Starbucks

SBUX-Q

NASDAQ:SBUX

78.29
2.38 (2.95%)
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.
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Analysis and Opinions about SBUX-Q

Signal
Opinion
Expert
COMMENT
COMMENT
November 3, 2015

The run they’ve had since Howard Schultz took over has really restructured the company and put the growth back in. The multiple has continued to accelerate and grow quarter after quarter as they beat earnings by a large margin. The valuation is at the high end. Growth is somewhat on track, but it is a competitive market and they still have to broaden out. Growth stocks have been in vogue since about 2012 in the US in a huge way, and we are starting to see the valuations taper off, and money shift to the areas that have underperformed recently.

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Starbucks (SBUX-Q)
November 3, 2015

The run they’ve had since Howard Schultz took over has really restructured the company and put the growth back in. The multiple has continued to accelerate and grow quarter after quarter as they beat earnings by a large margin. The valuation is at the high end. Growth is somewhat on track, but it is a competitive market and they still have to broaden out. Growth stocks have been in vogue since about 2012 in the US in a huge way, and we are starting to see the valuations taper off, and money shift to the areas that have underperformed recently.

BUY WEAKNESS
BUY WEAKNESS
October 29, 2015

Came out with earnings after the closing bell and had record numbers, but they did trail estimates. Doesn’t see any reason to Sell at this time. You are paying a bit of a premium for this type of name, but when you look at the street, there is not a lot of names that will mimic this class of company. Trading at 33X earnings and their growth rate is in the high teens. If the stock dipped on today’s news, he would probably be buying the stock.

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Starbucks (SBUX-Q)
October 29, 2015

Came out with earnings after the closing bell and had record numbers, but they did trail estimates. Doesn’t see any reason to Sell at this time. You are paying a bit of a premium for this type of name, but when you look at the street, there is not a lot of names that will mimic this class of company. Trading at 33X earnings and their growth rate is in the high teens. If the stock dipped on today’s news, he would probably be buying the stock.

PAST TOP PICK
PAST TOP PICK
October 28, 2015

(A Top Pick Dec 16/14. Up 62.06%.) Well-managed. This is something that you want to own.

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Starbucks (SBUX-Q)
October 28, 2015

(A Top Pick Dec 16/14. Up 62.06%.) Well-managed. This is something that you want to own.

WATCH
WATCH
October 15, 2015

It has been a little bit weak. The dip in September has flushed a lot of people out. The space has some real winners and some real losers. It may get a little weaker in the short term. $52 would be the support level.

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Starbucks (SBUX-Q)
October 15, 2015

It has been a little bit weak. The dip in September has flushed a lot of people out. The space has some real winners and some real losers. It may get a little weaker in the short term. $52 would be the support level.

BUY
BUY
October 13, 2015

Starbucks (SBUX-Q) or Facebook (FB-Q)? He likes both. They are both very strong stories for different reasons. This one is right in the centre of where you want to be with affordable luxury. Both have a very exciting growth stories. If he had to make a choice, it would probably be Facebook over this.

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Starbucks (SBUX-Q)
October 13, 2015

Starbucks (SBUX-Q) or Facebook (FB-Q)? He likes both. They are both very strong stories for different reasons. This one is right in the centre of where you want to be with affordable luxury. Both have a very exciting growth stories. If he had to make a choice, it would probably be Facebook over this.

BUY
BUY
October 6, 2015

Phenomenal brand. They are a consistent performer. They have good growth and great management. You can pay up for growth, but this is different. Whatever they do they do it well. It comes back to process. It is about to break out again.

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Starbucks (SBUX-Q)
October 6, 2015

Phenomenal brand. They are a consistent performer. They have good growth and great management. You can pay up for growth, but this is different. Whatever they do they do it well. It comes back to process. It is about to break out again.

HOLD
HOLD
September 21, 2015

A fantastic company. A phenomenally successful company. It is trading at the high end of its range. Hold it or wait for a correction to buy it. He regrets selling it.

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Starbucks (SBUX-Q)
September 21, 2015

A fantastic company. A phenomenally successful company. It is trading at the high end of its range. Hold it or wait for a correction to buy it. He regrets selling it.

