HLG - Hallenstein Glasson

[Waltzing]

Congratulations to 3 dollar holders. You had the last laugh. We always trade this stock above 6 dollars. Yesterdays vaccine reports will reward long term holders in value NZ stocks. Talking to the choir and MR B will also have the last laugh as always.

[Beagle]

Congratulations to 3 dollar holders. You had the last laugh. We always trade this stock above 6 dollars. Yesterdays vaccine reports will reward long term holders in value NZ stocks. Talking to the choir and MR B will also have the last laugh as always.

Thanks. I first bought in August 2016 at ~ $2.75. Quite apart from the ongoing growth this company is enjoying with interest rates where they are now relative to the last two times HLG were over $6 my sense is $6 something now is equal to $5 something back then. In other words there's at least another dollar of value in this share now just because interest rates are at 100 year lows. There's also the 24 cent dividend due next month.

I am sure you have found something else that will also do well though and best wishes with that. For what its worth I leave me Australian investing to Barramundi which outperformed the Australian index by a staggering 19% last year !

[Waltzing]

we started yesterday to move back to off shore beaten down sectors as we want higher value currency investments. These sectors are at low values and will return higher value returns even of business travel does not return to previous levels as tourism kicks back hard. All over the overnight news programs and new outlets the investment professionals have called it a game changer as they dont need so many people to take the vaccine and eventually there will be a rush line up for such effective treatments every winter..

Travel is back soon and its time to invest now.... yesterday for the big returns on investment money...

[Beagle]

Fair enough mate. I only ever invested in HLG for the yield which was a stunning 15% gross back in August 2016 at ~ $2.70, but things worked out far, far better than I originally envisaged.

Thing is though. The yield today of *11.5% gross is just as stunning for where interest rates are now compared to 15% gross in 2016 so I am a very happy holder and am continuing to accumulate more.

* Based on assumed fully imputed dividends of 50 cps in FY21 (50 / 0.72) = 69.44 cps gross. 69.44 cps gross as a function of the theoretical ex divvy price ($6.04) of HLG shares $6.30 - $0.24 cent divvy due shortly = $0.6944 / $6.06 = 11.459% gross yield. I think that's a truly extraordinary yield for where interest rates are now !

[winner69]

Fair enough mate. I only ever invested in HLG for the yield which was a stunning 15% gross back in August 2016 at ~ $2.70, but things worked out far, far better than I originally envisaged.

Thing is though. The yield today of *11.5% gross is just as stunning for where interest rates are now compared to 15% gross in 2016 so I am a very happy holder and am continuing to accumulate more.

* Based on assumed fully imputed dividends of 50 cps in FY21 (50 / 0.72) = 69.44 cps gross. 69.44 cps gross as a function of the theoretical ex divvy price ($6.04) of HLG shares $6.30 - $0.24 cent divvy due shortly = $0.6944 / $6.06 = 11.459% gross yield. I think that's a truly extraordinary yield for where interest rates are now !

Yield I’d even better ....11.63% gross .....you should take $0.33 of current price (the imputed amount)

Pretty good eh

Hope we DO get that 50 cents

[Waltzing]

"11.459% gross yield"


It would be rated A but its not a certain german brand...but its Rate A for NZX.

Mr B's rating system.


Moving off shore right now into certain sectors comes at high risk and we dont recommend for retail investors in NZ. (100*n)% higher risk than this stock.

These high risk stocks have potential 60 to 100% returns over 2 to 3 years.

Or they cap raise some more or go broke...the vaccine reduces the risk of the later.

but remember its not NZ dollar.

[Beagle]

It should be rated BBB = Beagle Busy Buying

[Waltzing]

we were thinking BB +

the Brilliant Mr B... but we thought as it has outperformed for a decade but the balance sheet is certainly am A.

[James108]

Beagle question for ya, what % of your portfolio is hlg currently? Just curious I’m at 15% and I don’t think I would want much more unless I think there is huge value.

[Balance]

Beagle question for ya, what % of your portfolio is hlg currently? Just curious I’m at 15% and I don’t think I would want much more unless I think there is huge value.

Can never have too much of a great thing - that’s Beagle’s philosophy?