| BUY | 71.490 | David Driscoll | 4.3% yield is getting very attractive. Trading near its lows because it is a consumer's discretionary and people are starting to cut back. Starting to show very good guy you at these levels. | 2008-07-04 | |
| TOP PICK | 73.020 | Norman Levine | World's biggest liquor company. Very investor friendly. Pays most of its money in dividend or does share buybacks. Stock hasn't been acting well lately but thinks it is just because of the UK market itself. | 2008-06-24 | |
| TOP PICK | 81.900 | Norman Levine | Biggest liquor company in the world. Very investor friendly. Pays out a big share of its earnings in dividends or does massive share buybacks. The major scotch player in the world. | 2008-04-30 | |
| BUY on WEAKNESS | 81.950 | David Driscoll | Dividend of about 3%-3.25%. Growth in rising income and capital market keeps the demand in spirits on the rise. Have been looking at this one, but would like to see it come down another 10%. | 2008-04-23 | |
| WEAK BUY | 82.100 | Mark Grammer | It’s a good space to be in. people will always want to drink, maybe now mores so. | 2008-03-18 | |
| BUY | 79.820 | Paul Harris, CFA | Liquor. In this environment, people tend to go to stories like tobacco, alcohol, etc. It is a stable business over long periods of time. Well run. Very cost conscious. Have some of the best brands in the industry. Generates lots of free cash flow. | 2008-01-24 | |
| BUY | 87.310 | David Driscoll | Very good value right now. Trading at a PE multiple that is a little higher than its growth rate. Good quality stock and worth owning in the long run. Dividend growth and as the dividend grows the price will follow. Good exposure into Asia. | 2007-12-06 | |
| BUY | 87.310 | Mark Grammer | Likes the industry. This is the biggest player in the market. Have a strong business in both North America and Europe and are building their business in China. | 2007-12-06 | |
| TOP PICK | 89.580 | Norman Levine | (All 3 Top Picks are defensive, have good dividends, solid earnings and limited downside.) Based in England and the largest liquor company in the world. Constantly increases dividends. Huge share buybacks. | 2007-11-20 | |
| HOLD | 90.620 | David Driscoll | Expensive now. Yielding about 3.6%. Don’t see any slow don’t in spirits. | 2007-10-25 | |
| BUY | 84.040 | David Driscoll | He is thinking of buying the stock now. At this level, you're getting a good growth story, especially in Asia because of the big expansion of high-end spirits. | 2007-06-22 | |
| BUY | 84.830 | Mark Grammer | There is good growth in this sector. Likes the management. They are moving into China.
High margins, for drinks, in China.
| 2007-06-06 | |
| PAST TOP PICK | 85.080 | Norman Levine | (A Top Pick June 13/06. Up 30%.) World's largest liquor/spirits company. Extremely shareholder friendly with stock buyback and increased dividends. Throws off huge amounts of cash. Still a Buy. | 2007-05-30 | |
| BUY | 78.000 | Charles Lannon | Fantastically well run. Upscale drinking in the US and Asia has been beneficial. Good dividend yield of 3.7%. An attractive entry point. | 2007-03-01 | |
| BUY | 79.430 | Mark Grammer | Likes the booze business. Very good secular growth. Overall, the industry is growing well. Good exposure to the emerging markets. | 2007-02-28 | |
| BUY | 82.230 | David Driscoll | As long as consumers have more per capita income, then spirits and distillers will do well. Dividend continues to grow because the free cash flow is strong. Have the right branding and are international. | 2007-02-15 | |
| PAST TOP PICK | 78.770 | Norman Levine | (A Top Pick Oct 31/06. Up 6.2%.) Biggest liquor company in the world. If you throw in the English pound versus the Canadian dollar your return is even better. Good dividends. Long-term hold. | 2007-02-12 | |
| BUY | 79.300 | Paul Harris, CFA | A very interesting company right now because its competition is under some pressure and this company has a great opportunity to speed ahead. | 2007-01-15 | |
| PAST TOP PICK | 77.310 | Norman Levine | (A Top Pick Oct 31/06. Up 3.7%.) Generous yield. Cdn$ has weakened considerably giving it an even bigger win. | 2007-01-09 | |
| BUY | 77.310 | Charles Lannon | Key brands are Guinness, Johnnie Walker, etc. Multiple is about 16 X next year's earnings. Likes the growth they are having in their spirits business throughout Asia. | 2007-01-09 | |
| TOP PICK | 74.470 | Norman Levine | The world's biggest liquor company. Huge margins and huge cash flows. Regularly buy back large amounts of stock. Raise their dividend regularly. | 2006-10-31 | |
| BUY | 67.550 | Paul Harris, CFA | Undervalued. Management is making an effort to grow their existing brands. Lots of free cash flow. Good price. | 2006-06-30 | |
| TOP PICK | 65.330 | Norman Levine | A British company. World's largest liquor/food company. Has over a quarter of the world's premium brand. Good defensive name. 7% organic growth. 3.5% yield. Throws off huge cash which it uses to buy back stock. | 2006-06-13 | |
| TOP PICK | 59.900 | Norman Levine | World's largest liquor company. Bought a lot of the Seagrams' brands. Shows good annual growth in sales and earnings. Throws off lots of cash and uses the cash to increase dividends regularily, buy back shares and to make acquisitions. Not terribly expensive here. | 2005-06-22 | |
| BUY | 55.880 | Mark Grammer | Likes the outlook for the spirits companies. He likes and owns Pernod (?). There seems to be a surge in demand for spitrits. The one big problem for these companies is the strong Euro. Believes the US$ is turning around, and if so, this is a good time to pick up the spirits companies. | 2005-02-08 | |
| BUY | 49.630 | Norman Levine | This is the world's largest liquor company. Liquor business gives much cash which helps to increase the dividend. | 2004-08-27 | |
| TOP PICK | 53.660 | Nicholas Sargen | | 2004-03-19 | |
| TOP PICK | 55.660 | Norman Levine | World's largest liquor company. Owns most of the leading brands. A 10% grower with a 3½% yield. Throws off huge amounts of cash and uses it to increased dividends or buy back shares. | 2004-02-23 | |
| BUY | 39.550 | John Sinkins, CFA | Trades at 13.5 X multiple. 4.9% dividend. Well diversified. Good long term. | 2001-10-15 | |
Experts that have talked about Diageo PLC
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