Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.

Thomas Cook Group PLC (TCG)     

goldfinger - 03 Aug 2010 08:03

Chart.aspx?Provider=EODIntra&Code=TCG&Si

Results out soon in August.

Broker recos look very bullish and why not on a P/E of just over 6 to 2011.....

Thomas Cook Group PLC

FORECASTS 2010 2011
Date Rec Pre-tax (�) EPS (p) DPS (p) Pre-tax (�) EPS (p) DPS (p)

Panmure Gordon
02-08-10 BUY 319.00 27.10 11.30 338.00 28.70 12.40

Exane BNP Paribas
02-08-10 BUY 116.00 26.62 10.75 319.00 28.87 11.66

Numis Securities Ltd
02-08-10 ADD 324.20 27.60 11.25 357.10 29.90 11.81

Oriel Securities
02-08-10 BUY 330.40 28.40 11.40 363.50 31.30 12.10

KBC Peel Hunt Ltd
30-07-10 BUY 301.06 25.22 10.75 313.36 26.23 10.93

WestLB
30-07-10 SELL 28.81 11.52 29.91 11.96

Shore Capital
30-07-10 HOLD 312.00 26.50 11.80 347.00 29.50 13.00

Charles Stanley Securities
15-06-10 HOLD

Evolution Securities Ltd
11-02-10 None

Investec Securities [R]
09-02-10 BUY 327.00 27.30 11.74 352.23 29.39 12.49

Fyshe Horton Finney Ltd
25-01-10 BUY

Collins Stewart
24-12-09 BUY

Nomura Research Institute
25-09-09 RED

2010 2011
Pre-tax (�) EPS (p) DPS (p) Pre-tax (�) EPS (p) DPS (p)

Consensus 316.42 26.98 11.36 342.50 29.39 11.96

1 Month Change 1.07 -0.22 0.01 3.43 -0.14 -0.14
3 Month Change -11.92 -1.09 -0.05 -11.79 -1.00 -0.44


GROWTH
2009 (A) 2010 (E) 2011 (E)

Norm. EPS 2.76% 0.38% 8.92%
DPS 14.03% 10.80% 5.26%

INVESTMENT RATIOS
2009 (A) 2010 (E) 2011 (E)

EBITDA �574.90m �589.69m �613.90m
EBIT �372.50m �420.55m �447.05m
Dividend Yield 5.38% 5.96% 6.27%
Dividend Cover 2.62x 2.38x 2.46x
PER 7.10x 7.07x 6.49x
PEG 2.57f 18.55f 0.73f
Net Asset Value PS -240.80p 224.47p 240.43p

doodlebug4 - 12 Feb 2013 15:03 - 479 of 1559

Fortune favours the brave Fred - sometimes!

There is a tide in the affairs of men.
Which, taken at the flood, leads on to fortune;
Omitted, all the voyage of their life
Is bound in shallows and in miseries.
On such a full sea are we now afloat,
And we must take the current when it serves,
Or lose our ventures.

goldfinger - 12 Feb 2013 15:17 - 480 of 1559

Ahhhhhhh men.

Second verse now doodles he he.........

goldfinger - 13 Feb 2013 07:45 - 481 of 1559

TCG Thomas Cook


Shorters falling and falling away.

just use your cursor on the chart.

http://analytics.squaremiledata.com/tickers?search=TCG

Notice the inverse relationship between the
SP rising and the stock on loan (shorts) falling.

Shorts at their lowest level now for months.

Nar1 - 13 Feb 2013 09:08 - 482 of 1559

GF- you must register to view link

goldfinger - 13 Feb 2013 09:28 - 483 of 1559

Yep register, its free.

goldfinger - 13 Feb 2013 09:28 - 484 of 1559

TCG Thomas Cook.

Well well well, even WINNIE (Tom Winnifrith) thinks this
is a good recovery stock. Just posted on
twitter......

"et before I apply for a Nobel Prize for economics, both Thomas Cook and Minoan (holiday operators) have reported a strong increase in summer holiday bookings. Both are, incidentally, probably very good recovery share purchases."

http://www.spreadbetmagazine.com/blog/tom-winnifrith-i-cannot-figure-out-the-consumer-spending-pat.html

skinny - 13 Feb 2013 09:30 - 485 of 1559

Hmmm - kiss of death!

doodlebug4 - 13 Feb 2013 09:57 - 486 of 1559

Oh God, that's all we need, Winnifrith starting to talk this up.

goldfinger - 13 Feb 2013 10:09 - 487 of 1559

LOL......hel put Lucian Myers and Zak Mir onto them dont worry.

HARRYCAT - 13 Feb 2013 10:13 - 488 of 1559

StockMarketWire.com
Exane BNP Paribas cuts Thomas Cook to underperform from neutral, target 70p from 25p

goldfinger - 13 Feb 2013 10:40 - 489 of 1559

Starting to play ball now TCG. Looks strong.

cynic - 13 Feb 2013 10:48 - 490 of 1559

post 488 - that's strange, because reuters lists lots and lots of upgrades, but no mention of BNP at all .... anyway, aren't that lot close to bankruptcy (rip seymour pierce by the way)?

doodlebug4 - 13 Feb 2013 11:15 - 491 of 1559

I take it all back Tom Winnifrith.:-)

goldfinger - 13 Feb 2013 14:00 - 492 of 1559

Cyners its correct, but from my past days in brokers they were known as a bucket shop.

goldfinger - 13 Feb 2013 14:01 - 493 of 1559

Come on TCG higher, higher.

doodlebug4 - 15 Feb 2013 13:16 - 494 of 1559

Good find from a poster on another site - thank you kMann.

http://www.informationweek.co.uk/software/application-optimization/how-uk-travel-company-ensured-happy-holi/240148617

panic - 16 Feb 2013 10:06 - 496 of 1559

How can brokers be so opposite other than a mis-print


15 Feb Thomas Cook Group... TCG Morgan Stanley Overweight 90.25 91.50 100.00 100.00 Reiterates

15 Feb Thomas Cook Group... TCG Barclays Capital Underweight 90.25 91.50 8.00 8.00 Reiterates

cynic - 16 Feb 2013 10:16 - 497 of 1559

because it's an educated assessment by different people - simples!

cynic - 16 Feb 2013 10:16 - 498 of 1559

.
Register now or login to post to this thread.