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

Agreed Harry, places like the White Rose shopping centre and Bluewater seem to be far more appropriate for that type of concept.

the choices will not have been random but carefully selected for their demographics and similar

Yes, comfortable middle class, middle England. The train from Norwich to London is absolutely packed during the morning rush hour with commuters getting on at Diss, Stowmarket and Ipswich, so presumably those people are earning London wages but living the Suffolk lifestyle? No complaint from me though as Harriet Green, Chief Executive seems to know what she's doing and sp still on the up!

not my call or area of expertise, but like i said, the towns will have been chosen after a lot of research by so-called experts

Nice to see that TCG sp remains strong on a day when many other stocks are being hit. Am still holding, though watching closely.

Credit Suisse retains 146p target;

15 Apr Thomas Cook Group... TCG Credit Suisse Outperform 116.85 117.20 146.00 146.00 Retains

Sold up today. no special reason just dont look like of market in general.

Will prob re- purchase if they do fall back.

off-thread i know, but however quickly one ducks, it is almost never quick enough or low enough ....as i mentioned non ftse thread, not half glad i'm short both dow and ftse

Or if they break through resistance.

US bombings hasnt helped. glad im light and cash heavy in general.

I agree GF / cynic i'm holding nothing right now markets due a big correction in my view ,then i'm back in. It could be that sell in May (or April in this case) will work this year.

US bombing sounds like a one-off nutter - home made devices, not terrorist associated. USA futures look okay at the moment. I'm happy to keep holding this share - trading update due sometime in May and all the indicators look positive.

Thomas Cook now ‘sets the standard’ for mobile
16 April 2013

Thomas Cook’s new mobile site is a model of good design, according to travel technology consultant Paul Richer.

Writing a blog for World Travel Market, Richer said: ‘In the past I have been critical of Thomas Cook’s presence on this channel.

‘In fact, if you have got time for some mobile surfing you will see that Thomas Cook is now setting the standard.

‘The organisation’s new mobile site is a model of good design, only slipping back to the PC website when you reach the booking form; quite a transformation, so 10 out of 10.’

http://www.e-tid.com/thomas-cook-now-sets-the-standard-for-mobile/76909/

Yep Jimmy, sometimes the best trade is no trade at all.

I'v been thinking that for the last couple of weeks GF .

I certainly woiuldn't be holding on to this share if I didn't think it had some way to go yet. It's the traders who sometimes get caught out in these markets, rather than the investors.

I more buy for momentum doodle ,its just that i think the markets are overheated at the mo ,however there are always shares that buck the trend , a big wobble and i'll be back in the markets.

Yep so true DB, but the one thing Ive learnt in the markets over the years is that traders can become investors if they dont act instinctivly and get shot of would be losers quick enough.

This then leads to lack of liquidty/funds and the trader in turn repeats his mistakes becomes an investor and ultimately a loser.

Lost to the market.

One has to be ruthless and close out quick if a loss is expected.

Traders cant trade down to any more than a 2% loss imo on any one given trade.

jimmy b - the consensus among most experts is that 2013 is going to be a bull market. There are always going to be wobbles, even in bull markets, it just depends on what you regard as a "big" wobble. TCG is a good share to be invested in at the moment as it not too influenced by the wobbles.

Well always expect differently to what you think I say.

The markets have a habit of making one look a mug.

This thread seems to be developing into a discussion about the markets in general, rather than a discussion about TCG.