Diageo Share Discussion Threads

[essentialinvestor] 05/2/2016 12:09

The results looked good in parts, getting tempted.

[jdb2005] 05/2/2016 11:02

Decided at 1818 that DGE had fallen far enough.

Must be good opp. (yesterday's H = 1877 & L = 1823.

[essentialinvestor] 04/2/2016 17:02

USL weighing and defensives out of favour today.

[jdb2005] 04/2/2016 17:00

Strange that as UK market steams ahead DGE drops 41 pts today.

Perhaps that Nigerian fellow & mates are short selling stock ??

[philanderer] 04/2/2016 11:51

Diageo plans to challenge USL chairman Vijay Mallya’s joint venture claim

[philanderer] 04/2/2016 08:56

4th feb Nomura buy tp 2200p
4th feb Barclays overweight tp 2000p


reiterations

[philanderer] 02/2/2016 17:05

Defensive qualities today

[philanderer] 01/2/2016 15:57

Diageo is readying to launch Smirnoff Sourced – a flavoured vodka range that is infused with real fruit juice, labelled gluten-free and devoid of high-fructose corn syrup

[philanderer] 01/2/2016 13:10

1st feb Deutsche buy tp 1950p
1st feb UBS buy tp 2150p
1st feb JP Morgan overweight tp 2140p

retentions

[housemartin2] 01/2/2016 11:57

Nigerian economy in a mess from oil. Big Guinness market so not big surprise I guess

[anley] 01/2/2016 10:08

The Guinness results from Africa are not good - so I have just been told.

[philanderer] 01/2/2016 09:25

1st feb HSBC hold tp 1900p

+ raised from 1830p +

[philanderer] 29/1/2016 17:26

Chart improving :-)

[philanderer] 29/1/2016 13:39

29th jan Citigroup buy

retains

[philanderer] 29/1/2016 13:35

The Times' Tempus said on the face of it, the numbers aren't good and it caps off a difficult number of years since former chief executive Paul Walsh left.

"Diageo has been hit by the curb on giving spirits as gifts in China, the general slowdown in emerging markets and disappointing trading in North America, a third of the total."

It said the company is doing its bit to turn things around in the US by sending its former CFO over to turn things around, which is expected to see sales rise by 8.5%.

While attempts to turn around the US are working, Tempus said the improvements are already priced in, and rated the company at 'avoid for now'.

[philanderer] 29/1/2016 13:06

29th jan Barclays overweight tp 2000p up from 1950p

[philanderer] 29/1/2016 09:57

Diageo earnings nadir could be here


Beverage company Diageo (DGE) has made some improvements as work behind the scenes starts come to fruition.

Shore Capital analyst Phil Carroll placed his ‘hold’ recommendation ‘under review’ but does not have a target price for the stock. The shares fell 0.7% to £18.54 yesterday.

‘Diageo has announced its interim results for the period ended 31 December 2015. Overall, we believe the results show some improving trends with organic volume growth of 1% and organic net sales growth of 1.8%,’ he said.

‘Overall, we believe these results represent a positive step in the right direction for Diageo with the work being done behind the scenes looking to be bearing fruit.

‘As we indicated in our preview, this could be the nadir to the earnings downgrade cycle which we will look at in more detail… ahead of doing so we put our “hold” recommendation “under review”.’

[philanderer] 29/1/2016 09:53

29th jan Credit Suisse outperform tp 2100p
29th jan Beaufort buy -

retain

[jdb2005] 29/1/2016 08:09

Had DGE sell limit at 1868 triggered first thing which pleased about - although I see it eventually going higher.

[philanderer] 28/1/2016 20:26

Telegraph Questor

Diageo
£18.41½ -25½p
Questor says HOLD

.......Diageo’s shares have largely gone sideways for the past three years. The company is showing some signs of improvement, but not enough to warrant a rating of 21 times forecast earnings.

The shares are no better than a hold for the income.

article:

[jdb2005] 28/1/2016 17:05

Ivan Menezes, Diageo, Chief Executive, commenting on the first
half said:

"Diageo has become a stronger, more competitive business. We have delivered volume growth, a stronger top line, improved the performance of our key brands, driven cost productivity and continued to generate strong cash flow. While trading conditions remain challenging in some markets, Diageo's brands, capabilities in marketing and innovation and our route to consumer have proved resilient. I am confident that Diageo can deliver improved, sustained performance.

For the full year we expect volume growth to drive stronger top line performance, margin to slightly improve and strong cash conversion to continue. This will set us up to deliver better momentum in F17, with productivity gains supporting margin expansion and investment in growth. We remain confident of achieving our objective of mid-single digit top line growth and 100bps of organic operating margin improvement in the three years ending fiscal 19."

[jdb2005] 28/1/2016 17:01

Seems that Russia & OPEC want to get oil prices higher with hints of a cut in production. That has help crude today. Knock on effect for equities - FED last night implied that US economy is still weak which has caused Dow to fall.

[essentialinvestor] 28/1/2016 16:48

Was on holiday last week, well a quick break, but with the mayhem in
markets was at a screen for a lot of the day, hopefully some better
timing next time away.

Traded RIO for most of the today jb, used the spike to out a lot,
at a guess markets are going lower here, but who knows.

[philanderer] 28/1/2016 16:46

EI , as safe as anything at the moment ;-)


28th jan Barclays overweight tp 1950p
28th jan Canaccord sell tp 1660p

[jdb2005] 28/1/2016 16:27

Looking for 1850-55 which will go into my holiday funds