Diageo Share Discussion Threads

[essentialinvestor] 18/5/2016 17:18

Hopefully, added a few this afternoon and will again lower if available.

[philanderer] 18/5/2016 17:17

Getting ripe for a total takeout.


'Diageo ends speculation by naming Bacardi veteran as its new chairman'

[essentialinvestor] 18/5/2016 14:17

Approaching an interesting time now for DGE, as the CEO either delivers
in the second half or significant changes on the way, with the outside
possibility of corporate action.

The accounting error is an utter disgrace.

[philanderer] 17/5/2016 20:04

Yep, good call EI , missed that .

[essentialinvestor] 17/5/2016 18:44

Hi Phil, US producer prices today impacting the bond proxy stocks
at a guess.

[philanderer] 17/5/2016 18:18

Afternoon EI , makes you wonder :-)

Don`t think this was responsible for the down day today though as this was released in the US last night and the share price started firmer this morning . All well until 10am , then other consumer stocks ULVR and ABF started heading south as well.

'Diageo Says Don Julio Accounting Error Will Hit Latin America Sales
Spirits maker says error made in tallying sales of high-end tequila brand'

By SAABIRA CHAUDHURI
Updated May 16, 2016 5:31 p.m. ET






'DRT directs bank not to disburse amount deposited by Diageo in Mallya's favour'

[essentialinvestor] 17/5/2016 17:04

How on earth can a company like DGE double book some sales,
does make you wonder about the quality of internal processes.

[philanderer] 17/5/2016 16:55

And back to 1850p we go.

[philanderer] 10/5/2016 13:25

Diageo GTME launches ‘game changing’ blended malt whisky

[philanderer] 05/5/2016 09:45

Very nice too :-)

Singapore:


Overlooking a historical trading port, the new Johnnie Walker House is open to private collectors only by personal invitation and offers some of the rarest expressions of blended and single malt Scotch whiskies from Diageo’s 28 operating and 11 closed malt distilleries: including limited releases from Brora and Port Ellen and rare blends from the John Walker & Sons Collection.

[philanderer] 04/5/2016 11:55

4th may HSBC 'hold' tp 2000p - up from 1900p

[philanderer] 04/5/2016 09:18

:-D

Diageo will not increase stake in United Spirits: Share Bazaar Live

[philanderer] 03/5/2016 16:02

Shares of United Spirits rallied 8 per cent intraday on reports that Diageo Plc may raise stake in the liquor maker to 72 per cent from 54.78 per cent

[philanderer] 29/4/2016 17:58

Luck to you anley.

I see the FTSE100 has closed tonight at exactly where it started 2016 :-)

[anley] 29/4/2016 17:18

Thanks ...... I was looking for an estimate as to the entry level for DGE based on a market that is driffing down due to a lack of growth in the USA and smart money selling and converting to cash.....just like you.

If we were to buy and sell based on the City scribblers we would be well down on many of the top 250 stocks - most will go over the coming decade as wealth management divisions are either sold off, closed or reorganised.

Finally I have bought and sold and will be buying again for the long haul based on a business that generates cash and pays a usefull dividend.

[philanderer] 28/4/2016 23:25

Evening anley, yes I hold a fair few DGE . I`m pretty bearish of the market at the moment and have been for the last nine months.

75% of my portfolio is cash and I have ten equity holdings all of which would be described as 'defensive' / 'safe' . I hold DGE for a safe income and possible capital gain, perhaps from a takeover or management getting their act together. Similar story with BRBY

I also have a short position on the FTSE100 and BKG.

As for investment strategy it is impossible to advise without knowing the risk anyone is willing to take.

Sorry I couldn`t be more helpful


-------------------

Diageo plc (LON:DGE) received a GBX 2,200 target price from equities researchers at Morgan Stanley in a research report issued to clients and investors on Thursday, ARN reports. The brokerage currently has a a “buy” rating on the stock

[anley] 28/4/2016 10:05

PHILANDERER..............I have gone through your last 3 months post to which I thank for.....helpful.
However, May I ask if you punt in these shares and if so do you really make any money?
Diageo is a possible take-out stock based on low growth but high cash flow and is most suitable to a USA company.
Most hedge funds are so unprofitable at the moment that all they would do is wait for a bid and then use their position to arbitrate.....think it through based on previous tke-overs.

WSo the only way to make money is to drip feed and reinvest the dividend BUT at what price level.................can you help?

[philanderer] 28/4/2016 09:45

28th april JP Morgan overweight tp 2140p

reiterates

[philanderer] 27/4/2016 17:35

Will AB look for more M&A to reach its goal?

If AB InBev wants to achieve its long-term target of $100 billion annual revenues by 2020, it may need to look at other M&A targets, according to Trevor Stirling, an analyst at Sanford C Bernstein.

There’s been much speculation that British drinks company Diageo, whose brands include Smirnoff and Guinness, could be a target.

Stirling estimates 2016 revenues of a combined AB InBev/SABMiller would be around $55.7 billion, falling well short of target, while acquiring all of Diageo would fill the gap in one shot.

[philanderer] 21/4/2016 23:40

Dragging on ....

Diageo contests tribunal order on exit deal with Mallya

[philanderer] 19/4/2016 10:09

Looking very good , possible chart breakout ?