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 don't have any mentors to gave me guidance gf. I buy shares and sell them by my own judgement. Of course I read bulletin boards to see what other people think, but at the end of the day whether I make money or lose it is entirely up to my own decisions. It is also one of the reasons I don't employ a financial adviser to invest my money for me. A 2p drop in the share price today is peanuts and you know that.

But problem is DG you are inexperienced.

Dont think many will follow you knowing that.

LOL, actually I'm not asking people to "follow me". I've been buying/selling shares since 2003 and I'm still learning from my mistakes. Luckily, buying TCG at 22p and holding it to this point has not been a mistake.

2003 yep the recovery in March from the Dot Com where I earned a few bob.

Fact is you had to have balls during the 98/2ooo dot com. And after in March 2003.

How much you earn????????????????????????????????????? THEN.

Not enough!

8-)

Fred LOL.

DB 10 years in this business , your just a nipper bud.

10 years in this business has taught me how to figure out wind-up merchants gf.

Wind up merchant am I now LOL.

Im a realist.

From travel technology consultant, Paul Richer;


He said the ‘omni-channel’ strategy of Thomas Cook Group chief executive Harriet Green struck a chord with him as he had debated the issue of ‘multi-channel retail’ at a conference called ‘Firing on all Channels’ way back in 2001.

Richer, senior partner at technology consultancy Genesys, said then that ‘customers identify with a brand regardless of channel of delivery…and believe an organisation to be a single entity’.

He wrote in his WTM blog: ‘Harriet Green understands how consumers shop.

‘They may start their holiday research on their mobile handsets whilst having a few minutes to spare at a bus stop or in the morning Costa queue.

‘They may take to their PCs in the office at lunch hour and continue their research at home on tablets or laptops.

‘As the purchase decision gets nearer they may prefer to make a telephone call or pop into a retail shop.

‘The important aspect to remember is that the consumer is considering your business as one entity, however they are interacting with it at the time.’

This trend means travel firms must adapt their technology systems, and ensure that staff incentives are set so that a customer enquiring about a web booking with a retail outlet or call centre will be treated with the same courtesy and given the same amount of time as if making the booking in person.

‘If a travel company can achieve this then it will be firing on all channels,’ he concluded

bullshit cheapest wins!

Is it worth shorting Halifax?????????????

Cant see what your answer will be as I have you squelched.

TCG reminds us of many retailers that woke up too late to the online threat, unless they adapt quickly they will be out of business in 3 years.

I think you should have posted that comment 3 years ago, halifax. Harriet Green and her Board seem to be very much awake, the same cannot be said for the previous CEO and Board.

Go on Halifax .....more more more.

Go on Halifax .....more more more.

Doodles is in a world of his own.

LOL, since we seem to be posting twice here I will repeat myself; "I think you should have posted that comment 3 years ago, halifax. Harriet Green and her Board seem to be very much awake, the same cannot be said for the previous CEO and Board."

doodles your problem is your blinkered to outside market forces.

Im not saying TCG is a bad company what Im actually saying is that sentiment in the real world is very low right now.

Your taking a big risk.

I even hope your right and Im wrong

behave yourself sticky ...... hali's an ok guy, just as you are (most of the time) ..... there is no compulsion to follow your lead, and those with a different view are just as likley to profit, certainly on a trading basis

for all that, TCG has certainly performed well today in a very nasty market and may well continue to do so - may even consider buying back in again :-)