Domino's Pizza Share Discussion Threads

[philanderer] 13/4/2010 10:40

Goldman Sachs reiterating 'buy' for DOM this morning, increasing target price from 410p to 415p

[philanderer] 13/4/2010 08:41

Morning all.

Fine start, could this be chart breakout ?

[philanderer] 12/4/2010 16:40

Nice gain on good volume, almost 800k traded today.

[philanderer] 12/4/2010 13:42

Upgrade from Altium Capital this morning, reiterating their 'buy' for DOM and increasing their target price from 415p to 490p.

[contrarian2investor] 12/4/2010 13:19

SAS,

I don't use the ADVFN financialS because they tend to be outdated. You could use the data on digital look or go directly to the DOM website. I hope that helps.

c2i

[slowandsteady] 12/4/2010 13:03

Hello,

Does anyone know if it's possible to get a list of the holdings of Directors / Major holders within ADVFN?

I looked on "Financials" but couldn't see anything.

Cheers,
S

[contrarian2investor] 12/4/2010 12:56

philanderer,

Yes both are very good companies.
CEY is my second largest holding with DOM being my largest.

c2i

[philanderer] 12/4/2010 12:52

contrarian, I`ve got a small holding in CEY and also MML. Good companies.

[contrarian2investor] 12/4/2010 12:34

philanderer,

Thanks for your reply.
Not much of a purchase really. I tend to only take notice of purchases above £100k that are self-funded. I'll have a look too see how many stock options Emerson is eligible to. DOM's gifting of options since their IPO is my ONLY BEAR point against the company.
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O/T

IMO You could see some action in AAL very soon. I say this because I have a diverse range of commodity tiddlers and there appears to be an appetite for M&A at the moment. Therefore the large caps will no doubt also get involved at some point before the year end.

My large cap commodity plays include CEY,YAU & PAA.

c2i

[philanderer] 12/4/2010 12:19

Afternoon contrarian.

My other main holdings at present are AAL, POG and JPL. Been looking at GRG and BVIC lately.

Good sign of confidence in DOM with the director purchase just announced

Director/PDMR Dealings

Domino's Pizza UK & IRL plc ("the Company") today announces that on 9 April 2010 it was informed of the following transaction in respect of ordinary shares of 1.5625 pence each in the capital of the Company ("Ordinary Shares").

Andrew Emmerson, the Company's business development director and a director of Domino's Pizza Group Limited, the Company's main operating subsidiary, acquired 20,000 Ordinary Shares on 23 March 2010 at a price of 343 pence per Ordinary Share.

Following the transaction referred to above, Andrew Emmerson holds 22,000 Ordinary Shares, representing 0.014 % of the issued share capital of the Company

[contrarian2investor] 12/4/2010 11:45

Hi philanderer,

ISA investors looking for safe, growth and dividends. So IMO DOM will continue to climb over the next few months until £3.50p becomes support.

What else are you holding long-term?

c2i

[philanderer] 12/4/2010 10:16

350.1 - 351.4, nearing breakout..

100k + volume

[skippy13] 10/4/2010 18:03

15.99 for a large pepperoni delievered. i should know as i just ate one. wasn't all that nice though. prefer pizza express' pizza's.

[robinnicolson] 10/4/2010 16:32

DOM tipped in the IC this week.

[philanderer] 09/4/2010 16:38

Nudging nearer to the 350p..... closing at 347.9p - 348p on almost 550k traded.

Good weekend all.

[philanderer] 09/4/2010 13:08

FinnCap this morning reiterating their 'buy' for DOM

[contrarian2investor] 08/4/2010 19:11

Welcome back philanderer.

Yes DOM has been resilient, here's hoping it remains so. As it looks like the general markets are about to face some potential headwinds.

c2i

[philanderer] 08/4/2010 17:00

Just back today from a few days in the sun and DOM looking pretty resilient on a down day for the markets.

contrarian, agree that 350p should be breached this month. Hopefully market volumes will start picking up from next week.

[contrarian2investor] 05/4/2010 12:50

philanderer,

Potentially the new investors and dividend re-investors have arrived, hence the share price rise back above £3.45p. We are still on target for £3.50p which should be achieved this month.

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LONDON (SHARECAST) - Broker FinnCap has been waxing lyrical about the Domino's Pizza business model after the pizza delivery firm announced another strong set of trading figures on Tuesday morning, despite going up against tough comparative figures from a year ago.

The secret of the company's success is certainly not down to the pizzas, but rather, in FinnCap's view, in 'the franchisee experience and economics, and the ability to provide these people with a slice of the good life.'

