Starbucks

SBUX-Q

NASDAQ:SBUX

78.58
0.82 (1.05%)
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
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.

TOP PICK
TOP PICK
January 26, 2015

This company has done a wonderful job in managing their brand. They have multiple moving parts that help them to build on their profitability. The dividend has grown 25% a year over the last 3 years. You have a strengthening consumer on the back of weak oil prices. They have a wonderful loyalty program. Same-store sales came in stronger than expected. Technically the stock just broke out a couple of days ago. Yield of 1.45%.

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Starbucks (SBUX-Q)
January 26, 2015

This company has done a wonderful job in managing their brand. They have multiple moving parts that help them to build on their profitability. The dividend has grown 25% a year over the last 3 years. You have a strengthening consumer on the back of weak oil prices. They have a wonderful loyalty program. Same-store sales came in stronger than expected. Technically the stock just broke out a couple of days ago. Yield of 1.45%.

PAST TOP PICK
PAST TOP PICK
January 22, 2015

(A Top Pick Feb 13/14. Up 12.03%.) Expanding into the food space and into more of the breakfast areas as well as beverage areas. More importantly you have a rebounding US economy with consumers feeling a little bit more confident and a labour market that is getting better.

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Starbucks (SBUX-Q)
January 22, 2015

(A Top Pick Feb 13/14. Up 12.03%.) Expanding into the food space and into more of the breakfast areas as well as beverage areas. More importantly you have a rebounding US economy with consumers feeling a little bit more confident and a labour market that is getting better.

TOP PICK
TOP PICK
January 9, 2015

When looking at US dividend growers and dividend payers, you want stocks that have good predictability of income as well as being a good secular growth story. This is exactly what this one is. Expects there will be operational efficiencies in the next year. They are going to benefit as they expand into other geographies. About 75% of their income comes from North America and you really haven’t seen that coffee culture develop in emerging markets. That will coincide with a big increase in the low to middle income households. Valuation is reasonable. Thinks they will be able to deliver 20% growth across the board longer-term. Yield of 1.61%.

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Starbucks (SBUX-Q)
January 9, 2015

When looking at US dividend growers and dividend payers, you want stocks that have good predictability of income as well as being a good secular growth story. This is exactly what this one is. Expects there will be operational efficiencies in the next year. They are going to benefit as they expand into other geographies. About 75% of their income comes from North America and you really haven’t seen that coffee culture develop in emerging markets. That will coincide with a big increase in the low to middle income households. Valuation is reasonable. Thinks they will be able to deliver 20% growth across the board longer-term. Yield of 1.61%.

PAST TOP PICK
PAST TOP PICK
January 6, 2015

(A Top Pick Dec 2/13. Down 0.80%.) Thinks they are the best coffee chain out there. The thesis is always making more money out of things like China and selling more and varied products to their customers. Things haven’t changed, but the challenge is that it is a high multiple stock, so any time the market has not done well, you are going to see this fluctuate quite a bit more. However, he does think they are going to create value and continue to justify the high multiples.

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Starbucks (SBUX-Q)
January 6, 2015

(A Top Pick Dec 2/13. Down 0.80%.) Thinks they are the best coffee chain out there. The thesis is always making more money out of things like China and selling more and varied products to their customers. Things haven’t changed, but the challenge is that it is a high multiple stock, so any time the market has not done well, you are going to see this fluctuate quite a bit more. However, he does think they are going to create value and continue to justify the high multiples.

TOP PICK
TOP PICK
December 16, 2014

Hasn’t been a spectacular performer this year, but is moving into food and wine with a big movement into China and eventually into India. Have great metrics and great earnings. Yield of 1.62%.

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Starbucks (SBUX-Q)
December 16, 2014

Hasn’t been a spectacular performer this year, but is moving into food and wine with a big movement into China and eventually into India. Have great metrics and great earnings. Yield of 1.62%.

TOP PICK
TOP PICK
December 4, 2014

20,000 stores in 60 countries globally. This is a stock that has taken a bit of time off and hasn’t done a heck of a lot, although it hit a new high today, which technically could be a pretty interesting formation. A premier large cap growth name. Doesn’t think you can find a name in the space that is similar to this. Expanding into tea, juices as well as fresh food offerings and alcohol in the US. Yield of 1.57%.

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Starbucks (SBUX-Q)
December 4, 2014

20,000 stores in 60 countries globally. This is a stock that has taken a bit of time off and hasn’t done a heck of a lot, although it hit a new high today, which technically could be a pretty interesting formation. A premier large cap growth name. Doesn’t think you can find a name in the space that is similar to this. Expanding into tea, juices as well as fresh food offerings and alcohol in the US. Yield of 1.57%.

