Beam, Inc. (NYSE:BEAM)

CAPS Rating: 4 out of 5

Recs

5
Player Avatar Eerkes (70.89) Submitted: 10/7/2011 4:18:44 PM : Outperform Start Price: $45.08 BEAM Score: +9.53

Based soley on current performance vis-a-vis, if BEAM can bring its operational performance in line with DEO, it is worth about $55-$60 / share.I do think this company has a better portfolio of brands as compared to its market size than DEO, and should be able to attain better growth through brand investment, increasing the value of this company, although I am not going to attempt to quantify it.Also BEAM has lots of potential overseas.I am not the only one who sees this, expect the share price to rise soon because of smart buying, or a buyout in short order from private equity or perhaps DEO itself.As of now this is my largest holding.

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