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

i was very happy to bank a(nother) respectable profit here this morning

Well like you always say cyners a profit is a profit and I respect a man who can do that and move on.

Personaly I still think theirs a lot more left in it. Im holding and may add.

there may well be, and depending on how the markets behave, i may come in again ...... meanwhile, i took a profit on a dow long, then short, and am now long again and well in the money ..... took a smallish loss on C+M Index, but now back in again long, and have recovered that loss at least on paper - all in all, quite satisfactory in a tricky time

Well done..... cyners think you are the best trader ive seen on the markets. thats a long time in my case 30 year plus.

Mind I didnt become a trader until I retired in 2008 then i was a contrarian mid term investor.

Some think Ive done the wrong thing, but i love the day to day action.

Only got fishing................................. and drinking as an alternative.

i'm not - i'm absolute crap, though i not only own up to successes, but also to (most of!) my crap calls

LOL......... bull again.

Some of your buys when nothing appeared on the cards were brilliant.

Tell U this tho ........ you are a good manager.

Illl take a good manager of a portfolio over a good stock picker any time.

L&G > 3%

Brilll

Skinny are u in and at what Sp, sorry if u dont want answer that. my appoligies

1st purchase @24.06 sold some @39.4, bought more @35.84 sold some....last purchase @85 ..... etc etc.

Most of it is probably on this thread if you want to go back to November (ish)

You guys still hanging on here, or been stopped out?

sticky - and i'm glad i sold up here (banked the profit) a few days ago too - as posted!

Harry - yep, still got some.

Yep still very much in. Did sell most a few weeks back on concerns of rights issue. Think I was posting with doodle bug about it.

Repurchased the lot and still nicely in profit.

Dont forget one broker with SP target of 155p now.

Think its jeffries.

Starting to use sept contracts. Gives far more breathing space even if losing a point or two of profit.

HARRYCAT, I'm still hanging on as I see no reason to sell just because the markets are having a couple of bad days. The next two or three weeks should see this hit 120 - 130p - the only thing to stop that happening would be a constant downward spiral of the FTSE. imo And I can't really be bothered trading this share -buy/sell/buy, it's always been a long term hold for me since 22p.

Just a thought but do TCG gain entry to ftse 250? next week.

If they do trackers have to buy.

Supposed to be gaining entry goldfinger. I think the date is 6th March before we find out and then we have another statement from Harriet Green to look forward to on the 13th March.

Hmmm.....I suppose this may be the fallout (no pun intended) from the Egyptian hot air balloon accident?

Unfortunately quite a few muppet shorters are crawling all over various bulletin boards - thankfully not this one - claiming that the accident was Thomas Cook's fault. The balloon was owned and operated by a company called Sky Cruise and the people who were killed were on a Thomas Cook package holiday staying at a five star hotel.

that sort of "guilt by association" is often seen, but as far as i am concerned, it allowed me to buy back in cheaper at 88.50 than my sale of same a few days ago (94.75 from memory)