Starbucks

SBUX-Q

NASDAQ:SBUX

65.65
2.60 (4.12%)
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 9, 2012

He has looked at it and likes it but for him it has been a case of valuation. They are becoming more attractive, great global expansion. Decent job in same store sales growth. Extremely well managed company. Doesn’t know if they will raise dividends soon.

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Starbucks (SBUX-Q)
August 9, 2012

He has looked at it and likes it but for him it has been a case of valuation. They are becoming more attractive, great global expansion. Decent job in same store sales growth. Extremely well managed company. Doesn’t know if they will raise dividends soon.

DON'T BUY
DON'T BUY
August 9, 2012

For the 1st time in a couple of years, it has broken below the 200 day moving average which is not a good sign technically. Having issues with their European locations and started to shut down some of them. Long-term it is a good growth company but may be priced a little bit too high at 25X forward earnings.

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Starbucks (SBUX-Q)
August 9, 2012

For the 1st time in a couple of years, it has broken below the 200 day moving average which is not a good sign technically. Having issues with their European locations and started to shut down some of them. Long-term it is a good growth company but may be priced a little bit too high at 25X forward earnings.

Stan Wong

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Price
$45.110
Owned
Unknown
DON'T BUY
DON'T BUY
August 7, 2012

This is a very competitive space right now. The question is, how many Starbucks can you have before you have more Starbucks then you need. Competition is growing among coffee chains.

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Starbucks (SBUX-Q)
August 7, 2012

This is a very competitive space right now. The question is, how many Starbucks can you have before you have more Starbucks then you need. Competition is growing among coffee chains.

