Niche helps Diageo hedge its bets

DIAGEO PLC ADR $169 (New York symbol DEO; Conservative Growth Portfolio, Consumer sector; ADRs outstanding: 629.0 million; Market cap: $106.3 billion; Price-to-sales ratio: 7.9; Dividend yield: 2.5%; TSINetwork Rating: Above Average; www.diageo.com) is a leading maker of premium alcoholic beverages. Its main brands include Guinness beer, Smirnoff… Read More

These automakers still have long-term appeal

The global automotive industry is dealing with several long-term trends. Those include slowing sales as millennials opt for ride-sharing services instead of buying new cars, and rising tariffs that make cars more expensive.
We feel established and profitable car companies, such as the three we analyze… Read More

These ETFs focus on top transport stocks

Despite their strategic importance, major components of the transport industry, particularly shipping, trucking, and airlines, remain cyclical. For some companies, this means considerable swings in their profitability. Still, the best stocks in this area—and the ETFs that hold them—adapt well to the ever-changing industry landscape… Read More

These ETFs offer more than exposure to 5G

A new era of faster and more-reliable cellular infrastructure and services should start rolling out in late 2019. Apart from better mobile phone service, 5G will also offer significant opportunities for companies in several industries, such as health care and auto manufacturing, to enhance their… Read More

Emerging markets drive their gains

Consumers in emerging markets still spend considerably less on goods than their peers in high-income countries. But the situation is changing. Rapid growth of the middle class in developing countries—especially in China and India—continues to provide a big boost to global consumer spending.
Here are two… Read More

Get a 6.7% yield from British-American Tobacco plc

Get a 6.7% yield from British-American Tobacco plc

A Member of Pat McKeough’s Inner Circle recently asked for his advice on one of the world’s leading tobacco manufacturing, distribution and sales companies as it further expands into vaping products.

Pat notes that “sin stocks,” in general, have delivered steady returns despite ever-tightening government restrictions… Read More