Tesco PLC

TESCO-LSE

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Analysis and Opinions about TESCO-LSE

Signal
Opinion
Expert
COMMENT
COMMENT
June 2, 2015

The whole UK grocery sector has been under a lot of pressure. The problem is too much square footage growth from competitors. On his radar screen. It has a lot of work to do to pick itself back up.

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The whole UK grocery sector has been under a lot of pressure. The problem is too much square footage growth from competitors. On his radar screen. It has a lot of work to do to pick itself back up.

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

UK based grocer. They had a change of CEO and are reviewing some revenues recently. It looks like the competitors in the UK will get worse.

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Tesco PLC (TESCO-LSE)
October 1, 2014

UK based grocer. They had a change of CEO and are reviewing some revenues recently. It looks like the competitors in the UK will get worse.

WAIT
WAIT
September 24, 2014

TSCDY-N is the ADR. They said they had a $215M overstatement in the books. With accounting stuff sometimes it ends up not just being one quarter so there could be more bad news to come. It is a great company and has a great franchise. They continue to have deflation in the food sector. He would wait until things settle down and you have a full understanding of what happened on the accounting side. The dividend may get cut. Wait for a couple of weeks to a month to see what happens.

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Tesco PLC (TESCO-LSE)
September 24, 2014

TSCDY-N is the ADR. They said they had a $215M overstatement in the books. With accounting stuff sometimes it ends up not just being one quarter so there could be more bad news to come. It is a great company and has a great franchise. They continue to have deflation in the food sector. He would wait until things settle down and you have a full understanding of what happened on the accounting side. The dividend may get cut. Wait for a couple of weeks to a month to see what happens.

HOLD
HOLD
December 18, 2013

We are coming into some old technical resistance in the $22-$23 range from 2011. If a low is taken out you should sell it otherwise stick with it.

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Tesco PLC (TESCO-LSE)
December 18, 2013

We are coming into some old technical resistance in the $22-$23 range from 2011. If a low is taken out you should sell it otherwise stick with it.

COMMENT
COMMENT
April 15, 2013

One of the most global grocers in the world. Has a very big emerging-market exposure. Tried to get into the US but it didn’t work out and they are now pulling out. Came out with a fairly disappointing UK performance.

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Tesco PLC (TESCO-LSE)
April 15, 2013

One of the most global grocers in the world. Has a very big emerging-market exposure. Tried to get into the US but it didn’t work out and they are now pulling out. Came out with a fairly disappointing UK performance.

DON'T BUY
DON'T BUY
April 2, 2013

Sold his holdings about 2 years ago. Stumbled when they went into the US with their Fresh markets and this was followed by some management changes. Have been stumbling along since then but have had a bit of a recovery here. He prefers stocks with stable management. Dividend yield of about 4.25%, which is probably very safe.

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Tesco PLC (TESCO-LSE)
April 2, 2013

Sold his holdings about 2 years ago. Stumbled when they went into the US with their Fresh markets and this was followed by some management changes. Have been stumbling along since then but have had a bit of a recovery here. He prefers stocks with stable management. Dividend yield of about 4.25%, which is probably very safe.

DON'T BUY
DON'T BUY
March 26, 2013

High-quality company. British-based grocery retailer. Have about 25% of the UK market and have about 30% of their revenue outside of the UK. Multiples at 1st blush look okay. EBITDA at 7.7 times is a little bit on the high side for grocery stores. Dividend looks attractive at 4.4%, but in the UK, you can buy the whole index that yields 4%. Not excited about grocery store sector. Slow growth, low margin industry that is being attacked from many different angles.

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Tesco PLC (TESCO-LSE)
March 26, 2013

High-quality company. British-based grocery retailer. Have about 25% of the UK market and have about 30% of their revenue outside of the UK. Multiples at 1st blush look okay. EBITDA at 7.7 times is a little bit on the high side for grocery stores. Dividend looks attractive at 4.4%, but in the UK, you can buy the whole index that yields 4%. Not excited about grocery store sector. Slow growth, low margin industry that is being attacked from many different angles.

BUY
BUY
December 10, 2008
(London Stock Exchange) Grocery chain in the UK. Have upgraded some of their stores in the last little while. Has some defensive characteristics.
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Tesco PLC (TESCO-LSE)
December 10, 2008
(London Stock Exchange) Grocery chain in the UK. Have upgraded some of their stores in the last little while. Has some defensive characteristics.
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