Investing with Martin | September: +~38% YTD. - Constellation Brands, Inc.

3 months ago

Investing w/ Martin

"STZ sized up position: Trading <8x cash ops despite -2% to -4% beer sales guidance. Top US beer w/ superior margins vs competitors, investing more in marketing (college football/UFC). Expect increased buybacks as capex reduced. Non-alcoholic division growing rapidly."

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