DON'T BUY
DON'T BUY
November 3, 2014

For long-term hold, would it be Starbucks (SBUX-Q) or Disney (DIS-N)? He doesn't own either. They are both fairly expensive with this one trading at about 25X earnings and Disney at about 20X. Regarding growth metrics, this is probably a little bit growthier, but he feels it has some risk. If he had to choose one, it would probably be DIS-N.

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Starbucks (SBUX-Q)
November 3, 2014

For long-term hold, would it be Starbucks (SBUX-Q) or Disney (DIS-N)? He doesn't own either. They are both fairly expensive with this one trading at about 25X earnings and Disney at about 20X. Regarding growth metrics, this is probably a little bit growthier, but he feels it has some risk. If he had to choose one, it would probably be DIS-N.

HOLD
HOLD
October 28, 2014

Reporting in the next little while. Over 5 years, it has done very, very well and there is no reason to think that this won't continue.

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Starbucks (SBUX-Q)
October 28, 2014

Reporting in the next little while. Over 5 years, it has done very, very well and there is no reason to think that this won't continue.

COMMENT
COMMENT
October 14, 2014

He tends not to buy companies like this with their kind of multiple level. This is a remarkably great concept. They have growth, but you are paying for it.

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Starbucks (SBUX-Q)
October 14, 2014

He tends not to buy companies like this with their kind of multiple level. This is a remarkably great concept. They have growth, but you are paying for it.

WAIT
WAIT
October 9, 2014

The sector should continue to have a tail wind: falling energy, commodity and food prices. Has close to 80% of revenue in the US so it is a proxy on the US economy. It is not the strongest stock in the group. See it consolidate before getting in.

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Starbucks (SBUX-Q)
October 9, 2014

The sector should continue to have a tail wind: falling energy, commodity and food prices. Has close to 80% of revenue in the US so it is a proxy on the US economy. It is not the strongest stock in the group. See it consolidate before getting in.

DON'T BUY
DON'T BUY
October 1, 2014

It has been going sideways for the last little while. A trading range for the last year. Wait until technicals become better. Trend is flat and is below its 20 day moving average. Seasonally it does well from July to about now and then you should go into more economically sensitive securities. We have not seen any performance on this stock over the past year.

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Starbucks (SBUX-Q)
October 1, 2014

It has been going sideways for the last little while. A trading range for the last year. Wait until technicals become better. Trend is flat and is below its 20 day moving average. Seasonally it does well from July to about now and then you should go into more economically sensitive securities. We have not seen any performance on this stock over the past year.

PAST TOP PICK
PAST TOP PICK
September 3, 2014

(A Top Pick Dec 2/13. Down 4.25%.) There have been some challenges like higher coffee prices, but the main reason they have dropped is that there has been talk of slower growth, especially given the shootout performance they had last year. Executed better than what the street expected. Sales continue to be strong. Still likes.

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Starbucks (SBUX-Q)
September 3, 2014

(A Top Pick Dec 2/13. Down 4.25%.) There have been some challenges like higher coffee prices, but the main reason they have dropped is that there has been talk of slower growth, especially given the shootout performance they had last year. Executed better than what the street expected. Sales continue to be strong. Still likes.

BUY WEAKNESS
BUY WEAKNESS
August 13, 2014

Always an expensive stock on a multiple basis. The great thing from an investor’s standpoint is that they can trust that it is going to have a good growth profile going forward, so it gets a premium valuation, something like 25X. At this price, this is less attractive. They are probably going to grow in the mid teens. It also depends on the price of coffee. More appealing in the $70 range. His target would be around $80-$85.

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Starbucks (SBUX-Q)
August 13, 2014

Always an expensive stock on a multiple basis. The great thing from an investor’s standpoint is that they can trust that it is going to have a good growth profile going forward, so it gets a premium valuation, something like 25X. At this price, this is less attractive. They are probably going to grow in the mid teens. It also depends on the price of coffee. More appealing in the $70 range. His target would be around $80-$85.

COMMENT
COMMENT
August 5, 2014

Walt Disney (DIS-N) or Starbucks (SBUX-Q)? Neither. He only likes recommending the companies that he owns and follows. However, these are wonderful, wonderful companies and if you were to hold them forever, you probably would do very, very well. He would prefer Tim Hortons (THI-T). Valuation is a lot cheaper and the Return on Invested Capital is amazing.

