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DRUNKMAN (94.71)

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May 06, 2014 – Comments (0) | RELATED TICKERS: BEAM , BORN , VCO

The market's riding pretty high, so it may not be the best time to buy. But we all know you cant time the market and DrunkMan never sells so time is on his/mine/our side. Besides, maybe a larger portfolio would allow more room for gains since many of the older picks (more than half held over 5 years now) have either topped up or grow only at the normal rate of expansion.

So today I've asked The CAPS Gods to allow the following into the fold: BEAM was spun off and is releasing new flavors for "The Shot Crowd". Maple (smells great but a tad too sweet) and the Red Stag line.

BF/A, BF/B. Dont know why I didnt have this already. If they acquire Whyte & Mackay from Diego we should see a little pop on Diego's side. Jack Daniels sells strong regardless.

ROX makes the Goslin's rum traditional for the Dark&Stormy. And VCO and BORN give us some exposure in Chile and China respectively. Who says I can't diversify? 

 

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