BUD : Analysis & Opinions

  1. Constellation Forms JV to Source Glass, Buys Nava Plant - Analyst ...

    December 17, 2014
    Complying with its long-term glass sourcing strategy for the beer business, Constellation Brands Inc. (STZ), yesterday entered ...
  2. Are Cost-Control Measures Driving Consumer Staples? - Industry ...

    October 13, 2014
    Are Cost-Control Measures Driving Consumer Staples? - Industry Outlook
  3. Are High Yields Enough To Keep You In These 'Sin Stocks'?

    April 28, 2014
    Whoever said drinking, smoking and gambling were habits of poor men got it all wrong. #-ad_banner-#So-called sin stocks have ...
  4. PepsiCo Has Caught Up, Now It Needs To Outperform

    July 24, 2013
    PepsiCo needs better operational execution to deliver more shareholder value.
  5. Even When Coca-Cola Stumbles, It Does Okay

    July 16, 2013
    Coca-Cola's volume shortfall isn't that big of a deal long term, but more clarity on the bottling ops would be nice.
  6. Constellation Comes In A Little Soft, But Will Anyone Really ...

    July 2, 2013
    Constellation is highly prized by the Street, but operating performance came up a bit short.
  7. It's Still Miller Time In The Emerging Markets

    May 23, 2013
    SABMiller is expensive, but the company's long-term growth potential in emerging markets is enormous.
  8. SeaWorld IPO Looks To Raise $500 Million: Should You Buy?

    April 10, 2013
    On April 8 Blackstone filed an IPO registration statement amendment that ups the original $100 million amount to as much ...
  9. 4 Ways Income Investors Can Protect Against Inflation

    January 21, 2013
    "The cult of inflation may only have just begun."  That was a bold and eye-opening sentiment legendary bond fund manager ...
  10. Constellation Brands Looks To Keep The Recovery Flowing

    January 14, 2013
    Constellation's wine business is back on track, but is its stock a bargain?
  11. Anheuser-Busch InBev NV and Other Consumer/Non-Cyclical Stocks ...

    December 17, 2012
    The market is on the rise this morning. The Nasdaq has increased 0.5%; the S&P 500 has risen 0.6%; and the Dow has moved ...
  12. Foreign-Owned American Companies

    December 10, 2012
    Buying American, or investing in American companies, is not as easy as it once was, especially when American companies aren't ...
  13. Sectors With Good Returns In A Volatile Market

    September 8, 2012
    Tabacco, restaurants and discount stores are just a few of the sectors that are performing well in a volatile market.
  14. Diageo Lives Up To Its Billing

    August 24, 2012
    Diageo continues to grow as expected, but the stock is not a bargain, even though it seems about 10 to 20% undervalued.
  15. Constellation Makes A Big Bet On The U.S. Beer Business

    July 4, 2012
    Constellation's $1.85 billion acquisition of Grupo Modelo's 50% interest in Crown Imports indicates a big commitment to the ...
  16. Brown-Forman Another Example Of Overpaying For Safety

    June 8, 2012
    Brown-Forman is a pretty typical over-priced "safe" stock.
  17. Molson Coors Modestly Moving Forward

    May 22, 2012
    Molson Coors investors should be able to drink in modest total shareholder gains over time.
  18. 3 Ways To Play Pernod-Ricard

    May 7, 2012
    Liquor companies are doing really well these days, especially Pernod-Ricard. Here are three ways to own its stock.
  19. Strategies for "Tough Times" - Investment Ideas

    May 4, 2012
    Strategies for "Tough Times" - Investment Ideas
  20. Anheuser-Busch InBev Looking Frothy

    March 21, 2012
    Anheuser-Busch is among the largest brewers in the world and sells a product that is relatively recession resistant.
  21. Big Bill For St. Patrick's Day

    March 15, 2012
    This is where the money is going for St. Patty's Day celebrations.
  22. Top Super Bowl Ad Spenders In the Last Decade