FinnCap thinks that as long as people keep eating pizzas and the franchisees 'keep making money from our love of take away while watching TV gold like "Britain's Got Talent", this will remain a core long term holding.'

'It is "Two-for-Tuesday" today at Domino's, so buy a pizza and some shares,' FinnCap suggests.

KBC Peel Hunt is also a fan of the stock, though the company's view of the pizzas is unknown. The broker has put an extra topping on its target price for the stock, raising it from 390p to 400p, and suggests that the new commissary at West Ashland, scheduled to be fully operational at the end of the next quarter, may drive earnings upgrades in May.

c2i

[philanderer] 30/3/2010 22:58

Thanks contrarian, just a quick post then bed for me ; up at 5am for an early flight :-O

Times newspaper , Tempus column:

"Domino's"

Domino's keeps on delivering. Yesterday's first-quarter update from Britain's biggest dispatcher of pizzas to your door showed like-for-like sales growth of 10.5 per cent in the 13 weeks to March 28 - on top of a 9.3 per cent increase in the same period last year - with total system sales up 17.5 per cent at £118.9 million. All this in a period that was severely disrupted by snow, which caused many stores to close.

It is a measure of the company's remarkable track record, through good times and bad that double-digit like-for-like growth is no longer any cause for surprise. Meanwhile, its high street rivals are forced to throw two-for-one vouchers around like confetti in an attempt to keep people coming through the door.

Not that Domino's eschews promotions, as its "Two for Tuesday" offer demonstrates. But such discounting is largely restricted to what was traditionally the quieter part of the week. As a result, Tuesday is now one of the busiest days and there has been no discernible drop-off on other days, suggesting that substitution has been minimal.

On top of the organic growth, Domino's continues to open new stores and it recently upped the rate from 50 a year to 55 as existing franchise-holders take up the opportunity to expand their number of stores. The combined effect should boost the group's national advertising fund, which is based on a percentage of store sales, from £36.5 million last year to at least £44 million this year - which, in turn, will drive more sales and greater recognition of the brand as it opens in new areas.

Even though Domino's has 616 stores, it reckons that there is still the capacity to double in size to 1,200 stores by the end of 2021.

The company has a history of generating large amounts of cash and returning it to shareholders through dividends and buybacks. The shares, up 10½p to 345½p, are trading on almost 23 times this year's earnings. Not cheap, but this is a high-quality company that is worth holding.



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"Online sales rise fast at Domino's Pizza"

The appetite for ordering pizza online is growing fast, it emerged today, as Domino's Pizza revealed online sales up by more than 50% in the first quarter of the year.

Ecommerce sales in the 13 weeks to March 28 came in at £25.3m, up from £16.7m at the same time last year, a rise of 52.3%. Indeed, online orders accounted for 28.8% of all pizzas delivered in the period – up from 23.6% last year.

The growth shown on the ecommerce side ran well ahead of total sales – which were up by 17.5% to £118.9m, from £101.1m.

Chris Moore, chief executive, said the company had delivered despite snowy weather which forced many of its shops to close temporarily. He added: "We face some incredibly tough comparatives in the second half of the year but we have the people, the product and the plans to continue to deliver excellent results in the coming months."

Our view: It seems a no-brainer that, given the option, many takeaway customers will prefer to cut out the phone call and order online – as long as they believe the delivery will arrive on time. Domino's Pizza is proving that ecommerce works for them: it's a strategy likely to be giving them the advantage over their offline-only rivals.

[contrarian2investor] 30/3/2010 17:21

philanderer,

Enjoy your hols. You'll have a nice dividend cheque to look forward to on your return. Hopefully DOM will also be above £3.50p.

c2i

[philanderer] 30/3/2010 16:43

A fine 'up' day on excellent volume of 1.4m traded. Hopefully some good press coverage in the coming days.

Off to the Spanish sunshine for a week now.

Luck to all.

[contrarian2investor] 30/3/2010 16:31

philanderer & RoyalIT,

Thanks for the updates. Let's not forget that DOM is capped at over £500m and therefore many UK & Overseas growth funds will continue to buy the stock as it continues to appreciate.
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jazza

"I've been waiting for any sign that DOM is going ex-growth but it just continues to power ahead".

"This growth story seems to have some time to run yet..."

That's because with the exception of the toys etc, DOM is following the McDonalds Burger (MCD) chain growth model. MCD has appreciated 5344% since 1978. So here's to the next 20 years of share price appreciation.

c2i