Domino's Pizza Share Discussion Threads

[philanderer] 15/3/2017 17:07

Another whacking 4 million traded again today , three times the average. Disappointing not even a dead cat bounce , but a good two way pull developing around 325p.

Place your bets ;-)

[aa29] 15/3/2017 16:55

Huttonr

Don't forget that German expansion wasn't working before they got DP enterprises to run it. If DPE do buy the remaining 33% in 5 years time and I think they may well do, the value to DP UK will probably be much greater than it would have been from their own efforts and you would probably get a juicy special dividend in 2022 too from the sale proceeds.

[andrewbaker] 15/3/2017 14:35

Time to buy or add. The ex-d date tomorrow could be good if income not necessary, or today to get the divi. Either way, the drop is overdone and a good chance to add to or take a position.

[philanderer] 15/3/2017 13:28

XD tomorrow morning for the 4.5p dividend

[philanderer] 15/3/2017 12:50

M-commerce aids growth at Domino’s Pizza

[eodfire] 15/3/2017 11:26

Well done mozy with your 250p buy. I've been waiting for a good entry point with Dom as I like the company. Results were supposed to be even better but they were still good. I bought a little early at 328 on the drop but happy with my entry point.

[huttonr] 15/3/2017 11:07

I've just had a look at the results presentation (on their website)and I'm feeling a lot more reassured about the future. The current drop in share price seems to be an over-reaction to the apparent slowdown in sales for the first 9 weeks of 2017 but I thought that the management line was very persuasive that it was just a temporary blip. I was concerned about the effects of store splits but, thinking about the traffic problems in this country, these effects seem over-rated. Also, the overseas expansion seems likely to be beneficial.

We still have the question mark over the future in 5 years time when it is possible that the German business will be bought out but until then I think that the share price offers a good buying opportunity

[essentialinvestor] 15/3/2017 09:32

Thanks Phil, much appreciated.

It's pretty much wall to all advertising atm with Hungry House etc.

[philanderer] 15/3/2017 09:29

Bound to be having some impact EI , but this has been known for a while . I think DOM have a problem with the Apple Pay option that can`t be used at the moment but this is being addressed.

Yesterday and today has a lot to do with the £ at eight week lows , import prices increasing. Fair few domestics being hit by this now.

Can`t see that serious shorting is hurting the share price , only Blackrock have 0.5% on the downside from the start of march.

[mozy123] 15/3/2017 09:28

EI,

Terry smith never held this company. He held the US francise company. I think he has sold majoirty now.

Im a buyer at £2.50 - i hope it doesnt get there for you guys.

[essentialinvestor] 15/3/2017 09:21

Hi Phil, do you think there is partly an impact of increased home delivery
choice options now available, and being continually advertised, Just Eat etc?. Thanks.

[philanderer] 15/3/2017 09:07

Down nearly 20% in just over a week now . That's more than a correction.

Added 1,000 @ 320.5p

[philanderer] 15/3/2017 09:01

Morning EI , don`t know about TS.

Just noticed with just a 10% hike in the dividend this now yields 2.75%

[blowitall] 15/3/2017 08:54

Long term.

[blowitall] 15/3/2017 08:52

Hi
As someone who has for many years thought Dom was a good bet, I recently had another look as I wanted to diversify out of my mining stocks (which of course are doing fine at present. I was looking at around 325 and they crept up to 380ish and I wondered if I would get another chance at 325 ish. Now here we are. I ask myself is this really the end of doms amazing run of growth? Sure there is more competition but they continue to increase their outlets here and in other countries...so has much really changed. I will wait a while to see if panicky sets in and we go sub 300...then I will buy for the

[essentialinvestor] 15/3/2017 08:42

Does Terry Smith still hold?.

[philanderer] 15/3/2017 08:37

Oh dear , that`s bang on support now and I'd say it`s going to go ..

0.5 million traded already this morning , nearly all dumped.

[philanderer] 14/3/2017 16:58

8 million+ shares traded today, largest since results last thursday. Two way pull going on now at a key level.... tomorrow will be interesting.

[steeplejack] 14/3/2017 12:52

Shares now down year on year,reinforcing technical pressure.Whitbread has been given short shrift over the last 18 months due to competition concerns and I don't suppose Dominos will be treated any differently.Anyway,the jury remains out until the next sales trend update.

[philanderer] 14/3/2017 09:01

Plenty still being dumped ... 1 million shares traded already. Getting mighty close to that 319p support.

If that goes , chartwise 300p is next.

Grim short term.

[stefanzygmunt] 13/3/2017 22:51

Overdone Pizza?
A final option is Domino's Pizza (LSE: DOM). Stock in the Milton Keynes-based business dipped over 13% last Thursday after revealing that a downward trend in trading -- highlighted in Q3 -- had continued into the first nine weeks of 2017.
I think this reaction was overdone, particularly as sales in the UK still rose a very respectable 14% in 2016. Serving up 94m pizzas, Domino's also managed to generate a higher-than-expected 17% rise in pre-tax profit to just under £86m. With online sales jumping 21% in just one year and plans to open another 80 stores in the UK in 2017, I suspect that recent lacklustre business is simply a temporary blip.
Indeed, given that Domino's shares have rarely been cheap to acquire, I think investors have now been presented with a compelling opportunity to grab a slice of the FTSE 250 constituent.

[essentialinvestor] 13/3/2017 18:14

Hi Phil, love my food so try not to look to closely at take away options!.

Difficult to avoid the Just Eat and HH adds as they are bloody ubquitious.

[essentialinvestor] 13/3/2017 17:30

DOM one of the pioneers of UK home delivery,
huge amount of choice now with Hungry House, Just Eat etc.

[philanderer] 13/3/2017 17:02

Another big volume day with 6 million traded . That`s after 7 million friday and 16 million on thursday (results day).

See if the dumping has stopped tomorrow.

[philanderer] 13/3/2017 13:20

Chartwise , it's starting to look like last october's 319p will have to be tested for support.

Citigroup really puting the boot in today with that big downgrade.