TOP PICK
TOP PICK
September 17, 2015

They continue to grow. There are now 22,000 stores in 67 countries. One of the most recognized names in the world. They are expanding into tea, juices, premium baked goods, breakfast and even alcohol in some locations in the US. They continue to enjoy a very strong pricing power. Dividend yield of 1.12%.

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Starbucks (SBUX-Q)
September 17, 2015

They continue to grow. There are now 22,000 stores in 67 countries. One of the most recognized names in the world. They are expanding into tea, juices, premium baked goods, breakfast and even alcohol in some locations in the US. They continue to enjoy a very strong pricing power. Dividend yield of 1.12%.

HOLD
HOLD
September 14, 2015

Had an incredible run. He would not add to it now. The results are double digit revenue and earnings growth. It is due for a breather or a pullback.

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Starbucks (SBUX-Q)
September 14, 2015

Had an incredible run. He would not add to it now. The results are double digit revenue and earnings growth. It is due for a breather or a pullback.

TOP PICK
TOP PICK
August 31, 2015

Fundamentals are solid. A very well-run operation. They seem to be able to keep ahead of the technology. They invent something to reduce line-ups and they invent new products that people want to have. Internationally they are really exploding. Dividend yield of 1.17%.

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Starbucks (SBUX-Q)
August 31, 2015

Fundamentals are solid. A very well-run operation. They seem to be able to keep ahead of the technology. They invent something to reduce line-ups and they invent new products that people want to have. Internationally they are really exploding. Dividend yield of 1.17%.

BUY
BUY
August 27, 2015

Has dropped down to the 100 day moving average, so that could provide an opportunity. It didn’t drop much during this market decline. There is not a comparable competitor at this point. They are doing all the right things by serving alcohol, getting more into the breakfast foods and getting into tea and different juices.

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Starbucks (SBUX-Q)
August 27, 2015

Has dropped down to the 100 day moving average, so that could provide an opportunity. It didn’t drop much during this market decline. There is not a comparable competitor at this point. They are doing all the right things by serving alcohol, getting more into the breakfast foods and getting into tea and different juices.

BUY
BUY
August 13, 2015

It would be one of his top picks but he used it two or three times. They are dominant and have so many levers. They continue to innovate. China is exploding for them. Use a stop of $53-4.

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Starbucks (SBUX-Q)
August 13, 2015

It would be one of his top picks but he used it two or three times. They are dominant and have so many levers. They continue to innovate. China is exploding for them. Use a stop of $53-4.

BUY WEAKNESS
BUY WEAKNESS
August 12, 2015

It is a blue chip US stock.. Great to own for the long term. People are always drinking coffee and tea. Great stock to own if you can get it for a good price.

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Starbucks (SBUX-Q)
August 12, 2015

It is a blue chip US stock.. Great to own for the long term. People are always drinking coffee and tea. Great stock to own if you can get it for a good price.

DON'T BUY
DON'T BUY
July 6, 2015

Generally has been a fabulous investment. They continue to gain share. He does not own it because it is not a value stock.

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Starbucks (SBUX-Q)
July 6, 2015

Generally has been a fabulous investment. They continue to gain share. He does not own it because it is not a value stock.

COMMENT
COMMENT
July 6, 2015

This is in the sector that has been pretty strong. The model is well-liked. Chart shows the low was in late 2008 followed by a rebound bull. Then there was a mini bear in 2012. This was followed by new highs. He thinks this works higher.

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Starbucks (SBUX-Q)
July 6, 2015

This is in the sector that has been pretty strong. The model is well-liked. Chart shows the low was in late 2008 followed by a rebound bull. Then there was a mini bear in 2012. This was followed by new highs. He thinks this works higher.

BUY
BUY
July 2, 2015

Thinks the upside a year from now will be about 15%-20%. He continues to like the company, but the biggest knock on it is that it is expensive. The multiple is warranted by growth going forward. There are a couple of things that is going to drive the share price higher. There will be an increase in emerging market penetration. North America accounts for well over 75% of their sales, and as they start to open stores in other parts of the world, that will have a very significant impact on their earnings and long-term growth expectations. Dividend of 1.2%.

