Starbucks

SBUX-Q

NASDAQ:SBUX

73.78
0.25 (0.34%)
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
HOLD
HOLD
August 17, 2016

Hasn’t done all that well recently. Thinks it is going through a classic growth story that is maturing a little. It has been one of the greatest retailing franchises in history. It has also had a very high valuation. Expensive right now at 25-26 times earnings. Has a large bet on China which he thinks will pay off for them. It’s a name that, at the right price, he would be a buyer.

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Starbucks (SBUX-Q)
August 17, 2016

Hasn’t done all that well recently. Thinks it is going through a classic growth story that is maturing a little. It has been one of the greatest retailing franchises in history. It has also had a very high valuation. Expensive right now at 25-26 times earnings. Has a large bet on China which he thinks will pay off for them. It’s a name that, at the right price, he would be a buyer.

COMMENT
COMMENT
August 10, 2016

This has been a strong performer for so long. She gets the impression that they have their initiatives and that they are acting with a sense of urgency, as if they were a much smaller company. Has always stayed away from the name just on valuation. They integrate a lot of technology.

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Starbucks (SBUX-Q)
August 10, 2016

This has been a strong performer for so long. She gets the impression that they have their initiatives and that they are acting with a sense of urgency, as if they were a much smaller company. Has always stayed away from the name just on valuation. They integrate a lot of technology.

HOLD
HOLD
August 4, 2016

(Market Call Minute.) There are a lot of issues going on with this company, so this would be a Hold and you should look at other things.

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Starbucks (SBUX-Q)
August 4, 2016

(Market Call Minute.) There are a lot of issues going on with this company, so this would be a Hold and you should look at other things.

COMMENT
COMMENT
August 3, 2016

A company that he has always admired. Had a little hiccup a few years ago when Howard Schultz exited, but he has since returned, a great manager who represents the company very well. This trouble has always been valuation, trading in the high 20s in terms of market multiple, which is a little bit too rich for him.

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Starbucks (SBUX-Q)
August 3, 2016

A company that he has always admired. Had a little hiccup a few years ago when Howard Schultz exited, but he has since returned, a great manager who represents the company very well. This trouble has always been valuation, trading in the high 20s in terms of market multiple, which is a little bit too rich for him.

HOLD
HOLD
July 22, 2016

The valuation was pretty excessive, and now you’ve had a couple of quarters where they’ve missed the numbers a little. They still have the global expansion in play. You are paying a multiple in the high 20’s and growth is slowing down a little. He wouldn’t be throwing new money at this.

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Starbucks (SBUX-Q)
July 22, 2016

The valuation was pretty excessive, and now you’ve had a couple of quarters where they’ve missed the numbers a little. They still have the global expansion in play. You are paying a multiple in the high 20’s and growth is slowing down a little. He wouldn’t be throwing new money at this.

HOLD
HOLD
July 12, 2016

(Market Call Minute.) A good company. A lot of potential international expansion, but it is pricey. Wait for a pullback before adding.

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Starbucks (SBUX-Q)
July 12, 2016

(Market Call Minute.) A good company. A lot of potential international expansion, but it is pricey. Wait for a pullback before adding.

BUY
BUY
July 7, 2016

She likes it a lot. It has been such a momentum stock. The big thing is that it is like MacDonald’s 20 years ago and is rolling out around the world. She likes their international strategy and thinks it is a stock to own for the next 10 years.

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Starbucks (SBUX-Q)
July 7, 2016

She likes it a lot. It has been such a momentum stock. The big thing is that it is like MacDonald’s 20 years ago and is rolling out around the world. She likes their international strategy and thinks it is a stock to own for the next 10 years.

BUY
BUY
June 28, 2016

Some of the more growthier type names have been sold down. This one has a tremendous loyalty program. Has done quite well in China. It is one you can buy and tuck away for ever.

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Starbucks (SBUX-Q)
June 28, 2016

Some of the more growthier type names have been sold down. This one has a tremendous loyalty program. Has done quite well in China. It is one you can buy and tuck away for ever.

