Diageo Share Discussion Threads

[essentialinvestor] 28/8/2015 11:43

May have missed some news here as there is very high volume going through
today.

[essentialinvestor] 28/8/2015 08:58

Very nice, that sounds like you are heading to Monte Carlo then Phil.


Over 1 Million shares traded already before 9.00.

[philanderer] 27/8/2015 17:56

Good strength this afternoon and actually up on the week.

Off to Nice for a while and hopefully some sunshine . Good Bank Holiday weekend to everyone :-)

[essentialinvestor] 27/8/2015 13:58

Same again, will add back if given the opportunity.
Keeping my main holding.

[philanderer] 27/8/2015 11:51

Nice trade EI, still sitting on my hands :-)

[essentialinvestor] 27/8/2015 11:00

You beat me to it Phil.

Understandable, though a little unfair as PR have a higher exposure to Vodka (as a % of revenue) in the US than DGE, from memory.

Dark spirits are the boom area atm, particularly whiskey.

I sold some at 1684 this morning and bought back on the dip.
Would be tempted to add around 1650, if available.

[philanderer] 27/8/2015 10:03

Ah ! read across from Pernod Ricard .

[philanderer] 27/8/2015 09:54

Got say this is a disappointing reaction from DGE to the market upswing :-S

[essentialinvestor] 26/8/2015 13:46

I got down to 1632 this morning but since traded, have my longer term
holding.

Very big intra day swings for UKX stocks in this market.

[philanderer] 26/8/2015 12:25

26th aug Morgan Stanley overweight tp 2200p

reiterates

[wirralowl] 26/8/2015 12:19

Afternoon all, I tried that, but couldn't resist another little nibble this morning.. :-)

[philanderer] 26/8/2015 12:12

Afternoon EI , just sitting on my hands at the moment. Haven`t a clue what`s going on :-)


edit: Nomura reiterating 'buy',..... target cut to 2000p from 2100p

[essentialinvestor] 26/8/2015 09:33

Traded this 3 times yesterday and again this AM, helping to reduce the
price of my main DGE holding, at least that is the plan, tough market atm.

[philanderer] 26/8/2015 09:18

yesterday..

25th aug Credit Suisse neutral tp 1750p

reiterates

[philanderer] 21/8/2015 18:29

21st august

RBC Capital Markets Reiterates Diageo (LON:DGE) As “Outperform221;; Has Price Objective Of GBX 2000

Read more: hxxp://www.octafinance.com/rbc-capital-markets-reiterates-diageo-londge-as-outperform-has-price-objective-of-gbx-2000/170301/#ixzz3jTIsSvnM

[philanderer] 21/8/2015 16:29

Didn`t think we`d see it but just got a few more @ 1690p.

Good weekend everyone.

[philanderer] 20/8/2015 23:39

And looks odds on to continue tomorrow.


AlphaValue Reconfirms GBX 1847 Target Price per Share On Diageo (LON:DGE), Reconfirms Add Rating

[essentialinvestor] 20/8/2015 10:02

I can think of another word phil, but let's stick with spooked.


The collapse in oil should be helpful in reducing production/manufacturing costs, coupled with a boost to disposable incomes.

[philanderer] 20/8/2015 09:59

The general market seems well and truly spooked :-S

[essentialinvestor] 20/8/2015 08:52

Added a few down to 1724.

[philanderer] 19/8/2015 17:38

All eyes on China and getting this US rate rise out of the way.

[essentialinvestor] 19/8/2015 12:39

Ah right, thought Germany may have been an element.
I paid too much attention to the director share sales on DOM last year.

Traded a few at 1754 I bought sub 1740, have kept the bulk.

ULVR off over 6% in a week, RB. over 5%, Diageo due some outperformance imv
all be it relative.

[philanderer] 19/8/2015 11:56

Morning EI, I think it`s the potential of german expansion. Slowly starting to get a toe hold.

[essentialinvestor] 19/8/2015 09:21

Added back some I traded at 1777 yesterday, got some under 1740 and at 1746.
What an ugly ugly day.


Phil what has caused the huge re-rating in DOM?, crossed that off my list
late 2014 - like GRG I badly underestimated the upside.