Diageo Share Discussion Threads

[philanderer] 10/2/2016 23:54

How scary is this ?

Something Very Disturbing Spotted In A Morgan Stanley Presentation

".. we should move quickly to a cashless economy so that we could introduce negative rates well below 1% "

[philanderer] 10/2/2016 17:51

Eastbourne, thanks , wouldn`t disagree with any of that.

Safety is fine with me in these markets . I`m up nearly 7% so far this year and really happy with that compared to FTSE100 -9% and FTSE 250 -11%

[eastbourne1982] 10/2/2016 17:44

philanderer,

So if you are only looking for a 7 - 10% gain you agree with me that it is a trading share, if your long term goal is such a small return it isn't worth the risk imho.

If you are looking at large caps I'd rather be buying something like BP at around £3.25 as there is a chance to make 10 - 20% within a few months or as a long term hold plus dividends (8%) you could make around 40 - 50% in three years.

DGE is pretty limited long term imho, it just seems to walk up and down between £17.50 and £19, ideal for trading but not much else.

[jdb2005] 10/2/2016 15:53

DGE reminds me of the Hare & the Tortoise - safe but not spectacular !!
Running out of malt whiskey so must search for bargains.

[philanderer] 10/2/2016 00:11

For me , a 3.3% dividend and a chance of a 7%- 10% capital gain is more than good enough.

Glad of any advice for any other options.

[eastbourne1982] 09/2/2016 21:57

If your 80% in cash why are you buying Diageo, hardly cracking value is it ?? The valuation is full to high, the dividend is poor, I can't see much of an investment case around the £18 - £19 mark.

For me Diageo is a trading share that you can take 5 - 8% out of on a regular basis, long and short, I've been shorting it at anything over £19 during the last year, I've only bought / been long twice.

[philanderer] 09/2/2016 21:07

Pancakes cooked and eaten :-)

[philanderer] 09/2/2016 09:24

The Moodie Online Interview: Diageo GTME’s vision for malts in Europe

[philanderer] 08/2/2016 17:36

Been dribbling a little into DGE and one or two others the last couple of weeks.... kicking myself for not picking up a gold share this year :-)

[essentialinvestor] 08/2/2016 17:08

Well done Phil, I'm over 80% cash, however usually too cautiously positioned.

I don't go short for the simple reason that find precise timing on the
short side really difficult, on individuals stocks often my rational can be correct
but timing woeful.

[philanderer] 08/2/2016 16:55

Second best share performer for me today EI , PLND actually managing a rise.... fortunately I`ve got three FTSE shorts and a BRBY short on the go so +6% for the year so far ( 83% cash helping big time as well)

[essentialinvestor] 08/2/2016 16:36

Hoped for an opportunity to add but the share price fall was very mild,
hopefully other opportunities.

[philanderer] 08/2/2016 16:33

Foley Family Wines Buys Chalone Vineyards

Diageo sells historic Monterey County winery and its 240 acres of vines as it retreats from wine

[anley] 08/2/2016 10:23

Do you mean "yield" if so then at £17 that would be even more interesting!!

We all have to accept that what is keeping the USA going is the consumer and if he were to stop or reduce his drink expenditure then there would be a serious problem for the share price and the economy.

DGE are doing all the right things but like many big businesses fighting head winds - China slowing down and reducing expenditure of booze (malts and fine wines) the oil problem and world liquidity so what is the point in moving around a guy who still needs to sort out the Indian company and Nigeria as that country has turned away - for the moment - from a dark brew.

Meanwhile the Brazalian boys will be keeping an eye on events.

[essentialinvestor] 06/2/2016 10:25

A lot may be cheaper come Monday.

I have a different take, the CEO has another 6 months to show momentum
in the US business, if not he is out with the increasing possibility of
corporate action, the sector is consolidating.

Debt has been reduced, the group simplified by divestments,
there are positives that have been marred primarily by US performance.

The divi is also very nice )

[anley] 06/2/2016 09:59

The share price goes nowhere and there is no momentum either within the company or the chart............therefore I stand by what I have said and that is wait and watch for a cheaper entry point perhaps another £1 to £2 lower.

[essentialinvestor] 05/2/2016 13:05

A few more at 1808.32.

Going to be very volatile in 25 minutes, so keeping positions small
as no idea where markets are going this afternoon.

[philanderer] 05/2/2016 13:04

Times reporting weakness yesterday in dge, ulvr and coca cola down to the threat of Nigerian currency weakness where these three make significant profits.....can't link it as I am on dodgy wifi on the Cote D'Azur :-)

[essentialinvestor] 05/2/2016 12:47

Just had a very small amount, will add lower, if available.

[jdb2005] 05/2/2016 12:23

EI - doubled up at 1809 so now at b/e

Diageo has launched new malt from Oban Distillery:

[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