Diageo Share Discussion Threads

[essentialinvestor] 28/1/2016 16:15

Thanks, hoped there may be a couple of days weakness, that looks
a fair price though.

[jdb2005] 28/1/2016 16:07

EI I bought a chunk of these at 1824 on the fall.

[essentialinvestor] 28/1/2016 09:08

Phil, was just about to ask your view here.

[philanderer] 28/1/2016 09:06

Much as expected ... and dividend +5%

CNBC video

[philanderer] 26/1/2016 09:59

Diageo: behind the scenes changes

Beverage company Diageo (DGE) is ‘getting its house in order’ and that should translate into operational wins.

Investec analyst Alex Smith retained his ‘buy’ recommendation and increased the target price from £21.00 to £22.30. The shares fell 1.2% to £18.36 yesterday.

‘While we expect few surprises in the H1 results, we look for signals that the changes taking place behind the scenes at Diageo will soon translate into better operational results,’ he said.

‘We back management to build on improving execution in the US, while emerging markets should offer greater visibility on conclusion of the painful destocking process. Longer term, as global leader of the premiumising and aspirational driven international spirits industry, Diageo is well positioned to benefit from nascent emerging market penetration rates.’

[philanderer] 25/1/2016 20:26

'Diageo to report lower profits, but can it then stick to planned recovery?'

Diageo has forecast a recovery in the second half. Will that outlook still stand?

[philanderer] 25/1/2016 17:23

25th jan Canaccord sell tp 1660p

reiterates

[philanderer] 25/1/2016 16:29

'Diageo's US problems heap pressure on Menezes - Analysis'

[philanderer] 25/1/2016 10:00

Fair enough ; Id like 2100p as soon as possible to cash in.

[anley] 25/1/2016 09:39

and that is a big market for their drinks portfolio including malt whiskey which I have been researching recently.

To be honest I would like to see the share price well down so I can buy a big position and wait for the take-over. No rush as the Brazilian boys are watching and waiting.........

[philanderer] 25/1/2016 09:35

And I see that USA story is in the weekend press

'Diageo sees little cheer in the US'

[philanderer] 25/1/2016 09:30

Here you go , hope this is more interesting...


25th jan Investec 'buy' tp 2230p up from 2100p

[anley] 24/1/2016 12:04

Your post is not that interesting as its all part of what Diageo have been doing for nearly 18 months.

What is more concerning is that the USA consumer is not drinking then they have a short term problem and so does the the UK as consumer spending is coming down and has been for the past few months in both countries.

The brokers forecasts in another post will be intersting to follow..........

We will have to wait to see what the company says soon............

That is how I see things for the moment.

[philanderer] 21/1/2016 16:47

Diageo Renews With Southern And Glazer’s In Deals Worth An Estimated $2 Billion

[philanderer] 21/1/2016 13:42

LOL

21st jan Soc Gen sell tp 1600p
21st jan Jefferies buy tp 2000p

[philanderer] 20/1/2016 20:18

Diageo revamps DRINKiQ.com for better transparency

[anley] 20/1/2016 15:02

Brokers know nothing and can bearly write a decent report.....none of them forecast this dip especially oil where you would have been sent to OZ in chains if you had ever mentioned $30pb back in mid 2015.
Even the B of E can't forecast but we independent investors have more than an even chance in getting it right most of the time if we work hard at research.

Two points to watch on Diageo - the first is someone is stalking the business and second the chart is looking as if it may be hitting the price for entry.

I have opened a small position on my dealing screen today....

[redartbmud] 20/1/2016 14:24

Do they know that there has been a arket sell off? Might pick that up next week!

[philanderer] 20/1/2016 09:15

Grand old Duke of York ;-)

[redartbmud] 18/1/2016 10:35

Let the loonies loose again then.

[philanderer] 18/1/2016 09:52

18th jan JP Morgan overweight tp 2140p

reiterates