• Is This Brewer Biting Off More Than It Can Chew?

    By Fani Kelesidou - August 5, 2013 | Tickers: BUD, HEINY, SBMRY

    For Belgians, beer it's not just a frothy drink. There's a whole culture that lies behind the nearly 500 different types of brew – many of which are served in their own, personalized glass – and the hundreds of breweries that date back centuries.

    No wonder Anheuser-Busch InBev's (NYSE: BUD) roots can be traced back to Den Horen, one of the oldest breweries in Belgium. Yet, despite its long more »

  • BUD’s Big Revenue Beat

    By Daniel James - August 2, 2013 | Tickers: BUD, HINKF, SBMRY

    With the sweltering heat of summer, a time when many people enjoy drinking a frosty brew, it seems appropriate to have a look at beer brewer stocks. Typically a defensive industry, these companies have generally been doing a good job growing volume lately. The world’s number one beer brewer, Anheuser-Busch InBev (NYSE: BUD), reported revenue at the end of July that came in well ahead of the analyst consensus more »

  • Your Portfolio should also Drink Wisely

    By ADITYA LADHA - July 10, 2013 | Tickers: BUD, STZ, TAP, SBMRY

    The Brewery industry has seen some highs in the current year and some surprise acquisitions have taken place with regulatory bodies coming into the picture. With summer hovering around, beer is the drink of the season for men. Let’s see which one quenches the thirst of our portfolio too. 

    Constellation Brands Inc. (NYSE: STZ) came up with its Q1 earnings last week and somewhat disappointed investors. It declared adjusted more »

  • The World’s Third-Largest Beer Brewer Is Still a Bargain

    By Daniel James - May 3, 2013 | Tickers: BUD, HEINY, SBMRY

    Over the last few months, it has been the defensive sectors that have led the rally higher, instead of the more cyclical stocks. While this may be in anticipation of a major correction coming soon, it has in any case left many consumer staple stocks trading at relatively high valuations. As always, there are a few exceptions.

    One major European beer brewer, by now a household name, is still trading more »

  • Craft Beers, Anyone?

    By Anh HOANG - March 30, 2013 | Tickers: BUD, SAM, SBMRY

    In the recent Forbes list of America’s 100 Best Small Companies, there is one beverage company that draws my attention. This company had decent growth in both sales and EPS. It also delivered high return on equity. It's Boston Beer (NYSE: SAM).

    Indeed, since March 2009, Boston Beer has experienced a huge run, climbing from $19 per share to nearly $160 per share. Is Boston Beer a buy more »

  • Why Altria Should Spin-Off SABMiller Stake

    By Jordan Wathen - March 21, 2013 | Tickers: MO, PM, SBMRY

    Altria (NYSE: MO) may be better known for American cigarettes, but it also holds a hefty beer and wine interest in the form of SABMiller (NASDAQOTH: SBMRY). Altria has a 28.7% interest in the brewing company, which is worth $23.84 billion using SABMiller's current market cap.

    Thus, if investors remove the impact of SABMiller in Altria's market cap, the tobacco company as a alone is worth more »

  • Greystone Logistics: A Very Classic Valuation Gap

    By Marcus Vilkas - March 19, 2013 | Tickers: PFE, SBMRY

    Greystone Logistics (NASDAQOTH: GLGI) stands out as the only public company that focuses on the production and leasing of plastic pallets, which is the fastest growing part of this nearly 9.5 billion pallet industry. The container and packaging industry presently trades at the average price to earnings (P/E) ratio of 19.8. At this time, Greystone Logistics trades at 5.5x trailing twelve months (TTM) and has earnings more »

  • This Elephant Deal Will not Happen (yet)

    By Federico Zaldua - March 7, 2013 | Tickers: BUD, CCU, GPMCY, SBMRY

    I just came from a Banking conference in Bogota, Colombia. Most people were consumer goods experts, and the talk revolved about brewers. Having worked at AB InBev (NYSE: BUD) , brewers are always a matter of interest to me. As a matter of fact, brewers are usually a matter of interest to most bankers, since its an industry that has been consolidating itself very aggressively for the last twenty years. Huge more »

  • Altria Continues To Shine

    By Rupert Hargreaves - March 6, 2013 | Tickers: MO, PM, SBMRY

    Despite changing tobacco habits around the world, declining cigarette volumes, and huge legal settlement fees, Altria (NYSE: MO) recently reported fourth-quarter and full-year 2012 earnings of $2.06 per share, up from $1.60 in 2011. This EPS growth of nearly 30% highlights the resilience of the tobacco industry and Altria in particular.

