HLG - Hallenstein Glasson

[winner69]

Electronic Card Spend March from Stats NZ

Apparel spend for March month up 50.2% on March last year ...wow

But down 2.4% from February in seasonally adjusted terms....and March quarter down 6.2% from December quarter in seasonally adjusted terms

Maybe thats why Shareclarity lowered their DCF valuation

[LaserEyeKiwi]

Electronic Card Spend March from Stats NZ

Apparel spend for March month up 50.2% on March last year ...wow

But down 2.4% from February in seasonally adjusted terms....and March quarter down 6.2% from December quarter in seasonally adjusted terms

Maybe thats why Shareclarity lowered their DCF valuation

Don't forget the country's biggest retail region (Auckland) was in level 3 lockdown for the first week of March (no stores open), followed by a further 5 days in level 2 (reduced store capacity/traffic). To be down 2.4% from Feb (and up 50% Y-o-Y) is quite a good result in that respect.

[Habits]

Accidentally watched the shameless cheerleaders on CNBC today ..please forgive me

Somebody said something like this - with changing inflation & interest rates, finding a single investment that provides income, total return, and low volatility might become difficult.....the definition of capital preservation is changing he said

I yelled at him ‘put it all into HLG’

Hahaha you tell him winner

[winner69]

Glassons going to cream it in Australia.

Economists call it extraordinary

Consumer sentiment soars to 11 year high

https://www.westpac.com.au/content/d...rSentiment.pdf

[oldtech]

Market doesn't seem impressed ...

[Balance]

Market doesn't seem impressed ...

You are going to give yourself a coronary.

Suspect that HLG is not a stock for you if you are jumpy over bugger all %tage movements in the stock.

[peat]

Market doesn't seem impressed ...

you spurred it into life almost to the second!

Capture.JPG

medium term HLG is still digesting 785 top I reckon.
chart is a little bearish since then tbh
Capture.JPG

but I still hold half. if I am going to hold anything this has to be one of them.

[sb9]

Well, in the meantime another juicy divvy payment landed in bank a/c.

[Balance]

Well, in the meantime another juicy divvy payment landed in bank a/c.

Most rewarding to see that in the bank a/c this morning indeed!

[oldtech]

you spurred it into life almost to the second!

Glad to know I have such an impact!

You are going to give yourself a coronary.

Suspect that HLG is not a stock for you if you are jumpy over bugger all %tage movements in the stock.

Nah I'm good Balance. Merely an observation, HLG is a firm hold for me and with my entry price it would have to fall a fair bit more before I started getting seriously worried.

ATM now, there's a different story! My blood pressure definitely can't cope with that so I stay well away,