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Thread: WHS

  1. #3001
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    Costco .... Ouch

  2. #3002
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    Quote Originally Posted by stoploss View Post
    Costco .... Ouch
    My thoughts exactly. Only just so much spending "pie" out there, to be cut in thinner slices.

  3. #3003
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    Quote Originally Posted by stoploss View Post
    Costco .... Ouch
    will disrupt for sure , not just whs but supermarkets , briscoes etc etc
    bull

  4. #3004
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    Quote Originally Posted by bull.... View Post
    will disrupt for sure , not just whs but supermarkets , briscoes etc etc
    Yes it definitely will. Possibly the fuel retailers as well

  5. #3005
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    Quote Originally Posted by iceman View Post
    Yes it definitely will. Possibly the fuel retailers as well
    One out of the way retailer does not make a chain, 10 Costcos do , look how long its taken Bunnings to get footprints into suburban N Z .

  6. #3006
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    Quote Originally Posted by whatsup View Post
    One out of the way retailer does not make a chain, 10 Costcos do , look how long its taken Bunnings to get footprints into suburban N Z .
    I visited a Costco store in Iceland last year that they setup a couple of years ago. Something like 35-40% of the +18 population now has a membership. A friend who runs icecream and takeaway shops tells me he now buys almost all his ingredients from there, rather than wholesalers. Significantly cheaper. It has caused a major change on the retail scene, including fuel. I suspect something similar can happen in NZ, starting in Auckland.

  7. #3007
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    WHS down, how low will they go before it is starting to look like a BUY.

  8. #3008
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    Quote Originally Posted by bottomfeeder View Post
    WHS down, how low will they go before it is starting to look like a BUY.
    Maybe never.

  9. #3009
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    Quote Originally Posted by bottomfeeder View Post
    WHS down, how low will they go before it is starting to look like a BUY.
    Some questions are just not answerable https://invst.ly/b0f35 here's a monthly chart going back to July 2004, what do you see, apart from massive sustained capital destruction? Maybe a floor in the SP back to 2017? Is there any reason why that support will hold this time like it has for a couple of years? Who knows.

    Sometime it's best just to avoid a wealth destruction machine, maybe reconsider when or if it ever returns to an up trend? Personally I reckon WHS is seriously in trouble, the short term sell off coincides with the Cost Co. announcement. We haven't seen yet how IKEA and Amazon shipping from Australia will work out.

    Anyway, back to that chart.

  10. #3010
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    Quote Originally Posted by Baa_Baa View Post
    Some questions are just not answerable https://invst.ly/b0f35 here's a monthly chart going back to July 2004, what do you see, apart from massive sustained capital destruction? Maybe a floor in the SP back to 2017? Is there any reason why that support will hold this time like it has for a couple of years? Who knows.

    Sometime it's best just to avoid a wealth destruction machine, maybe reconsider when or if it ever returns to an up trend? Personally I reckon WHS is seriously in trouble, the short term sell off coincides with the Cost Co. announcement. We haven't seen yet how IKEA and Amazon shipping from Australia will work out.

    Anyway, back to that chart.
    That’s one really sad chart eh baabaa and no doubt reflects Warehouse performance over those years.

    Performance wise I reckon currently it’s as good as it ever will be.
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

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