Viewing Company Starbucks | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Starbucks Stock Symbol: SBUX-Q

Notes:coffee chain

Last Price Recorded: $55.1500 on 2017-09-20

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-08-30 BUY Mike S. Newton, CIM FCSI

This has been a frustrating year. He is buying and averaging down. There are 2 parts to the story. There is the domestic story. They came out with some revenue and growth rates in North America that people were not expecting. Thinks it is going through a soft landing. We are used to the high growth rates which is coming down a little. The real story is the China side, where they have 2600 stores and are adding 500 stores a year. As long as China/US relations stay good, he believes this company will continue to see great rewards out of that region. The drop in the stock price is a good buying opportunity.


Price:
$54.520
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-28 HOLD Bruce Campbell (1)

They have tried very hard to have card holders.  45% of transactions are now done on a non-credit card/non-cash basis.  It helps them cut costs.  The growth will be international.  The stock has trended sideways for a while. 


Price:
$54.400
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-24 BUY Rick Stuchberry

He trimmed some after owning it for a long time.  He thinks it is about ready to go again.  It is a case of getting money to flow into that sector.  It’s an international story.


Price:
$53.940
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
Yes
2017-08-24 DON'T BUY Stan Wong

SBUX-T vs. QSR-N.  He sold SBUX-T because the same store sales were weakening and that is happening for QSR-T as well.  Both are not too cheap.  There are headwinds in theses names.


Price:
$53.940
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on GLOBAL GROWTH
Owned:
No
2017-08-23 HOLD Jason Mann

Price momentum is not great.  Valuation is not fantastic at 14 times.  They issue a bit on the last quarter.  They just were not able to grow at the previous pace.


Price:
$54.080
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-21 COMMENT Fabrice Taylor

When a big US name goes up he wonders if Amazon is going into their space.  It is a high price.  They are spending a lot on defensive strategies to knock out the competition. 


Price:
$53.150
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-16 COMMENT Christine Poole

Feels this is transitioning from a very high growth company to a slower growth, and that it is fully valued.


Price:
$53.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-08-01 HOLD Alex Ruus

(Market Call Minute.) A great company, and he would classify it as a Weak Buy to a Hold. If it dropped another 10% he would definitely be a buyer.


Price:
$54.730
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-07 COMMENT Cameron Hurst

Discretionary, as a whole, has really struggled. It tends to be more idiosyncratic in that it is more sub-sector focused. Within restaurants and hotels, it has been great. This company has really come back, however it has pulled back pretty substantially from the $65 price, so technically, you might be a little wary. The group is neutral. It’s not the best neighbourhood to be looking in. He would prefer a McDonald’s (MCD-N) at this time, which has more fundamental levers.


Price:
$58.040
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-04 PARTIAL BUY Kash Pashootan

A great business. They’ve done an excellent job at creating a cult-like following. Started with the Starbucks card, and more than a 3rd of all transactions are done with the card. They are innovating. The mobile order and pay has really taken off. Some locations also have wine and beer. It is not just a coffee shop, it’s a coffee shop that is continuing to innovate and work itself into different occasions. However, you pay a high multiple for it, but he thinks it is worth it. Trading at about 28X with a yield of about 1.8%. You could take a half position and wait for some weakness.


Price:
$58.250
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-06-22 COMMENT Paul Harris, CFA

This has built a great franchise, and the franchise is becoming much more global. They are very unique in that they are very open to making changes when it is necessary, not only for their coffee, but also how they treat clients. There is still a lot of opportunity for them to grow globally. A good story.


Price:
$59.510
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2017-06-09 HOLD David Dietze

He likes this. A great brand name. At this point, he is just a little more skeptical. The valuation is so high. It is just saturated with growth. You are paying a lot, and you are not going to have quite the growth potential a decade ago.


Price:
$62.190
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-30 COMMENT Mike S. Newton, CIM FCSI

One of his absolute favourite names. This is breaking out of the range it was in. Thinks the new real story on this is their food comps. Feels their food is going to add $8-$12 in share price in the next 12 months. They are growing with new stores and with suggestive selling.


Price:
$63.260
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-09 TOP PICK Lyle Stein

He likes consumer names in areas where the middle class is growing, which is Asia. About 14% of their stores are in Asia. The company is going to see nice, double digit earnings growth, driving high margin expansion. He likes their global exposure. Dividend yield of 1.6%. (Analysts’ price target is $66.)


Price:
$60.980
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-05-04 HOLD James Thorne

It would be okay as a dividend grower.  But these stocks get to a point of saturation so he questions the growth rate.  However, it is a safe stock.  Do not expect it to appreciate much.  The growth phase is over and it is dead money.  It will be difficult for this company to grow.  The coffee at Tim Horton’s is just as good.


Price:
$60.830
Subject:
US DIVIDEND
Bias:
BEARISH on RESOURCES
Owned:
Unknown
Showing 1 to 15 of 246 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.