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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (22740)12/13/2005 10:05:31 PM
From: Mark Marcellus  Read Replies (2) of 78508
 
Paul -

I recently entered the booze business as well (a great, though boring, business to be in BTW). My approach was to buy an entry: 3 parts BUD, 3 parts DEO, 2 parts STZ. I found it easier than trying to game each one individually. The slightly lower weighting for STZ has to with their dependence on acquisitions (or, to put it less kindly, rollups) and the resulting uncertainty. If you're looking at booze, DEO should definitely be on the radar - also a Berkshire holding and in many ways the most reliable of the three.
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