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Starbucks (SBUX-Q)
August 5, 2014

Walt Disney (DIS-N) or Starbucks (SBUX-Q)? Neither. He only likes recommending the companies that he owns and follows. However, these are wonderful, wonderful companies and if you were to hold them forever, you probably would do very, very well. He would prefer Tim Hortons (THI-T). Valuation is a lot cheaper and the Return on Invested Capital is amazing.

DON'T BUY
DON'T BUY
July 24, 2014

Thinks this is overvalued at this time. This is a case of a really great company, but a not so good stock. Stock has been bid up to a point where it represents some risk. At 30X earnings there is a lot of air under the stock price.

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Starbucks (SBUX-Q)
July 24, 2014

Thinks this is overvalued at this time. This is a case of a really great company, but a not so good stock. Stock has been bid up to a point where it represents some risk. At 30X earnings there is a lot of air under the stock price.

COMMENT
COMMENT
July 11, 2014

Fantastic business. In the long term, they will continue to win. It is the giant in the space. The near-term pullback was consciousness around the consumer and coffee prices. This is a long-term core holding if you have a 3 to 5 year time frame.

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Starbucks (SBUX-Q)
July 11, 2014

Fantastic business. In the long term, they will continue to win. It is the giant in the space. The near-term pullback was consciousness around the consumer and coffee prices. This is a long-term core holding if you have a 3 to 5 year time frame.

HOLD
HOLD
June 30, 2014

Well-managed company and very innovative. Doing their best to bring on new technologies and new products. There has been a bit of a squeeze lately with rising coffee prices. Expects there will be more international expansion as well as broadening out its product category.

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Starbucks (SBUX-Q)
June 30, 2014

Well-managed company and very innovative. Doing their best to bring on new technologies and new products. There has been a bit of a squeeze lately with rising coffee prices. Expects there will be more international expansion as well as broadening out its product category.

SELL
SELL
June 17, 2014

Got up to about 12X its BV. Historically, that is the highest the stock has got to in 25 years. When stocks get to their old highs and run out of upside, the best you can say is “Good Luck. I am going to switch to someplace else.”

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Starbucks (SBUX-Q)
June 17, 2014

Got up to about 12X its BV. Historically, that is the highest the stock has got to in 25 years. When stocks get to their old highs and run out of upside, the best you can say is “Good Luck. I am going to switch to someplace else.”

TOP PICK
TOP PICK
May 12, 2014

Everywhere you turn, you see their shops which seem to be taking over the world. Have done very well spreading the concept of expensive coffee globally. The biggest driver right now is actually China, but an additional driver is actually Europe. Even though there are a lot of Starbucks in Europe, they are not making a lot of money there because of a lot of competition. They are trying to fix that. On top of that they are bringing out innovative loyalty cards, instant coffee and into the supermarket channel. Also, bringing out a breakfast and lunch menu. Not cheap, but with the bit of a slowdown, he is seeing opportunity this year. Yield of 1.46%.

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Starbucks (SBUX-Q)
May 12, 2014

Everywhere you turn, you see their shops which seem to be taking over the world. Have done very well spreading the concept of expensive coffee globally. The biggest driver right now is actually China, but an additional driver is actually Europe. Even though there are a lot of Starbucks in Europe, they are not making a lot of money there because of a lot of competition. They are trying to fix that. On top of that they are bringing out innovative loyalty cards, instant coffee and into the supermarket channel. Also, bringing out a breakfast and lunch menu. Not cheap, but with the bit of a slowdown, he is seeing opportunity this year. Yield of 1.46%.

TOP PICK
TOP PICK
April 16, 2014

Doesn’t have as much yield as he likes, but growth is quite phenomenal, especially in Asia. They have really focused on growing in China and India and the demographics are really positive for them there. It continues to reinvent itself. Acquired Teavana because in a lot of the emerging markets, tea is more popular than coffee. Looking out 5 years, this company has the growth that he wants.

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Starbucks (SBUX-Q)
April 16, 2014

Doesn’t have as much yield as he likes, but growth is quite phenomenal, especially in Asia. They have really focused on growing in China and India and the demographics are really positive for them there. It continues to reinvent itself. Acquired Teavana because in a lot of the emerging markets, tea is more popular than coffee. Looking out 5 years, this company has the growth that he wants.

PAST TOP PICK
PAST TOP PICK
April 9, 2014

(Top Pick March 14/13, Up 27.32%) You pay a little more in terms of PE ratio for this one. Expansion into India and China. Every time you go in, you spend more. He added a couple of months ago.

