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Diageo plc (DEO)

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Instablog posts on DEO

  • Diageo: The Coca-Cola of the alcoholic beverage Industry? by Brian Gaudet
    Although – with the possible exception of a rum and Coke – Diageo (DEO) and The Coca-Cola Company (KO) do not seem to have much in common, I believe both are excellent companies with many of the same sources of competitive advantage.  Like Coca-Cola, Diageo has a large-scale... More »
    September 27, 2009 • DEO, KO
  • Managing Risk by Elliott Gue
    Since March the broader market averages have been on a steady climb higher, punctuated by only the shallowest of pullbacks. Calls for a 5 to 10 percent correction reached a fever-pitch at the end of August as investors anticipated seasonal weakness for stocks in the dreaded month of September.... More »
    September 14, 2009 • FRE, FRO, DEO
  • Beer, Free Markets, and Emerging Economies by Chip Krakoff
    Rarely does a news story address three of my biggest enthusiasms at once, so if I find one I pay close attention. Today’s New York Times reports that the U.S. Justice Department is considering antitrust action against Anheuser-Busch InBev and MillerCoors (itself a joint venture between SAB... More »
    August 27, 2009 • TAP, DEO
  • Estimating a Company's Level of Recurring Capital Expenditures by Brian Gaudet
    Estimating a company’s level of recurring capital expenditures is an important component of company analysis, being used to calculate both free cash flow and “owner earnings”, a concept discussed by Warren Buffet in some of his past annual reports.  Free cash flow is... More »
    August 24, 2009 • DEO, KO, MMM
  • Another Way to Profit from a Dollar Decline by Marc Courtenay
    One of the great controversies raging right now is which direction the dollar is going from here. There seems to be strong arguments in the camp that thinks the dollar will soon plunge and equally as strong opinions about the dollar not only hanging tough but actually increasing in value over... More »
    June 29, 2009 • GLD, SLV, FCX
  • Best International Dividend Stocks by Dividend Growth Investor
    In a previous article I provided a list with the best dividend stocks for the long run. Since the list included only US stocks several readers asked for a similar list with international dividend growth stocks instead. Furthermore, I am also looking to expand my portfolio to include at least... More »
    June 12, 2009 • ACL, AZN, BHP
  • SP500 vs. Treasuries: Which will outperform over the next Ten Years? by Brian Gaudet
    With the recent surge in the SP500 index, I decided to take a fresh look at the SP500’s valuation and estimate the index’s expected return with a ten-year holding period, and then compare this to the expected return from holding 10-year Treasuries and 10-year Treasury Inflation... More »
    June 11, 2009 • SPY, PG, DEO
  • Clarium Capital 13F Analysis by Richard Wilson
    Clarium Capital 13F Q1 2009Below please find a 13F analysis report for Clarium Capital for Q1 2009. 13F analyses are reports that fund managers with over $100M are required to submit to the SEC, they are publicly available and these reports provide us with some insights on what some hedge fund... More »
    June 8, 2009 • AXP, DEO, FSYS
  • Drinkers Turn Bullish by Mad Hedge Fund Trader
    The world's alcoholic beverage drinkers think the recover is real, if you look at the share price of UK based Diageo (DEO). Its shares just jumped 36% to $56. Although the giant purveyor of alcoholic beverages posted profits up 18% in the recent half, CEO Paul Walsh says that a... More »
    June 3, 2009 • DEO
  • Chinese Companies Go Abroad: (Part 5: The Alcohol Sector) by China Market Research Group
    Part 5: Alcohol The following is part four of a ten part report evaluating the progress of key Chinese industries as they expand overseas (see the introduction to this series, part 1, part 2, part 3 and part 4). CMR interviewed several hundred key executives in each of ten industries to better... More »
    June 1, 2009 • CAF, DEO, FXI

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