10Mês·

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 Comentários

Nostradonkey💩@DonkeyInvestor

10Mês

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

10Mês

@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

10Mês

@DonkeyInvestor but the born drunkards live longer now too 😜

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BamBamInvest@BamBamInvest

10Mês

@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

10Mês

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

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user510d558131e14d71@user510d558131e14d71

10Mês

@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

10Mês

@user510d558131e14d71 I'm just trolling here

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Tenbagger2024@Tenbagger2024

10Mês

Champagne for the birth $MC

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BamBamInvest@BamBamInvest

10Mês

@Tenbagger2024 I already have it in my depot 🍾

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René@Balatonbob

10Mês

$DGE is also on my watch list

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BamBamInvest@BamBamInvest

10Mês

@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

10Mês

@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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