discern any obvious new recommendations for your further researches. So perhaps it would be more useful to point your way to a couple of my Footsie favourites which are bucking the downward trend at the moment. While reminding you of that very useful adage 'the trend is your friend'...

DGE
DGE

Reply to Juicin Drumroll - And Let's Get Ethical.

Hello, Share Takers. Juicin Drumroll, whose posts on this venerable website are always valuable, lashes into my piece on Diageo (DGE) the drinks giant. He alleges that booze can cause more trouble than illegal substances in this country. He said he would feel dirty owning this share.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: As Neill Rickets steals Adam Reynolds' keyboard I agree with Neil Woodford

In today's bearcast I cover Diageo (DGE), Versarien (VRS), Mayan (MYN), Vela (VELA), Dev Clever (DEV) and i3 Energy (i3E). No doubt Mr Ricketts wants to be a hero and ahead of my next training walk tomorrow I beg you to be one too and get us past £20,000 raised by donating HERE

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DGE
DGE

Drink to Diageo as its Froths Higher into yet Another All-Time Record

Hello, Share Callers. As most shares are falling now on Brexit fears, though I believe them to be groundless it might be the best idea to avoid buying most stocks in the expectation of getting them cheaper a little later on. And yet one company tends to do well when its fellow Footsie members step back...

DGE
DGE

Like the Bubbles in its Glasses, Shares in this Drinks Jumbo Keep on Rising

Hello, Share Trimmers. With Brexit arrangements no further forward, it’s harder to justify any big buys of companies which focus on sales or imports from Europe. So we need to look at the really global sellers if we want to feel a bit safer in our beds. So I turn again to my old favourite Diageo (DGE)...

DGE
DGE

Revenue Up, Profits Up as Diageo Drinks to Yet More Success

Hello, Share Shifters. Most of the time I push penny shares forward for your further examination, but I do have my favourites among Footsie giants. Sensibly, you ought to hold at least half of your pot in the jumbos, even though even these babies can go sour. Today, I bring you a share I’ve long supported, if only because when times are shaky, more people it seems turn to the solace of drink...

Malcolm-Sax-Machine

Three Ships Which May Come Sailing In On Christmas Day, If Not Before

Hello, Share Creepers. Let’s take a look at a trio of shares which should rise because of the tailwind of Christmas and despite the headwind of the Brexit mess. The choices are made with the benefit of recent history and prospects for the near future. They probably have nothing to do with the immediate present, being based on educated expectation rather than cold fact...

DGE
DGE

Let's Drink to Diageo and the Strong Chance it Will Power up its Share Price in the Run Up to Xmas

Hello Share Scratchers. At this merry time of year, I usually recommend Diageo (DGE) for your share list. The reason is obvious...

Malcolm-On-Motorcycle

How Rising Temperatures Cause Some Shares to Fall - While Others Could Scorch Ahead

Hello, Share Crashers. As the torrid conditions are set to become even hotter, we should not under-estimate the heat’s effect on our portfolios. Of course, we should not relax our attention to balance sheets, past performance and the like, but those who dismiss climatic factors are misguided.

DGE
DGE

Hello, Sunshine. How About a Cool Investment in a Firm which Could Drink Up some Hot Summer Profit?

Hello, Share Snatchers. Some folks have scoffed at me for opining that the weather affects the Footsie. But there’s a strong opinion among those that know that pop psychology plays a bigger part in how shares behave than economics or even common sense.

DGE
DGE

Drink, Drink, Drink to the British Giant Whose Shares Keep Frothing Up

Hello Share Trackers. From time to time, I’ve suggested you peek at the giant drinks firm Diageo (DGE). The reasons I usually rehearse are basic. The world seems to be on a strengthening booze trail. And if the world’s economy is due a massive correction, as everybody seems to fear, people seem to seek solace in more drinking.

Choose the Right Sector, Hector and Your Shares Should Soar in 2018

Hello Share Twiddlers. We’re still in a bull phase. And as I’ve argued recently, we could stay in this happy state for most of this year. But even when most sectors are rising, there are some that won’t fare so well. Here then is my idea of sectors which might scintillate and others that may fail.

DGE
DGE

Start your Santa Rally Attack with Festive Favourite Diageo

Hello, Share Pagers. The Santa Rally is often slow to gather pace. And so there’s still chance to take an early advantage. One of the most favoured shares at Yuletide is Diageo (DGE). There’s a surprise!

