Keyword results: DOM

Bearcast
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Tom Winnifrith Bearcast: maybe the FCA might deal with Rob Terry

I ponder yesterday’s news which is terrible for Britain and which I find terribly disappointing at a personal level regarding the fraudster Rob Terry. I have a suggestion for the woke dullards at the FCA. I comment on the arrests of Umuthi fraudsters in Zim South and who in the UK now has massive questions to answer. I consider the Domino’s (DOM) trading statement and the issue Rishi Sunak faces on VAT.  This was a short working day for Jaya reasons, I’ll be back with a longer podcast on what should be a full day on Friday.

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Newsboy
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Domino's, AO World and the Wild West of online profitability interpretation

As investors, we are told to embrace structural shifts and regime changes because if you are early spotting something, then let the good times roll in terms of share price valuation and associated portfolio prowess. In this most strange of years, we clearly have had five years of e-commerce shifts (as the comedy rent collection numbers from Hammerson (HMSO) for the last few quarters show). So for two businesses that are currently c. 95% and 100% online sales-centred, everything should be great, right? Well if you look at the share price movements of Domino’s Pizza (DOM) and AO World (AO.) today, you would be excused for asking what on earth was going on, with shares in the former down over 10% and shares in the latter up over 10%, supplementing a massive year-to-date performance (particularly focused in the last five months). Let’s start with Domino’s…

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DOM
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Domino's Pizza – delivery sales more than offsetting lack of collection sales… so why the share price fall?

Leading UK and Ireland pizza group Domino's (DOM) has updated including noting “trading in the period prior to the lockdown was robust” and that since “increase in sales from delivery more than offset the lack of sales from collection” – the shares are though currently more than 7% lower, heading towards 300p. Hmmm...

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Newsboy
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Imperial Brands, Domino's Pizza and Johnny Foreigner

I may have loved up the upcoming change of CEO at Imperial Brands (IMB) on Monday, but he is coming into a vaping hornets' nest as today's update from the company observes that 'following the US FDA's ban on certain flavours of cartridge-based vapour devices and weaker than expected consumer demand for vapour, we now expect constant currency full year Group net revenue to be at a similar level to last year and adjusted earnings per share to be slightly lower than last year'…

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Newsboy
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The times they are a-changing for Domino's and WH Smith

Time for a pizza? Well...maybe it is a bit early but no doubt Domino's Pizza (DOM) will happily make and deliver one for you at almost any time you like. Earlier in the month I talked positively about a potential management evolution and, prior to this, had observed that its UK/Ireland business is so much better than its European / 'international' ones (in Germany, Switzerland, Iceland, Norway and Sweden). And finally the embattled Domino's management has made two smart decisions: an ongoing search for new senior management personnel and a 'review of International markets concluded; the Board has decided to exit the markets in an orderly manner'…

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AML
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Management matters part 2: Aston Martin Lagonda, M&S and Domino's Pizza

I mused on Friday  in the cases of Tesco (TSCO) and perma dog Metro Bank (MTRO) that management - unsurprisingly - matters.  The Sunday press brings more examples...and it is with another perma dog that we start.  In the most blindingly obvious shift since Metro Bank finally got rid of its chair, apparently 'Aston Martin Lagonda (AML) is under pressure to shake up its board and bring in directors with more experience at listed companies after a disastrous first year on the stock market'. 
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DOM
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I confess I am now a Domino's customer. Next stop buying the shares?

If I write about anything that is consumer-facing on this website, you can bet somewhere in the text will be a semi-funny joke about why I have not contributed directly to said company's corporate results because I am almost personally post-consumption. Naturally, that does not apply to the rest of the family and because my excuse about the importance of the global corporate earnings season was wearing a bit thin this school holiday, in lieu of a holiday to the Costa del Horrible, the Domino's Pizza (DOM) online capability has recently acquired a new customer…

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DOM
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Domino's Pizza and its European struggles

I neutralised my bearish tone towards pizza behemoth Domino's Pizza (DOM) back in mid-March, observing that 'I actually doubt the shares are going materially lower from here given Domino's brilliance at digital sales and the like'. As a tactical call that would have worked out fine in the intervening couple of months but there is a good test today after a slightly strange Q1 results publication…

