I agree, and I do believe that will be when BUD will go back to being a top tier stock, I don't say company because the Budweiser company still is, making an excellent product and making gobs of money, it's just that it is being wasted advertising and trying to sell Budweiser in Europe where they loathe American beer and drinking beer cold for the most part. That will never change, I mean when I saw Budweiser as one of the big advertisers at FIFA soccer tournaments and matches I was like WTF.
Soccer never has been nor will it ever be an American sport except to the elitists who are trying as hard as they can to get rid of Football and replace it with soccer. And beer is a personal thing, they have their faves, So. America has theirs Asia has theirs (each country in Asia has their own actually. Beer is not like soda, it's never going to to blend into a multinational, sure a company can do business outside their country especially Budweiser as we have so many expats and, business people and military all over the world, but, to break into the market that would make it justifiable profit/business wise, never.
I tell people all the time, yes its the numbers, that's what the market is, but business and the market is so damn easy if you do as W Buffet does look at it plainly and simple and use some common damn sense, you will never go wrong, we have become a nuance type business culture, where nuance has zero to do with business, it's horseshit Clydesdale horseshit, LOL.
And, the bigger reason that BUD is losing money is that the money from Budweiser profits are going to shore up the rest of Inbev's company, which is full of corruption, mismanagement and taxed to death.
Brazil has a new President that is more business friendly but like I said so much corruption from the top down in So. America it and the Indian sub-continent are dueling it out to see who can be the most corrupt.
They have big problems in India and other parts of of the world with corruption South America that's the continent's motto corruption. I should have started selling when I saw the writing on the wall in the 120's but didn't till it went under 110 but having built up the holding since I was a teenager and over the years always throwing the largest part of the my investment funds into and rolling the dividends into shares and after starting trading online in earnest in the late 90's every big hit I had I would split between DUK JNJ and BUD with BUD always getting the larger hunk it was hard to let go of it. I always hoped to see where a group was trying to get it back.
They are bleeding the damn company dry (Budweiser I mean) the only thing I can see happening is some group buying control of the company and selling off the rest of Inbev and taking Budweiser away and separating it, but, who knows. Warren Buffet could do it, but, is a little long in the tooth now to take on something that complicated. Not that he couldn't more so that he wouldn't want to at this stage of the game, he's not young and hungry enough to, but, maybe someone will be who has that kind of cash.
They would definitely end up making a pretty penny, I just don't see another way as Inbev needs that capital and the profits it generates to keep their whole company afloat. I will keep an eye on it maybe there is some price it may get to that it would be a good play, but, not an investment, have to see how it trades and figure out the timing etc. They did sell off Miller Coors to Molson but I don't see them selling Budweiser, but there is hope.
I may start looking deeper into it this week and start posting here, see if can get a few into it so that information can be shared, there used to be a pattern to Budweiser stock, I would flip out one of my 10K blocks and rebuy it to make more $$ while getting the dividends, and maybe there may be a way to at least make some money on it til something better happens.
It was sold @70 a share I don't know if it will stop there or not, as to many other variables are involved it's not just Bedweiser, so that cannot be really used as a gauge. Brazil figures into that mix too ad it was the Belgian Company and the Brazilian company that first combined then brought on Budweiser and after that they combined the 2nd largest brewer in the world SABMiller a UK company, so now its a ball of $%^&*() up knotted string to figure anything out, but, when the dust settles there may be a way to make dividends and play it making $$ on the trades if a pattern can be figured out. Have to watch it for a bit, first need to find the bottom, LOL. I would be willing to move some things around in my account, I should be out of my oil play by then and would be willing to play a 10K block to make some $$. Hopefully that bottom will be 60-70, 50-60 would be even better but I don't know. Will depend on the institutions and their large clients, that will tell the tale of the price, we shall see.
Peace out.
