Starbucks

SBUX-Q

NASDAQ:SBUX

79.62
1.84 (2.36%)
Starbucks Corporation is an American coffee company and coffeehouse chain. Starbucks was founded in Seattle, Washington in 1971. As of November 2016, it operates 23,768 locations worldwide.
More at Wikipedia

Analysis and Opinions about SBUX-Q

Signal
Opinion
Expert
BUY
BUY
August 24, 2017

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.

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Starbucks (SBUX-Q)
August 24, 2017

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.

DON'T BUY
DON'T BUY
August 24, 2017

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.

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Starbucks (SBUX-Q)
August 24, 2017

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.

HOLD
HOLD
August 23, 2017

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.

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Starbucks (SBUX-Q)
August 23, 2017

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.

COMMENT
COMMENT
August 21, 2017

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.

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Starbucks (SBUX-Q)
August 21, 2017

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.

COMMENT
COMMENT
August 16, 2017

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

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Starbucks (SBUX-Q)
August 16, 2017

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

HOLD
HOLD
August 1, 2017

(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.

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Starbucks (SBUX-Q)
August 1, 2017

(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.

COMMENT
COMMENT
July 7, 2017

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.

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Starbucks (SBUX-Q)
July 7, 2017

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.

PARTIAL BUY
PARTIAL BUY
July 4, 2017

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.

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Starbucks (SBUX-Q)
July 4, 2017

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.

COMMENT
COMMENT
June 22, 2017

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.

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Starbucks (SBUX-Q)
June 22, 2017

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.

HOLD
HOLD
June 9, 2017

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.

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Starbucks (SBUX-Q)
June 9, 2017

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.

COMMENT
COMMENT
May 30, 2017

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.

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Starbucks (SBUX-Q)
May 30, 2017

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.

TOP PICK
TOP PICK
May 9, 2017

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.)

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Starbucks (SBUX-Q)
May 9, 2017

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.)

HOLD
HOLD
May 4, 2017

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.

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Starbucks (SBUX-Q)
May 4, 2017

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.

TOP PICK
TOP PICK
April 27, 2017

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.)

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Starbucks (SBUX-Q)
April 27, 2017

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.)

PAST TOP PICK
PAST TOP PICK
April 24, 2017

(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.

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Starbucks (SBUX-Q)
April 24, 2017

(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.

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