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DOM

#BoycottDominos: £325,000 a year boss despises 17.4m of us, jokes about our deaths

On £325,000 a year life is sweet for David Bauernfeind, the CFO of Domino's Pizza (DOM). Ok, franchisees are in revolt and the shares have tanked by 30% over the past year so you'd have thought as he weighed his salary he'd be busy fighting fires. Au contraire, go to his twitter account @dbauernfeinduk and you will find that he is tweeting like a dervish, not with special offers of two pizzas tasting of cardboard for £19.99 but about Brexit. If you are one of the 17.4 million who voted for Brexit what you will see will shock you, for this fat cat seems to despise we little people and jokes about our death. I, for one, will #BoycottDominos and you may wish to consider whether you want to support the bloated pay packet of a man who looks down on you in this way.

Bearcast
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Tom Winnifrith Bearcast: maybe it really is time to call it a day

In today's extra long podcast I reflect that one day folks like Julie Meyer will win and I shall call it a day. I have lasted two years longer than John Hempton predicted. I also look back on a curious fraud from my early days back in, I think, 1995.  I look at Tomco (TOM), Range Resources (RRL), RedT (RED), Columbus Energy (CERP) and VSA valuations, Goldstone Resources (GRL), Verseon (VERS) and Domino's Pizza (DOM). If you enjoyed this, I think, profanity free bearcast, follow a bloke from the Grim North who donated enough to buy a whole house in the welfare safari and support the Rogue Bloggers for Woodlarks HERE.

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DOM
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Domino's Pizza: only one option when you are this touchy about a press article

Did you listen to Tom's Bearcast yesterday?  The section i particularly liked concerned the comparison of Domino Pizza's (DOM) annual franchisee jamboree to a Billy Graham convention which - i am guessing because unsurprisingly I have never attended one - is completely spot-on in terms of the hoped-for fervour of the room.  

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Bearcast
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Tom Winnifrith Bearcast: Atlantic Capital & IQE you guys really are shysters & jokers

I start with a soddy attempt by spivs at Atlantic capital to secure new customers to fleece with thir crap CFD advice - c/o ADVFN a report on IQE (IQE). I explian why it is shite. Then I turn to allegations that Debenhams (DEB) and Domino's Pizza (DOM) issued RNS statements that were somewhere between misleading and untrue. I have sympathy with one of the accused but none for the other. If you enjoyed this, I think, profanity free bearcast, follow a bloke from the Grim North who donated enough to buy a whole house in the welfare safari and support the Rogue Bloggers for Woodlarks HERE.

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Bearcast
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Tom Winnifrith Bearcast: The return of Wildes, Roger Lawson and Lucky Lord Lucan

I am plagued today by Bulletin Board Morons reporting me to the FCA, by Roger Lawson and some ungracious comments on fraud busting at Globo (GBO), Quindell (QPP) and Patisserie Holdings (CAKE) and by our former in house Bulletin Board Loon who has returned to really rile me with some vile comments on the holocaust which expose him as the Jew hating vermin that he is - HERE. I comment on Angus Energy (ANGS), UK Oil & Gas (UKOG), Domino's Pizza (DOM), Feedback (FDBK), Photonstar Led (PSL), Starcom (STAR) and Cabot Energy (CAB).  Footnote, Roger is now planning to run an amendment flagging up that I did advise folks to sell/short Patisserie warning "something's not right". Roger you are a gent.

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Newsboy
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Various shades of caution from Domino's Pizza, Crest Nicholson, Royal Mail and PZ Cussons

Too many names to comment on today, so I will keep my observations down to just four of them...and all have exhibited some element of caution (which is a useful market and macro insight)…

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DOM
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I am not rushing to order up either a Domino's Pizza...or its shares!

My favourite deadwood press article this week is all about the comment from a reader below it, rather than the article itself.  I talked about Domino's Pizza (DOM) back in August and basically said that I would only get warmed up at 250p odd a share.  Well we are nearly there and - superficially - not too much has changed.  The UK franchise keeps on growing aided by that near omnipresent 'official food of everything' advertising, various Scandi markets remain workable...and angst continues at the managerial and franchisee levels.  

