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US News' Investing's 2023 picks are up 13.1% vs 7.7% for S&P so far.
Alcohol consumption is strong in the US and now $NICH will enter that market arena! They are “excited to announce the launch of Lifestyle of Spirits” top stocks in this area are $STZ $DEO and $SAM from this article: https://www.vinovest.co/blog/alcohol-stocks
$COCO IS GOING TO THE MOON, IVE MADE A LOT OF MONEY IN THIS STOCK, I BELIEVE COCO WILL KEEP GOING UP TO THE MOON🚀📈🔝🏁💵👁️👁️☝🏼🥇💯
Terrific coverage here on craft beer companies, $KEGS in some good company
Mentions
I only invest in companies that I'm a customer of. Unfortunately, I'm a little overweight PLBY,DEO, and MO at the moment.
Some ideas - REITS seem undervalued now. Agree Reality looks like a good pick. Verizon 7% and if they grow you could get capital appreciation too. PG if you get it 135-140. CLX, KMB, CL. Then there’s Oil stocks and MO. Less popular but seem well covered for dividend. Pfizer? Maybe. World Cup is coming up so DEO might get a boost - and the have a new CEO.
Liquor - DEO, STZ and BF.A
DEO for tax loss and to buy mo GOOG, mo GOOG, mo GOOG
Plenty of speculations and catalysts to look forward in the coming weeks and months. - DOJ/DEO finalizing S3 - Congress passing Safer Banking Act - other cannabis federal reforms I’m excited for cannabis stocks in the future.
Foods companies like GIS CAG KHC CPB DEO CMG.
So is that when DEO will moon? /s I do have a few shares though =/
GIS, KHC, KMB, PG, DEO, BF.B, LYB, FMC, BMY to name a few. Obviously the story for these are not rosy like AI that's why they trade at these valuations.
$DEO - the worlds largest alcohol distributor - up 4% today
I've got leap puts on BFB, STZ, and DEO Gen z doesn't drink, and Trump hates alcohol and is immune to lobbyists on behalf of that industry. Cannabis is gonna be descheduled.
Damn the DIV on DEO is pretty attractive too. We're already at 2012 levels of valuation.
I agree; everything goes in cycles. DEO and STZ are both great buys right now.
Inverse this Reddit centric view of the world, human nature isn’t changing and people still want to get wasted…buying $DEO
My DEO puts are up 100% this month, I can see the stock dropping more there’s more bad news about them every week
How do you feel about Brown Forman? Very shareholder friendly company who has been around for quite some time. Their portfolio is somewhat interesting but obviously not as diverse as DEO or the other European names
I think the regulated water sector is a decent play right now... I expect buying pressures to pick up as interest rates fall and risk-adverse investors look for something that offers dividends and some defense against a market correction... I own a lot of AWR and a fair amount of HTO. I'm watching trash haulers for the same reasons and have started building a position in Republic. Depending on what happens with tariffs, international brewers seem likely to get quick boost, DEO (Guiness among many other labels) and Heineken (reduced guidanced based in part on tariffs) are interesting to me... I'm watching Guiness, and have a decent position in Heineken at the moment. I suspect there's a higher ceiling here than the water/trash hauling stocks, but even trading in a tax-advantaged account I get hit with taxes on dividends...
True. However DEO reported organic growth of 1.2% (FX neutral) last year. That's not bad for a declining industry.
Totally agree. Though I know that cigarette stocks were good investments for years before they got into vaping. Huge dividends and buybacks actually really did good things for their returns. I wonder what sort of innovation they could do? Cannabis seems to be the big idea, but I'm not sure how much demand there is for liquid cannabis. Maybe gen Z is more into it. I do think spirits are a better place to be. I don't think it got as over saturated compared to beer. There's also more prestige brands out there of fine liquor. Names like BF.B and DEO actually have decent sales profiles. Not good, but not terrible.
At what point do the alcoholic beverage stocks become interesting? DEO actually had a decent bounce after earnings, which is a good sign. Apparently their brands are really popular outside of the US. BF.B got hammered through support the other day and has a good chance we're going to see capitulation soon. TAP looks really cheap, cheap enough that if they keep sales flat they can really turn on the buyback machine. On the whole, I think spirits are secularly stronger than beer, especially among higher income consumers.
There is plenty of value to be found. Selling has been relentless in stocks without momentum. Some examples: LULU, DEO, NVO, TMO. Then there are small-cap value ETFs like AVUV and AVDV, sector ETFs like RSPH (equal-weight health care), and broad international ETFs like VXUS. I think all of these will easily outperform the S&P 500 over the next decade.
