Pernod Ricard & Diageo Stock Analyses

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  • Опубликовано: 22 окт 2024

Комментарии • 90

  • @ryanh9388
    @ryanh9388 4 дня назад +43

    I ate a non-recurring steak the other day so I excluded it from my calories consumed.

  • @emanuelsiragusa8441
    @emanuelsiragusa8441 4 дня назад +15

    Really like how you're putting companies on the risk / reward chart. Keep it up!

    • @Value-Investing
      @Value-Investing  4 дня назад +1

      Thanks, will do!

    • @Dank_Matmo
      @Dank_Matmo 3 дня назад

      Absolitely agree with this, its a good visualization

  • @thomasprobst7867
    @thomasprobst7867 4 дня назад +17

    Diageo is a long term holding of mine since many years.
    I'm a very simple man and understand hard liquor, tobacco, hookers and coke are always in demand. No matter the severity of a crisis humanity faces.
    This comment obsiously shouldn't be taken too seriously 🤭

    • @Pizza-gb1ch
      @Pizza-gb1ch 4 дня назад

      Yeah but when I was laid off I got cheaper hookers and hooch. Young kids don't drink as much as I did they prefer fentynyl

    • @whiskey_tango_foxtrot__
      @whiskey_tango_foxtrot__ 4 дня назад +1

      And you can actually invest in strip bars now...😅

    • @pearlperlitavenegas2023
      @pearlperlitavenegas2023 4 дня назад

      Wow you forgot Porn 😉

    • @petru1731
      @petru1731 4 дня назад

      You should check RCI Hospitality ($RICK)

    • @Value-Investing
      @Value-Investing  4 дня назад

      thanks for sharing!

  • @jtcouch45t
    @jtcouch45t 4 дня назад +110

    I dont even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash .

    • @Clarissaorensen
      @Clarissaorensen 4 дня назад

      I'd advise you redistribute assets in your portfolio with the help of a pro so you don't get burnt in the market

    • @Trancredi-nx1
      @Trancredi-nx1 4 дня назад

      Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.

    • @fortnight-w2y
      @fortnight-w2y 4 дня назад

      Pls how can I reach this expert, I need someone to help me manage my portfolio.

    • @Trancredi-nx1
      @Trancredi-nx1 4 дня назад +1

      Melissa Elise Robinson is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @AdamDeniger
      @AdamDeniger 4 дня назад

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  •  3 дня назад +1

    One thing to add to the many valid points in the video: not only did Pernod-Ricard take on a lot of additional debt in recent years, they are simultaneously continuing the buyback program despite the 'normalizing' business environment. I'm staying away from companies that engage in this kind of reckless financial engineering, including this one.

  • @middlfrangge2116
    @middlfrangge2116 3 дня назад +1

    Thank you for sharing your thoughts. I must confess that I'm a bit proud to have come to a similar conclusion. I've obviously learned a lot from your videos. Very helpful!!

  • @lyndonklymchuk7391
    @lyndonklymchuk7391 4 дня назад +1

    Saw Diago’s stock fall recently too and did a similar analysis and thought the same thing as you! 7 years of learning from you has paid off!

  • @jessikapretty
    @jessikapretty 3 дня назад +185

    Thank you for your Educative videos .. If there is one thing I have learned in recent months it is to remain calm, especially when it comes to investments in cryptocurrencies. Learn not to sell in a panic when everything goes down and not to buy in euphoria when everything goes up. I advise y'all to forget predictions and start making a good profit now because future valuations are all speculations and guesses. Bitcoin going up is good for the entire market and you can not tell if it's going bearish or bullish. I Would say More emphasis should be put into day trading as it is less affected by the unpredictable nature of the market. I have made over 31btc from day trading with Aria Cookings insights and signals. in less than 2 months, this is one of the best medium to backup your assets incase it goes bearish...

    • @jessikapretty
      @jessikapretty 3 дня назад

      Ariacookings… that's her name on

    • @jessikapretty
      @jessikapretty 3 дня назад

      TE LEGRAM…

    • @jessikapretty
      @jessikapretty 3 дня назад

      Aria Cookings program is widely available online.

    • @doopatientgirl
      @doopatientgirl 3 дня назад

      Her technical analysis is excellent and her interpretation/projections of the market is so accurate I sometimes ask myself if she is human haha. Point is, Aria is the perfect trader to follow for advise and daily signals.

    • @freeus4us
      @freeus4us 3 дня назад

      Bitcoin is the way of the future, and investing in it will be the smartest decision you can do, especially with its present Price.

  • @potomacXX
    @potomacXX 3 дня назад

    You have really helped me with this video and others like this. I now think/know that non-growth companies are dangerous. They would not be, if there was a management that said "we are sort of happy with the cash flow and try to improve it where we can, return it to shareholders since there are not great opportunities for growth investments". But usually there is management that starts to do anything they can to at least make it look like this is a growth -company, without sparing money that would otherwise go to investors.

  • @mathewwilson9776
    @mathewwilson9776 4 дня назад +9

    You are on fire this week!

