Burberry Share Discussion Threads

[tiptv1] 04/7/2014 14:49

Broker Forecasts on TipTV say to hold in Burberry - See more at:

[buffetteer] 28/5/2014 11:47

Anyone worried that this year earnings will be same as last year with currency impact ,japan disruption ,flat wholesale ,beauty coming from low base only .?
If they are flat thne were trading on over 20x -probably too high .

[philo124] 28/5/2014 07:27

19.2/17.5.

[lightningbolt] 27/5/2014 20:03

Is that right we are on a p/e of 20 now?

[quickmind] 22/5/2014 21:17

Just watched 2014fy webcast. One of the speakers kept saying "We're under-penetrated." I can't help thinking he perhaps previously ran a brothel full of tall prostitutes...

[philo124] 19/5/2014 18:09

In SIPP; no intention to sell.

[buffetteer] 19/5/2014 16:20

Top brand with margin expansion to come and growth from cosmetics to come too. As last blog said headwind from currency but anyone with a medium term view should do well.

[philo124] 19/5/2014 15:15

I am not so sure.

[lightningbolt] 19/5/2014 11:59

this is looking good.

[philo124] 17/4/2014 16:14

Yes, will be even better when $ gains strength next year as inevitably it will.

[lightningbolt] 17/4/2014 11:34

Good results, I'm still here

[philo124] 16/4/2014 17:57

Anybody still here?

[ftse350_utv] 13/2/2014 21:35

5.5 million BRBY shares traded today, over 4x the average. I call that Unusual Volume. Check the entire list at bit.ly/1eRVCwK

[finethings] 15/1/2014 12:42

Yup. Undoubtedly worth a closer look. Why are the Burberry threads so quiet?

[philo124] 15/1/2014 07:33

V good update.

[finethings] 13/1/2014 03:22

Results today? This stock doesn't seem to have many fans.

[collier partnership] 14/11/2013 09:14

Burberry has recently dropped 9% due to changes in management.

SECTOR - Retail
DEBT - Low
CURREN- PRICE - Expensive

#Burberry

[philo124] 21/10/2013 09:47

GS ups target to 2282p, strong buy.

[philo124] 17/10/2013 22:53

I agree; in SIPP so don't tend to worry about it.

[buffetteer] 17/10/2013 22:39

That's the whole point - grow retail where you have control of your brand , merchandising,experience etc and reduce wholesale.
Lets not forget the beauty business just starting .it will give good growth in years to come and at much higher margins. Remember Brby only makes about 17% pb it I think vs over 30% for rivals ( prada Gucci lv etc). Lots of margin improvement to come from lfl growth and beauty.
I for one will be keeping these if they continue to perform as last few years.

[philo124] 17/10/2013 21:25

Wasn't it ever thus?

[miata] 17/10/2013 21:22

Burberry (and Mr Bailey) need to perform for that gap to be filled.

Questor
Burberry is growing strongly in its core retail business and profit margins are improving. The group also has a good mix of online and high street locations across the world. However, the shares reflect this – rated at 19.1 times 2014 earnings, falling to 17 times next year.
Burberry warned that in the second half the outlook is uncertain and currencies are volatile. Against this backdrop, the group has to deliver a strong second half performance to hit full-year revenue, profit and earnings forecasts (see table).
Questor thinks Burberry is a quality company but wholesale, which accounts for about a third of the business, is not really growing. Also the licensing division which contributes about a fifth of operating profit is looking fairly flat. Questor is reluctant to pay a high rating for a company firing on one, admittedly very strong, retail cylinder. Hold.