1Wk·

📈 Purchase of tranches - Diageo

I have increased my existing position of $DGE (-1.02%) by € 270 (originally ~€1000). In my view, the setback offered an attractive opportunity to improve the purchase price.

🔍 Reasons:

- Fundamentally still convincing

- Long-term recovery potential, until then the dividend can be reassuring

- Customs fears possibly not fundamental or long-term

Buy the dip - with a sense of proportion. 👀💸

19.03

Diageo

Bought x11 at €24.47

€269.12

2 Comments

BeRa@BeRa

1Wk

Interesting, I also looked into it this week, the main reason would be the dividend.
Fundamentally, however, with an operating CF of 4 billion, half of it was used to pay out dividends and buy back shares, hence the sharp increase in FK Absolute from 26 billion to 33 billion... this will also have a negative impact on profits in the future.

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C.S.@sobrius

1Wk

I also bought Diageo. All the spirits companies are in the cellar at the moment. There hasn't been a dip like this for a long time. Originally wanted to wait until April, but I think the risk of tariffs has been priced in since the beginning of the year. The share price has been falling accordingly for weeks.

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