  • @whiskey_tango_foxtrot__
    @whiskey_tango_foxtrot__ 4 дня назад +4

    One must always read the footnotes! 😊

  • @plantty4760
    @plantty4760 2 дня назад +1

    Thanks for sharing

  • @sevenwent3308
    @sevenwent3308 4 дня назад

    Hi Sven, would like to ask about your toughts on Aixtron. Thanks for the Pernod Ricard analyse which helped me much.

  • @simonvalikhani8554
    @simonvalikhani8554 4 дня назад +1

    I recently bought hugo boss and kering, how about luxury stocks?

  • @ShawnaKip
    @ShawnaKip 4 дня назад

    You're doing a fantastic job! Just a quick off-topic question: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?

  • @skomwulski
    @skomwulski 2 дня назад +1

    Similarly to Hormel Foods
    Exuberance even though profit is stagnant, dividend tempting - but fund via new emission so worthless

  • @12345krillin
    @12345krillin 4 дня назад +1

    Hi Sven, what do you think about Verallia VRLA ?

  • @incapital2023
    @incapital2023 4 дня назад +1

    GOOD VIDEO, YOU HAVE MY LIKE

  • @okonomics
    @okonomics 4 дня назад +12

    Im glad you have been recovering your consistency in video uploading! Keep it going

  • @TheRustyLM
    @TheRustyLM 4 дня назад +5

    These gen z don’t drink alcohol.

    • @RoTelnCheese
      @RoTelnCheese 4 дня назад +3

      Hard for older people to understand this since they poison themselves for ‘fun’.

    • @afonsodeportugal
      @afonsodeportugal 4 дня назад +1

      @@RoTelnCheese Tpo much health will kill you.

    • @Value-Investing
      @Value-Investing  4 дня назад +1

      :-))

  • @marinikc8780
    @marinikc8780 4 дня назад +1

    thx!
    i'd compare DEO more with BF.B than with P.Ricard.
    all have about the same margins, expenses, future growth revenues..even the same charts resemblance!
    i think the closing of Russia market really hurt their sales, also the fact that younger people drink less strong alcohol and more soft drinks, energy drinks, coffees, plus craft drinks...

    • @Value-Investing
      @Value-Investing  4 дня назад

      correct, times change, and the stock prices reflect it!

  • @inigo2531
    @inigo2531 2 дня назад +1

    PER12? Should you expect a financial crisis like 2008s to see that. Not happening.

    • @Value-Investing
      @Value-Investing  2 дня назад

      it happens more often than one could think of now!

  • @jonnes__4657
    @jonnes__4657 3 дня назад

    Why is Hermes so different ??? 🤔
    Luxuries, brands and spirits are doomed.

  • @Adam-tt5hn
    @Adam-tt5hn 3 дня назад

    Plenty of better opportunities in the FTSE than diageo

  • @nixielee
    @nixielee 4 дня назад +1

    Alcohol is alcohol. Better than tobacco. Best product on earth in terms of future demand and security. but that doesn't mean every company will succeed.

    • @TheScaryGermanGuy
      @TheScaryGermanGuy 4 дня назад +2

      Actually alcohol consummation (including beer) is declining world wide. That is why beer companies are now purchasing soft and energy drink brands.

    • @Value-Investing
      @Value-Investing  4 дня назад

      thanks for sharing!

  • @swphilosophy3040
    @swphilosophy3040 3 дня назад +1

    Only thing worth listening to on Pernod is Swetha Ramachandran's breakdown of the business. Shes someone who actually put some time and energy into her piece, understands how the business works and does a proper job. The above isnt an analysis - not even a bad one.

  • @marcusulpius3058
    @marcusulpius3058 4 дня назад

    would you please do a review of Allfunds?
    business keep on growing, market cap keeps on declining
    very cash generative.
    secular tailwinds for next 5-10 years

  • @svenhonkomp749
    @svenhonkomp749 4 дня назад +1

    i was lucky to buy some Shares of Diageo at 27,50 Euro in August this Year.

  • @martinithechobit
    @martinithechobit 4 дня назад

    I like Diego, but pernod not bad.

  • @billyjohnson9166
    @billyjohnson9166 4 дня назад

    What’s up with NTR & MOS? They’re stagnating and dropping.

    • @Value-Investing
      @Value-Investing  4 дня назад

      as said, still at mid cycle, can go another 30% down possibly and even hopefully

    • @billyjohnson9166
      @billyjohnson9166 3 дня назад

      @@Value-Investing thanks for the reply. I guess that’s for any stock.

  • @ferhatti78
    @ferhatti78 4 дня назад +1

    First

  • @jensditrich3980
    @jensditrich3980 4 дня назад +2

    Why all this brain damage, HODL bitcoin and go to the beach 🤫

  • @svenhonkomp749
    @svenhonkomp749 4 дня назад

    iam Planing to buy a very good Dividend Raising Stock in early Novemeber,the German Company (Mensch und Maschine).A Very Solid Company with great Margins and Dividend History and a very good Growing Company.There Biggest Tenannt is the US Company Autodesk.

  • @swphilosophy3040
    @swphilosophy3040 3 дня назад +1

    Only thing worth listening to on Pernod is Swetha Ramachandran's breakdown of the business. Shes someone who actually put some time and energy into her piece, understands how the business works and does a proper job. The above isnt an analysis - not even a bad one.