    February 1, 2012
    The game between the New York Giants and New England Patriots is expected to be the most-watched event of the year, and it ...
  23. 3 Ways To Play Your Thirst For Heineken

    January 25, 2012
    Heineken's continued push into emerging markets makes it an attractive long-term buy.
  24. Constellation Brands' Toned-down Strategy

    January 9, 2012
    Constellation has embarked on a strategy to jettison less appealing brands from its portfolio.
  25. 3 Reasons To Hook Into Craft Brewers Alliance

    November 29, 2011
    The micro-cap craft brewer recently sold its 42% interest in Goose Island Breweries. Trading at a much lower P/S, now is ...
  26. Coca-Cola: A Great Company, An Iffy Stock

    October 21, 2011
    Coca-Cola may be a safe play, but overpaying will erode that benefit.
  27. AmBev Brewery Is Chugging Ahead Of Its Peers

    September 19, 2011
    The Brazilian brewer is getting near a 52-week high. I'll look at three reasons to own the Latin American ADR.
  28. Diageo Standing Out In A Dispirited Market

    August 26, 2011
    Diageo is bucking a disappointing trend in the beverage industry.
  29. Constellation Waits For The Stars To Be Right

    July 5, 2011
    Constellation needs to liven up its brands to keep the stock exciting.
  30. Constellation Brands Finalizing Its "Premiumization" Strategy

    April 12, 2011
    There is uncertainty over how Constellation Brands' remaining businesses will grow over the long haul.
  31. Molson Coors Analyst Meeting Review

    April 7, 2011
    Molson Coors held an analyst meeting and reviewed its operating achievements and strategy over the next few years.
  32. Boston Beer's Earnings Great, But Not Great Enough

    March 11, 2011
    The craft beer market has exploded recently, with more and more consumers willing to trade up to premium brews to "treat" ...
  33. The Rally In Rice

    February 8, 2011
    As agriculture and food prices continue their skyward climb, rice remains a value compared to the others.
  34. Beer: The New Liquid Gold

    July 27, 2010
    Beer brewers have been on fire. With attractive valuations, these stocks remain top investments.
  35. Low Prices, Weak Sentiment Means Strong Stocks

    July 21, 2010
    Weak consumer sentiment and low prices result in strong stock performance for some companies.
  36. The World Cup 2010 Portfolio

    June 2, 2010
    Stocks that could really score during the World Cup 2010.
  37. India's Rising Thirst

    May 27, 2010
    India is a land of opportunity for investors - especially when it comes to liquor.
  38. 5 Stocks To Buy On Weakness

    May 26, 2010
    These stocks may be a good buy if the market pushes them a little further down.
  39. Follow The Smart Money For Sinful Returns

    May 21, 2010
    Looking for returns in the alcohol and cigarette space could lead to big profits.
  40. How Commercials Impact Stock Prices

    May 14, 2010
    Commercials can entertain or enrage, but can they move a company's stock price?
  41. Brewing Up Profits

    May 10, 2010
    Niche plays offer potential in an otherwise flat beer market.
  42. Sam Adams Brewing Growth In The U.S.

    March 11, 2010
    Boston Beer is one of the few growing domestic beer operators and boasts it is the "country's largest-selling craft beer ...
  43. Does The Heineken Deal Taste Good To Femsa?

    January 20, 2010
    Heineken announced January 11 that it was buying Femsa's beer operations. This is good for Heineken, but is it good for Femsa, ...
  44. Diageo Is Worth Toasting

    January 14, 2010
    Diageo's superior financial stability and record of strong operating results makes it worthy of a toast.
  45. Shareholders Not Amused As Cedar Fair Likely Drops Dividend

    November 16, 2009
    Cedar Fair announced it is suspending its once generous distribution beginning next year.
  46. Philip Morris Smokes The Competition

    February 24, 2009
    This company should be able to help its investors ride out prolonged, worldwide economic turmoil.
  47. No Foam In This Beer (BUD)

    December 4, 2007
    Anheuser-Busch is branching into new products and ramping up advertising. The stock is worth a second look.
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