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Starbucks (SBUX-Q)
July 2, 2015

Thinks the upside a year from now will be about 15%-20%. He continues to like the company, but the biggest knock on it is that it is expensive. The multiple is warranted by growth going forward. There are a couple of things that is going to drive the share price higher. There will be an increase in emerging market penetration. North America accounts for well over 75% of their sales, and as they start to open stores in other parts of the world, that will have a very significant impact on their earnings and long-term growth expectations. Dividend of 1.2%.

WEAK BUY
WEAK BUY
May 19, 2015

If you really, really want to own this, take a little bit. Buy it so that you are in the game. Very expensive, and a market correction might help in getting an investor a core position. On his radar list.

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Starbucks (SBUX-Q)
May 19, 2015

If you really, really want to own this, take a little bit. Buy it so that you are in the game. Very expensive, and a market correction might help in getting an investor a core position. On his radar list.

PAST TOP PICK
PAST TOP PICK
May 14, 2015

(A Top Pick May 12/14. Up 44.16%.) Any time you are buying this, it is trading at a premium multiple, but a premium growth story. At the time he recommended this, the growth was more than justified. Has become more expensive and he has pared back his position.

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Starbucks (SBUX-Q)
May 14, 2015

(A Top Pick May 12/14. Up 44.16%.) Any time you are buying this, it is trading at a premium multiple, but a premium growth story. At the time he recommended this, the growth was more than justified. Has become more expensive and he has pared back his position.

COMMENT
COMMENT
May 12, 2015

As a value-based investor, she finds a valuation on this to be quite high. If she were going to buy it, it would have to be on a pullback. The company is doing quite well. The introduction of food has helped. Grows internationally and still has a lot of runway.

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Starbucks (SBUX-Q)
May 12, 2015

As a value-based investor, she finds a valuation on this to be quite high. If she were going to buy it, it would have to be on a pullback. The company is doing quite well. The introduction of food has helped. Grows internationally and still has a lot of runway.

PAST TOP PICK
PAST TOP PICK
April 30, 2015

(Top Pick Apr 16/14, Up 43.83%) It is a core position. They keep doing everything right. They are innovative and have the International expansions going. He has not sold any. He would not be chasing it here because it is so rich. Let it come to you. Be patient.

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Starbucks (SBUX-Q)
April 30, 2015

(Top Pick Apr 16/14, Up 43.83%) It is a core position. They keep doing everything right. They are innovative and have the International expansions going. He has not sold any. He would not be chasing it here because it is so rich. Let it come to you. Be patient.

DON'T BUY
DON'T BUY
April 29, 2015

This is a growth stock with a growth multiple attached to it. They started to roll out a facility for ordering online. She looks for value so this one doesn’t interest her.

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Starbucks (SBUX-Q)
April 29, 2015

This is a growth stock with a growth multiple attached to it. They started to roll out a facility for ordering online. She looks for value so this one doesn’t interest her.

BUY
BUY
April 21, 2015

The consumer has been 8-9 months of putting those dollars into their pocket that they saved on gasoline. A lot of the money has been saved, not necessarily spent. Because of this, he feels this company has a big tailwind in the market and lots of opportunity for adding to their business.

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Starbucks (SBUX-Q)
April 21, 2015

The consumer has been 8-9 months of putting those dollars into their pocket that they saved on gasoline. A lot of the money has been saved, not necessarily spent. Because of this, he feels this company has a big tailwind in the market and lots of opportunity for adding to their business.

COMMENT
COMMENT
April 17, 2015

Disney (DIS-N) or Starbucks (SBUX-Q)? Dissimilar companies. Doesn’t own either, but if he were, it would probably be Disney, because he likes the long-term prospects for entertainment.

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Starbucks (SBUX-Q)
April 17, 2015

Disney (DIS-N) or Starbucks (SBUX-Q)? Dissimilar companies. Doesn’t own either, but if he were, it would probably be Disney, because he likes the long-term prospects for entertainment.

COMMENT
COMMENT
April 16, 2015

He likes this. Have done an excellent job of expanding. Now over 21,000 stores in 66 countries. For the established stores, they are continuing to innovate, which is helping. Growth is really coming out of Asia where there have been 750 stores opened. Numbers are showing 20% growth year-over-year in Asia, compared to 10% in the US. This is a pure momentum growth story, and if you believe that is going to continue, this is the time to buy it. He would like to see a 10% pullback before he gets into it. Dividend is only 1.25%, so you are not getting paid a whole lot to wait.

