Saxo Group Videos

#SaxoStrats - I'm buying Carlsberg, selling Heineken

It's been a bad week for the Danish brewer, Carlsberg. Its shares are down 11.5% over two sessions following a profit warning driven by weak sales in Western Europe and problems in Russia.

In this #SaxoStrats, Peter Garnry says it's an attractive stock, based on earnings yield. He also says the new cost cutting programme will help. Garnry says investors can be long Carlsberg but he prefers hedging the bet with a Heineken short and he explains why.

His #SaxoStrats:

Buy 10 CARLB:xcse

Sell 13 HEIA:xams

Hold this for 45 sessions

You can read more about Peter's #SaxoStrats here.

01:34 minutes
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