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The Company is engaged in the premium drinks business with a collection of international brands.
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ennuihead (56.72) Submitted: 6/27/08 10:04 AM : Start Price: $73.58 DEO Score: 0.98
Yeah, people might want to drink more in this economy, but what I love about DEO is its strong brands. Scotch still accounts for a lion share of their profits, but I see a lot of potential in beer and spirits, particularly with vodka and Guinness. I'm interested to see what the Ketel One deal brings to there bottom line.And I don't buy the notion that people won't "trade up" for DEO's premium brands. maybe less people will have Johnnie Walker Blue as their after dinner drink, but are people going to ditch Smirnoff and Tanqueray for moonshine? I don't see it. DEO has a solid portfolio with a lot of growth left in it.
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Pierri (97.84) Submitted: 7/18/08 4:26 PM
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I agree, it seems that DEO is oversold on account that people might start drinking less expensive spirits because of the economy. DEO is compromised of strong brands and the stock should rebound on signs of economic upturn.
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