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20-12-2016, 07:25 AM
#921
Originally Posted by JeremyALD
Great thoughts Roger.
Its one of those odd ones where I want it to go down before it goes back up so I can buy some more!!! Are we being too greedy....up up and away I say!!
One thing I really like about Hallensteins is their honesty in announcements. They seem to be very transparent and admit when they've had disappointing years. I like that. I go to the future with a lot of confidence and you know what, it feels good being an investor in a clothing company that battles off the big guys
Don't want to appear to be a shark, but you have 2 choices...be very greedy and wait for sp to hit 2.95-3.00 or...be half greedy and just start buy buy buy at 3.05. Am thinking, might start and be half greedy and put in a little order before it hits 3.20.
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20-12-2016, 09:12 AM
#922
NZD tumbles to 6 month low v USD
At least HLG are making heaps during the important busy part of the year
Anyway - NZD will be back in the 70's soon
No worries
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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20-12-2016, 09:50 AM
#923
Just wondering whether the recent WHS announcement (revenue growth but margin squeeze) might apply for HGL as well? Pretty sure anyway that the SP might have a wee dip over he next couple of days ... time to accumulate - or not?
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
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20-12-2016, 10:08 AM
#924
Originally Posted by BlackPeter
Just wondering whether the recent WHS announcement (revenue growth but margin squeeze) might apply for HGL as well? Pretty sure anyway that the SP might have a wee dip over he next couple of days ... time to accumulate - or not?
From the Chairman's address seven days ago at HLG's agm.
"Sales 10% ahead of last year.Gross margin is also up and the season so far is showing very strong growth."
We remain "well positioned,"and from what I hear of Christmas trading so far,I am sure we can up grade that to "very well positioned."
Last edited by percy; 20-12-2016 at 10:10 AM.
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20-12-2016, 10:12 AM
#925
Originally Posted by BlackPeter
Just wondering whether the recent WHS announcement (revenue growth but margin squeeze) might apply for HGL as well? Pretty sure anyway that the SP might have a wee dip over he next couple of days ... time to accumulate - or not?
Buy half now and 2 half's later on the dip. Bob each way.
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20-12-2016, 11:58 AM
#926
Think i will unsubscribe from their deals.They are coming relentlessly , daily, rejigging, reworking their deals; frenetic, urgent. not sustainable imo; turned me off reading them. Maybe its just for the buildup to xmas.
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20-12-2016, 12:06 PM
#927
While the HLG bulls continue to get excited, it seems WHS is not finding the Christmas trading conditions quite so favourable.
"The Board of The Warehouse Group advise that performance in the lead up to Christmas has been below expectations and while the next few weeks are an important trading period, it is unlikely that the year to date shortfall will be fully offset. Adjusted Net Profit After Tax (NPAT) for the Group for the First Half of Financial Year 2017 (H117) ending on 29 January 2017 is expected to be between 10%-15% lower than the same period last year, which is between $41.0m and $38.5m."
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20-12-2016, 12:23 PM
#928
Originally Posted by percy
From the Chairman's address seven days ago at HLG's agm.
"Sales 10% ahead of last year.Gross margin is also up and the season so far is showing very strong growth."
We remain "well positioned,"and from what I hear of Christmas trading so far,I am sure we can up grade that to "very well positioned."
This, Left Field. WHS is a completely different can of worms than HLG.
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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20-12-2016, 12:25 PM
#929
Originally Posted by Joshuatree
Think i will unsubscribe from their deals.They are coming relentlessly , daily, rejigging, reworking their deals; frenetic, urgent. not sustainable imo; turned me off reading them. Maybe its just for the buildup to xmas.
Yes, they are relentless. I just ignore them unless I want to buy something, then I wait to see what the next deal is, like Briscoes, there is always a "sale" on
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20-12-2016, 12:32 PM
#930
Originally Posted by Roger
This, Left Field. WHS is a completely different can of worms than HLG.
Plenty of wiggle room left in HGL's can.
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