407p today - first break through the 4 mark ..... and still the World Cup to come CM!

JJ50 how's it going?

Good results expected for end of Feb. I have only been investing for 3 years but I fail to see why this share carries such a lowly valuation. Dominos seems to carry an average P/E of about 20 (which hasnt changed over the years depite ferocious growth) whereas a company like Cafe Nero about 40. A P/E of 20 is like a 5% return on your money in a year. Given the growth rate of this company isnt it kind of low. Is it due to a lack of assets? Aren't profits more important. If it hits hard times it aint really got much to sell off but it isnt laden with large amounts of debt either. i dunno. I am holding and have no intention of changing that situation. And yes roll on the world cup. For 6 weeks Dominos will do a roaring trade. That is a given.

Everybody happy? I see no reason why the last 12mths performance in Company Results (and share price ) cannot be repeated by this time next year. Sales up, like for like, in the first 6wks trading- New Directors- World cup- New outlets- Improved advertising.

Hi captain merton and PGV4!

All good news here - seemed worth highlighting DOM hit 4.50 today.
.... and as we keep on saying, all those new branch openings (parlours!)
should rake in the "dough" with the World Cup!

jj50,

I can see DOM 'topping' previous results in the next year!

Article in The Sunday Times a few weeks back said analysts want them to start holding on to their cash in order to buy another franchise right. This is a possibility when the Dominos brand growth opportunities slow down. Any views?

Andy :-) So long as we don't get stuffed!

cm - Interesting - shall do some research on that. I assume it means they would develop a new franchise, not buy an existing one?

JJ50,

I think the times article was suggesting they do just as they did with the Dominos franchise i.e. purchase the right to operate an already existing franchise like Subway or something. I know that is already over here but you get the drift. That was my take on it. I think the suggestion is analysts feel the company have made such a success of the Dominos franchise that it could be transferred to another brand and repeated. From company statements it seems they think Dominos brand saturation in the Uk is many years away as yet. Classic example of a business that expands at just the right rate - i.e. not too fast not too slow.

captain
I hate this share I had my finger on the buy button when they were 50p now look at them.

driver - it happens to everyone!

cm - apologies, I am sure you are right and agree about rate of expansion too. I was in SFI Group (Slug and Lettuce) which failed (among other reasons) because it grew far too quickly.

I see Pizza Express currently being linked with Urban Dining.

484p - rising like a rocket today and no apparent news - not complaining though!

JJ50,

It certainly is. Either the market is finally reassessing its valuation of the company's long term growth prospects or it'll come down the other side next week. No complaints though here as well. Long may it continue.

with interest in oil/commodity stocks now waning (it certainly does not feel like the right sector to be in at the moment), it is perhaps time to start looking at some good defensive stocks with the potential of being taken out ..... DOM looks a good candidate, as incidentally does RTN (Restaurant Group) on which there is already a thread .... Both these companies are well run (unlike PXC!) with good margins and profitability and of course, the food and leisure sector is one for growth (or even consolidation).




red = 25 dma
green = 50 dma
black = 200 dma

don't say i didn't flag this one for you ....... no news out, but sure is flying

not as spectacular as RTN, but good solid performance anyway ..... Up from 550 at end November to 598 today ...... in the same timescale ..... GOO (vile); VOG (horrid); EME (rubbish); CHP (+ perhaps 16% thanks to recent relative surge); SEO (hahaha)

Finals due on Tuesday ..... fingers crossed for some good figures and, as always, a bullish trading statement ..... watch out (i guess) if 25 dma @ about 570 is broken downwards

looks like a VERY strong trading statement from DOM, so have strong hopes that sp will do rather more than just tick upwards .......

Am I really alone in following both DOM and RTN, both of proven quality? ...... if so, almost decline to comment further ...... taking a horse to water comes to mind

the stunning results have resulted in a surge in the sp ..... + about 25p in 48 hours ..... shall set a trailing stop but have yet to decide where



red = 9 dma
green = 25 dma

Wheres it heading to in 2007 please..

if i knew that, i would be buying like crazy or selling short!