-
03-05-2016, 10:08 AM
#6011
Originally Posted by winner69
Were these presentations yesterday? Or today
How could any guru analyst not be impressed with that - upgrades i reckon
What about this bit that 2017 profits will be solid but not at the level of 2016. I would not call that an upgrade.
-
03-05-2016, 10:09 AM
#6012
Forest, even if next years earnings were half of 2016, this stock would still be cheap relative to earnings. In fact, it would still have a PE of only about 10. Many others in the NZX50 are trading on PEs of closer to 40!~
-
03-05-2016, 10:10 AM
#6013
Market seems happy if the first 10 mins are anything to go by!
-
03-05-2016, 10:17 AM
#6014
Had a quick read of presentation and have decided to stay away from this one. Yield might be good, however capital appreciation (or lack of it) might not be worth the punt for me. Just my perspective though, GLTA.
-
03-05-2016, 10:20 AM
#6015
Originally Posted by OldGuy
Forest, even if next years earnings were half of 2016, this stock would still be cheap relative to earnings. In fact, it would still have a PE of only about 10. Many others in the NZX50 are trading on PEs of closer to 40!~
True, but being an airline stock it is not unusual to get a number of years of declining profits following each other. Remember AIR Chief Strategy sold an substantial share holding recently as well as CFO and Group Council, between them there much be a good understanding of the company.
-
03-05-2016, 10:23 AM
#6016
Sorry, but I don't interpret those sales as being a forebearer of gloom. Insider trading rules are pretty clear, and I think senior management know that....
-
03-05-2016, 10:23 AM
#6017
Anyway, let's review this in a couple of year, which is my investment horizon. Anything between now and then is largely irrelevant to me personally.
-
03-05-2016, 10:25 AM
#6018
Bottom line for me is its a blue chip stock currently selling at a discount with increasing divvys, happy to hold even though currently in the red.
-
03-05-2016, 10:26 AM
#6019
Originally Posted by OldGuy
Sorry, but I don't interpret those sales as being a forebearer of gloom. Insider trading rules are pretty clear, and I think senior management know that....
Agree OG - I work for a large company and the Executive only have a limited number of sell windows per year, which is why you see the sales appear within the same timeframe. I don't read anything negative into it at all either.
-
03-05-2016, 10:33 AM
#6020
Originally Posted by OldGuy
Market seems happy if the first 10 mins are anything to go by!
Same as yesterday but lets see if it holds or if the sellers start lining up again....
Tags for this Thread
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Bookmarks