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Thomas Cook Share Chat (TCG)



Share Price: 124.30Bid: 124.20Ask: 124.50Change: 2.00 (+1.64%)Riser - Thomas Cook
Spread: 0.30Spread as %: 0.24%Open: 124.50High: 124.80Low: 123.20Yesterday’s Close: 122.30


Share Discussion for Thomas Cook (TCG)


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Puffy
Posts: 1,124
Off Topic
Opinion:No Opinion
Price:136.30
Cheap
18 Jun '14
At today's close nice P/E of 12.27 on FY14 EPS of 11p.

FY16 EPS of 23p = P/E of 5.8.

That gives us a SP of 243p come FY16.

Good value for the bargain and value hunter.
 
Puffy
Posts: 1,124
Off Topic
Opinion:No Opinion
Price:133.80
View Thread (2)
RE: Hope on the horizon!
18 Jun '14
Summer doldrums and out of favour. 2/3 of my house builder profit has vanished like a fart in a fan factory. Builders churning out cash like there's no tomorrow but market value sour despite all this value.
juliemp
Posts: 469
Off Topic
Opinion:No Opinion
Price:133.80
View Thread (2)
Hope on the horizon!
18 Jun '14
Soggy Shares Will Hit the Sunshine Trail Soon.

By Malcolm Stacey | Wednesday 18 June 2014

Hello Share Pals: The old shares seem a bit soggy at present, to say the least. There is no appetite for risk, as they say.

Too much nastiness going on in the world. The Ukraine is nasty. Iraq is nasty. So is Syria, the Sudan and Nigeria.

All that unsettles the big traders. And so share prices tumble around.

There have been a few unsettling factors in the UK, too. Unemployment is dropping, but the new jobs are either very well paid (too few) or too lowly paid (too many).

House prices seem to have levelled off. England has already made a poor start in the World Cup, which always seems to knock share prices.

But all this is temporary. I do not worry about the effect of world aggression on shares. Yes, I do feel acute sympathy for the innocents caught up in it, but the effect on shares of warfare is usually to kick them upwards in the end.

Which may seem odd. But check back on all the big conflicts and you'll see that, after an initial blip or two, share prices rocket back and then beyond.

Nor do I worry about unemployment. That will fall even more as national growth improves, so will wages.

And house prices? Well, I think it's not a bad idea to invest in building firms. They've taken a knock with the Bank of England's governor warning about interest rates going up soon. But with a national house shortage – and the government desperately trying to encourage new building – I reckon that house builders are going to see a big upsurge.

What I'm trying to say, gang, is that the present lethargy over share-buying is caused by insubstantial reasoning and eventually value will win over gloomy sentiment, as it always does. And then shares will hit the sunshine trail again.

Which we've been saying quite robustly in the Punter's Return.

Malcolm Stacey has been writing about shares for more than 20 years.
Share Prophets
Puffy
Posts: 1,124
Off Topic
Opinion:No Opinion
Price:133.70
View Thread (4)
RE: Bought some more
18 Jun '14
You've done well with your trades.

Here we have a company that is trading at a price with a big discount to its intrinsic value. Market value a bit soft so plenty of room for that to catch up to intrinsic.

Yum.
chrishutch
Posts: 117
Off Topic
Opinion:No Opinion
Price:133.80
View Thread (4)
RE: Bought some more
18 Jun '14
Mr Bobs, Glad I am not alone. There is nothing wrong than knowing you got something 'wrong' short term and then having to say to the misses I got that wrong, I did the same with SBRY only to sell and watch the share price go above my buy price before dropping. Still I think overall this should be reasonably safe, ok so we are down a bit at the moment, but not because of anything the company is doing. I would expect this to recover just as quick as the drop once we have some better news in the world. Also I half expect some director buys etc. at these levels.
Puffy
Posts: 1,124
Off Topic
Opinion:No Opinion
Price:134.00
View Thread (2)
RE: In at 133
18 Jun '14
This is true and a valid reason for staying out, my view is:

UKX has been on the down since 20 May and has strong support at 6724, Iraq failed to break it as any conflict over oil is good for energy which UKX is top heavy with = stays afloat at support.

UKX is a slave to INX which is turning after recent weakness. Even equilibrium for VIX despite ME carnage.

MCX at strong support and minor <1% away. MCX (almost) follows RUT which is rallying.

If I am wrong I'll get my 111p, if I am right my ~133 will pay off in the short term so win win.
Puffy
Posts: 1,124
Off Topic
Opinion:No Opinion
Price:133.70
View Thread (2)
In at 133
18 Jun '14
B/E ~133.2.

Reason 1: SP is below my initial target of 137
Reason 2: very oversold, stochs gaining momentum
Reason 3: the ~29% drop from 13 May 184.6 seems overdone, softness in H1 data mirrored peers
Reason 4: what goes down must come up! Whole industry is down on avg ~22.10% from 52wk high

I have more ammo for lower prices.

All eyes now on 31 July and UK volumes.

GLA and may the profit be with you!
MrBobs
Posts: 2,181
Off Topic
Opinion:No Opinion
Price:133.40
View Thread (4)
RE: Bought some more
18 Jun '14
Lol ! having a similar issue chris with my missus's ISA , gonna tell her the internet is broken and it won't be fixed until October, wonder if i'll get away with it ? :-)
MissBMW
Posts: 1,300
Off Topic
Opinion:No Opinion
Price:133.50
re RE : Bought some more....
18 Jun '14
I've decided to buy some at this great price on 1st July when l get my extra lSA allowance. I'll have my funds in place ready. Hopefully it will be on or around this price. As you say Puffy good profit to be made
chrishutch
Posts: 117
Off Topic
Opinion:No Opinion
Price:133.30
View Thread (4)
Bought some more
18 Jun '14
The only way is up! Otherwise I am going to have to explain to the misses, that she was right and her bank savings account gives a better return than my investment choices.
So if you could all buy you will save me hearing the dreaded "I told you so"
Go on do it, do it for me ;-)



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