SAB Miller (SBMRY.PK)

All Comments on SBMRY.PK

  • commenter
    Jun 02 07:05 PM
    Fitch Skeptical of InBev-Anheuser Merger Prospect [view article]
    The peer comparisons accompanying this article suggest to me that InBev would find a better fit with SAB Miller since there would be extra profit in consolidating with its Asian and Latin American brands. Plus, BUD is already bristling and is too full of the family tradition crap to negotiate rationally. Miller has already suggested it might accept $29.50 or so in a "merger of equals." That's far, far less money for much, much more worldwide profit.
    It seems to me that a smart play is to short BUD on this run up since the deal really makes no sense, other than pride in suddenly being number one in America, where growth potential is less than areas where Miller has strength.
    Reply
  • commenter
    Jun 01 06:18 PM
    My Website
    Fitch Skeptical of InBev-Anheuser Merger Prospect [view article]
    My guess is this will happen. Im bev knows with an overpriced euro ,weak dollar its time to act.Maybethey will go partners with Buffett somehow and trim all the fat from BUD but the key is the stock has been underpriced for awhile. Buffett paid around 50 3 years ago and 65-70 is not unreasonable Reply
  • commenter
    May 24 11:20 AM
    Nine Frothy Beer Stocks [view article]
    I've been following ETFs for a while and surpised there is an ETF on this sector. I would suggest lowering the market cap to companies with over $200 million. Reply
  • commenter
    Apr 18 03:54 PM
    Four Alcoholic Stocks to Keep Your Spirits Up: DEO, BF.B, BUD, TAP [view article]
    Wouldn't a favorite beer company, BUD, likely have higher sales in the upcoming summer months? Doesn't the company also has strong exposure globally thus possibly offsetting costs in raw materials? Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:22 AM
    My Website
    General Discussion on SBMRY.PK
    Is this a buy or a sell? Reply
  • commenter
    Apr 02 11:05 AM
    Four Alcoholic Stocks to Keep Your Spirits Up: DEO, BF.B, BUD, TAP [view article]
    good info as always, thank you Reply