Heineken Holding NV $ 79 1 (1.28%)
Heineken Holding NV News and Headlines -
Nick Train, the self-proclaimed "copycat" of both Warren Buffett (Trades, Portfolio) and Peter Lynch in terms of investment strategies, is the co-founder of Lindsell Train Limited. The investment firm has consistently outperformed the market since its inception, employing a concentrated approach looking to hold multi-baggers for the ultra-long-run.
During an interview, the British star money manager elaborated on his three big ideas underpinning his long-shot holdings. Regardless of how the world evolves, Train thinks that these ideas can drive significant equity returns for patient shareholders over the next 20 years, just like what they did over the
Heineken NV (XAMS:HEIA) (HEINY) has had another great year of growth, driven by emerging markets.
At 102.8 euros ($111.12), the stock trades at a pretty reasonable price. There are 570 million shares and the market cap is 58.6 billion euros. Diluted earnings were 4.38 euros per share, an increase of 5.5%. The stock trades at a price-earnings ratio of 23.5. The dividend is 1.68 euros, so the dividend yield is 1.63%. The dividend was 1.60 euros last year, so that’s an increase of 5%.
Organic net revenue increased 5.6% and beer volume was up 3.1%.
David Winters (Trades, Portfolio)’ Wintergreen Fund (Trades, Portfolio) disclosed on Thursday that the fund trimmed its holdings of five companies during the second quarter: Heineken Holding NV (XAMS:HEIO), British American Tobacco PLC (BTI), Bergbahnen Engelberg-Truebsee-Titlis AG (XSWX:TIBN), Nestle SA (XSWX:NESN) and Atria Group Inc. (MO).
Guru stresses the importance of “respect to stock valuations”
Winters underscored in his semiannual report that “true value investing requires discipline with respect to stock valuations.” Even if a company meets the fund’s investing criteria, the stock “may eventually trade at a valuation” that reflects “full value after providing
“… we at Wintergreen Advisers look for companies that respect and live by good governance. If we are invested and don’t see that, there’s a good chance we will ask management to change or we will ask shareholders to join us in bringing about that change.” --David Winters
If you manage a company that does not respect shareholders, you should hope David Winters (Trades, Portfolio) does not invest in your company. He likes to shake up unresponsive managers and boards of directors. It is one of the key strategies he uses to maximize shareholder
United Breweries Ltd. (NSE:UBL) is an Indian brewer that markets Kingfisher beer and is partially owned by Heineken (XAMS:HEIO)(HEINY). The company’s principal shareholder, Vijay Mallya, is in legal and financial trouble. The stock was recently purchased by IVA Funds.
The stock trades for 811 rupees ($12.59), there are 264.4 million shares and the market cap is 218 billion rupees ($3.4 billion). It takes 64.4 rupees to buy one dollar. The dividend is 1.15 rupees and the dividend yield is .0014%. Earnings per share are 8.7 rupees and the price-earnings (P/E) ratio is 93.2.
Sales for fiscal
Most investors are familiar with Heineken Holding NV (XAMS:HEIO) (“Heineken”), in particular because of its dark green premium beer bottle. Second only to Corona in U.S. imported beer, Heineken is sold virtually everywhere in the world. Growing from a single brewery in Amsterdam in 1864 to the second-largest beer company in the world today, Heineken brews more than 250 brands, with widespread name recognition of Amstel, Dos Equis, Sol and Tiger, in addition to its premium flagship brand. The company is focused on continued growth in emerging markets. Five years ago only about 20% of its profits
Dear Fellow [url=http://www.gurufocus.com/StockBuy.php?GuruName=Wintergreen+Fund]Wintergreen Fund[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Wintergreen+Fund]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Wintergreen+Fund]Portfolio[/url]) Shareholder,
Looking back on [url=http://www.gurufocus.com/StockBuy.php?GuruName=Wintergreen+Fund]Wintergreen Fund[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Wintergreen+Fund]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Wintergreen+Fund]Portfolio[/url]), Inc.’s (the “Fund”) 2016 results, two related themes stick out in bold relief. First, there’s simply no sure thing in this world — no sure winner, no sure loser, no sure outcome. Because of that, investors need to be prepared for the unexpected, owning undervalued companies that can survive, if not thrive, in a broad range of market conditions. Second, every vote matters, whether shareholder or citizen. With that in mind, we at Wintergreen Advisers look for companies that respect and live by good governance. If
Heineken (HEINY) (HKHHY) is arguably one of the strongest brand names in the world. With all of the consolidation of brewers, Heineken is left as the second-largest beer maker in the world. It has increased revenues and earnings year after year and is very profitable.
There are 570 million shares, the stock trades at 77.71 euros ($82.05) and the market cap is 44.3 billion euros ($47 billion). Earnings per share are 3.68 euros and the price-earnings ratio is 21.1. The dividend is 1.34 euros and the dividend yield is 1.72%. It takes $1.06 to buy one euro.
Revenues increased 20.792
C&C Group PLC (CCGGY) is an Irish-based brewer of beer and alcoholic ciders. Management has been doing the best it can to compete against the giant brewers. Eventually, the company will probably get bought out.
There are 324.9 million shares, the stock trades at 3.49 euros ($3.82), and the market cap is 1.133 billion euros. Last year’s dividend was 0.1362 euros and I assume management will increase at least 5% this year, so I am going to say the dividend is 0.1431 euros. The dividend yield would be 4%. The forward earnings per share are 0.25 euros and the price-earnings
Heineken (HEINY, HKHHF) is arguably one of the best stocks in the world. Its products are sold in almost every country and its sales and earnings have been going up year after year. The stock is expensive and probably not a buy at this point, but should be on your radar.
There are 572.3 million shares of Heineken and the company trades at a market cap of 46.1 billion euros ($51.63 billion). There are 288 million shares of Holdings and it trades at a market cap of 21 billion euros ($23.6 billion). Earnings per share were 3.31 euros in 2015.
C&C PLC (CCGGY) is an Irish brewer of beer and cider. The company has been hurt by increased competition and lack of interest in cider in the U.S. However, the stock has gotten pretty cheap and could portend a potential buyout as the industry continues to consolidate. Some of the company
Winters eschews short-term, emotion-driven trading in favor of securities priced below their intrinsic value, sometimes taking activist positions. Companies of his caliber have low book value, high cash flow, low price-earnings ratio and quality management.
The final example of a global market leader is Heineken (XAMS:HEIO), one of the world
|2020-03-30 $ 72.41 (-3.8%)|
|2012-07-31 $ 46.3 (0.96%)|
Tom Russo Buys More Heineken, Berkshire, Nestle, Pernod - GuruFocus.com
|2011-10-18 $ 40.71 (-0.34%)|
Transcript of Tom Russo's Talk at Value Investor Conference - GuruFocus.com