Calls on PMI, BAT, BUD, DEO, and ABEV?
IMO, if they haven't had the foresight to try and get ahead of the decline before it got to where it is, I don't think I'd have the confidence that further decline will be in an orderly/gradual fashion. If you think the long-term is lower, at least HOG is still green over the last 5 years. Elsewhere, in alcohol where people think there are significant long-term headwinds (primarily that younger generations are drinking less) every chart looks awful - over the last 5 years, BF.B -56%, DEO -25%, REMYY -62%, PRNDY -57%, etc. "10 or 20 years left to circle the drain and they should bounce back from the current price?" In the very short-term, it's not technically oversold. Looking long-term, it's down nearly 65% from the 2006 high - so nearly 20 years already with a fairly orderly decline. I don't know, just feels like if it is long-term screwed, how long does the decline continue to be fairly orderly? There's a 15% short interest so any good news could certainly cause a bounce but if they're long-term screwed, at some point enough bagholders come to the conclusion that the turnaround isn't going to happen and the decline likely starts to become more rapid. Their EV spin-off almost went to 0 before the recent major bounce, which I'll guess was a short squeeze. The earnings last month were certainly not good.
from glancing at DEO, their profit margin is quite good at 17.8% and its multiples are lower than most of their peers. though the high debt is a little bit concerning. but I agree that there might be value hidden here. VR tech has been niche for so long I wonder if they will attain mainstream at all. It’s much easier to doom scroll on the phone than to use a VR headset. most of the major VR stuff seems to be owned by a conglomerate too, so it’s hard to invest in them directly, but it means holding a mag 7 will expose you to VR.
Roblox seems really popular for gen z but it's already had a huge runup and still has a negative EPS. While I don't have a huge conviction in alcohol stocks some of them might be worth watching as they're low (DEO at like a 9-year low) and pay an okay dividend. Meta and tencent were both probably really good choices on your part. I think it'll take some advanced VR technology to really make escapism investing a money maker. Maybe Amazon in the meantime though, as they'll probably be the ones delivering the escape.
ASTS ACHR HIMS SMCI RIOT MARA CLSK IBIT ARM DEO adding in small quantities of red
ASTS ACHR HIMS SMCI RIOT MARA CLSK IBIT ARM DEO adding in small quantities of red
Calls on DEO. The top liquor producer in the world. Everyone needs to get drunk to deal with this bullshit.
Bfb isn’t coming up with a chart on trading view but DEO looks super nice just looking at the levels and that dividend is nice also. Almost 4%.
I like BFB and DEO. I'm focusing on spirits rather than beer. My basis in BFB is around $31 and DEO around $102. BFB is my much bigger position. Brown family owns over 50% of the common outstanding. I like family owned companies that have survived many generations. BFB survives prohibition era.
Calls on DEO. People are going to drink a lot more Captain Morgan and Smirnoff for the next few years with this administration.
DEO has the most popular liquors in the world, the ROIC is more than double the WACC, historically high dividend, and everyone is going to get blackout drunk just to get through the next 3.5 years of this presidency that already feels like a decade of bullshit.
"I want to thank all UPSers for their hard work and efforts in this very dynamic environment," said DEO Carol \[UPS\] “In addition to not updating guidance, UPS expects to reduce its workforce by about 20,000 positions during 2025” Thanks for participating now, you’re fired. What an economy we are living in. 
DEO and STZ are too diversified for this to matter. Less bourbon means they’re probably drinking something else from those brands instead. I’d be more interested in something like brown forman that is more concentrated, but it’s down massively and probably baking in a lot of this decline. I think these are reasons to just ignore going long these names.
BUD DEO are up. Don’t forget to tip your bartender.
DEO. Diageo, British spirits co. Johnny Walker, Captain Morgan, Guinness, Tanqueray and many more. Canada is dumping American booze. I'm sure Europe would rather buy from England than from America for the next decade or so.
Alcohol stocks got ahead of its skis for a bit as investors thought we'd be holed up forever chugging away. The companies also bought into the temporary demand spike but are now slowing production, laying off extra staff and that will stabilize supply. I've been a buyer and will keep adding at these levels. BF.B and DEO are my picks - i prefer spirits over brewers as it's higher margin and they can always move into lower margin spaces to use up some of their oversupply (see e.g., RTD market with the Jack and Coke in a can).
I'm not a native English speaker so I'm probably misunderstanding. What do you mean "the other condition"? What is the first condition? Or do you mean the DEO loan is one condition for GEVO to thrive and the other is the carbon pipeline? And their most recent report is a report from Gevo or DEO?
