tag:blogger.com,1999:blog-2887408586168605394.post4758912727864188215..comments2022-10-22T10:08:59.187+01:00Comments on The Dividend Drive: BUY: Stock Spirits Group (STCK)--Spirited Growth in Central and Eastern Europe?Ahren Lesterhttp://www.blogger.com/profile/10131811751957847395noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-2887408586168605394.post-23963083997003627802015-12-02T00:23:09.305+00:002015-12-02T00:23:09.305+00:00Haha, not entirely "happy" (certainly no...Haha, not entirely "happy" (certainly no more than anyone else would be in the situation). <br /><br />However, fundamentally the company still looks good in the markets it operates. I opened the investment aware that Poland was a challenging market. The brands remain attractive long-term which is, after all, what I am in there for! I will take time to review the company in light of the announcement once I can collect more on it.<br /><br />Nearly half the capital loss is taken up by commodity companies (particularly BHP). Ironically, I was not going to invest in any at all. However, I decided as I have a 30 to 40+ year run up to retirement I would throw in a larger exposure than I had originally factored in! Again, long-term I think this will be a solid decision. Though it does not feel like it now!<br /><br />Two early growth stock experiments (adopted before my dividend focus) account for a large amount of the rest of the loss. <br /><br />Dividend companies are certainly facing headwinds at the moment. But for the patient they will--by and large--look good, I think. Some may turn out to be value traps. <br /><br />Thanks for dropping by! Good luck with Shell, hold in there!<br />Dividend Drivehttp://dividend-drive.blogspot.co.uk/noreply@blogger.comtag:blogger.com,1999:blog-2887408586168605394.post-17721645018439060652015-12-01T17:18:45.429+00:002015-12-01T17:18:45.429+00:00Still happy? 103p - up 3.5% today after disastrous...Still happy? 103p - up 3.5% today after disastrous results. Seemed an odd decision given your dividend preference. Let's hope that they get take out by a big boy recognising brand value.<br /><br />Generally observation. I know you look for yield and portfolio - I think weighted, is yielding 4% but capital value is down 7% -i.e. almost 2 years worth of dividends. Are good div payers really 'value traps'? <br />Not being smug because I thought Shell was wonderful with its 42 year div history but I am being severely tested at present!Dividend Hopefulnoreply@blogger.comtag:blogger.com,1999:blog-2887408586168605394.post-64972526655082002792015-06-07T13:49:25.422+01:002015-06-07T13:49:25.422+01:00Thanks, weenie. Yes, well the nature of the countr...Thanks, weenie. Yes, well the nature of the countries behind the companies brands were very important to the company's appeal for me. As a result, I thought it important to include it.<br /><br />Poland in particular looks like a country in rude health now and going forward which is excellent. <br /><br />The city in which I live has a very high Polish population as well which means some (in fact, many, of these brands can be found around town). As a result, I am also familiar with them which is useful.<br /><br />Small caps are, for me, more appealing at present. Their price seems fairer. Several large caps are looking pricey and set for a modest but noticeable fall once interest rates rise (see John Kingham's article agreeing in principle with this belief on the weekly round up).<br /><br />I also like the growth profile for them. Maybe more risky, but also more growth. I also expect that some of these small caps may be snapped up by bigger rivals to bolster their own growth. But even without this prospect they are very attractive.<br /><br />I hope it is a smart buy. Will have to wait and see!Dividend Drivehttp://dividend-drive.blogspot.co.uk/noreply@blogger.comtag:blogger.com,1999:blog-2887408586168605394.post-74187202045193153102015-06-07T00:57:48.865+01:002015-06-07T00:57:48.865+01:00Hi DD
Only just gotten round to reading this excel...Hi DD<br />Only just gotten round to reading this excellent write up - really enjoyed reading it and loved the extra info on the various European countries Stock Spirits has presence in!<br /><br />I haven't thought about buying small cap but it could be something I will consider as I expand my portfolio.<br /><br />Good luck with these - they look like a smart buy!weeniehttps://www.blogger.com/profile/01602950445306813601noreply@blogger.comtag:blogger.com,1999:blog-2887408586168605394.post-30682197606678089652015-06-04T17:43:04.885+01:002015-06-04T17:43:04.885+01:00I know. I should have put a link to our discussion...I know. I should have put a link to our discussion at the start of this actually. I will try and find it and do that when I get a moment. I clean forgot about it!<br /><br />Yes, I really like Stock Spirits. Somebody recently reminded me that I had--in fact--recently drunk some of Stock Spirits products (a Stock brandy and Limoncello). I remember I enjoyed them greatly (much more the brandy it must be said) just did not put 2+2 together!<br /><br />I think that is a good idea to combine a small/mid and large cap purchase. Diageo is looking at a good price again today after a few more days of drops. Same with SABMiller, actually (still a bit pricey for me though). I will be having additional funds dropping into my bank account shortly. It may be another drinks company (or other consumer goods one at least) which may join then too!<br /><br />Both Nichols and Barr look good for the long term. However, I personally prefer alcoholic over soft drinks for investments in general. They seem to have even more robust sales which is good. That being said, Britvic is also becoming more and more appealing at current prices.<br /><br />Does Stock Spirits catch your eye? Or, will you likely stick to a more familiar UK name?Dividend Drivehttp://dividend-drive.blogspot.co.uk/noreply@blogger.comtag:blogger.com,1999:blog-2887408586168605394.post-19048917350581435762015-06-04T15:15:48.851+01:002015-06-04T15:15:48.851+01:00An excellent article D²! As you remember, we'd...An excellent article D²! As you remember, we'd been chatting about beverage stocks recently, so it's lovely to see such a great piece covering a small player in the sector. I'm very keen on small caps or should I say, smaller caps like this one, Nichols, and AGBarr. I've not taken the plunge yet, but my next purchase may well include a stock or two from this sector. I am thinking about splitting my purchase between diageo and one of these small caps, for a bit of a mix between income and growth.<br /><br />Again, a great read!<br />Cheers.M from There's Valuehttp://theresvalue.co.uknoreply@blogger.com