    With dividends reinvested, Altria has been one of the best performers in the S&P 500, ever more »

  • A Look at Breweries – Growth Through Acquisitions

    By Shas Dey - February 19, 2013 | Tickers: BUD, STZ, DEO, SBMRY

    Profitability of breweries is largely dependent on the marketing, distribution and operational abilities of individual brewers as demand is driven by leisure activity more than anything else. This puts large companies at an advantage as they have benefits of economies of scale, leverage with distributors and effective and focused marketing techniques. No wonder then that we have seen and continue to see a lot of M&A activity in the more »

  • AB InBev Has Options To Resolve DOJ's Antitrust Lawsuit

    By Marivic Cabural - February 6, 2013 | Tickers: BUD, STZ, GPMCY, TAP, SBMRY

    Anheuser-Bush InBev (NYSE: BUD) has options to resolve the antitrust lawsuit filed by the United States Department of Justice (DOJ) and obtain approval for its proposed merger witf Grupo Modelo (NASDAQOTH: GPMCY), the maker of Corona beers for $20.1 billion. Many believed that selling a brewery is a compelling solution to resolve the antitrust concerns of the agency.

    In its complaint, the Justice Department argued that the AB InBev more »

  • Does This Spell Trouble For Craft Brewers?

    By John-Erik Koslosky - February 1, 2013 | Tickers: BUD, SAM, BREW, TAP, SBMRY

    Brewer Molson Coors (NYSE: TAP) recently announced it will buy a small Irish craft brewery, Franciscan Well. At first blush, the move seems rather inconsequential, considering that Franciscan Well brews only about 1,700 barrels a year for beer drinkers on the Emerald Isle, while its new owner brews some 50 million barrels of suds annually. But it could prove important in the company’s strategy to further tap into more »

  • 3 Stocks To Buy And Forget For 2013

    By Rupert Hargreaves - January 10, 2013 | Tickers: MO, CAT, MA, SBMRY, V

    It is the start of a new year and everyone wants to know the best investment of the year ahead. However, picking future winners is very risky, and trying to predict market trends for the next year can leave investors confused and broke.

    To eliminate the factor of guessing future market trends I have selected some prospective stocks for the year ahead, based not on their predicted future performance but more »

  • Grab a Beer and Relax

    By Cecil Sales - December 20, 2012 | Tickers: BUD, PDRDY.PK, SBMRY

    The adult beverage trade has seen a good year in 2012. Stocks of companies such as SABMiller (NASDAQOTH: SBMRY)Pernod Ricard (NASDAQOTH: PDRDY) and Anheuser-Busch InBev (NYSE: BUD) have done well. If you look at the stock price, it seems like everyone is having a drink. So let us take a look at these three companies and which one of them will be a good investment.

    Arguments for SABMiller

    SABMiller more »

  • Can Boston Beer Maintain Its Growth?

    By Eric Novinson - December 14, 2012 | Tickers: BUD, SAM, BREW, SBMRY

    Sam Adams maker Boston Beer (NYSE: SAM) achieved great results last quarter, driven by seasonal beers and Angry Orchard hard cider, reported Duane D. Stanford at Bloomberg. This beer company seems like it's found a great premium niche with higher priced, better tasting brews. Nevertheless, some investors remain concerned about Boston Beer's valuation, wondering if this beer company can maintain the growth that supports its current high price more »

  • Cheap Beer Stocks For Thanksgiving

    By Adam Levy - November 21, 2012 | Tickers: BUD, TAP, SBMRY

    I love the Food Network. I’m not sure exactly what it is that makes it so addictive, but every time I decide to watch TV, the Food Network is one of the first channels I check out. Yesterday, I found it was showing a live special for Thanksgiving week starring all my favorite celebrity chefs. The topic of the particular segment I happened to catch was wine pairings for more »

  • Who Fancies a BUD?

    By Rupert Hargreaves - November 20, 2012 | Tickers: BUD, HEINY, TAP, SBMRY

    Beer. Although some would not like to admit it, it is a staple of modern day life. This kind of product has a certain defensive quality about it; unless there is a huge overnight change in perceptions, beer sales and their growth will rise in line with global population growth. The case for investment in the industry is simple--it is a fairly stable industry, and last year beer sales rose more »

  • Beer: The New Coke?

    By BA McKenna - August 7, 2012 | Tickers: BUD, KO, HEINY, TAP, SBMRY

    What’s your beer of choice? While I prefer Flying Fish’s Summer Ale, I’ll gladly enjoy an Anheuser-Busch InBev (NYSE: BUD) brew, such as a Bud or Corona, or a beer from other major producers, such as Heineken (NASDAQOTH: HEINY)

    Let's look first at demand:

    #1. Have Heat, Will Drink -- Beer

    An ice cold beer hits the spot on hot evenings, don't you think?

    I more »