Andi diagio has beer, wine and spirits in its portfolio. It kind of looks like spirits did the heavy lifting in this quarter. All ther divisions were pretty much up. Over all, the whole year was pretty impressive. Sales up 21 point four %. Organic volume up ten%. Strong organic growth of double digets across all their regions.
Apple, Microsoft, Alphabet, and Amazon provide a welcome lift to the market.
(0:30) Andy Cross and Ron Gross discuss: - The Fed raising interest rates and GDP contracting - Apple and Amazon surprising to the upside - Microsoft's cloud division delivering again - Shopify's relative attractiveness as a stock - Meta Platforms warning investors
(19:45) Andy and Ron discuss Chipotle's impressive ability to raise prices, as well as: - McDonald's stock closing in on a new high - The war on cash with Visa and Mastercard - Diageo wrapping up a strong year - The latest from Etsy and Roku - Unilever shutting down the Choco Taco - Two stocks on their radar: Masimo and NextEra Energy
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Stocks discussed on the show: AAPL, AMZN, MSFT, GOOG, GOOGL, SHOP, META, CMG, MCD, ETSY, ROKU, V, MA, DEO, UL, MASI, NEE
Host: Chris Hill Guests: Andy Cross, Ron Gross Engineer: Dan Boyd
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