DGE
DGE

Oh, Oh, Diageo, You Are Gift to the Share Owner's Club.

Hello, Share Twiggers. Which company has 32,000 on the payroll and operates in 150 countries and flogs stuff which can make you drunk? The answer is an outfit who I regularly commend on this glamorous website: Diageo (DGE).

This Tasty Firm is No Chocolate Teapot

Hello Share Snatchers. What is it about the taste of chocolate? I never met anyone who didn’t love the stuff. And I reckon it’s pretty addictive. Otherwise, why should we eat nearly the whole box once we taste the first choccy?

GNK
GNK

The Jolly Greene King Could Build Share Value with its Giant Pub Chain.

Hello Share Pitchers. You may have heard me say a few times that the drinks trade is worth a look - if only because people seem to be boozing more than ever these dark days. An easy way to cheer yourself up, you see.

DGE
DGE

Drink, Drink, Drink to Diageo Shares

Hello Share Trudgers. I’m going to suggest again you look at Diageo (DGE), one of the world’s biggest drinks companies. If you look at your FaceBook pages, you’ll see snaps of loads of friends and relatives, leering with a drink in their hands.

DIS
DIS

Distil - promising, but needs to show a net profit at the next update

Distil (DIS) is a company which I have been following closely for a couple of years – as well as holding shares in it myself.

DGE
DGE

Here Comes Diageo, Riding Down Santa Rally Lane

Hello Share Sprinters. Are you ready for Christmas? Thought not. Even more important: are you geared up for the Santa rally?

Father Christmas

Shares Most Likely to Twinkle in the Santa Rally

Hello Share Seekers.  In the uncertainties of the big share world, nothing is more sure than the usual fact that stocks rise in the run up to Christmas and even if this is a more spooky world than normal with Trump, Brexit, a new Cold War and the rest, I bet a pound to a penny that the big city will see a Santa Rally, according to tradition.

DGE
DGE

The Big Drinks Firm has a Top Up as Shares Hit New All-Time High.

My esteemed colleague Graham Neary, a bloke whose analytical powers are tremendous, opined the other day that drinks firms make investors lots of money. Most of them, anyway. He was writing about Fevertree (FEVR), a company which puts a superior kind of tonic water into gin and tonics. I’ve also commended this lot on this delicious website before  now. Since then the shares have risen about 40%.

Wales v. Portugal, a Flight of Frustration and a Quantum Cat

Hello Share Mates. My flight was about two hours late getting into Cardiff Airport after my trip to Munich. Then the plane was held for about another hour because all the lights had gone out in the terminal due to a massive power cut. So I missed the big match between Wales, where I live, and Portugal where I don't. Consequently I'm penning this in the early hours of the morning. Worse still, in a few hours' time, I will be under the surgeon's knife.

DGE
DGE

Drink to This Tasty Share Which has Defeated the Post Brexit Panic.

Uncle Tom disagrees with me, but I never underestimate the power of the UK public and foreigners,f or that matter, to imbibe alcohol. My evidence is that every other customer at my local supermarket check-out has a basket full of cans and bottles and often little else. 

It’s Beginning to Look Like Christmas - and the usual Yule Share Boom.

Hello Share Surfers. The old Footsie fell 2.5% on a day which began rather well. Why? Well, according to the media, the European Central Bank 'failed to deliver on market expectations for an increase in monthly asset purchases.’

DGE
DGE

The Spirit of Christmas? - Diageo Sells It, Which Should Put Share Value in Your Stocking.

Hello Share Shiners. When I was asked to choose a share most likely to rise in the Santa Rally, I was tempted to choose the following company to invest in.

DGE
DGE

Hello Share Flingers. Here’s a useful Santa Rally suggestion. Try Diageo.

Obviously, there are going to be a lot of Diageo (DGE) products consumed at Christmas. More whiskey, rum, gin, beer et al all round. The usual festive fling makes no difference to all-round profits, of course. Christmas happens every year. But it’s the perception that counts.

Pound-Sterling

Beware the Galloping Pound - It’s Now a Serious Threat to our Shares.

