Hardboy
22 Mar 2018
Re: 365p fall since New Years Eve = It's enough to drive you to drink!
sage in the hills
22 Mar 2018
365p fall since New Years Eve = ..... a 13 % fall ....SAGE
sage in the hills
22 Mar 2018
Re: Share buyback must be declared soon.... Seeking money ...Re Last share buybacks of scheme ...So now we are down to the pure skills of organic growth, cash generation, profit building, dividend growth, etc .... to see the sp rise genuinely.SAGE
Seeking money
03 Mar 2018
Re: Share buyback must be declared soon.... I have just seen the note on the company's site that the last shares have been purchased under this scheme. I agree that debt reduction is good, but with companies of this size the debt is not allways a cash capital loan, that is repaid easily. My limited knowledge on debt, leads me to think it will be in the form of bonds and other debt types. So the reduction takes time to reduce, combined with building a war chest of cash to replace future borrowing. If you want to see a good example of company debt reduction look no further than Booker plc. The company now a target for Tesco, so some debt can help keep the wolves away. However if the cyclical nature of makets is to be believed, we are heading for a downturn, and new brands will be purchasable from companies in distress. I feel the debt reduction should be done, but it might not be an easy fix if we have to buy more brands to keep growing. Reducing dividends is one fix but an unpopular choice, so all in, why I get excited about watching the company "chess game".SM - showing my company geekiness
sage in the hills
02 Mar 2018
Re: Share buyback must be declared soon..... Seeking money ....Thats the trouble with short term directors views looking to hit targets for their bonuses etc by buy-backs ...... instead of debt reduction, which in the current climate is much more common sense, ie, as extra interest will be reducing profits and making targets harder to achieve.SAGE
red fox
27 Feb 2018
Diageo launches Jane Walker Scotch in USA, in an attempt to appeal to women.[link]
Seeking money
20 Feb 2018
Share buyback must be declared soon..... ......as having been completed. ´Fag packet ´ calculation or is it more appropriate to say these days ´phone calculator ´, I don´t know.....anyway DGE´s site shows as at 16 Feb 51,766,359 shares purchased for cancellation. Use a very low price of £25 and you have £1.294bn spent of the £1.5bn pot. Averages of the prices paid are North of the £25 used above so I'm expecting a note out soon. Can't say I perceived any worth in the share price, would prefer to see the BS strengthened with debt reduction.AN
forddrive
08 Feb 2018
Diageo Diageo remains a superb defensive stock in these depressing times.
sage in the hills
08 Feb 2018
Target 2667 p Goldman Sachs today reaffirms its neutral investment rating on Diageo PLC (LON
GE) and raised its price target to 2667p (from 2550p).Broker Forecasts data provided by www.sharesmagazine.co.ukSAGE
II Editor
06 Feb 2018
NEW ARTICLE: Ken Fisher: Two stock picks for your retirement collection "How 2017's medical breakthroughs change your investment strategyDid you know that in 2017, a new British drug reversed type 2 diabetes in half of instances? Or that American researchers discovered how to detect pancreatic cancer, the third-most ..."[link]
paul1945
26 Jan 2018
BUY CH. Buys £762K
cosmos
25 Jan 2018
Would just add that the current rise in GBP is unhelpful. But imagine that we get a bad/hard Brexit and/or Corbyn in the next 24M. Given the negotiations so far and the ineptness of the current govt neither is beyond the realm of possibilities. There are few better hedges. Do you really want to own UK banks, utilities, real estate, etc. Or a company that is riding the wave of the growing, thirsty, global EM middle classes. I genuinely believe this is a must own stock. Buy, re-invest dividends and return in 10Y...
cosmos
25 Jan 2018
I agree that the results weren't exciting. And I can't see the share price going anywhere fast. However, it all depends how you see this share and your time horizon. I view it as a core LT bed-rock to my portfolio, which counterbalances my riskier small cap plays. I love the fact that the economics of this business are so sweet. How many FTSE 100 companies have gross margin north of 60% and a net income margin north of 20%? How many can genuinely offer LT defensive growth? Annual DPS in 2013 was 47p. In 2017 it was 62p. Net Debt in the interim was flat. Unlike so many others Diageo has not been gearing up to increase payouts to shareholders. It doesn't need to 'cause it's a cash machine. To the extent you haven't read it I highly recommend Lindsell Train's Insight series, in particular his Feb 2017 articles on "Confounding Compounding". The focus is on Unilever but it gives a great insight into why Diageo is such a great LT hold. I would argue this is the closest we have in the FTSE to a buy and forget share. Will it blow the lights out. No. But barring global prohibition it should deliver a more than respectable return in the LT. The current value is rich but by no means outrageous for such a high quality share. All IMHO 
old_punter
25 Jan 2018
Interims: analysts thumbs down Gave my reaction in my previous post, unimpressed despite Ivan's upbeat text, and the Markets Live quoted broker comments were unusually not very iluminating. Per the HL website three brokers now say hold/neutral, one sell and one buy (but no price target). The PTS were 2550p, 2500p, 2320p and 2100p.So the insider selling yesterday was right with the shares closing at 2535p. Might continue to drift down, hope so as I would like to buy back at some point.
old_punter
25 Jan 2018
Re: DGE article Games,Just glanced at the interims, Ivan trying to hype up fairly unexciting but OK numbers is my impression. Dividend up 5% and that seems to me about the growth rate in the biz netting out the exceptionals. There is likely to be some analyst coverage reported in Markets Live in the Alphaville section today on the FT website 1100-1200, my guess is those who think DGE overvalued unlikely to change their stance particularly given the stronger £ going forward. What's your take?Shares came back yesterday then bounced initially 50p this morning but pretty much back now to yesterday's close. I like to be invested in DGE but not rushing to buy back having sold a quid higher.
