Member Info for driftking27

This is the question, would you buy the FTSE100 etf , or buy DGE.

DGE is priced at 17.4 times 2025 earnings

FTSE is priced at 17.25 today

You make your decision, I wouldn’t touch neither just yet.

Reading some brokerage views on different sectors, one picked STZ owner of Constellation branded beverages

Morgan Stanley downgraded Constellation Brands (STZ) to Equal Weight from Overweight with a price target of $202, down from $220. Given pressure from health/wellness, less younger age alcohol consumption than in prior generations, cannabis, competition, a more mature Constellation brand portfolio and muted category growth, the firm has increased concern over long-term beer growth.

For you whom asked about Dividend payout.

https://www.lse.co.uk/news/AV./aviva-hails-untapped-potential-as-backs-guidance-and-lifts-dividend-z2f4ae5fvdllf2t.html

Ex-dividend today.

Getting close to my last top up order here. I’m long on this, have been 2005….

Plus I don’t believe TRUMP TARIFFS are priced into this.

So, yes, waiting with another 5k

Bain Cap could be about to make a formal bid of over £1bn. Maybe £1.3bn?

It’s just been made free to view on sky news website

Buffett must think the financial world is going to crash! Not only does he have tons of cash on hand,l $133bn, but he's buying liquor companies like Constellation brands to add to a portfolio that already owns DEO.

People will definitely be drinking more as they sit at home wondering why they didn't enter into more stable careers after they're laid off.

Still trying to think what’s going on his daft wee head

I’m not an expert on GILTS, but am reading most articles like those below.

Longer dated carries a higher yield,

30yr GILT at 4.5% returns for example, but carries higher risk due to borrowing costs and interest rates.

Iv only ever had a 20yr index linked Gilt which was left to me as a youngster. I remember I got my investment back along with the dividends from this back in mid 90’s

Unless you follow governments financial borrowing and interest rates I would not dabble in this. You don’t buy a car until you test drive it do you.

Stick to what you understand mate

https://www.morningstar.co.uk/uk/news/259075/uk-government-bond-turmoil-what-it-means.aspx

I’m still waiting till end of Q1 before considering throwing another £5k here.

Buffett hasn’t sold, nor bought anymore of DEO, but has acquired stock of a beer company in Q1 ‘25.

Could this purchase of 38m be a back maybe?

(Today) 2,190.00 1,714,378 Buy* 38m UT

DGE has been in downward trajectory since April 2022, since hitting 4002p around then it now sits at 2150p or thereabouts today Feb ‘25

There is a triangle pattern on Diageo’s weekly chart presents a strong bearish move, suggesting that the stock may well continue this decline.

Currently, Diageo is approaching key lows last seen in 2020, around 2050, a level that previously acted as a strong support zone.

However, these technical factors suggests this support may not hold:

Fibonacci– Just below 2050, the 2026 level aligns with a key long-term Fibonacci retracement.

this could act as a temporary support zone, the broader technical setup suggests further weakness.

I’m looking possibly at further pullback until summer when this should hopefully recover from that low I was mentioning few weeks ago of 1850p

A tad bit drastic of a market crash.

I would say wait until end of March maybe you mean when we get 1st Q gdp figured in that possibly shows another decline. That’s where we need to look at. 1st April could be a deserved pullback.

Results were a miss US listed RIO down 3.4% at 6:05pm GMT

Thanks a zillion snooz

I were looking at the 2035 GILT. But book is now closed on that last Friday.

I’ll see what else I might consider

This is a generation decline.

Alcohol is not being consumed like it used to.

With the rise of Ozempic and similar weight loss drugs, I foresee a secular decline for another yr..

I have done my research into changed in drinking trends.

Younger people, for one, appear to be turning away from alcohol.

In the 10 years leading up to 2023, the number of binge drinkers aged 20-35 declined by around 3 million,

Harvard University found, citing data from the National Survey on Drug Use and Health.

Younger Americans also appear to be more conscious of the health consequences of drinking too much. 65% of 18- to 34 year-olds said they believed drinking in moderation was bad for health last year.

That's more than double the share of 18- to 34-year-olds who believed drinking in moderation was bad for health eight years ago.

The trends are changing, and people are waking up to the fact that alcohol consumption leads to cancerous legions and bad mental health.

Sun 1800-2000 is where it should be

S&P is priced at 22 earnings

FTSE priced at 12.85 x

DGE priced at 16 x your joking right..,

This is a big down grade straight away and yes it has everything to do with USA’s health & generation Z changes.

This gives 1850p or thereabouts.

I will repost in 6mths from now to where we are to see what transpires, both with TRUMP tariffs and FYSE’s direction in regards to DGE …

It doesn’t look good …

Just an observation.

So Buffett supposedly bought 285,000 DEO / DGE shares at $170 Jan 2023, which now trade at $111,/2150p.

I see in after hours Friday 14th 3.4% jump, has BUFFETT come back to top…

Buy is sub 2000p the market has not tripped up yet. Wait until April for first half disastrous growth figure to consider buying any FTSE stocks. Remember it’s not all about DGE shareprice. It’s about where the wider economy is going.

SP should be easily back below 2000p.

Just be patient and you will get a bargain when wider FTSE drops 5% +

Just saying my goodbyes before this board is closed. I don’t come here every week / month.

Im not selling before takeover.

Still believe BP retail will be spliT from mainstream & renewables and go back to basics.

HSBC remains my 4th biggest holding behind GS, ABBVIE, ROCHE, MYI

GLA