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

Starbucks Stock Symbol: SBUX-Q

Notes:coffee chain

Last Price Recorded: $58.0300 on 2017-07-20

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Date Signal Expert Opinion Price
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
2017-04-27 TOP PICK Mike S. Newton, CIM FCSI

He was disappointed after the market today, but that is an opportunity for anyone who wants to pick this up tomorrow. They had a big issue with congestion in mobile ordering, but that is a good problem to have. Have all kinds of developments in cold and fresh food. Dividend yield of 1.6%. (Analysts’ price target is $65.)


Price:
$61.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-24 PAST TOP PICK Liz Miller

(Top Pick Nov 9/16, Up 13%) You can own it for the long term.  They are 15 years behind McDonalds.  They are reacting well to changing trends.  It was going sideways for about a year and is still off its peak so there is plenty of opportunity.


Price:
$61.110
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-04-06 DON'T BUY Stan Wong

Held this for about 2-2.5 years, and just sold his holdings recently. Valuations were getting a little rich. Trading at 26X forward earnings. Although the long-term growth rate is around 15%, the PEG ratio is still going to be up around .6X. More importantly, same-store sales have slowed to its lowest pace since 2009. A great franchise, and long term they will do well by going to the international markets.


Price:
$57.920
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-03-15 COMMENT Stephen Groff

Trading at one of the lowest premiums to the S&P than it has for a long time. A great business. Very strong brand. Have had some operational issues lately, partly to do with their North American operations; the new mobile app and issues it has created in the stores. They are working through that. Also, China is very important for them. Generates great returns. Well run and getting cheaper than what it was. Still not cheap though. When he thinks it is appropriate, he will Buy. Dividend yield of 1.8%.


Price:
$54.540
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-03-09 COMMENT Stan Wong

Owned this for a couple of years, and just sold it off this past week. He is shifting away from some of the growthier high PE names to the value side. This is a great franchise and are diversifying into other markets globally, but it is trading at a multiple of 25X forward earnings. Also, same-store sales have slowed to the lowest level since 2009.


Price:
$55.190
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2017-03-08 DON'T BUY William Chin

This hasn’t done anything. There are better sand boxes to play in. It’s not bearish yet.


Price:
$55.740
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2017-02-16 BUY David Baskin

Every time you think they cannot expand they keep surprising you.  They are a tremendous company.  They are not cheap, but you can’t deny their marketing genius.


Price:
$56.730
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-02-09 SELL Jim McGovern

A fairly controversial name right now. He would be inclined to be a short seller on this. Howard Schultz departure is a negative, as he is an icon in the business world, and very hard to replace. Also, he is fairly bullish on dairy prices, which is a big input cost for them. They’ve had a few hiccups with the mobile pickups. The valuation versus what has been delivered over the last few quarters has a bit of a disconnect. Dividend yield of 1.8%.


Price:
$55.810
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
No
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