From: James CramerSent: Wednesday, June 06, 2012 3:52 PMTo: Nicole UrkenSubject: Diageo / Brown Forman

Let’s look at why these rallied so much. I think we need to do another “taste” test of the liquor players.

From: Nicole Urken Sent: Wednesday, June 06, 2012 4:13 PMTo: James CramerSubject: RE: Diageo / Brown Forman

Will look into further. For BF.B, while it was a headline miss, there were strong underlying results (organic sales strong esp for Jack Daniels brand family with price increases coming). Case of headline vs underlying results once dig deeper… plus defensive name with growth

From: James Cramer Sent: Wednesday, June 06, 2012 7:07 PMTo: Nicole UrkenSubject: RE: Diageo / Brown Forman

Might be a good piece just to go over how to understand headlines v. reality cause when you read the headlines you thought it would be down huge—a real good primer for us. Let’s get on it.

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