Diageo Share Discussion Threads

[redartbmud] 13/8/2015 07:46

Afraid that I could not resist doubling up at £17.77 yesterday. It was looking a bit hairy at one point.
XD today.

[essentialinvestor] 13/8/2015 07:29

The Nomura comment from yesterday is interesting, scope for value creation
by splitting their premium brands in a possible joint venture with LVMH.


'The John Walker" sells for £1650 a bottle, sold out on Master of Malt.

John Walker & Sons Odyssey a snip at £569.99 per bottle )

[philanderer] 12/8/2015 23:12

Interesting article from last week...

'I have the best job in the world'. Meet the alcohol alchemist

Sian Anderson designs new drinks ranges for Diageo. She explains the link between science and creativity and why her team is like a big family

[essentialinvestor] 12/8/2015 22:50

1777 for me - lucky number seven, or maybe not if it's ugly again Thursday.
At least there is the divi paid October.

[philanderer] 12/8/2015 20:53

Couldn`t stop myself and had a small top up @ 1775p this afternoon


FWIW:

'Independent Research raises Diageo to 'Hold' - target 1900 pence'

[essentialinvestor] 12/8/2015 17:30

Well DGE is effectively under 1754 at the close deducting the divi.

Sub £17 would surprise me, however if markets plunge hard then very possible.

The US is by far Diageo's biggest market, so it should be less impacted
than some by China, let's see.

[philanderer] 12/8/2015 17:15

Chart supports .. 1754p then 1709p

Chances of China going for 3 in a row overnight ?

[philanderer] 12/8/2015 13:23

12th August 2015

Diageo plc with EPIC LON:DGE had its stock rating noted as ‘Retains’; with the recommendation being set at ‘BUY’ today by analysts at Nomura. Diageo plc are listed in the Consumer Goods sector within UK Main Market. Nomura have set their target price at 2100 GBX on its stock

[essentialinvestor] 12/8/2015 09:45

I raised cash yesterday, which was just luck.
Then again I missed a plum long trade in PRU, so swings and roundabouts.

[wirralowl] 12/8/2015 09:34

Morning guys

Ex-divi tomorrow too.

[philanderer] 12/8/2015 09:17

Morning EI.

I`ve seen no experts warning of a two day in a row yuan devaluation ;-D


Finger hovering on the buy button.

[essentialinvestor] 12/8/2015 08:56

ULVR off 4%!, RB. APPROX 5% in 2 days at current prices.

As mentioned last week there were a few warning signs given by US markets,
the China news providing a further catalyst.

buying opportunity for the brave?.

[philanderer] 11/8/2015 20:32

Diageo’s Turkish Unit Under Investigation by Competition Board

[philanderer] 08/8/2015 00:36

'How Diageo’s head of design is harnessing visual recognition to drive marketing effectiveness'

[essentialinvestor] 07/8/2015 10:45

Just having a look at US markets and there seems to be a bit of a rolling
correction going from sector to sector, media being the latest.
Some of the % increases over the last 2 years are huge, so hopefully
it's not an early warning sign of the next bear market yet.

DIS which got a lot of attention yesterday is up from about $70
2 years ago, and if you bought it in quantity in '09 and held, you may
no longer need to work!.

[wirralowl] 07/8/2015 10:28

Nice to see this board coming to life a little.

DGE 'Play of the Week' in Shares mag yesterday.

[essentialinvestor] 07/8/2015 10:04

Added a few more on the dip.

[philanderer] 06/8/2015 17:01

Good volume again today .. 6 million+ shares traded

[essentialinvestor] 06/8/2015 15:50

Sentiment turning here?.

I read through the results a few times as my take was more bullish
than much of the press commentary, it read and re-read well to me
in terms of future potential and momentum, just imv.

[philanderer] 06/8/2015 13:34

Nice one , thanks :-)

[broadwood] 06/8/2015 13:17

I'm surprised the other two - Carl and David - havn't strangled him by now.

'Analysts at Investec upped their rating for Diageo to 'buy' from 'hold', and said a "change story" was underway.
Investec raised its price target for the stock to 2070p from 1860p.

In a note to investors, Investec said drinks maker Diageo was at an inflection point, and was in a good place to capture "premiumising" trends.

Investec raised its group organic sales growth forecasts from financial year 2017 to 5.8% from 5.1%.

Analysts said Diageo just needed to market better to the millennial, and an overhaul of its approach should reinvigorate share growth'.

Investec said the company had room to growth in the North American market.

"While we are certainly encouraged by recent signs of stabilisation in Diageo's emerging market businesses, the crux of our more bullish stance is the potential for improvement within its key US spirits business," analysts said.

Despite press reports of bid interest from Brazilian firm 3G capital, Investec said it was skeptical Diageo was a legitimate target

[essentialinvestor] 06/8/2015 12:12

Cable moving in the right direction for DGE.

Dream of californication.

[essentialinvestor] 06/8/2015 09:37

Puts the f in to frenetic.

[redartbmud] 05/8/2015 23:08

Not the Muppet on Acid!
Kiss of death.

[essentialinvestor] 05/8/2015 22:04

This board has suddenly perked up.

Jim Cramer likes DGE now, oh dear.