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NYSE:STZ

Constellation Brands Inc (STZ)

140.90
-0.28 (0.20%)
as of Jun 18, 2026, 10:59:22 pm Market Open.
49 watching
0
PAST TOP PICK
(A Top Pick Feb 28/18, Down 21%) Bought Canopy. She thinks this was a great buy, but others think it an expensive acquisition with no immediate payout. Consumer stocks haven't participated in the recent rally, as they are more defensive. Likes management. Five years from now, the acquisition will seem like a smart buy.
BUY
They invested in Canopy growth (marijuana stock) but the stock is still lower than when they made that investment. He thinks things will work out well for them. This is the right partner for pot beverages. You can buy the stock now and you will get something out of it.
WATCH
They have a solid diversified portfolio, but he is uncertain about the risk of them getting into cannabis. Earnings are expected to be flat in 2019, so he is not quite ready to get in. He would watch it for a fundamental and technical confirmation it is turning up.
COMMENT
Before their last earnings report, STZ was one of the top S&P names. It's not a barn-burning growth company. He prefers a spirits company, like in Europe. He can't predict what STZ will do in cannabis, which is a big investment for them. If you want to buy weed, buy weed; want to buy alcohol, buy alcohol stocks. He'll do more research into this. Can't say whether to buy or sell this.
PAST TOP PICK
(A Top Pick Oct 02/18, Down 23%) He owned this before their Canopy investment. They have a good portfolio of alcohol brands, creating stable income. The volatility has come from their Canopy investment. He feels the cannabis industry will shake out in the next three years. But cannabis, like alcohol and gambling, is a sin stock that will withstand an economic downturn.
DON'T BUY
Before the acquisition of Canopy, they were in spirits and beverage business. They spent a lot of money for Canopy Growth. They may have to take a write down on that investment in the coming year. Debt is a concern.
COMMENT

One of the world’s largest beverage makers. Is a high risk stock. Probably has about as good a chart you can have. Just seems to be in a sidewise consolidation pattern right now. With respect to their Canopy investment, the marijuana space has dropped significantly and this will impact the share price of Constellation.

DON'T BUY

It is interesting that they are investing into Canopy. He thinks it is more like a hedge for them. In the context it is a cheap hedge. This shouldn’t be the basis to invest in the stock. The marijuana space is nascent. He wouldn’t analyze the company with that component. He wouldn’t invest in this stock.

TOP PICK

He owned this before they bought in Canopy. They own Corona and other Mexican brands, plus wine. The beers have been growing very well. STZ has one of the best growth rates in a sluggish sector. He isn't a cannabis bull, but he sees upside in this space. (1.4% dividend, Analysts' price target: $242.00)

COMMENT

He has not had a lot of experience with this company. Their investment in Canopy Growth last October, which makes it hard for him to value the company. It is diversified with alcohol, which is very recession proof.

TOP PICK

A defensive stock. Acquired a cannabis company that will not contribute to growth for at least two years, but they will introduce cannabis drinks which has potentially huge upside. If it fizzles out, you're not paying for it. (Analysts’ price target is $244.)

PARTIAL SELL

Just announced taking a 10% stake in Canopy Growth (WEED-T). Chart shows a nice long upward trend going back 5 years. The sector is potentially a weaker one. Wouldn’t consider this as a pro-growth. If you own you might want to take a piece off right now and go back in the new year.

BUY

Gives exposure to alcohol generally and they are trying to grow in the wine space. They made acquisitions in Canada. Some of it is priced into the stock. His focus has been into more domestic and smaller companies. It is a good bet to get exposure to the wine industry which he is positive on.

PAST TOP PICK

(A Top Pick April 26/16. Up 20%.) It has been a good play. He saw the market shifting from consumer oriented stocks to more early cyclicals so he got out at that time.

PAST TOP PICK

(A Top Pick Feb 24/16. Up 25%.) Switched out of this given that it was a consumer staples name, and into more of the cyclical areas. He still likes the name. Trading at 21X forward earnings with a 17% long-term growth rate. Sales going forward could be challenged by Pres. Trump’s potential policy to raise tariffs on Mexican imports.

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