Picked up some DEO today to play earnings. Another oversold alcohol co that just announced plans to open a new plant in Alabama.
Many luxury brands are beaten down. Many are in Europe but have ADRs like Kerry. Beer and spirits like HEINY and DEO.
There is. You find out who's dipping hard from it, wait until they bottom out after a couple of days or a week, then buy them. Spread your money out. I pulled up Google Finance's "biggest losers" yesterday (mon 1/27), and it's a who's who of AI, chip, power, network, and construction companies all with ties to AI and AI infrastructure. I'm gonna pick decent ones and then buy them when I think they've bottomed out enough. In the mean time, I've already been diversifying into other sectors. The money didn't disappear. Folks cashed out. We're still in a bull market and good economy, so the money will simply shift. Folks may be camping it for a bit to figure out where to put it next. Seasonally, we're going to see alcohol & leisure companies rise towards summer. DEO and MGPI stocks are both alcohol companies, and have dipped hard. Might be worth a look.
1.Finger your prostate male g spot 2 record it wearing a red g string and “ hid the ballsacks” 3. Post it on only phans 4 take all cash all in on Apple Leaps and spy 0DEO
# **TLDR** --- **Ticker:** DEO (Diageo), Health Insurance Companies (Unspecified) **Direction:** Up **Prognosis:** Buy DEO and Health Insurance stocks. No Covid wave this winter means less strain on healthcare and increased alcohol consumption. **Bonus Prognosis:** Prepare for a Hangover-Fueled New Year's.
> Anything interesting as far as value goes? Obliterated large cap biotech (REGN, BIIB), European luxury (primarily the highest quality - LVMUY; a lot of the rest is a hope for an uncertain turnaround in things like Burberry and Kering), alcohol (REMYY, DEO, etc), refiners (MPC, VLO - although less so than a couple weeks ago) and some Canadian stuff (Stella Jones down close to 30% recently and some insider buying - https://pbs.twimg.com/media/Gc8kZGnaAAQTMO0?format=png&name=900x900)
How many? No idea, but a big ones are DEO and BF-A and a smaller one is MGPI.
Puts on MO, PM, DEO, STZ and TAP 🫡
Call me when DEO gets down to $100. ;)
DEO hit 52 week low yday.... they need TLRY.... 8.50/ share
Buying DEO... All regards are drinking here so it should bounce back hard... buying DEO
DEO is one on my only green positions today which makes sense because when the market goes to 💩 people will drink more. Cheers 🍻 everyone
So calls on $DEO got it. Maybe. Idk need more to drink
DEO is trading lower than it has in years. The largest spirits company in the world with some incredible brands. It’s also a great dividend stock, but for some reason it is lagging massively. It’s hovering in the $130 range and seems like a deal now as it was over $200 for quite some time
STZ is somewhat better than booze (DEO, BF.B) with drinks for more occasions, but broadly it really does feel like younger generations are drinking less and smoking weed more and in states where weed is legal you've started to see more of them where they now get more money from weed than alcohol. The problem with that is that weed - while a better business if descheduled - is still ultimately a commodity. STZ has lost more on its investment in Canopy than it did when it spent a billion dollars on Ballast Point and sold it for an amount that was reportedly less than 100k. DE will continue to go through cycles and it's going through one right now but I can't see how it doesn't continue to do well over time. Ultimately, farmland is shrinking, there has to be more efficient farming, Deere offers relevant technology and whether or not people like Deere it's difficult to see it not continuing to retain share. Will it bounce tomorrow? No idea, but if it's something that someone is interested in you pick your spot and plan out how to DCA into it over time. I think the extent of the decline post-covid has been disappointing, but life science is something that I've started to build up a little bit after a while of not. TLDR: STZ meh, DE and TMO moderate yes but wouldn't have expectations of a sizable near-term turnaround, especially with DE if the market starts to increasingly believe the economy is slowing.
All in on DGE/DEO Diageo/Smirnoff
I like the idea of a cancer play, thank you for sharing on PFE. I've never fully understood the drug market and have always been concerned with laws and regulations. For DEO, basd on what I see, there is skepticism about long term alcohol consumption growth as the younger generations appear to be more health conscious. They only thing not taken into account for is the real world, so that might shock them into a bar and make them order a drink.
I Bought 1 share of ACN and 1 share of DEO. I think my new strategy might be to buy 1 share of 52 week low large caps that look good.
Pfe-they acquired seagen which has revenues growing over 15% annually which is focusing on cancer and their own pipeline is growing rev at 8-10% a year. I also like DEO(leader in alcohol/spirits) since it is close to 52 week lows and alcohol/beer sales are increasing each year so I expect the same from the stock.
