Q: Wondering if the tariffs and the more health conscious consumer signal the end of these stocks, they have been crushed. Are they buyable for the dividend and some growth. Thanks for your thoughts.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Comcast Corporation Class A Common Stock (CMCSA $31.09)
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General Mills Inc. (GIS $50.18)
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Kimberly-Clark Corporation (KMB $120.54)
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LyondellBasell Industries NV Class A (Netherlands) (LYB $48.68)
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Realty Income Corporation (O $59.90)
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Pfizer Inc. (PFE $26.43)
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Prologis Inc. (PLD $117.13)
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Sysco Corporation (SYY $80.83)
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United Parcel Service Inc. (UPS $86.62)
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Verizon Communications Inc. (VZ $41.44)
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Rio Tinto Plc (RIO $66.98)
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BHP Group Ltd. (BHP $55.97)
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Diageo plc (DEO $94.38)
Q: Are all of these companies buyable in your opinion? And how would you rank them if they were bought today while keeping in mind dividends, safety, growth there are a few sectors here so that aside. I do think some of these companies are being forgot about with all the focus on tech.
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Philip Morris International Inc (PM $153.54)
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Constellation Brands Inc. (STZ $138.71)
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Brown Forman Inc Class B (BF.B $27.54)
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Diageo plc (DEO $94.38)
Q: I would like to replace Diageo with company that has a better growth profile. Can you provide me with a few names please; CDN or US$. Thanks as always.
Q: Long time holder of this stock. Could I get your opinion? Terrible trend. Would you dump it and move on? Long time holder and still up overall.
Thanx Ron
Thanx Ron
Q: Thoughts on Diageo profit warning? Buy hold or sell?
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Mondelez International Inc. (MDLZ $61.78)
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Philip Morris International Inc (PM $153.54)
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Unilever PLC (UL $58.58)
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Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD $58.51)
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British American Tobacco p.l.c. (BTI $51.18)
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Diageo plc (DEO $94.38)
Q: Hello,
I recently mentioned taking a position in MDLZ for part of my international holdings, not realizing MDLZ is actually US-based. Knowing you don't follow international stocks, are you generally aware of other internationally-based consumer defensive companies listed on a major US stock exchange? I looked at Nestle, but it seems to be only buyable OTC, and I am not too keen on that market. Another thought was DEO, do you see any red flags with it?
Thanks again, Michael
I recently mentioned taking a position in MDLZ for part of my international holdings, not realizing MDLZ is actually US-based. Knowing you don't follow international stocks, are you generally aware of other internationally-based consumer defensive companies listed on a major US stock exchange? I looked at Nestle, but it seems to be only buyable OTC, and I am not too keen on that market. Another thought was DEO, do you see any red flags with it?
Thanks again, Michael
Q: Of these 2 companies, witch of the 2 do you see having the better growth profile. Thanks.
Q: Diageo PLC ( DEO)
- I like the business, they have great brands, they provide products that people consume in these down markets, covid lockdowns, world war concerns, night out on the town...- If people go out to a restaurant, bar or liquor store, they are buying one or multiple of their products...
- What is your take on a Long Term buy/hold, with stock price and dividend and overall comment of the company ?
Thanks,
M
- I like the business, they have great brands, they provide products that people consume in these down markets, covid lockdowns, world war concerns, night out on the town...- If people go out to a restaurant, bar or liquor store, they are buying one or multiple of their products...
- What is your take on a Long Term buy/hold, with stock price and dividend and overall comment of the company ?
Thanks,
M
Q: My portfolio is a bit short on Consumer Staples as well as International exposure so I’d like your thoughts on Diageo. Thanks.
Q: It has been about a year since the last question on DEO. It has recovered nicely since March 2020 lows. What are your current thoughts on it as low beta slow growth international stock to hold in a non-registered account? Are there others in the same sector that you would prefer?
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Mondelez International Inc. (MDLZ $61.78)
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Coca-Cola Company (The) (KO $66.10)
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Diageo plc (DEO $94.38)
Q: Hello
I own three consumer staples in US market.
In the last year Mondelez has much out-performed Coke and Diageo by a long shot. But If I go to a five year chart they all performed equally well.
Do estimates point to Mondelez out-performing the other two in the next year or two? The reason I ask is I am wondering if I should just hold Mondelez since the Coke and Diageo are not performing well of late.
Long term investment hold, 20 years plus.
Thank you
Stephane
I own three consumer staples in US market.
In the last year Mondelez has much out-performed Coke and Diageo by a long shot. But If I go to a five year chart they all performed equally well.
Do estimates point to Mondelez out-performing the other two in the next year or two? The reason I ask is I am wondering if I should just hold Mondelez since the Coke and Diageo are not performing well of late.
Long term investment hold, 20 years plus.
Thank you
Stephane
Q: Hello
Could you give me your opinion and outlook on DEO? Do you much prefer constellation brands in this space ?
Thank you
Stephane
Could you give me your opinion and outlook on DEO? Do you much prefer constellation brands in this space ?
Thank you
Stephane
Q: Hello
Could you comment on recent earnings of Diagio and Mondelez?
Also could you comment if you believe these are good "consumer staple" names to own or if you think there are much better names out there ?
Thank you
Stephane
Could you comment on recent earnings of Diagio and Mondelez?
Also could you comment if you believe these are good "consumer staple" names to own or if you think there are much better names out there ?
Thank you
Stephane
Q: Looking for a US dividend payer I see no questions on this stock could you give us your opinion.