Value Investing News - BUD - Comments

Buffett on the mark

dami99 — Thu, 26 Jun 2008 05:48:46 -0400

Agree with Buffetts comments re inflation threat - the Fed has thin line to tread. Also good to see him dimissing the 'speculation' theories behind the high oil price..

Arent you guys glad you

billytickets — Mon, 10 Dec 2007 23:55:16 -0500

Arent you guys glad you loaded up on BUD when i said?

George excellent post.I do

billytickets — Sun, 25 Nov 2007 00:33:13 -0500

George excellent post.I do not own heinicken.My main investment in BUD is that the distribution system and market penetration in the US is "stablized" at 50% for the past 8-10 years and the company has been buying back its shares which at these levels will be wise in the long term.

BUD vs. Heineken

George — Wed, 21 Nov 2007 10:13:21 -0500

Hey Billy,

Thanks for pointing out this good discussion on BUD. It looks like you are a pretty big fan of BUD stock at its current price. Have you looked at Heineken Holdings (HKHHF.pk)?

Heineken also has a huge moat and has some real growth coming from developing countries. Heineken Holdings is just a shell that holds just Heineken stock I think to protect some family interests. Buying shares of Heineken Holdings provides a nice discount relative to just buying standard Heineken shares. Watching Heineken management, I get the impression that they are better than Anheuser-Busch's management. I also think their focus on long term sustainable business practices will help further build value for long term shareholders. I also like the fact that they have a much lower debt relative to equity than BUD has. I also think their brand name is higher up the value spectrum and can command a premium price than most of BUD's brands.

What do you estimate the intrinsic value of HKHHF.pk? What do you see as the weakness with Heineken? Still think BUD is a better investment? I haven't bought either stock yet, but right now I have my trigger finger set to shoot if Heineken Holdings shares drop a few bucks from where they are now.

Added ticker and category

admin — Wed, 17 Oct 2007 20:58:23 -0400

Added ticker and category for this entry.