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DOM
DOM
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Domino's Pizza - bet it wishes everyone ate pizza like they do in Iceland!

A while back (as you can read here) I concluded you should wake me up at about a 250p Domino's Pizza (DOM) price. Well another day like today and the shares will crash through this level (and a bit more). So why is 'the official food of everything' having a 10%+ share price dump shocker today? I reckon there are three stories here.

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Uk Investor Show 2018 Video - Stephen Hemsley of Franchise Brands

Franchise Brands (FRAN) was Nigel Wray's 2017 Golden share and he is a major shareholder in this stock. Boss Stephen Hemsley has a cracking CV being the man at the helm during the most exciting part of the Domino's Pizza (DOM) growth story.

Newsboy

Earnings pot pourri - surprise efficiencies, greedy governments & don't burn the pizza!

Roll on the Easter break in just over three weeks I say because those of us who track, appraise and opine about corporate names from around the world have now racked up two months' worth of earnings appraisal...and still they come thick and fast in the UK. So another pot pourri offering from me.

GNC
GNC

Convenience food special - give me Greencore's sandwiches over Dominos' pizza!

I was a bit worried the other day to read that the humble sandwich might be one of the biggest contributors to global warming...but as I had walked to the supermarket to buy my latest sliced bread offering I felt sufficiently virtuous to keep on eating. I cannot believe that too many of Greencore's (GNC) customers at multiple supermarkets and convenience stores are too fussed either judging by the tone of today's trading update.

Bearcast

Tom Winnifrith Bearcast: shorting bitcoin is insane but so too is being long

In this bearcast I look at the issue of share buybacks at this stage of the stockmarket cycle in general but with reference to Domino's Pizza (DOM) in particular. Then I look at the bitcoin bubble explaining why it is NOT a currency and why it will in due course pop as Goodhart's Law kicks in. But you'd be crackers to have a position either way right now

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Bearcast
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Tom Winnifrith Bearcast: 10 stocks to sell or short ahead of the hike in UK base rates

There is a bit of background reading and listening for this bearcast: the graphs from the start of the big short HERE and the macroeconomics in yesterday's bearcast HERE. Then it is onto the 10 stocks to sell or short ahead of the first UK base rate rise in years which will happen in this week coming up. I explain why the following ten should be dumped or shorted:

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DOM

Forget uncertainty, we insist you eat more pizza says Domino's, but buy the shares?

Clearly it goes without saying that if you want a quality pizza in London then you should be going to Wedge Issue rather than to your local Domino's (DOM), but it is to the latter's Q3 trading update we must turn, which is a bit of a headscratcher.

DOM
DOM

Domino's Pizza – ‘new partnership’ announced twice it’s seemingly so excited by it, the market’s distinctly less so…

Domino's Pizza Group (DOM) is seemingly so excited by its “new franchisee partnership” that it’s announced the news twice this morning. The market response is though distinctly less excited – the shares down around 4% at sub 270p…

Bearcast

Tom Winnifrith Bearcast: An ethical fight as I Prepare for a day of nappy changing

On the agenda today, I start with a twitter spat with Hugo Rifkind a man who is where he is today thanks to who is Daddy is not his innate lack of talent and who is tweeting nonsense about a matter he has no experience of. After that thrill there is news on UK Investor Show, nappy changing, the ethical dimension in investing in pharma companies, Advanced Oncotherapy (AVO), W Resources (WRES),Domino's Pizza (DOM) and a discussion about residential property and non resident speculators.

Bearcast

Tom Winnifrith Bearcast - how much does a fishing rod cost?

I ask that question just to make a point about discretionary consumer spending and as part of a discussion about Fishing Republic (FISH). I also cover Domino's Pizza (DOM),  Biome (BIOM), Foxtons (FOXT), EasyJet (EZJ) as well as more post Brexit coverage following up on points made at the weekend HERE 

DOM
DOM

Domino's Pizza - Cracking Trading Statement

Domino’s Pizza (DOM) has served up a truly cracking trading statement covering the 13 week period to 31st March. It looks as appetising as a large pepperoni passion with extra jalapeno peppers on its own but when compared to prior statements it looks truly outstanding. The company says that its start to the year has been “solid”. It understates the case.

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