Has anyone bought DEO this or last week? It's gone up around 4.5%+ after hitting lows last week and I got a 1% position cause it's the #1 alcoholic beverages maker in the world and alcohol is very addicting and very hard to get out of it once you're addicted. Not to mention bars, all-inclusive vacations, planes, stores all carry alcohol spirits and wine.They had 17B rev last year with 3.7B earnings. Diageo owns over 200 brands, with sales in nearly 180 countries, including: The world’s best-selling Scotch whisky brand (Johnnie Walker) The world’s most celebrated gin (Tanqueray) The world’s best-selling premium distilled vodka (Smirnoff) The world-leading iconic stout (Guinness) The world’s best-selling cream liqueur (Baileys)
Pretty sure DEO came with the portfolio of the insurance company he acquired.
Is $DEO a buy? Hello, I did some analysis of this stock but was wondering if anything is missing, this seems like a really good stock to buy but not sure if I should buy in or stick to my dollar cost averaging, this would be the first stock I am going out of my way to buy in a while but was wondering why it is below the purchase price warren buffet got it for or if anyone has analyzed this before? Overview: Diageo PLC (DEO) is a leading global alcoholic beverages company, headquartered in London, UK. It produces and distributes a wide array of premium spirits, beer, and wine, including well-known brands like Johnnie Walker, Smirnoff, Baileys, and Guinness. Financial Performance: Revenue (2023): £23.1 billion Operating Margin: 30.7% Net Income: £5.1 billion Dividend Yield: 2.5% Key Details: Position Initiation: Q1 2023 Current Holdings: 227,750 shares Portfolio Percentage: 0.01% Average Purchase Price for Warren Buffet: $135.50 Current Price: $135.49
I really wish they'd cultivate a strategic partnership or just have DEO, PM or big pharma buy us out. This constant dilution, shorting and lack of institutional investment is absurd. We retail investors ( been here since APHA) never stop taking it. All these "massive"catalyst have reached or are within reach yet this bitch is still at 2$? Sorry to complain but JC we don't need another beer company or Jones Soda. We only accumulated alcohol companies to bridge us to this day. Lastly, Germany earning better be epic...
Factoring in growth in the beverage sector, DEO would prob like to leverage into sector.....I think we are inching closer to a partnership
It's really up to your investment style. I personally think DEO is a pretty good stock, I mean, they own Guinness and some other very well known brands. JNJ is not bad but has had some legal troubles in the past couple years and KHC is normally not considered a great one but does pay a good DIV.
The nyc st Patrick's day parade is Saturday. A weekend date will result in the city drinking excessively. The ticker is $DEO. No way this goes down, be early.
I have shares on DEO. It is going sideways in the last few years but I had them for decades.
Yep, I'm doing the latter. I rarely keep much more in cash than I need for the rainy day fund, otherwise I'm just depreciating value via inflation. I put what I took out mostly into VOO, VOOG, VTV, and some other positions like DEO, RTX, WFC. And yeah I'm generally with you there. I don't crunch numbers, but I generally try to look for companies that will be around in a decade's time. I've had NVDA as my top holding since it was around $25 (when factoring in the split) and while I'd love to keep everything in it, I'd be getting dangerously dependent upon one company if I didn't diversify a *little*. Here's to a healthy longterm outlook, though. Anyway, appreciate the chat!
People should do index funds or ETFs unless they have a lot of time to do research. The only individual stocks I own are those with sentimental values to me personally. For example, some companies have products I really like a lot (e.g. DEO, maker of guinness) so even if their stocks go down, I will go down with them.
ENB, PYPL and DEO. I’ve been catching the knife on those. Definitely don’t regret it and will keep averaging down strategically.
It’s obvious your entire self esteem is based on playing guitar. Call me when someone like $DEO pays you to do what you love.
since i believe the individual ticker ex $DEO might converge back with hang seng index. and if so, maybe i can do a pair trading between $DEO and hang seng/china etf?
lol Cramer just said to sell Diageo because younger people are choosing weed over booze. DEO actually looks like a decent play. It's back to where it was in the 2nd half of 2020. A weed deal would create some hype if/when they can do it.
Kramer just said not to buy DEO no way no how! I am buying!!!!
More like DEO (Dumbass. Executive. Officer.)
LVMH and DEO. both are up more than 100 % than what I sold them for.
