Investopedia: Constellation Brands Comes In A Little Soft, But Will Anyone Really Mind?

It's always fun to own a stock that Wall Street wants to like, and that seems to be the case for Constellation Brands (NYSE:STZ). I can appreciate at least some of the enthusiasm; the company learned its lesson from rampant over-expansion by M&A and the acquisition of Crown Imports give the company not only more balance, but legitimate organic growth opportunities. Even so, investors have to pull out all of the stops for this stock to look cheap and I'd be cautious about going that far.

A Slight Operating Miss For The Fiscal First Quarter
Constellation Brands didn't have a bad first quarter, but the results weren't anything special either. All told, I doubt it will do much to dent investor enthusiasm for the stock unless there's a larger exodus away from consumer staples.

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Investopedia: It's Still Miller Time In The Emerging Markets

A wide range of consumer stocks have enjoyed very strong runs in the market, and alcoholic beverage companies like Diageo (NYSE:DEO), Anheuser-Busch InBev (NYSE:BUD), and SABMiller (Nasdaq:SBMRY) have been among the strongest performers. Valuations are starting to look pretty overheated, even allowing for improving global consumer incomes, easing input costs, low rates, and so on. Even so, investors looking for relatively liquid plays on the ongoing growth of emerging economies may want to consider SABMiller for its broad exposure to markets like Africa, Latin America, and China.

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http://www.investopedia.com/stock-analysis/052313/its-still-miller-time-emerging-markets-sbmry-bud-sam-tap.aspx

Seeking Alpha: SABMiller - An Excellent Play On Emerging Markets

Beer is admittedly not the greatest growth market in the world. You can find beer in almost every corner of the world and consumption growth more or less tracks GDP growth. Nevertheless, while SABMiller (Nasdaq: SBMRY.PK) may not be in position to post eye-popping topline growth, few other companies are so poised to take advantage of population and income growth in the emerging markets of the world.


Everywhere But Here
Miller and Miller Lite are pretty well known brands to American investors, but the fact remains that for all of the well-known brands like Miller, Peroni, Pilsner Urquell, and Grolsch, only about one-third of the company's business comes from North America and Europe (combined). SABMiller's Latin American business is larger than either of those regions and Asia is growing quickly in importance.

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SABMiller: An Excellent Play On Emerging Markets

FinancialEdge: Holiday Beers That Won't Break Your Budget

For those of us who prefer to celebrate the holidays with hops and barley rather than fermented grape juice, winter is a great opportunity to sample some seasonal brews that won't bust a budget. Some of these may require a little more effort than a trip to the local supermarket, but the trouble is certainly worth it. (For more, see Beeronomics: Factors Affecting Your Pint.) 

Three Wise Choices
Truly wise partygoers may want to opt for leaving the gold, frankincense and myrrh at home and come bearing these gifts instead. Anchor Brewing, Sam Adams and Sierra Nevada are all respected craft brewers, and each of them rolls out something a little special for Christmas. These will all be recognizable to casual beer drinkers, but will almost certainly stand out as being a little "special."


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http://financialedge.investopedia.com/financial-edge/1210/Holiday-Beers-That-Wont-Break-Your-Budget.aspx

Hey, man can't live on stock analysis alone!