Entry90.46→Now93.41
Defensive Diageo fits the coming rotation Open original source
DEO Diageo plc Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
01:29
Oct 14
Oct 14
The David Lin Report
Defensive Diageo fits the coming rotation
Defensive staples such as Diageo are showing up in his buy framework and are what should work over the next 6-12 months, as capital rotates out of crowded AI and semiconductor trades into out-of-favor defensives, much as Buffett outperformed by buying boring consumer stocks in 2000.
DEO
Diageo plc
Long
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21:04
Aug 12
Aug 12
The David Lin Report
Buy Diageo as safe consumer staples turnaround.
Diageo is the premier high-end spirits and Guinness beer purveyor, cut in half from 2021 highs but still generating about $3 billion in free cash flow and growing double digits outside the US. The turnaround under CEO Dave Lewis is fixing the tequila problem. It has 13.4% ROIC, offers a margin of safety, and AI should help margins rather than disintermediate the business.
DEO
Diageo plc
Long
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About DEO Investor Commentary
Across the available history and selected sources, Buzzberg tracks DEO (Diageo plc) across 10 sources: 5 bullish vs 0 bearish calls from 15 authors. Historical directional balance: 16% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 31 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Thomas Hayes, Jim Cramer.