Hello Share Scribblers. I’m getting really worried now about the effects of the booming pound sterling on our share values. The rate is now around 1.43 euros to the pound. Yet it doesn’t seem too long ago that a pound was only worth one euro.

Zak Mir's Great Request Show: Allied Minds, Jimmy Choo, Diageo

If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at Allied Minds, Jimmy Choo, Diageo.

AHT
AHT

The Importance of Identifying Shares Too Slow to Rise and Too Quick to Fall.

Hello Share Swingers. When it comes to larger companies, their share prices often seem to be on a pair of kitchen scales.

DGE
DGE

Why Diageo and Wetherspoon Might be Right for Your Portfolio – Despite what Tom Thinks.

Hello Share Changers. My recent support for a couple of big British firms has been criticised by Uncle Tom this week

OUT
OUT

Tom Winnifrith Bearcast - what is cheap and what is a trading statement?

It seems that I disagree with Comrade Malcolm Stacey once again as I discuss whether a stock on a PE of 22 (Diageo or JD Wetherspoon) can be desribed as cheap. I then discuss what should be in a trading statement looking at Foxtons, Blur and Outsourcery - run by the ghastly Piers Linney - and what this says about shares in all three.

Listen to the Bearcast:
DGE
DGE

Yo Ho Ho, Captain Morgan's Diageo is a Timber-Shivering Treasure Chest.

Hello Share Fans. There is a mighty purveyor of drinkipoos based in the UK which is well worth putting money into. Perhaps not for the in-and-out trader, but almost certainly for the longer term.

Christmas-Stripper

There's Still Time to Cash in on Christmas Factor Winners.

Hello Share Mince Pie Munchers. They say there is not much that is predictable in the crazy world of shares. Otherwise , we would all be millionaires, right?

Christmas-Stripper

Two Christmas Footsie Favourites that Will Sparkle This Year.

Hello Share Sorters. There are two companies in my bag which are almost certainly going to do better others this Christmas.

Malcolm

Maybe Time For a Punt in the House of the Rising Sun

Hello Share Samurai. There's a growing case for turning Japanese. I mean in the buying of Oriental shares.

Christmas-Stripper

Santa Claus is Coming to Town – and So Are Higher Share Prices (For These Companies).

Hello Share Rockers. It's only 24 days to go now, gang. And we are now seeing, at last, the fabled Santa Rally. Will it keep on going? You bet it will. The Footsie will probably not slow down until the New Year, except for the odd mini correction for the sake of good taste.

Black-Swan

Attending the Albion VCT Seminar Series Part Two

There were a decent number of speakers at this seminar, starting with Richard Young a Director at BVCA Manchester. He started with some general comments on the UK economic outlook which were accurate but you will already be aware of what is going on. Unemployment is falling, but real wages are at most only holding ground and probably decreasing. Here is an interesting quote:

Christmas-Stripper

The Christmas Share Charge May Be Late – But the Sleigh is Revving Up

Hello Share Crunchers. Well, the Santa Rally – where shares pound ahead at Christmas time – has trundled away to a rather slow start. In fact, when tradition dictated that stocks would gallop ahead around Guy Fawkes night, the Footsie decided to be a damp squib.

Christmas-Stripper

Time to Drink at the Diageo Christmas Party.

Hello Share Swogglers. Obvious saying of the week: there are some businesses which do a lot better at Christmas.

Father Christmas

How to Make Money on a Cool Yule

Hello Share Shakers. Christmas comes earlier every year. My Tesco branch has been selling mince pieces for weeks now. Xmas cards have been in charity shops since August. Unforgivable!

DGE
DGE

Is Diageo on the Cusp of a Big Share Bender?

Hello Share Tipplers. The big drinks firm Diageo (DGE) has had a dream rise to fame and fortune. But all that stopped about a year ago.

DGE
DGE

Exploit the Big Booze Binge with Diageo.

Hello Share Swingers: I live next door to a block of holiday flats. I'm amazed by the number of empty bottles they put out for recycling. Only two or three families knock back enough wine to fill the cellars of a big restaurant, as far as I can see.

Let's Get Bizzy with the Fizzy and Other Hot Opportunities - ref. Diageo & Britvic

Hello Share Movers: We all had a wet winter. Round here, May has not been much better. But I have seen a few long-range weather predictions, which say that nature will make up for the damp spells by giving us a long hot summer.

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