DON'T BUY
DON'T BUY
July 27, 2012
Earnings were okay, but guidance they gave going forward was not okay. The problem here is that they are everywhere and once they are everywhere, to generate more sales, you have to get more in-store sales. The law of diminishing returns. Very economically sensitive.
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Starbucks (SBUX-Q)
July 27, 2012
Earnings were okay, but guidance they gave going forward was not okay. The problem here is that they are everywhere and once they are everywhere, to generate more sales, you have to get more in-store sales. The law of diminishing returns. Very economically sensitive.
COMMENT
COMMENT
July 25, 2012
Great company. Very well-managed. Has come back a little but is still quite expensive. Trading at 27X forward earnings but it is living up to it. The issue with growth stocks is that if they disappoint, they get taken out behind the woodshed.
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Starbucks (SBUX-Q)
July 25, 2012
Great company. Very well-managed. Has come back a little but is still quite expensive. Trading at 27X forward earnings but it is living up to it. The issue with growth stocks is that if they disappoint, they get taken out behind the woodshed.
DON'T BUY
DON'T BUY
July 18, 2012
Great company. Really turned things around from some of the problems they encountered back in 2008. To rich a multiple for him. Trades somewhere in the 30+ multiple. He would like to see it in the low $20's.
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Starbucks (SBUX-Q)
July 18, 2012
Great company. Really turned things around from some of the problems they encountered back in 2008. To rich a multiple for him. Trades somewhere in the 30+ multiple. He would like to see it in the low $20's.
PAST TOP PICK
PAST TOP PICK
July 10, 2012
(A Top Pick June 28/11. Up 35.16%.) Hit a high of just over $60 and he got stopped out in May. A great long term hold and there will probably be a re-entry point later in the year.
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Starbucks (SBUX-Q)
July 10, 2012
(A Top Pick June 28/11. Up 35.16%.) Hit a high of just over $60 and he got stopped out in May. A great long term hold and there will probably be a re-entry point later in the year.
DON'T BUY
DON'T BUY
July 9, 2012
She is more of a value investor and the multiple on this stock is too high for her at 28X forward earnings. About 77% of revenues are from North American company. Have a bit in Europe but not making money there right now. China and Asia has a growing presence. Sensitive to coffee bean prices. She would prefer 10% lower.
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Starbucks (SBUX-Q)
July 9, 2012
She is more of a value investor and the multiple on this stock is too high for her at 28X forward earnings. About 77% of revenues are from North American company. Have a bit in Europe but not making money there right now. China and Asia has a growing presence. Sensitive to coffee bean prices. She would prefer 10% lower.
PAST TOP PICK
PAST TOP PICK
May 17, 2012
(A Top Pick June 28/11. Up 35.06%.) Sold his holdings in the mid-$50's. Would like to own it again but he wants a little more defence in the portfolios.
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Starbucks (SBUX-Q)
May 17, 2012
(A Top Pick June 28/11. Up 35.06%.) Sold his holdings in the mid-$50's. Would like to own it again but he wants a little more defence in the portfolios.
COMMENT
COMMENT
April 19, 2012
Likes this one and has been watching it. Long-term you have definite secular growth. The PE makes him a bit shy about purchasing it. Would prefer it in me mid to early $50s.
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Starbucks (SBUX-Q)
April 19, 2012
Likes this one and has been watching it. Long-term you have definite secular growth. The PE makes him a bit shy about purchasing it. Would prefer it in me mid to early $50s.
DON'T BUY
DON'T BUY
April 18, 2012
His problem with this stock is that it is always so expensive. Trading now at about 27-28 times earnings. If they slipped a little, there is a lot of air under 27X earnings.
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Starbucks (SBUX-Q)
April 18, 2012
His problem with this stock is that it is always so expensive. Trading now at about 27-28 times earnings. If they slipped a little, there is a lot of air under 27X earnings.
COMMENT
COMMENT
April 11, 2012
A momentum stock and he is not a momentum trader. He’d rather wait for a pullback before dipping his toes in this. You are getting into earnings increases and expectations are getting lofty. Stock is getting to the level where if you own it, you should take half of every time the stock doubles.
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Starbucks (SBUX-Q)
April 11, 2012
A momentum stock and he is not a momentum trader. He’d rather wait for a pullback before dipping his toes in this. You are getting into earnings increases and expectations are getting lofty. Stock is getting to the level where if you own it, you should take half of every time the stock doubles.
BUY
BUY
April 5, 2012
(Market Call Minute) Great cash flow growth and growing dividend over time.
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Starbucks (SBUX-Q)
April 5, 2012
(Market Call Minute) Great cash flow growth and growing dividend over time.
COMMENT
COMMENT
April 4, 2012
A tremendous success story. They offer the middle-class people a tremendous cup of coffee without breaking the bank. This company will do fine for that reason. Presumes this will be around for a very long time.
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Starbucks (SBUX-Q)
April 4, 2012
A tremendous success story. They offer the middle-class people a tremendous cup of coffee without breaking the bank. This company will do fine for that reason. Presumes this will be around for a very long time.
DON'T BUY
DON'T BUY
March 2, 2012
Great coffee and a great company but not a great stock price at these levels. Little too expensive. Growing gangbusters. Opening new outlets again. Refining their menu. Trading at 26X this year's earnings and 22X next year's earnings. 10% lower might be all right.
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Starbucks (SBUX-Q)
March 2, 2012
Great coffee and a great company but not a great stock price at these levels. Little too expensive. Growing gangbusters. Opening new outlets again. Refining their menu. Trading at 26X this year's earnings and 22X next year's earnings. 10% lower might be all right.
DON'T BUY
DON'T BUY
February 21, 2012
Have had a fabulous recovery from the lows of 2008. His trouble is valuation. Hard to pay 24X earnings would be buying at 15 times. Have an unbelievable exposure to China and the growth there is going to be strong. (Would prefer Tim Hortons (THI-T), which is cheaper.)
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Starbucks (SBUX-Q)
February 21, 2012
Have had a fabulous recovery from the lows of 2008. His trouble is valuation. Hard to pay 24X earnings would be buying at 15 times. Have an unbelievable exposure to China and the growth there is going to be strong. (Would prefer Tim Hortons (THI-T), which is cheaper.)
DON'T BUY
DON'T BUY
February 15, 2012
Expensive stock. Mid to high 20’s multiple. Is priced for a lot of expectation. Last time they didn’t execute the multiple dropped a lot.
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Starbucks (SBUX-Q)
February 15, 2012
Expensive stock. Mid to high 20’s multiple. Is priced for a lot of expectation. Last time they didn’t execute the multiple dropped a lot.
HOLD
HOLD