STRONG BUY
STRONG BUY
June 24, 2016

Visa (V-N) or Starbucks (SBUX-Q)? A hard choice, because they are both wonderful, wonderful companies. On this one, you get the retail and the wonderful loyalty of people. It has never been cheap and may never be on earnings multiples, because it is such a good business to be in. They will be generating free cash flow to the end of time. He is still sitting on the fence on this. 1.5% dividend yield.

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Starbucks (SBUX-Q)
June 24, 2016

Visa (V-N) or Starbucks (SBUX-Q)? A hard choice, because they are both wonderful, wonderful companies. On this one, you get the retail and the wonderful loyalty of people. It has never been cheap and may never be on earnings multiples, because it is such a good business to be in. They will be generating free cash flow to the end of time. He is still sitting on the fence on this. 1.5% dividend yield.

WATCH
WATCH
June 23, 2016

Has owned this for some time, but has been noticing in the larger growth type of names, they are starting to move sideways. He is watching this very closely. Valuations are higher for these types of names. Trading at 29X forward earnings, so there could be a shift from growthier types of names to more value oriented types of names. Still a name he likes, but he would watch it very closely for the next little while. If it starts to break down even further, then he would want to take some profits off the table.

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Starbucks (SBUX-Q)
June 23, 2016

Has owned this for some time, but has been noticing in the larger growth type of names, they are starting to move sideways. He is watching this very closely. Valuations are higher for these types of names. Trading at 29X forward earnings, so there could be a shift from growthier types of names to more value oriented types of names. Still a name he likes, but he would watch it very closely for the next little while. If it starts to break down even further, then he would want to take some profits off the table.

SELL
SELL
June 15, 2016

(Market Call Minute.) This is a Sell, but only on a valuation basis. Loves management and thinks they are executing very well, but is trading at close to 30X earnings.

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Starbucks (SBUX-Q)
June 15, 2016

(Market Call Minute.) This is a Sell, but only on a valuation basis. Loves management and thinks they are executing very well, but is trading at close to 30X earnings.

BUY
BUY
June 13, 2016

Even though this is consumer discretionary with a lot of those names struggling, because of their customer base tending to be well off, she sees this doing well and being less hit by any type of contraction of the overall market. Right now they look to be of pretty good value. Could see a possible 15%-20% upside over the next year.

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Starbucks (SBUX-Q)
June 13, 2016

Even though this is consumer discretionary with a lot of those names struggling, because of their customer base tending to be well off, she sees this doing well and being less hit by any type of contraction of the overall market. Right now they look to be of pretty good value. Could see a possible 15%-20% upside over the next year.

BUY WEAKNESS
BUY WEAKNESS
June 7, 2016

A leader for high-end coffee. They are a global company. Have had 25% consecutive quarters of comp growth above 5%. In the fiscal 2nd quarter that they just reported, they had 18% earnings growth and 9% revenue growth. A high multiple stock, probably trading in the mid-20s. On a pullback of 10%, this would definitely be a buy.

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Starbucks (SBUX-Q)
June 7, 2016

A leader for high-end coffee. They are a global company. Have had 25% consecutive quarters of comp growth above 5%. In the fiscal 2nd quarter that they just reported, they had 18% earnings growth and 9% revenue growth. A high multiple stock, probably trading in the mid-20s. On a pullback of 10%, this would definitely be a buy.

WATCH
WATCH
June 6, 2016

Anything can happen in one month. In 5 years he believes they will be selling more stuff in more stores than today. What is holding him back is valuation. It is expensive, but has never been cheap. He is looking at it. He needs it 10% cheaper.

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Starbucks (SBUX-Q)
June 6, 2016

Anything can happen in one month. In 5 years he believes they will be selling more stuff in more stores than today. What is holding him back is valuation. It is expensive, but has never been cheap. He is looking at it. He needs it 10% cheaper.

COMMENT
COMMENT
May 24, 2016

Valuation has always scared her. A lot of good stuff has already been factored in. This is an example of a lot of great things happening with the company. Really likes their innovative management, rolling out technology in a coffee shop.

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Starbucks (SBUX-Q)
May 24, 2016

Valuation has always scared her. A lot of good stuff has already been factored in. This is an example of a lot of great things happening with the company. Really likes their innovative management, rolling out technology in a coffee shop.

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