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Starbucks (SBUX-Q)
April 16, 2015

He likes this. Have done an excellent job of expanding. Now over 21,000 stores in 66 countries. For the established stores, they are continuing to innovate, which is helping. Growth is really coming out of Asia where there have been 750 stores opened. Numbers are showing 20% growth year-over-year in Asia, compared to 10% in the US. This is a pure momentum growth story, and if you believe that is going to continue, this is the time to buy it. He would like to see a 10% pullback before he gets into it. Dividend is only 1.25%, so you are not getting paid a whole lot to wait.

DON'T BUY
DON'T BUY
April 7, 2015

A really good company and has done extremely well over the long-term. Continues to grow its revenues and earnings and build shareholder value. He finds it a little bit expensive at this price.

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Starbucks (SBUX-Q)
April 7, 2015

A really good company and has done extremely well over the long-term. Continues to grow its revenues and earnings and build shareholder value. He finds it a little bit expensive at this price.

TOP PICK
TOP PICK
March 10, 2015

Feels the consumer is getting stronger and will spend money on things that make them feel good. This company has a very unique customer base and one that they are growing nicely. Same-store sales were up 5% in the US recently. Traffic growth was 2% giving 17% in traffic. Operating margins were up 12%. A great company to begin with, but they are adding new revenues per store by adding more food. Demand side is strong, new product offerings are strong and the cost of coffee is down 35% last year and is probably heading lower.

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Starbucks (SBUX-Q)
March 10, 2015

Feels the consumer is getting stronger and will spend money on things that make them feel good. This company has a very unique customer base and one that they are growing nicely. Same-store sales were up 5% in the US recently. Traffic growth was 2% giving 17% in traffic. Operating margins were up 12%. A great company to begin with, but they are adding new revenues per store by adding more food. Demand side is strong, new product offerings are strong and the cost of coffee is down 35% last year and is probably heading lower.

PAST TOP PICK
PAST TOP PICK
February 27, 2015

(A Top Pick Feb 13/14. Up 27.03%.) A premier name that demands a premier valuation. They are expanding their food and beverage offerings. More of a breakfast type of food in the mornings. Improving labour market and lower fuel costs benefits a company like this. Trading at 27X forward earnings, but is still growing at 15%-20% EPS long-term growth.

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Starbucks (SBUX-Q)
February 27, 2015

(A Top Pick Feb 13/14. Up 27.03%.) A premier name that demands a premier valuation. They are expanding their food and beverage offerings. More of a breakfast type of food in the mornings. Improving labour market and lower fuel costs benefits a company like this. Trading at 27X forward earnings, but is still growing at 15%-20% EPS long-term growth.

DON'T BUY
DON'T BUY
February 26, 2015

They have done very well execution wise. They are going into different lunches and offerings. A good story, but on the valuation front she just isn’t interested.

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Starbucks (SBUX-Q)
February 26, 2015

They have done very well execution wise. They are going into different lunches and offerings. A good story, but on the valuation front she just isn’t interested.

BUY WEAKNESS
BUY WEAKNESS
January 29, 2015

Wait for a pullback to buy it. They did a great job of turning around the company. It is a great brand and well known.

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Starbucks (SBUX-Q)
January 29, 2015

Wait for a pullback to buy it. They did a great job of turning around the company. It is a great brand and well known.

PAST TOP PICK
PAST TOP PICK
January 27, 2015

(A Top Pick Feb 6/14. Up 23.46%.) When he chose this, it had seemed like it had been unloved for a little while and had moved sideways. They continue to do a fantastic job and they are seeing a seismic shift in their business to mobile and 7 million new loyalty cardholders that they can convert and monetize and work closely with. Global expansion is huge. Recent earnings that came out were phenomenal.

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Starbucks (SBUX-Q)
January 27, 2015

(A Top Pick Feb 6/14. Up 23.46%.) When he chose this, it had seemed like it had been unloved for a little while and had moved sideways. They continue to do a fantastic job and they are seeing a seismic shift in their business to mobile and 7 million new loyalty cardholders that they can convert and monetize and work closely with. Global expansion is huge. Recent earnings that came out were phenomenal.

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