BamBamInvest · 2024-03-24T10:13:47.253075Z

$RI $DGE - 🍺🍾🍷🍸🥃🍹 Da ich festgestellt habe, das mein Alkoholkonsum mit jedem Kind weiter steigt 😂, spiele ich mit dem Gedanken mir einfach die beiden großen Alkoholhersteller ins Depot zu holen, da mir die Entscheidung schwer fällt mich für einen zu entscheiden. Ich gehe auf Grund der höheren Zinsen davon aus, dass wir kurz - bis mittelfristig, bei fallenden Zinsen, steigende Kurse sehen werden, da die Dividende dann wieder attraktiver wird und der Konsum weiter steigen sollte. So jedenfalls meine These, der Kurs ist zwar nicht günstig aber unter dem langfristigen Mittelwert und beide haben ja bereits etwas nachgegeben. Unter dem Motto: Gsoffn wird immer 🤪 Wie seht ihr das ?

@BamBamInvest

9Mon·

$RI (-0.21%)
$DGE (-2.08%) - 🍺🍾🍷🍸🥃🍹

As I've noticed that my alcohol consumption increases with every child 😂, I'm toying with the idea of simply getting the two big alcohol manufacturers into my depot, as I'm finding it difficult to decide which one to choose.

Due to the higher interest rates, I assume that we will see rising share prices in the short to medium term if interest rates fall, as the dividend will then become more attractive again and consumption should continue to rise.

At least that's my thesis, the share price is not cheap but below the long-term average and both have already fallen a little.

In line with the motto: Gsoffn will always be 🤪

How do you see it?

16 Comments

Nostradonkey💩@DonkeyInvestor

9Mon

I would think twice about it. I have to bear in mind that fewer and fewer children are being born

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BamBamInvest@BamBamInvest

9Mon

@DonkeyInvestor I don't plan to have any more children either 😁, but I still won't give up drinking alcohol. You need some kind of vice if you're not going to smoke, at least in my opinion, and I'm not talking about the long term either. And I wouldn't bet on breweries and the like here either, as today's youth are more likely to drink mixed drinks and spirits. We will See

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Seventrader@7Trader

9Mon

@DonkeyInvestor but the born drunkards live longer now too 😜

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BamBamInvest@BamBamInvest

9Mon

@7Trader That's right, in the future it will probably also be possible to cure the resulting diseases, which will then turn everyone into a drunkard. Would also be a possible bull case scenario 😜

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Seventrader@7Trader

9Mon

@BamBamInvest Diageo and Pfizer merge to combine the healing meds with alcohol 🤑🚀💪🏽

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user510d558131e14d71@user510d558131e14d71

9Mon

@DonkeyInvestor Yes, you are basically right, but the market is not saturated, especially in the emerging markets. At Pernond Richard, with a market share of 40% in China🇨🇳, these sales only account for 0.3%. The situation is similar in other countries too, especially in the context of general prosperity and growth

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Nostradonkey💩@DonkeyInvestor

9Mon

@user510d558131e14d71 I'm just trolling here

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Tenbagger2024@Tenbagger2024

9Mon

Champagne for the birth $MC

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BamBamInvest@BamBamInvest

9Mon

@Tenbagger2024 I already have it in my depot 🍾

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René@Balatonbob

9Mon

$DGE is also on my watch list

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BamBamInvest@BamBamInvest

9Mon

@Balatonbob Are you still waiting for lower prices? In my experience, stocks that are historically below their average valuation usually never become really cheap. This only happens when something goes very wrong. And in this case it's not the business model but consumer demand. I think there is a very good risk/return potential right now. Whereby $RI is family-run and has a rather healthier balance sheet, although $DGE is not really doing badly either. But I'm still pondering. ☺️

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René@Balatonbob

9Mon

@BamBamInvest No, I don't think the values will go down much further. I'm waiting for the inner ok 😅 For me, it will flow into the portfolio in the short term.

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