DGEAF News and Press, Diageo Plc Ord From 12/15/23

2023-12-15 11:30:47 ET Summary Diageo's potential disposal of its non-Guinness beer brands could lead to a margin potential re-rating and increase in EBITDA margins. The completion of Diageo's buyback program and a potential 10% dividend per share hike support our downside protect...

2023-12-09 07:00:00 ET Summary "Sin stocks" are shares in companies involved in activities considered unethical, such as alcohol, tobacco, gambling, adult entertainment, or weapons. Certain investors tend to exclude sin stocks, but different cultures have different opinions on wha...

2023-12-05 17:51:09 ET Summary Diageo is a global leader in alcoholic beverages with a market cap of £63 billion and a trailing earnings multiple of 17x. The company has competitive advantages such as a portfolio of category-leading brands and a global distribution footprint....

2023-11-23 05:54:59 ET Summary Campari has a strong brand portfolio with premium drinks, appealing to the upper middle class and is therefore less sensitive to recessions. The company has little exposure to Asia, leaving room for future growth in this massive untapped market. ...

2023-11-22 20:14:49 ET Summary Gabelli Funds' 13F portfolio value decreased by 7% in Q3 2023. Stake increases include National Fuel Gas, Amazon, Diageo plc, Brown-Forman, Madison Square Garden Sports, and Nvidia Corp. Stake decreases include Mastercard, Microsoft, Alphabet, Am...

2023-11-19 09:56:29 ET Summary WisdomTree International Quality Dividend Growth Fund selects ex-North America dividend stocks with quality and expected earnings growth characteristics. The fund is well-diversified across countries, sectors, and holdings, with a focus on Europe. ...

2023-11-15 10:00:00 ET Summary Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, ...

2023-11-14 00:39:28 ET Summary Diageo shares fell sharply after management revised its guidance for the first half of fiscal 2024 due to a materially weaker expected performance in its Latin America and Caribbean segment. In this update, I discuss my views on the bad news, taking ...

2023-11-04 08:45:00 ET Summary Dividend investors have a chance to upgrade their portfolios with high-quality dividend growth stocks at bargain prices. The recent drop in long-term interest rates and rebounding of high-quality dividend growth stocks mean that this buying opportuni...

2023-10-24 08:24:23 ET Summary Alcoholic beverage companies, including Diageo, are facing challenges in the spirits market as customers start trading down while costs remain elevated. Diageo has been losing market share in the US recently, but the losses seem more tied to brand va...