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Lorne Steinberg Compass Group plc CPG-LON TOP PICK Feb 01, 2024

Catering. Food courts, hospitals, schools, sports stadiums, offshore drilling. Revenues growing 8-10% per year. Huge free cashflow. Trend is that more and more companies want to outsource food supply. 60% of revenues are in US. Double-digit earnings growth, trades at 23x earnings. Compelling story. (Target price in pounds.) Yield is 2%.

(Analysts’ price target is $2336.82)
Lorne SteinbergLorne Steinberg
Owned
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$21.780

Stock price when the opinion was issued

food services
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PAST TOP PICK

Compass Group plc(CPG-LON)

Feb 22, 2008
(A Top Pick July 12/07. Down 4%.) (London exchange.) Food services. Do about $1 billion of sales in Canada. 3.3% yield.
Don ReedDon Reed
Owned
Unlock Rating
$0.010

Stock price when the opinion was issued

food services
TOP PICK

Compass Group plc(CPG-LON)

Mar 11, 2008
(London Stock Exchange)Statistically both trusts and energy stocks are starting to come on. Good combination. For longer-term investors, he would suggest a stoploss of about 10%-15% below where it is.
Kenneth P. Norquay, CMTKenneth P. Norquay, CMT
No
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$0.010

Stock price when the opinion was issued

food services
TOP PICK

Compass Group plc(CPG-LON)

Aug 28, 2008
(A Top Pick Jul 12/07. Up to 7%.)(London Stock Exchange)The #1 food service company in the world. Achieving a lot of economies through the purchase of food.
Don ReedDon Reed
Owned
Unlock Rating
$0.010

Stock price when the opinion was issued

food services
PAST TOP PICK

Compass Group plc(CPG-LON)

Oct 07, 2008
(Top Pick July 12/07 Down 6%)(London Stock Exchange) Economies of scale on purchasing side keep their costs down. Defensive stock. Still more room for cost controls. Still continue to win contracts with institutions. Still a good food service
Don ReedDon Reed
Owned
Unlock Rating
$0.010

Stock price when the opinion was issued

food services
TOP PICK

Compass Group plc(CPG-LON)

Mar 15, 2011
Biggest food services firm in the world. They always have the ability to use their scale to drive down their cost. It gives you a base when things are in rough shape.
Don ReedDon Reed
Owned
Unlock Rating
$0.010

Stock price when the opinion was issued

food services
HOLD

Compass Group plc(CPG-LON)

Jan 03, 2013

There is tiredness to the oil sector and you can see it in the oil sands. You also have the overall dilemma of what is going to happen with our landlocked supplies and where are they going to go. This is one of the finest of these companies.

Michael SmedleyMichael Smedley
Owned
Unlock Rating
$0.010

Stock price when the opinion was issued

food services
TOP PICK

Compass Group plc(CPG-LON)

Jun 28, 2021
They are the largest food caterer in the world. They got hurt with COVID. They are incredibly well positioned. They are the market leader. They are well capitalized and they will return to growth in the latter half of this year with the dividend reinstated next year. (Analysts’ price target is $1588.62)
Lorne SteinbergLorne Steinberg
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

food services
PAST TOP PICK

Compass Group plc(CPG-LON)

Jun 21, 2022
(A Top Pick Jun 28/21, Up 14%) It got hammered when Covid hit, but has recovered. A growth by acquisition story. Still owns it.
Lorne SteinbergLorne Steinberg
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

food services
PAST TOP PICK

Compass Group plc(CPG-LON)

Mar 06, 2025
(A Top Pick Feb 01/24, Up 24%)

Fragmented industry, fantastic job buying up and integrating smaller operations. Double-digit earnings growth over a long time and for foreseeable future. Best in the business by far. Lots of runway. Based in UK.

Lorne SteinbergLorne Steinberg
Owned
Unlock Rating
$2186.000

Stock price when the opinion was issued

food services

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