Constellation Brands, Inc. (NYSE:STZ)

MEG (56.70) Submitted: 2/18/2007 9:25:37 AM : Start Price: $24.01 STZ Score: -15.78

Will grow through acquisitions, this sometimes causes a drag on earnings, Management will finally wake up and focus on internal growth..
12-24 months from now you'll wish you bought at these levels.
This company needs to reward shareholders and it eventually will.
A dividend is needed to attract more shareholders and bring attention to this company

bearbrewer (50.91) Submitted: 2/15/2007 7:03:19 PM : Start Price: $24.28 STZ Score: -16.75

Take a look at BUD, DEO, FO etc. All are in the same business and are trading in the 20 PE range. However, they are larger with less growth potential than STZ which is trading at a 14 PE. I think they are a buyout candidate as well...

NetscribeConsGds (95.87) Submitted: 1/24/2007 7:20:45 AM : Start Price: $25.06 STZ Score: -20.90

Constellation Brands is a leading international producer and marketer of beverage alcohol brands with a broad portfolio comprising the wine, imported beer (into the United States) and spirits categories. The company generates its revenue from two business segments, Constellation Wines which includes categories like table wine, dessert wine and sparkling wine and Constellation Beers and Spirits which imports and markets a line of beer, and produces, bottles, imports and markets a line of distilled spirits.

The beverage alcohol industry is witnessing the phase of consolidation of wholesalers and retailers and thus aggravating the competition. As a strategy to maintain its competitiveness the company has recently acquired Vincor International, Canada’s largest producer and marketer of wine. This move would enable the company to widen its global presence and become the largest premium wine company in the U.S. Moreover acquisitions over the past three years which includes companies like Robert Mondavi, Hardy and a 40% stake in Ruffino has further strengthened its product portfolio.

The wine consumption has been on a rise across the globe. Particularly in the U.S. and the U.K. wine and spirit categories are growing at a faster rate than the beer category. This should benefit the company as it generates 70% of its revenue from wine segments. Besides on a global basis, within the wine category, premium wines are growing faster than value-priced wines. In the U.S., there has been shift in demand towards imported beers as compared to domestic beers, and premium spirits are growing faster than value-priced spirits. Constellation Brands focus on premium spirits and premium, super-premium and fine wines should help the company to boost its revenues.

Additionally, the management is expecting EPS for the fiscal 2007 to be in the range of $1.65 to $1.70 as compared to $1.36 recorded in 2006. Looking at these positive outlooks it seems that Constellation Brands is set to shine in the future.

GunShyBS (< 20) Submitted: 1/15/2007 8:38:28 PM : Start Price: $24.99 STZ Score: +20.61

They've reduced their expected earnings for 2007. Price has plunged significantly. Merger likely.

bobpalez (80.61) Submitted: 1/4/2007 4:30:30 PM : Start Price: $24.76 STZ Score: -21.10

When times get tough, people need something to lift their spirits. Constellation Brands sells it.

7number7 (52.31) Submitted: 12/3/2006 8:58:14 PM : Start Price: $28.20 STZ Score: -31.39

Constellation brands (STZ) is the best wine and booze company on the planet. Even if the market tanks, the brokers still have to have a drink (possibly even more in a bad market). Core holding

MoMoney39 (< 20) Submitted: 11/30/2006 4:37:01 PM : Start Price: $28.21 STZ Score: -31.21

Great for us wine lovers. Should split around $50.

jazper292 (< 20) Submitted: 11/28/2006 3:03:24 PM : Start Price: $27.86 STZ Score: -31.79

More upside to come

icon149 (99.53) Submitted: 11/28/2006 2:55:48 AM : Start Price: $27.90 STZ Score: -32.11

The scientific community is starting to tout the health benefits of wine. Also Americans are becoming increasingly snobish on what they drink, demstic beers are out of style, wine spirits and imports are more in style... i know what i'm drinking this holiday season!

Bottoms Up!

Riccccardo4 (< 20) Submitted: 11/22/2006 3:45:59 PM : Start Price: $27.79 STZ Score: -29.82

Christmas is coming

ceperry57 (40.36) Submitted: 10/20/2006 12:12:32 PM : Start Price: $27.67 STZ Score: -32.75

Only concern is the European Business which is underperforming through poor Operational Management. It's a $30 - $32 share and once Vincor is fully integrated the savings should start flowing through to reduce the heavy debt burden.

dawnjones (71.87) Submitted: 10/16/2006 12:44:03 PM : Start Price: $27.53 STZ Score: -32.33

recommended by ValueLine Select

DCFalcon (72.16) Submitted: 10/2/2006 11:02:20 PM : Start Price: $27.62 STZ Score: -38.42

This company is a master at acquisitions, and has become the world largest wine company along the way. The are also involved in beer and spirits.

Constant acquisitions are a risk, but Constellation is very good at ehat they do.

Bobaru (27.67) Submitted: 8/30/2006 6:01:14 PM : Start Price: $26.88 STZ Score: -35.65

always a demand for adult beverages, plus the company has a growth plan that's working.