February 2, 2012
One of the great things about them is the way they expand internationally. In non-American markets, they get the franchisees to do the slog of building the company out but retain the right to buy them out at 5-6 times cash flow, which is a very low price. Doesn't own because the barriers to entry in his industry are almost nonexistent.
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Starbucks (SBUX-Q)
February 2, 2012
One of the great things about them is the way they expand internationally. In non-American markets, they get the franchisees to do the slog of building the company out but retain the right to buy them out at 5-6 times cash flow, which is a very low price. Doesn't own because the barriers to entry in his industry are almost nonexistent.
TOP PICK
TOP PICK
February 1, 2012
Stores are packed. They are efficient. Service is crisp. The new K cups (?) are coming out, which is a joint partnership with Green Mountain coffee. Growing at about a 30% pace in foreign markets and a 20% pace in North America.
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Starbucks (SBUX-Q)
February 1, 2012
Stores are packed. They are efficient. Service is crisp. The new K cups (?) are coming out, which is a joint partnership with Green Mountain coffee. Growing at about a 30% pace in foreign markets and a 20% pace in North America.
DON'T BUY
DON'T BUY
January 26, 2012
This stock is astounding. Continues to move up. Trading at around 26X earnings so may be getting a little bit rich. Long-term growth is high at 17 but 26X forward earnings makes it a bit tough for him.
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Starbucks (SBUX-Q)
January 26, 2012
This stock is astounding. Continues to move up. Trading at around 26X earnings so may be getting a little bit rich. Long-term growth is high at 17 but 26X forward earnings makes it a bit tough for him.
DON'T BUY
DON'T BUY
January 9, 2012
Have done a great job of turning itself around. It's a high-end product. All of these consumer names have been on a real tear in the last couple of years and doesn't feel they are cheap. If you want a global franchise in this kind of industry, he would look at McDonalds (MCD-N) but it's expensive right now so wouldn't necessarily buy it today. You could also look at Yum! Brands (YUM-N).
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Starbucks (SBUX-Q)
January 9, 2012
Have done a great job of turning itself around. It's a high-end product. All of these consumer names have been on a real tear in the last couple of years and doesn't feel they are cheap. If you want a global franchise in this kind of industry, he would look at McDonalds (MCD-N) but it's expensive right now so wouldn't necessarily buy it today. You could also look at Yum! Brands (YUM-N).
HOLD
HOLD
September 22, 2011
Classic case of a great company in a market where there is very little growth but has growth itself. Multiple of 27X this year's earnings and 23X next year's is too high for him.
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Starbucks (SBUX-Q)
September 22, 2011
Classic case of a great company in a market where there is very little growth but has growth itself. Multiple of 27X this year's earnings and 23X next year's is too high for him.
HOLD
HOLD
September 21, 2011
Classic case of a great company with growth in a market where there is very little growth. Multiples (27X this year's earnings and 23X next year's) are too high for him.
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Starbucks (SBUX-Q)
September 21, 2011
Classic case of a great company with growth in a market where there is very little growth. Multiples (27X this year's earnings and 23X next year's) are too high for him.
DON'T BUY
DON'T BUY
August 15, 2011
Always seemed expensive to him. Great growth prospects but a little rich on the multiple side.
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Starbucks (SBUX-Q)
August 15, 2011
Always seemed expensive to him. Great growth prospects but a little rich on the multiple side.
HOLD
HOLD
June 30, 2011
Just came out with some phenomenal numbers, which really helped the stock. Chart shows a good long upward trend.
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Starbucks (SBUX-Q)
June 30, 2011
Just came out with some phenomenal numbers, which really helped the stock. Chart shows a good long upward trend.
TOP PICK
TOP PICK
June 28, 2011
Consumer stocks are behaving relatively well. Went through a restructuring. Cut out unprofitable stores so margins are going up. Great branding and doing well in Asia and middle east. Now selling instant coffee and single serving coffee. Price of coffee coming down but thinks they wont cut their prices. Affordable luxury item. Have gone through consolidation and will move higher with the group.
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Starbucks (SBUX-Q)
June 28, 2011
Consumer stocks are behaving relatively well. Went through a restructuring. Cut out unprofitable stores so margins are going up. Great branding and doing well in Asia and middle east. Now selling instant coffee and single serving coffee. Price of coffee coming down but thinks they wont cut their prices. Affordable luxury item. Have gone through consolidation and will move higher with the group.
PAST TOP PICK
PAST TOP PICK
March 17, 2011
(Top Pick Feb 4/10, Up 63.75) It was a great deal they made with the single serve company. Double digit growth, plus growth of dividends over the next few years. 17% bottom line growth rate
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Starbucks (SBUX-Q)
March 17, 2011
(Top Pick Feb 4/10, Up 63.75) It was a great deal they made with the single serve company. Double digit growth, plus growth of dividends over the next few years. 17% bottom line growth rate
TOP PICK
TOP PICK
February 24, 2011
This is an example of the kind of stock that he is willing to ride a lot longer and to much higher multiples if he believes management is outstanding. Executing extremely well on many fronts. Fully funding all their expansion and the institution of a dividend. If you feel there will be a market correction, you might want wait.
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Starbucks (SBUX-Q)
February 24, 2011
This is an example of the kind of stock that he is willing to ride a lot longer and to much higher multiples if he believes management is outstanding. Executing extremely well on many fronts. Fully funding all their expansion and the institution of a dividend. If you feel there will be a market correction, you might want wait.
TOP PICK
TOP PICK
June 15, 2010
Relatively stable store growth in North America but the big growth is Europe, Asia, China and India. Launching a new product, single serve coffee, for the home, which has great potential.
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Starbucks (SBUX-Q)
June 15, 2010
Relatively stable store growth in North America but the big growth is Europe, Asia, China and India. Launching a new product, single serve coffee, for the home, which has great potential.
BUY WEAKNESS
BUY WEAKNESS
May 5, 2010
Suffered greatly when the US economy melted. People are starting to go back. Also the company has learned from this and adjusted their pricing. Has had a good run so not sure he would buy it here.
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Starbucks (SBUX-Q)
May 5, 2010
Suffered greatly when the US economy melted. People are starting to go back. Also the company has learned from this and adjusted their pricing. Has had a good run so not sure he would buy it here.
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