The following video is from Friday's Motley Fool Money weekly roundtable discussion with host Chris Hill, as well as analysts Ron Gross, Charly Travers, and Joe Magyer.

In this segment, beverage giant Diageo (DEO -0.02%) walked away from negotiations to continue distributing Jose Cuervo. While some think it's just a tactical move that will eventually lead to buying Cuervo outright, others believe Diageo has another target in mind: Beam (BEAM.DL). Joe shares why Beam's portfolio of beverages, including tequila, would fit with Diageo.