| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
TAP owns major beer brands like Coors, Miller, Molson, and Blue Moon, making it a solid sector play, but the author expects the stock could decline further before accumulating. The view is cautiously positioned rather than immediately bullish.
STZ trades near 52-week lows with a $22 billion market cap and solid 3%+ dividend coverage as the third-largest US beer maker with diversified wine and spirits holdings. The author sees value in the sector and views STZ as an attractive entry point.
End of results.