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Starbucks (SBUX-Q)
April 9, 2014

(Top Pick March 14/13, Up 27.32%) You pay a little more in terms of PE ratio for this one. Expansion into India and China. Every time you go in, you spend more. He added a couple of months ago.

COMMENT
COMMENT
April 8, 2014

Doing a lot of great things. Sold his holdings on concerns of valuation and the 70% increase of coffee prices this year. This is a big part of their cost structure. At an interesting level and he is watching to see how it trades. Trading additional levers that it can pull to diversify itself away from the core coffee business. Trying to offer a lot of different things to increase the amount of money spent in stores. Next quarter is going to be an interesting one. Valuation is too expensive for him.

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Starbucks (SBUX-Q)
April 8, 2014

Doing a lot of great things. Sold his holdings on concerns of valuation and the 70% increase of coffee prices this year. This is a big part of their cost structure. At an interesting level and he is watching to see how it trades. Trading additional levers that it can pull to diversify itself away from the core coffee business. Trying to offer a lot of different things to increase the amount of money spent in stores. Next quarter is going to be an interesting one. Valuation is too expensive for him.

COMMENT
COMMENT
April 2, 2014

Has 20,000 stores globally. Expanding into China and India. Beefing up the menu by offering baked goods. Really good balance sheet and fundamentally it is a very sound company. Did a very successful test market of 45 stores in the US where they were offering alcohol in the evening. Now they are going to start offering alcohol in all stores. This will take a few years. Customer base is probably more affluent than that of Tim Hortons (THI-T). Thinks the long-term of this company is going to do very well.

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Starbucks (SBUX-Q)
April 2, 2014

Has 20,000 stores globally. Expanding into China and India. Beefing up the menu by offering baked goods. Really good balance sheet and fundamentally it is a very sound company. Did a very successful test market of 45 stores in the US where they were offering alcohol in the evening. Now they are going to start offering alcohol in all stores. This will take a few years. Customer base is probably more affluent than that of Tim Hortons (THI-T). Thinks the long-term of this company is going to do very well.

HOLD
HOLD
March 21, 2014

(Market Call Minute.) The business is becoming more and more competitive. They are the leader, but competition is strong.

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Starbucks (SBUX-Q)
March 21, 2014

(Market Call Minute.) The business is becoming more and more competitive. They are the leader, but competition is strong.

DON'T BUY
DON'T BUY
March 5, 2014

Very good company. A longer international growth play but the PE kept her out of the stock.

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Starbucks (SBUX-Q)
March 5, 2014

Very good company. A longer international growth play but the PE kept her out of the stock.

BUY
BUY
March 3, 2014

Likes it. Coffee prices last year declined last year 38% and he didn’t see any prices go down. Recent price increases should be easily absorbed. Had a bit of a flat spot but one of the better consumer stocks. The margins are incredible. They are not a problem for them.

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Starbucks (SBUX-Q)
March 3, 2014

Likes it. Coffee prices last year declined last year 38% and he didn’t see any prices go down. Recent price increases should be easily absorbed. Had a bit of a flat spot but one of the better consumer stocks. The margins are incredible. They are not a problem for them.

TOP PICK
TOP PICK
February 14, 2014

Not a cheap stock, but the key question is, can they continue to grow at the same kind of rate. It is the dominant coffee chain in North America, but not making a lot of money in Europe, Africa, etc. so there is a lot of room to clean up their business and make a lot more money. Rapidly growing in China and developing countries. They are also bringing out new products. Even at 20X PE, it is reasonable.

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Starbucks (SBUX-Q)
February 14, 2014

Not a cheap stock, but the key question is, can they continue to grow at the same kind of rate. It is the dominant coffee chain in North America, but not making a lot of money in Europe, Africa, etc. so there is a lot of room to clean up their business and make a lot more money. Rapidly growing in China and developing countries. They are also bringing out new products. Even at 20X PE, it is reasonable.

TOP PICK
TOP PICK
February 13, 2014

20,000 stores globally and growing. 63 countries. A premier growth name. Very well recognized around the world. Expanding into teas, juices and premium baked goods which will add to its bottom line. He is looking at 15% plus earnings growth.

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Starbucks (SBUX-Q)
February 13, 2014

20,000 stores globally and growing. 63 countries. A premier growth name. Very well recognized around the world. Expanding into teas, juices and premium baked goods which will add to its bottom line. He is looking at 15% plus earnings growth.

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