I was wondering that too. They say LAC is slowing down, yet this is in the link above "LAC is lapping very strong 20% organic net sales growth, versus the first half of fiscal 23". 20% organic growth is pretty strong, even if it is slowing down. In my opinion, it is an overreaction from mr. market, who seems to have lost faith in DEO in resent years
I'd much rather own Diageo (DEO). Plenty of strong brands across a range of alcohol types. Lots of geographic diversification with exposure to growing emerging markets in Asia and Africa. They're poised to benefit from growing in emerging market consumers, as well the rising spirits market share and premiumization.
I’ve been watching DEO since it was in the $180s. My buy in price I put down months ago was $130. It’s not too far off but I’m not pulling the trigger until it hits that.
Liquor stocks. When in doubt people buy booze. DEO comes to mind as an option, but they are honestly not a great stock overall. 14% grown over the last 5 years with some significant swings in between and only a 2.5% dividend. Definitely below index fund performance.
I think the more TLRY diversifies into alcohol and beverages the big boys are gonna want to buy us out..... leta rally to 6 by new years and get sold for to BTI or DEO
Whiskey is for drinking, not investing. Invest in DEO if you want. Same logic applies to wine.
Back to the good old days where we had rumours: $ACB (Aurora)+ $KO (Coca-Cola) [https://www.bnnbloomberg.ca/coca-cola-in-talks-with-aurora-to-develop-cannabis-drinks-sources-1.1138528](https://www.bnnbloomberg.ca/coca-cola-in-talks-with-aurora-to-develop-cannabis-drinks-sources-1.1138528) $APHA (Aphria) + $DEO (Diageo)
Does anyone like DEO at its current price? I’ve been waiting for the P/E to go sub 20 but thinking about starting a position now. Been on my watchlist since it was $190, now around $167.
My DEO shares are down today and I cannot figure out why.
Cannabis users having fat bowl rips and laughing at the uptick in divorces due to unchecked alcoholics and social media. Calls it is. Also, maybe some $DEO for good measure.
Altria and constellation have made considerable investments in the cannibis industry early on based on hype and have lost for now and got into way too early and may never get a retun on their investment.However their is a better company that is well managed that has several connections with TLRY, which has been monitoring the situation. Because in areas where cannibis is legalized Alcohol sales drop.They also were criticized for not getting into the craft beer industry because it took market share from Guinness .Also TLRY ,s recent hire to run their U.S. beer operations worked for them.This company is Diageo (DEO), who,s headquarters is in europe.I see them investing in TLRY and purchasing a certain % to offset their potential losses,especially if Germany legalizes. https://jcannabisresearch.biomedcentral.com/articles/10.1186/s42238-021-00085-x "Appointment of Ty H. Gilmore as President of U.S. Beer Business: Gilmore joins Tilray from Glazer’s Beer and Beverage, where he had served since 2020 as executive vice president, overseeing sales, marketing and operations across 11 distributors in the south. Prior to that, he spent the majority of his nearly three-decade career at Diageo, in positions of increasing seniority including seven years leading national accounts. As Tilray Brands continues to accelerate its strategic growth opportunities, we ask all stockholders to participate in the Company’s Annual Meeting of Stockholders to be held on November 22, 2022. Tilray urges stockholders to vote “FOR” all key proposals to ensure best corporate governance practices and help the Company protect the influence of its stockholders. Your support is important, no matter how many or how few shares you own." https://www.diageo.com/en/our-business
Have you thought about dropping DEO or UL and buying RR or BAE?
The US02Y, IN05Y, and IN02Y bonds are all down today. The CN02Y bond is also down, but not by as much. JPO2y is up slightly. However, EU02Y and DEO2y are both down significantly (by over 15%). ESO2y and ITO2y are also both down by around 9%. AUO2y is only down by 4.5%. FRO2y is similarly down by over 15%.
I'm goi g for BAT or DEO entry at some point.....my bags are heavy enough!
On DEO, they are now partnering with COCO to sell coconut water spiked with Capt Morgan’s spiced rum.
I mentioned DEO the other night in confused money. Also Carvana hurts :/
Might need to modify your use of adjectives. BUD, STZ, ABEV, SAM and DEO do manufacture beer, but nobody in their right mind is going to call them a "craft beer company". Hell, DEO and STZ are maybe 50% beer at best.
Dividend stocks on which I can sell covered calls on a 2-week to monthly basis. My rules are whether the company has brand loyalty with some level of innovation/adaptation to the market, I believe it will still be there in 20+ years, and the CEO isn't crazy/displaying overt signs to compete stupidity. PG, PEP, O, JPM, KHC, GIS, K, KMB, DUK, SO, JNJ, DEO are examples.