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30-11-2017, 09:00 AM
#1521
Originally Posted by winner69
Yes the weather remains brilliantly fine
Haven’t had any daytime rain here since Jacinda was anointed (and 1 wet night I think) .....so Hallensteins must be selling heaps of shorts and tees
Yes its even been fine and warm in Auckland. Summer feels like it arrived about 10 days ago which is nice for a change seeing as we didn't have one last year. I would imagine summer clothing has been and will be selling like hot cakes in the lead up to Christmas.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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30-11-2017, 10:30 AM
#1522
Originally Posted by Beagle
Yes its even been fine and warm in Auckland. Summer feels like it arrived about 10 days ago which is nice for a change seeing as we didn't have one last year. I would imagine summer clothing has been and will be selling like hot cakes in the lead up to Christmas.
That reminds me, better go down and check out HLG silver park for a pair of shorts. Might even buy another 10k shares before div. Over 9% yld. in Dec and another 18 weeks later, a no brainer, might make that 20k shares .
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01-12-2017, 08:58 AM
#1523
Member
wow. v. nice update. interesting timing too - they were due to update at the AGM in ~2 weeks - so things must be good to have to issue this now. but with sales up 15% on an improved GM, they demonstrably are!
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01-12-2017, 09:05 AM
#1524
Originally Posted by Beagle
WOW what a stunning update. http://nzx-prod-s7fsd7f98s.s3-websit...265/270930.pdf
15% sales increase on last year, last year itself a strong start to the year before that, and on improved gross margins that were stronger last year too !
Are those dog food bowls big enough Couta1 & seeweed ?
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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01-12-2017, 09:30 AM
#1525
Originally Posted by Beagle
WOW what a stunning update. http://nzx-prod-s7fsd7f98s.s3-websit...265/270930.pdf
15% sales increase on last year, last year itself a strong start to the year before that, and on improved gross margins that were stronger last year too !
Are those dog food bowls big enough Couta1 & seeweed ?
Perfect timing before it goes Ex divvy, I'm feeling very well positioned in an XXOS kinda way.PS-I don't care about Amazon.
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01-12-2017, 09:32 AM
#1526
Originally Posted by couta1
Perfect timing before it goes Ex divvy, I'm feeling very well positioned in an XXOS kinda way.PS-I don't care about Amazon.
Well done.
An incredible trading update.
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01-12-2017, 09:39 AM
#1527
Originally Posted by couta1
Perfect timing before it goes Ex divvy, I'm feeling very well positioned in an XXOS kinda way.PS-I don't care about Amazon.
Yes mate as we discussed last night, and as I have been saying on here for ages, the vast majority of shoppers want to see and try on the clothes themselves for reasons of what I call the four F's (fit, fabric, feel & fashion). Despite acquiring a number of apparel retailers in the U.S. I read recently that Amazon only has 6% of the apparel market there.
Last edited by Beagle; 01-12-2017 at 09:41 AM.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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01-12-2017, 09:46 AM
#1528
Member
Originally Posted by Beagle
Yes mate as we discussed last night, and as I have been saying on here for ages, the vast majority of shoppers want to see and try on the clothes themselves for reasons of what I call the four F's (fit, fabric, feel & fashion). Despite acquiring a number of apparel retailers in the U.S. I read recently that Amazon only has 6% of the apparel market there.
I agree! I have bought clothes online before, but I still prefer try stuff on. Also, it gives me a better idea I how it looks and feels against my skin.
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01-12-2017, 10:07 AM
#1529
An increasingly important and faster growing segment of their business.
E-Commerce
Online sales continue to grow at a significantly greater rate than bricks and mortar stores, as a result of the company’s commitment to build and invest in digital. For the last financial year online sales grew 44% which now represents over 9% of Group turnover. We will continue to invest in technology and resources in this area to ensure that growth continues in this strategic area of the business.
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01-12-2017, 10:10 AM
#1530
Originally Posted by Beagle
I had a very quick skim read of the HLG annual report released today online, see NZX release here https://www.nzx.com/files/attachments/268410.pdf . Easy report to read and not just the numbers that look pretty if you know what I mean , (of course the resident hound is just as handsome as the blokes in there lol), well run business, great stock turn, sales growing strongly in Australia, very slick and long standing retail operators who are committed to providing a positive shopping experience. Trades on a PE of just 11 with very positive sales growth and a gross dividend yield of (31.5 / 328) / 0.72 = 13.3% and trades cum a 17 cent fully imputed dividend due in December.
M sized position and happy holder.
Posted 26 October. What's now crystal clear is that their new format euro style stores are really resonating well with customers. To grow sales at this phenomenal rate, (unprecedented in as many years as I have followed HLG) with very average weather for the majority of the time since balance date and the uncertainty of an election is pretty incredible. Disc: Enlarged my holding this morning, (will need a new XXL dog food bowl). Now that a real summer has the makings of coming to pass I expect their very strong sales momentum to continue.
Is this the "purrfect" dividend hounds stock, you get to eat you cake and your cat. My revised valuation $4.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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